Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$75,472
-$326 QoQ
Shares Held
661
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,471
of 1,697 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HOEY INVESTMENTS, INC holds $1,556,279 across 10 Software - Application names. SHOP ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
7,496 | $744,202 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,000 | $447,900 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,333 | $96,189 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
210 | $78,817 | |
| 5 | SHOP |
Shopify Inc.
This page
|
661 | $75,472 | |
| 6 | LYFT |
Lyft, Inc.
|
4,500 | $65,745 | |
| 7 | ADBE |
Adobe Inc.
|
209 | $42,849 | |
| 8 | DDOG |
Datadog, Inc.
|
14 | $3,645 |
All Filings in SHOP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,472 | 661 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $75,798 | 639 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $67,607 | 420 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $63,902 | 430 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $66,903 | 580 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $79,248 | 830 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $147,798 | 1,390 | Shares | Sole | 2025-02-12 | |
| 2021-09-30 | $16,269 | 12 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,531 | 12 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $2,213 | 2 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||