Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,959,979
+$76,275 QoQ
Shares Held
43,440
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#430
of 1,697 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $108,282,340 across 12 Software - Application names. SHOP ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
155,537 | $24,366,426 | |
| 2 | ZM |
Zoom Communications, Inc.
|
281,078 | $24,259,842 | |
| 3 | INTU |
Intuit Inc.
|
76,538 | $19,976,418 | |
| 4 | MITK |
Mitek Systems Inc
|
479,697 | $9,656,300 | |
| 5 | UPBD |
Upbound Group, Inc.
|
306,014 | $6,493,617 | |
| 6 | UBER |
Uber Technologies, Inc
|
83,700 | $6,039,792 | |
| 7 | SHOP |
Shopify Inc.
This page
|
43,440 | $4,959,979 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,099 | $3,782,468 |
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,959,979 | 43,440 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,883,704 | 41,171 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,304,339 | 8,103 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||