Position in SHOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,441,739
+$129,480 QoQ
Shares Held
21,385
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#550
of 1,697 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names. SHOP ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
This page
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,557 | $572,640 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,441,739 | 21,385 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,312,259 | 19,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,343,507 | 20,771 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,470,489 | 23,353 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,338,144 | 20,270 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,998,491 | 20,931 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,586,370 | 24,324 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,840,415 | 22,965 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,627,141 | 24,635 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,237,806 | 16,040 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,402,979 | 18,010 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $849,272 | 15,563 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,052,721 | 16,296 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,506,754 | 31,430 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $887,638 | 25,573 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $423,900 | 15,735 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $519,489 | 16,629 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $85,035 | 1,258 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $392,693 | 2,851 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $405,242 | 2,989 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $328,136 | 2,246 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $150,705 | 1,362 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $230,125 | 2,033 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $195,080 | 1,907 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $239,578 | 2,524 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $83,511 | 2,003 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||