MILESTONE ASSET MANAGEMENT, LLC

Position in SHOP — Shopify Inc.

CIK 1964722 PITTSBURGH, PA

Position in SHOP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,913,188

+$824,029 QoQ

Shares Held

25,514

+81.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#520

of 1,697 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MILESTONE ASSET MANAGEMENT, LLC holds $7,063,107 across 6 Software - Application names. SHOP ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	25,514	$2,913,188
2	NOW	ServiceNow, Inc.	11,813	$1,172,794
3	WDAY	Workday, Inc.	9,561	$1,170,457
4	ADBE	Adobe Inc.	4,984	$1,021,819
5	CRM	Salesforce, Inc.	4,542	$711,549
6	GRAB	Grab Holdings Ltd	19,443	$73,300

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,913,188	25,514	+81.5%	Shares	Sole	2026-07-15
2025-09-30	$2,089,159	14,058	+195.0%	Shares	Sole	2025-10-15
2025-06-30	$549,758	4,766	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.