Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$689,533
+$45,783 QoQ
Shares Held
6,039
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#904
of 1,697 holders
Holding Since
Dec 2022
15 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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $6,210,530 across 8 Software - Application names. SHOP ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,207 | $1,807,590 | |
| 2 | FIG |
Figma, Inc.
|
66,123 | $1,196,165 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,221 | $833,585 | |
| 4 | CRM |
Salesforce, Inc.
|
4,412 | $691,183 | |
| 5 | SHOP |
Shopify Inc.
This page
|
6,039 | $689,533 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,520 | $444,539 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,105 | $296,216 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,124 | $251,719 |
All Filings in SHOP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,533 | 6,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $643,750 | 5,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $708,589 | 4,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $675,581 | 4,546 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $570,636 | 4,947 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $442,358 | 4,633 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $520,910 | 4,899 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $313,748 | 3,915 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $275,758 | 4,175 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $302,892 | 3,925 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $306,536 | 3,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $242,563 | 4,445 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $261,307 | 4,045 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $482,036 | 10,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $275,944 | 7,950 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||