Position in SHOP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$359,667
-$22,645 QoQ
Shares Held
3,150
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,129
of 1,697 holders
Holding Since
Mar 2026
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, 2026Arista Wealth Management, LLC holds $10,607,097 across 10 Software - Application names. SHOP ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,791 | $2,924,118 | |
| 2 | ADP |
Automatic Data Processing Inc
|
11,744 | $2,630,068 | |
| 3 | ADBE |
Adobe Inc.
|
7,491 | $1,535,804 | |
| 4 | PAYX |
Paychex Inc
|
7,464 | $733,935 | |
| 5 | CRM |
Salesforce, Inc.
|
4,096 | $641,679 | |
| 6 | SNOW |
Snowflake Inc.
|
2,500 | $636,250 | |
| 7 | DDOG |
Datadog, Inc.
|
1,966 | $511,867 | |
| 8 | UBER |
Uber Technologies, Inc
|
5,745 | $414,559 |
All Filings in SHOP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,667 | 3,150 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $382,312 | 3,223 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||