OXFORD FINANCIAL GROUP, LTD. LLC

Position in SHOP — Shopify Inc.

CIK 1245862 INDIANAPOLIS, IN

Position in SHOP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$274,717

-$118,982 QoQ

Shares Held

2,406

-27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,245

of 1,697 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $1,884,917 across 6 Software - Application names. SHOP ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,149	$493,322
2	UBER	Uber Technologies, Inc	5,240	$378,118
3	SHOP	Shopify Inc. This page	2,406	$274,717
4	INTU	Intuit Inc.	983	$256,563
5	PCTY	Paylocity Holding Corp	2,387	$249,513
6	ADP	Automatic Data Processing Inc	1,039	$232,684

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,717	2,406	-27.5%	Shares	Sole	2026-08-11
2026-03-31	$393,699	3,319	-4.0%	Shares	Sole	2026-05-06
2025-12-31	$556,312	3,456	+1.9%	Shares	Sole	2026-02-13
2025-09-30	$503,787	3,390	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$391,843	3,397	-12.7%	Shares	Sole	2025-08-14
2025-03-31	$371,608	3,892	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$407,881	3,836	-17.3%	Shares	Sole	2025-02-11
2024-09-30	$371,849	4,640	-6.8%	Shares	Sole	2024-11-12
2024-06-30	$328,664	4,976	+24.7%	Shares	Sole	2024-08-14
2024-03-31	$307,908	3,990	-4.8%	Shares	Sole	2024-05-13
2023-12-31	$326,401	4,190	-57.2%	Shares	Sole	2024-02-14
2023-09-30	$534,786	9,800	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$639,540	9,900	-10.8%	Shares	Sole	2023-08-10
2023-03-31	$532,134	11,100	-26.5%	Shares	Sole	2023-05-12
2022-12-31	$524,121	15,100	0.0%	Shares	Sole	2023-02-14
2022-09-30	$406,794	15,100	-6.2%	Shares	Sole	2022-11-02
2022-06-30	$502,964	16,100	+1669.2%	Shares	Sole	2022-08-11
2022-03-31	$615,123	910	+193.5%	Shares	Sole	2022-05-13
2021-12-31	$426,990	310	-71.4%	Shares	Sole	2022-02-10
2020-03-31	$452,369	1,085	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.