Cypress Financial Planning’s Shopify SHOP Stock Holding History

Cypress Financial Planning’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$336K	Buy	2,265 +51	+2%	+$6.92K	0.09%	75
2026 Q2	$253K	Sell	2,214 -1	-0%	-$114	0.06%	99
2026 Q1	$263K	Hold	2,215	–	–	0.07%	88
2025 Q4	$363K	Hold	2,215	–	–	0.1%	76
2025 Q3	$329K	Sell	2,215 -288	-12%	-$39K	0.1%	67
2025 Q2	$289K	Hold	2,503	–	–	0.09%	70
2025 Q1	$239K	Buy	+2,503	New	+$273K	0.09%	75

Other funds holding SHOP

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Cypress Financial Planning's SHOP Position: Q3 2026 in Review

Cypress Financial Planning increased its Shopify (SHOP) stake by 2.3% in Q3 2026, buying an estimated $6.92K and bringing the position to 2,265 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #75.

Cypress Financial Planning first reported a position in SHOP in Q1 2025 and has held it in 7 quarters since. The position peaked at $363K in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Cypress Financial Planning held 2,265 shares of Shopify worth $336K as of Q3 2026.
Cypress Financial Planning bought 51 Shopify shares in Q3 2026, an estimated $6.92K.
Shopify made up 0.09% of Cypress Financial Planning's portfolio in Q3 2026, its #75 holding.
Cypress Financial Planning first reported a position in Shopify in Q1 2025 and has held it in 7 quarters since.
Cypress Financial Planning's Shopify position peaked at $363K in Q4 2025.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.