Position in SHOP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,370,502
-$553,395 QoQ
Shares Held
12,003
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#671
of 1,697 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,124,969 across 17 Software - Application names. SHOP ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,206 | $1,837,733 | |
| 2 | SHOP |
Shopify Inc.
This page
|
12,003 | $1,370,502 | |
| 3 | INTU |
Intuit Inc.
|
4,896 | $1,277,856 | |
| 4 | NOW |
ServiceNow, Inc.
|
10,344 | $1,026,952 | |
| 5 | ADBE |
Adobe Inc.
|
4,049 | $830,125 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,528 | $615,380 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,491 | $559,602 | |
| 8 | CRM |
Salesforce, Inc.
|
3,504 | $548,936 |
All Filings in SHOP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,502 | 12,003 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,923,897 | 16,219 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,882,811 | 17,909 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,623,854 | 24,385 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,855,635 | 16,087 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,603,166 | 27,264 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $876,265 | 8,241 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $613,792 | 7,659 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,143,986 | 17,320 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,524,493 | 19,755 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||