Resonant Capital Advisors, LLC

Position in SHOP — Shopify Inc.

CIK 1803236 Madison, WI

Position in SHOP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$426,919

-$17,668 QoQ

Shares Held

3,739

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,064

of 1,696 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $18,170,722 across 19 Software - Application names. SHOP ranks #10 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	17,955	$4,021,022
2	CRM	Salesforce, Inc.	23,373	$3,661,614
3	UBER	Uber Technologies, Inc	35,704	$2,576,400
4	ADBE	Adobe Inc.	9,941	$2,038,103
5	DOCU	Docusign, Inc.	17,974	$798,405
6	SAP	Sap SE	3,889	$599,333
7	CDNS	Cadence Design Systems Inc	1,488	$558,476
8	NOW	ServiceNow, Inc.	4,767	$473,267

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,919	3,739	-0.2%	Shares	Sole	2026-07-27
2026-03-31	$444,587	3,748	+7.5%	Shares	Sole	2026-04-29
2025-12-31	$560,980	3,485	+1.2%	Shares	Sole	2026-01-29
2025-09-30	$511,664	3,443	0.0%	Shares	Sole	2025-10-29
2025-06-30	$397,150	3,443	+7.1%	Shares	Sole	2025-07-31
2025-03-31	$307,063	3,216	+4.8%	Shares	Sole	2025-04-28
2024-12-31	$326,220	3,068	-12.5%	Shares	Sole	2025-01-24
2024-09-30	$280,970	3,506	-0.3%	Shares	Sole	2024-10-18
2024-06-30	$232,231	3,516	-13.5%	Shares	Sole	2024-08-01
2024-03-31	$313,541	4,063	+2262.2%	Shares	Sole	2024-05-01
2021-12-31	$236,911	172	-13.6%	Shares	Sole	2022-01-26
2021-09-30	$269,800	199	-11.2%	Shares	Sole	2021-10-18
2020-12-31	$253,556	224	0.0%	Shares	Sole	2021-01-15
2020-09-30	$229,145	224	-41.7%	Shares	Sole	2020-11-03
2020-06-30	$364,492	384	-29.2%	Shares	Sole	2020-08-05
2020-03-31	$225,976	542	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.