Position in SHOP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$295,726
-$6,992 QoQ
Shares Held
2,590
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,214
of 1,703 holders
Holding Since
Dec 2020
12 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, 2026Visionary Wealth Advisors holds $11,177,116 across 8 Software - Application names. SHOP ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAR |
Par Technology Corp
|
392,907 | $6,844,439 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,773 | $844,963 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,347 | $828,690 | |
| 4 | MSTR |
Strategy Inc
|
9,016 | $783,760 | |
| 5 | UBER |
Uber Technologies, Inc
|
10,549 | $761,215 | |
| 6 | CRM |
Salesforce, Inc.
|
3,377 | $529,040 | |
| 7 | SHOP |
Shopify Inc.
This page
|
2,590 | $295,726 | |
| 8 | ADBE |
Adobe Inc.
|
1,411 | $289,283 |
All Filings in SHOP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,726 | 2,590 | Shares | Sole | 2026-08-13 | |
| 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 | $345,724 | 251 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $322,675 | 238 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $333,103 | 228 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $237,897 | 215 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $241,105 | 213 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||