Position in SHOP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,909,614
-$112,723 QoQ
Shares Held
51,757
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#404
of 1,697 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $115,497,164 across 30 Software - Application names. SHOP ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
122,737 | $31,236,566 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,190 | $26,328,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
180,048 | $12,992,263 | |
| 4 | ADP |
Automatic Data Processing Inc
|
36,413 | $8,154,691 | |
| 5 | CRM |
Salesforce, Inc.
|
51,047 | $7,997,023 | |
| 6 | INTU |
Intuit Inc.
|
25,350 | $6,616,350 | |
| 7 | SHOP |
Shopify Inc.
This page
|
51,757 | $5,909,614 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8,085 | $3,034,462 |
All Filings in SHOP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,909,614 | 51,757 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,022,337 | 50,770 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,773,189 | 35,865 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,393,202 | 43,020 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,302,408 | 45,968 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,326,676 | 45,315 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,906,346 | 64,952 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,083,119 | 63,428 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,819,605 | 57,829 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||