Position in SHOP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$284,879
-$9,535 QoQ
Shares Held
2,495
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,231
of 1,697 holders
Holding Since
Mar 2026
2 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, 2026Vertrix Wealth Management, LLC holds $1,684,566 across 2 Software - Application names. SHOP ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
19,397 | $1,399,687 | |
| 2 | SHOP |
Shopify Inc.
This page
|
2,495 | $284,879 |
All Filings in SHOP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,879 | 2,495 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $294,414 | 2,482 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||