Position in SHOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,940,020
-$75,774 QoQ
Shares Held
25,749
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#516
of 1,697 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. SHOP ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
This page
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in SHOP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940,020 | 25,749 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,015,794 | 25,424 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,089,007 | 75,101 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,585,932 | 77,962 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,087,303 | 70,111 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,912,427 | 82,870 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,060,591 | 85,212 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,342,973 | 29,236 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,611,421 | 24,397 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,167,087 | 28,082 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,929,037 | 24,763 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,522,612 | 27,902 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,994,008 | 30,867 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,368,926 | 28,555 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $370,876 | 10,685 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $292,002 | 10,839 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $935,950 | 29,960 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,448,492 | 6,581 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,145,750 | 12,448 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,451,142 | 6,971 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $10,029,627 | 6,865 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,431,254 | 6,716 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||