Trivant Custom Portfolio Group, LLC

Position in SHOP — Shopify Inc.

CIK 1977992 SAN DIEGO, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$786,015

+$83,548 QoQ

Shares Held

6,884

+16.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#854

of 1,697 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trivant Custom Portfolio Group, LLC holds $5,606,586 across 5 Software - Application names. SHOP ranks #5 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	26,800	$1,933,888
2	CDNS	Cadence Design Systems Inc	2,660	$998,351
3	NOW	ServiceNow, Inc.	9,775	$970,462
4	CRM	Salesforce, Inc.	5,859	$917,870
5	SHOP	Shopify Inc. This page	6,884	$786,015

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$786,015	6,884	+16.2%	Shares	Sole	2026-07-27
2026-03-31	$702,467	5,922	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$936,684	5,819	+0.7%	Shares	Sole	2026-01-21
2025-09-30	$858,965	5,780	-0.5%	Shares	Sole	2025-11-05
2025-06-30	$670,183	5,810	-2.5%	Shares	Sole	2025-08-12
2025-03-31	$568,917	5,959	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.