Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q2 2026)
469,832
Value
$53.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SHOP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026469,832$53.6M<0.1%+29,506+6.7%AddedHolders
Q1 2026440,326$52.2M<0.1%+30,945+7.6%AddedHolders
Q4 2025409,381$65.9M<0.1%+24,919+6.5%AddedHolders
Q3 2025384,462$57.1M<0.1%+17,986+4.9%AddedHolders
Q2 2025366,476$42.3M<0.1%+31,102+9.3%AddedHolders
Q1 2025335,374$32.0M<0.1%+37,891+12.7%AddedHolders
Q4 2024297,483$31.6M<0.1%−94,932−24.2%ReducedHolders
Q3 2024392,415$31.4M<0.1%+16,375+4.4%AddedHolders
Q2 2024376,040$24.8M<0.1%+117,593+45.5%AddedHolders
Q1 2024258,447$19.9M<0.1%+19,194+8.0%AddedHolders
Q4 2023239,253$18.6M<0.1%−55,865−18.9%ReducedHolders
Q3 2023295,118$16.1M<0.1%+103,960+54.4%AddedHolders
Q2 2023191,158$12.3M<0.1%+11,551+6.4%AddedHolders
Q1 2023179,607$8.61M<0.1%−7,503−4.0%ReducedHolders
Q4 2022187,110$6.49M<0.1%+8,836+5.0%AddedHolders
Q3 2022178,274$4.80M<0.1%+5,806+3.4%AddedHolders
Q2 2022172,468$5.39M<0.1%−29,612−14.7%ReducedConverted for a 10-for-1 splitHolders
Q1 202220,208$13.7M<0.1%−186−0.9%ReducedHolders
Q4 202120,394$28.1M<0.1%+95+0.5%AddedHolders
Q3 202120,299$27.5M<0.1%−950−4.5%ReducedHolders
Q2 202121,249$31.0M0.1%−5,542−20.7%ReducedHolders
Q1 202126,791$29.6M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.