Essex Financial Services, Inc.

Position in SHOP — Shopify Inc.

CIK 1315785 ESSEX, CT

Position in SHOP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$648,085

+$389,085 QoQ

Shares Held

5,676

+252.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#921

of 1,699 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,712,015 across 15 Software - Application names. SHOP ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	8,498	$2,875,638
2	ADBE	Adobe Inc.	7,816	$1,602,436
3	ADP	Automatic Data Processing Inc	6,362	$1,424,769
4	UBER	Uber Technologies, Inc	13,970	$1,008,075
5	PAYX	Paychex Inc	8,925	$877,595
6	SHOP	Shopify Inc. This page	5,676	$648,085
7	ZM	Zoom Communications, Inc.	6,255	$539,869
8	CRM	Salesforce, Inc.	2,201	$344,808

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,085	5,676	+252.8%	Shares	Defined	2026-08-10
2025-12-31	$259,000	1,609	-1.3%	Shares	Defined	2026-02-10
2025-09-30	$242,234	1,630	-70.9%	Shares	Defined	2025-11-07
2025-06-30	$646,998	5,609	+47.0%	Shares	Defined	2025-07-16
2025-03-31	$364,256	3,815	-11.2%	Shares	Defined	2025-04-25
2024-09-30	$344,121	4,294	+0.9%	Shares	Defined	2024-10-24
2024-06-30	$280,976	4,254	+4.9%	Shares	Defined	2024-08-09
2024-03-31	$313,078	4,057	-13.1%	Shares	Sole	2024-04-24
2023-12-31	$363,481	4,666	-0.9%	Shares	Sole	2024-02-06
2023-09-30	$256,915	4,708	-1.1%	Shares	Sole	2023-11-15
2023-06-30	$307,366	4,758	+0.4%	Shares	Sole	2023-08-09
2023-03-31	$227,235	4,740	+1100.0%	Shares	Sole	2023-05-11
2022-03-31	$267,004	395	+34.8%	Shares	Sole	2022-04-21
2021-12-31	$403,575	293	-26.6%	Shares	Sole	2022-02-11
2020-12-31	$451,648	399	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.