Position in SHOP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,527,716
-$18,106 QoQ
Shares Held
22,138
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#547
of 1,697 holders
Holding Since
Sep 2024
6 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, 2026United Advisor Group, LLC holds $5,572,657 across 7 Software - Application names. SHOP ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
22,138 | $2,527,716 | |
| 2 | NOW |
ServiceNow, Inc.
|
13,900 | $1,379,992 | |
| 3 | CRM |
Salesforce, Inc.
|
3,213 | $503,348 | |
| 4 | ROP |
Roper Technologies Inc
|
1,159 | $392,194 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,939 | $356,398 | |
| 6 | INTU |
Intuit Inc.
|
864 | $225,504 | |
| 7 | VTSI |
VirTra, Inc
|
59,715 | $187,505 |
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,716 | 22,138 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,545,822 | 21,462 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,555,505 | 22,088 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,248,165 | 28,586 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $4,118,267 | 38,731 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $3,213,213 | 40,095 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||