Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$298,579
-$49,332 QoQ
Shares Held
2,615
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,208
of 1,697 holders
Holding Since
Dec 2024
7 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, 2026WealthPlan Investment Management, LLC holds $5,223,203 across 7 Software - Application names. SHOP ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
23,907 | $1,725,128 | |
| 2 | ADBE |
Adobe Inc.
|
5,809 | $1,190,961 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,540 | $847,850 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,331 | $522,026 | |
| 5 | ROP |
Roper Technologies Inc
|
1,241 | $419,941 | |
| 6 | SHOP |
Shopify Inc.
This page
|
2,615 | $298,579 | |
| 7 | INTU |
Intuit Inc.
|
838 | $218,718 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,579 | 2,615 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $347,911 | 2,933 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $510,596 | 3,172 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $355,177 | 2,390 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $418,951 | 3,632 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $245,574 | 2,572 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $331,961 | 3,122 | Shares | Other | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||