Abound Wealth Management

Position in SHOP — Shopify Inc.

CIK 1950323 FRANKLIN, TN

Position in SHOP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$290,131

-$12,943 QoQ

Shares Held

2,541

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,216

of 1,697 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. SHOP ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	2,541	$290,131
2	CDNS	Cadence Design Systems Inc	470	$176,400
3	MSTR	Strategy Inc	1,057	$91,885
4	CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$60,882
5	WDAY	Workday, Inc.	375	$45,907
6	CRM	Salesforce, Inc.	258	$40,418
7	UBER	Uber Technologies, Inc	373	$26,915
8	WK	Workiva Inc	500	$24,255

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,131	2,541	-0.5%	Shares	Sole	2026-07-10
2026-03-31	$303,074	2,555	+16.7%	Shares	Sole	2026-04-10
2025-12-31	$352,363	2,189	-2.1%	Shares	Sole	2026-01-12
2025-09-30	$332,143	2,235	+2.1%	Shares	Sole	2025-10-10
2025-06-30	$252,501	2,189	+8.4%	Shares	Sole	2025-07-14
2025-03-31	$192,774	2,019	+11.9%	Shares	Sole	2025-04-17
2024-12-31	$191,925	1,805	-3.1%	Shares	Sole	2025-01-13
2024-09-30	$149,300	1,863	+2.6%	Shares	Sole	2024-11-04
2024-06-30	$119,880	1,815	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$141,606	1,835	+1.1%	Shares	Sole	2024-08-08
2023-12-31	$141,388	1,815	+0.8%	Shares	Sole	2024-08-08
2023-09-30	$98,226	1,800	0.0%	Shares	Sole	2024-08-08
2023-06-30	$116,280	1,800	0.0%	Shares	Sole	2024-08-08
2023-03-31	$86,292	1,800	0.0%	Shares	Sole	2024-08-07
2022-12-31	$62,478	1,800	0.0%	Shares	Sole	2024-08-07
2022-09-30	$48,492	1,800	+823.1%	Shares	Sole	2024-08-07
2021-12-31	$268,591	195	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.