Position in SHOP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,589,145
+$352,210 QoQ
Shares Held
22,676
+20.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#539
of 1,691 holders
Holding Since
Mar 2022
18 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, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. SHOP ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in SHOP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589,145 | 22,676 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,236,935 | 18,858 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,035,572 | 18,858 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,802,487 | 18,858 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,182,537 | 18,921 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,739,836 | 18,222 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,937,545 | 18,222 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,460,311 | 18,222 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,203,563 | 18,222 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,171,517 | 15,181 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,172,472 | 15,051 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $969,763 | 17,771 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $1,148,006 | 17,771 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $852,900 | 17,791 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $588,022 | 16,941 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $487,182 | 18,084 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $519,208 | 16,620 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $1,123,445 | 1,662 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||