Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$422,694
-$196,266 QoQ
Shares Held
3,702
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,073
of 1,697 holders
Holding Since
Sep 2025
2 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, 2026Axim Planning & Wealth holds $733,036 across 2 Software - Application names. SHOP ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
3,702 | $422,694 | |
| 2 | GRAB |
Grab Holdings Ltd
|
82,319 | $310,342 |
All Filings in SHOP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,694 | 3,702 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $618,960 | 4,165 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||