Position in SHOP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$775,774
-$276,969 QoQ
Shares Held
6,540
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Rialto Wealth Management, LLC holds $1,408,628 across 49 Software - Application names. SHOP ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
6,540 | $775,774 | |
| 2 | CRM |
Salesforce, Inc.
|
911 | $170,056 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
550 | $152,828 | |
| 4 | PAYX |
Paychex Inc
|
1,086 | $100,042 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
868 | $58,650 | |
| 6 | ADP |
Automatic Data Processing Inc
|
193 | $39,213 | |
| 7 | INTU |
Intuit Inc.
|
74 | $31,996 | |
| 8 | ADBE |
Adobe Inc.
|
72 | $17,501 |
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,774 | 6,540 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,052,743 | 6,540 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $971,909 | 6,540 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $754,389 | 6,540 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $624,439 | 6,540 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $698,375 | 6,568 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||