BROWN CAPITAL MANAGEMENT LLC

Position in SHOP — Shopify Inc.

CIK 885062 BALTIMORE, MD

Position in SHOP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$23,928,382

-$16,008,435 QoQ

Shares Held

201,723

-18.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.66301809907647.ToString("F0")% Shared 0.ToString("F0")% None 1.3369819009235437.ToString("F0")%

Technology · as of Mar 31, 2026

BROWN CAPITAL MANAGEMENT LLC holds $231,035,426 across 20 Software - Application names. SHOP ranks #1 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	201,723	$23,928,382
2	DDOG	Datadog, Inc.	176,510	$20,837,005
3	GWRE	Guidewire Software, Inc.	130,955	$19,585,629
4	TYL	Tyler Technologies Inc	52,926	$18,120,803
5	MANH	Manhattan Associates Inc	134,011	$17,839,544
6	APPF	Appfolio Inc	108,134	$17,065,707
7	ALRM	Alarm.com Holdings, Inc.	359,177	$15,512,854
8	CWAN	Clearwater Analytics Holdings, Inc.	555,511	$13,137,835

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,928,382	201,723	-18.7%	Shares	Sole	2026-05-14
2025-12-31	$39,936,817	248,101	-34.6%	Shares	Sole	2026-02-17
2025-09-30	$56,343,400	379,136	-8.8%	Shares	Sole	2025-11-04
2025-06-30	$47,959,761	415,776	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$40,456,690	423,719	-2.7%	Shares	Sole	2025-05-15
2024-12-31	$46,289,808	435,341	-9.0%	Shares	Sole	2025-02-14
2024-09-30	$38,342,902	478,449	-6.5%	Shares	Sole	2024-11-12
2024-06-30	$33,814,958	511,960	-0.7%	Shares	Sole	2024-08-12
2024-03-31	$39,790,704	515,624	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$40,229,118	516,420	-12.9%	Shares	Sole	2024-02-14
2023-09-30	$32,360,282	593,005	-8.0%	Shares	Sole	2023-11-14
2023-06-30	$41,646,457	644,682	+5.3%	Shares	Sole	2023-08-14
2023-03-31	$29,356,586	612,361	-5.3%	Shares	Sole	2023-05-15
2022-12-31	$22,433,038	646,299	+2.7%	Shares	Sole	2023-02-14
2022-09-30	$16,945,744	629,018	+68.1%	Shares	Sole	2022-11-14
2022-06-30	$11,691,882	374,260	+919.6%	Shares	Sole	2022-08-15
2022-03-31	$2,481,178	36,706	+47.1%	Shares	Sole	2022-05-16
2021-12-31	$3,437,414	24,956	+125.7%	Shares	Sole	2022-02-14
2021-09-30	$1,499,221	11,058	-0.4%	Shares	Sole	2021-11-15
2021-06-30	$1,621,979	11,102	+102.7%	Shares	Sole	2021-08-16
2021-03-31	$606,140	5,478	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$619,742	5,475	-2.2%	Shares	Sole	2021-02-16
2020-09-30	$572,965	5,601	+5.5%	Shares	Sole	2020-11-13
2020-06-30	$504,120	5,311	-21.0%	Shares	Sole	2020-08-07
2020-03-31	$280,385	6,725	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.