Position in SHOP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$302,718
-$113,389 QoQ
Shares Held
2,552
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 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 Mar 31, 2026Visionary Wealth Advisors holds $17,605,081 across 9 Software - Application names. SHOP ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
40,754 | $8,280,397 | |
| 2 | PAR |
Par Technology Corp
|
360,128 | $4,800,506 | |
| 3 | MSTR |
Strategy Inc
|
9,965 | $1,243,632 | |
| 4 | CRM |
Salesforce, Inc.
|
5,724 | $1,068,499 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,025 | $839,013 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,046 | $434,888 | |
| 7 | ADBE |
Adobe Inc.
|
1,645 | $399,866 | |
| 8 | SHOP |
Shopify Inc.
This page
|
2,552 | $302,718 |
All Filings in SHOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,718 | 2,552 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $416,107 | 2,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $358,001 | 2,409 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $277,878 | 2,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,332 | 2,360 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $246,047 | 2,314 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $34,572 | 251 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,267 | 238 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $33,310 | 228 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,789 | 215 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $24,110 | 213 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||