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Shopify Inc cl a shares owned by UMA Financial Services

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $149k 1.0k 148.61
2025-06-30 $125k 1.1k 115.35
2025-03-31 $121k 1.3k 95.48
2024-12-31 $131k 1.2k 106.33

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Shopify Inc cl a

Capital World Investors
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Baillie Gifford & Co
Jpmorgan Chase & Co
Morgan Stanley
Royal Bank of Canada
Fil
Jennison Associates
CIBC World Markets
Loomis, Sayles and
Invesco
Geode Capital Management
Bank Of Montreal

View all funds holding Shopify Inc cl a