Position in SHOP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,153,903
-$124,464 QoQ
Shares Held
10,106
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#727
of 1,697 holders
Holding Since
Dec 2020
20 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. SHOP ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in SHOP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,903 | 10,106 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,278,367 | 10,777 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,808,497 | 11,235 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,887,049 | 12,698 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,600,135 | 13,872 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,378,444 | 14,437 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,535,086 | 14,437 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,121,318 | 13,992 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $818,623 | 12,394 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,007,685 | 13,058 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,052,506 | 13,511 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $878,631 | 16,101 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,714,362 | 42,018 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,955,424 | 40,789 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,234,599 | 35,569 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $787,671 | 29,238 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $979,280 | 31,347 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,197,801 | 1,772 | Shares | Sole | 2022-04-27 | |
| 2021-03-31 | $312,033 | 282 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $460,703 | 407 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||