Position in SHOP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,915,129
-$78,958 QoQ
Shares Held
25,531
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#519
of 1,697 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Prasad Wealth Partners, LLC holds $3,771,937 across 2 Software - Application names. SHOP ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
25,531 | $2,915,129 | |
| 2 | ADSK |
Autodesk, Inc.
|
4,407 | $856,808 |
All Filings in SHOP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,915,129 | 25,531 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,994,087 | 25,241 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,935,877 | 24,451 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,689,243 | 24,825 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,940,040 | 25,488 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,438,368 | 25,538 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,747,886 | 25,843 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||