Position in SHOP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$252,794
-$9,949 QoQ
Shares Held
2,214
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,287
of 1,699 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CYPRESS FINANCIAL PLANNING LLC holds $252,794 across 1 Software - Application name. SHOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
2,214 | $252,794 |
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,794 | 2,214 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $262,743 | 2,215 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $356,548 | 2,215 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $329,171 | 2,215 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $288,721 | 2,503 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $238,986 | 2,503 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||