Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$196,835
New position
Shares Held
1,724
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,383
of 1,688 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,420,999 across 62 Software - Application names. SHOP ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
4,372 | $315,462 | |
| 2 | SHOP |
Shopify Inc.
This page
|
1,724 | $196,835 | |
| 3 | ADP |
Automatic Data Processing Inc
|
829 | $185,642 | |
| 4 | CRM |
Salesforce, Inc.
|
724 | $113,407 | |
| 5 | ADBE |
Adobe Inc.
|
424 | $86,924 | |
| 6 | ZM |
Zoom Communications, Inc.
|
926 | $79,912 | |
| 7 | PAYX |
Paychex Inc
|
642 | $63,120 | |
| 8 | MSTR |
Strategy Inc
|
678 | $58,932 |
All Filings in SHOP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,835 | 1,724 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||