Position in SHOP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,825,376
-$1,503,534 QoQ
Shares Held
32,249
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Compound Planning, Inc. holds $44,824,958 across 31 Software - Application names. SHOP ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIG |
Figma, Inc.
|
879,216 | $18,586,626 | |
| 2 | SHOP |
Shopify Inc.
This page
|
32,249 | $3,825,376 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,361 | $3,334,745 | |
| 4 | CRM |
Salesforce, Inc.
|
13,855 | $2,586,312 | |
| 5 | NOW |
ServiceNow, Inc.
|
18,996 | $1,986,031 | |
| 6 | INTU |
Intuit Inc.
|
4,081 | $1,764,542 | |
| 7 | SAP |
Sap SE
|
8,039 | $1,376,357 | |
| 8 | VIA |
Via Transportation, Inc.
|
87,473 | $1,312,095 |
All Filings in SHOP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,825,376 | 32,249 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,328,910 | 33,105 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $4,549,992 | 30,617 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,287,359 | 28,499 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,317,967 | 24,277 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,255,365 | 21,211 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,246,577 | 15,555 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $736,061 | 11,144 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $874,027 | 11,326 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $764,666 | 9,816 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||