SEC 13F Intelligence

Surience Private Wealth LLC / SHOP

Surience Private Wealth LLC’s Shopify Inc Position

Does Surience Private Wealth LLC own Shopify Inc (SHOP)? Not currently — the last reported position was 28.3K shares worth $4M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2025
Shares
28.3K
% of Portfolio
+3.84%
Quarters Held
4
position exited

Position History SHOP

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $2MQ3 ’23Q1 ’24: $4MQ1 ’24Q3 ’25: $4MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202528.3K$4M+3.84%
Q1 202451.2K$4M+3.74%
Q3 202331.0K$2M+3.28%
Q2 202344.3K$3M+4.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of SHOP.