DEEPWATER ASSET MANAGEMENT, LLC

Position in SHOP — Shopify Inc.

CIK 1964171 Minneapolis, MN

Position in SHOP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,621,845

+$4,125,910 QoQ

Shares Held

75,511

+99.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.92%

of 13F equity value

Holder Rank

#353

of 1,697 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DEEPWATER ASSET MANAGEMENT, LLC holds $30,651,647 across 4 Software - Application names. SHOP ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	36,316	$9,455,233
2	SHOP	Shopify Inc. This page	75,511	$8,621,845
3	SNOW	Snowflake Inc.	28,221	$7,182,244
4	TEAM	Atlassian Corp	69,319	$5,392,325

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,621,845	75,511	+99.2%	Shares	Sole	2026-08-06
2026-03-31	$4,495,935	37,902	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.