Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,235,770
-$49,952 QoQ
Shares Held
10,823
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#705
of 1,695 holders
Holding Since
Mar 2020
18 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, 2026Investment Research & Advisory Group, Inc. holds $8,161,544 across 10 Software - Application names. SHOP ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
58,744 | $4,238,967 | |
| 2 | CRM |
Salesforce, Inc.
|
16,192 | $2,536,638 | |
| 3 | SHOP |
Shopify Inc.
This page
|
10,823 | $1,235,770 | |
| 4 | NOW |
ServiceNow, Inc.
|
623 | $61,851 | |
| 5 | ADP |
Automatic Data Processing Inc
|
125 | $27,993 | |
| 6 | SAP |
Sap SE
|
171 | $26,352 | |
| 7 | ADSK |
Autodesk, Inc.
|
97 | $18,858 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
20 | $7,506 |
All Filings in SHOP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,770 | 10,823 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,285,722 | 10,839 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,186,831 | 7,373 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $33,140 | 223 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,377 | 220 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $21,005 | 220 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $23,392 | 220 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $17,630 | 220 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $14,531 | 220 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,977 | 220 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $17,138 | 220 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $12,005 | 220 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $14,212 | 220 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,546 | 220 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,636 | 220 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,926 | 220 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,872 | 220 | Shares | Sole | 2022-07-19 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||