Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$371,655
+$111,878 QoQ
Shares Held
3,255
+48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,114
of 1,697 holders
Holding Since
Jun 2025
5 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, 2026BXM Wealth LLC holds $1,005,891 across 2 Software - Application names. SHOP ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
2,436 | $634,236 | |
| 2 | SHOP |
Shopify Inc.
This page
|
3,255 | $371,655 |
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,655 | 3,255 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $259,777 | 2,190 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,629,660 | 10,124 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $442,114 | 2,975 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $258,960 | 2,245 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||