Position in SHOP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$834,998
-$32,707 QoQ
Shares Held
7,313
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#825
of 1,697 holders
Holding Since
Dec 2020
19 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, 2026Everhart Financial Group, Inc. holds $9,639,486 across 16 Software - Application names. SHOP ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,083 | $2,283,071 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,317 | $1,033,114 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,504 | $943,557 | |
| 4 | SHOP |
Shopify Inc.
This page
|
7,313 | $834,998 | |
| 5 | CRM |
Salesforce, Inc.
|
4,379 | $686,014 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,578 | $577,343 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,601 | $569,732 | |
| 8 | SNOW |
Snowflake Inc.
|
2,173 | $553,028 |
All Filings in SHOP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,998 | 7,313 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $867,705 | 7,315 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,156,569 | 7,185 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,067,762 | 7,185 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $844,477 | 7,321 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $708,557 | 7,421 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $789,074 | 7,421 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $594,398 | 7,417 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $491,742 | 7,445 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $569,514 | 7,380 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $567,968 | 7,291 | Shares | Sole | 2024-01-12 | |
| 2022-09-30 | $206,360 | 7,660 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $241,797 | 7,740 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $494,126 | 731 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,027,532 | 746 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $917,863 | 677 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $990,544 | 678 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $750,207 | 678 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $996,116 | 880 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||