Position in SHOP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$10,438
-$3,244 QoQ
Shares Held
88
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Cornerstone Financial Management LLC holds $212,807 across 51 Software - Application names. SHOP ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
98 | $19,911 | |
| 2 | CRM |
Salesforce, Inc.
|
86 | $16,053 | |
| 3 | NOW |
ServiceNow, Inc.
|
147 | $15,368 | |
| 4 | SAP |
Sap SE
|
71 | $12,155 | |
| 5 | ADBE |
Adobe Inc.
|
45 | $10,938 | |
| 6 | SHOP |
Shopify Inc.
This page
|
88 | $10,438 | |
| 7 | DDOG |
Datadog, Inc.
|
82 | $9,680 | |
| 8 | PAYX |
Paychex Inc
|
105 | $9,672 |
All Filings in SHOP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,438 | 88 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,682 | 85 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||