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Creative Planning SHOP Position History
Shopify Inc. • Technology
Quarters held
10
Latest value
$71.3M
Q3 2026
Peak value
$71.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $56.4M |
| Q3 2025 | $685K |
| Q4 2025 | $65.1M |
| Q4 2025 | $756K |
| Q1 2026 | $608K |
| Q1 2026 | $51.6M |
| Q2 2026 | $545K |
| Q2 2026 | $53.1M |
| Q3 2026 | $687K |
| Q3 2026 | $71.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $71.3M | 480.5K | — | — |
| Q3 2026 | $687K | 4.6K | — | — |
| Q2 2026 | $53.1M | 465.1K | — | — |
| Q2 2026 | $545K | 4.8K | — | — |
| Q1 2026 | $51.6M | 435.2K | — | — |
| Q1 2026 | $608K | 5.1K | — | — |
| Q4 2025 | $756K | 4.7K | — | — |
| Q4 2025 | $65.1M | 404.7K | — | — |
| Q3 2025 | $685K | 4.6K | — | — |
| Q3 2025 | $56.4M | 379.9K | — | — |