Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,857,251
+$1,124,418 QoQ
Shares Held
16,266
+163.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#608
of 1,697 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $120,163,933 across 18 Software - Application names. SHOP ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
94,960 | $35,640,387 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
197,561 | $12,258,659 | |
| 3 | ADP |
Automatic Data Processing Inc
|
43,682 | $9,782,583 | |
| 4 | ZM |
Zoom Communications, Inc.
|
110,805 | $9,563,579 | |
| 5 | ADSK |
Autodesk, Inc.
|
47,309 | $9,197,815 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,322 | $6,783,008 | |
| 7 | DDOG |
Datadog, Inc.
|
25,802 | $6,717,807 | |
| 8 | UBER |
Uber Technologies, Inc
|
90,293 | $6,515,541 |
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,857,251 | 16,266 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $732,833 | 6,178 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $598,325 | 3,717 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $448,802 | 3,020 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $207,630 | 1,800 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||