Position in SHOP
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$610,177
+$18,145 QoQ
Shares Held
5,344
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#936
of 1,697 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, 2026Forefront Wealth Partners, LLC holds $6,085,390 across 10 Software - Application names. SHOP ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
4,439 | $1,155,738 | |
| 2 | SNOW |
Snowflake Inc.
|
3,620 | $921,290 | |
| 3 | UBER |
Uber Technologies, Inc
|
10,238 | $738,774 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,230 | $717,794 | |
| 5 | SHOP |
Shopify Inc.
This page
|
5,344 | $610,177 | |
| 6 | CRM |
Salesforce, Inc.
|
3,832 | $600,321 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,485 | $557,350 | |
| 8 | TEAM |
Atlassian Corp
|
3,524 | $274,131 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,177 | 5,344 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $592,032 | 4,991 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $347,856 | 2,161 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $390,844 | 2,630 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $286,183 | 2,481 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $243,951 | 2,555 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,804 | 2,481 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||