Position in SHOP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$260,901
-$25,329 QoQ
Shares Held
2,285
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,275
of 1,697 holders
Holding Since
Dec 2025
3 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, 2026Apella Capital, LLC holds $8,689,339 across 9 Software - Application names. SHOP ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
28,058 | $2,421,685 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,292 | $1,633,043 | |
| 3 | BILL |
BILL Holdings, Inc.
|
42,226 | $1,526,892 | |
| 4 | TYL |
Tyler Technologies Inc
|
3,424 | $1,001,383 | |
| 5 | CRM |
Salesforce, Inc.
|
5,419 | $848,940 | |
| 6 | ADBE |
Adobe Inc.
|
2,433 | $498,813 | |
| 7 | SHOP |
Shopify Inc.
This page
|
2,285 | $260,901 | |
| 8 | SAP |
Sap SE
|
1,661 | $255,976 |
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,901 | 2,285 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $286,230 | 2,413 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $209,100 | 1,299 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||