Position in SHOP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,335
-$10,644 QoQ
Shares Held
73
-54.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,598
of 1,688 holders
Holding Since
Sep 2021
4 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, 2026Lloyd Advisory Services, LLC. holds $478,467 across 13 Software - Application names. SHOP ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,190 | $215,342 | |
| 2 | ADP |
Automatic Data Processing Inc
|
665 | $148,926 | |
| 3 | ADBE |
Adobe Inc.
|
232 | $47,564 | |
| 4 | NOW |
ServiceNow, Inc.
|
195 | $19,359 | |
| 5 | UBER |
Uber Technologies, Inc
|
213 | $15,370 | |
| 6 | ADSK |
Autodesk, Inc.
|
49 | $9,526 | |
| 7 | SHOP |
Shopify Inc.
This page
|
73 | $8,335 | |
| 8 | PTC |
Ptc Inc.
|
60 | $6,816 |
All Filings in SHOP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,335 | 73 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,979 | 160 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,906 | 192 | Shares | Sole | 2026-02-06 | |
| 2021-09-30 | $59,654 | 44 | Shares | Other | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||