Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$478,985
+$54,089 QoQ
Shares Held
4,195
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,021
of 1,697 holders
Holding Since
Dec 2025
3 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $11,752,810 across 19 Software - Application names. SHOP ranks #13 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
15,411 | $1,530,004 | |
| 2 | CRM |
Salesforce, Inc.
|
7,510 | $1,176,516 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,728 | $990,612 | |
| 4 | ADBE |
Adobe Inc.
|
3,892 | $797,937 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,291 | $737,019 | |
| 6 | DJCO |
Daily Journal Corp
|
1,044 | $627,642 | |
| 7 | CVLT |
Commvault Systems Inc
|
4,375 | $620,068 | |
| 8 | INTU |
Intuit Inc.
|
2,345 | $612,045 |
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,985 | 4,195 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $424,896 | 3,582 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $204,431 | 1,270 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||