Position in SHOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$348,934
-$333,012 QoQ
Shares Held
3,056
-46.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,140
of 1,696 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, 2026BIRCH FINANCIAL GROUP, LLC holds $2,492,902 across 7 Software - Application names. SHOP ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOUN |
Soundhound Ai, Inc.
|
84,097 | $544,107 | |
| 2 | DDOG |
Datadog, Inc.
|
1,791 | $466,304 | |
| 3 | SNOW |
Snowflake Inc.
|
1,735 | $441,557 | |
| 4 | SHOP |
Shopify Inc.
This page
|
3,056 | $348,934 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,096 | $245,449 | |
| 6 | ADBE |
Adobe Inc.
|
1,141 | $233,927 | |
| 7 | APPF |
Appfolio Inc
|
1,326 | $212,624 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,934 | 3,056 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $681,946 | 5,749 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $984,492 | 6,116 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $954,522 | 6,423 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $716,669 | 6,213 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $600,187 | 6,286 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $717,089 | 6,744 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||