Position in SHOP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$807,595
-$213,485 QoQ
Shares Held
7,073
-17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#835
of 1,699 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $14,879,488 across 16 Software - Application names. SHOP ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
14,459 | $2,265,146 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,345 | $1,644,912 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,356 | $1,634,893 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,055 | $1,591,488 | |
| 5 | DDOG |
Datadog, Inc.
|
4,009 | $1,043,783 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,836 | $976,518 | |
| 7 | PAYX |
Paychex Inc
|
9,579 | $941,903 | |
| 8 | SHOP |
Shopify Inc.
This page
|
7,073 | $807,595 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,595 | 7,073 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,021,080 | 8,608 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,593,763 | 9,901 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,285,327 | 8,649 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $823,714 | 7,141 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $688,028 | 7,206 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $546,536 | 5,140 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||