Legal Advantage Investments, Inc. SHOP — Shopify Inc Cl A

Ownership history in Legal Advantage Investments, Inc.  ·  23 quarters on record

AI Ownership Summary

Legal Advantage Investments, Inc. reported Shopify Inc Cl A (SHOP) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.96% in 2025 Q4. The latest visible filing shows SHOP at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legal Advantage Investments, Inc.'s position in Shopify Inc Cl A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHOP was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHOP stock page Legal Advantage Investments, Inc. fund profile Legal Advantage Investments, Inc. full holdings
How Legal Advantage Investments, Inc. held SHOP — position size vs. price
% of Fund (quarterly)    SHOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 26,360 +50 +0.2% 1.06% $3.0M 2026-07-15 $123.55
2026 Q1 ADDED — — — 26,310 +25 +0.1% 1.61% $3.1M 2026-04-20 $135.14
2025 Q4 ADDED — — — 26,285 +175 +0.7% 1.96% $4.2M 2026-01-14 $157.51
2025 Q3 UNCHANGED — — — 26,110 — 0% 1.75% $3.9M 2025-10-20 $164.71
2025 Q2 ADDED — — — 26,110 +2,000 +8.3% 1.41% $3.0M 2025-07-25 $124.43
2025 Q1 REDUCED — — — 24,110 -100 -0.4% 1.24% $2.3M 2025-05-13 $107.68
2024 Q4 REDUCED — — — 24,210 -300 -1.2% 1.36% $2.6M 2025-01-16 $103.50
2024 Q3 UNCHANGED — — — 24,510 — 0% 1.08% $2.0M 2024-11-12 $108.92
2024 Q2 UNCHANGED — — — 24,510 — 0% 0.93% $1.6M 2024-07-11 $65.31
2024 Q1 UNCHANGED — — — 24,510 — 0% 1.06% $1.9M 2024-04-23 $74.01
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHOP

As of 2026 Q2 — sorted by position size

Barton Investment Management 3Y 7Y 24.45% Ashe Capital Management, LP 3Y 7Y 18.91% Islander Capital Partners, L.P. 13.5% Marcho Partners LLP 3Y 12.22% SQUARE PEG CAPITAL PTY LTD 12.03% Strategy Capital LLC 3Y 7Y 11.28% Ampersand Capital Group, L.P. 10.96% Arthedge Capital Management, LLC 3Y 10.43% Privium Fund Management B.V. 3Y 7.76% Meadowbrook Wealth Management, LLC 6.72%

FAQ About Legal Advantage Investments, Inc. and SHOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legal Advantage Investments, Inc. reported owning SHOP?

Legal Advantage Investments, Inc. reported SHOP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SHOP position in Legal Advantage Investments, Inc.'s portfolio?

The largest reported portfolio weight for SHOP was 1.96% in 2025 Q4.

What is the latest reported SHOP position on this page?

The most recent filing on this page is 2026 Q2, when Legal Advantage Investments, Inc. reported 26,360 shares, equal to 1.06% of portfolio, with an estimated market value of $3.0M.

What does the chart on this SHOP ownership page compare?

The chart compares Legal Advantage Investments, Inc.'s quarterly SHOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legal Advantage Investments, Inc. time their SHOP position?

Based on 13F filing dates vs. subsequent SHOP price moves, Legal Advantage Investments, Inc. correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on SHOP relative to SPY over the holding period was +7.9%.

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