YHB Investment Advisors, Inc.

Position in SHOP — Shopify Inc.

CIK 1469219 West Hartford, CT

Position in SHOP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$312,168

-$12,139 QoQ

Shares Held

2,734

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,179

of 1,697 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $15,754,515 across 8 Software - Application names. SHOP ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	56,350	$5,594,428
2	INTU	Intuit Inc.	19,359	$5,052,699
3	PAYX	Paychex Inc	16,271	$1,599,927
4	SAP	Sap SE	6,816	$1,050,413
5	WDAY	Workday, Inc.	8,436	$1,032,735
6	ADP	Automatic Data Processing Inc	3,916	$876,988
7	SHOP	Shopify Inc. This page	2,734	$312,168
8	ADBE	Adobe Inc.	1,147	$235,157

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,168	2,734	0.0%	Shares	Sole	2026-07-14
2026-03-31	$324,307	2,734	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$439,448	2,730	0.0%	Shares	Sole	2026-01-16
2025-09-30	$405,705	2,730	0.0%	Shares	Sole	2025-10-08
2025-06-30	$314,905	2,730	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$260,183	2,725	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$290,918	2,736	0.0%	Shares	Sole	2025-01-22
2024-09-30	$219,263	2,736	+0.2%	Shares	Sole	2024-10-22
2024-03-31	$210,674	2,730	+0.9%	Shares	Sole	2024-08-15
2023-12-31	$210,719	2,705	+1017.8%	Shares	Sole	2024-01-29
2021-12-31	$333,328	242	+0.4%	Shares	Sole	2022-01-18
2021-09-30	$326,742	241	+8.1%	Shares	Sole	2021-10-28
2021-06-30	$325,798	223	0.0%	Shares	Sole	2021-07-15
2021-03-31	$246,749	223	+2.3%	Shares	Sole	2021-04-22
2020-12-31	$246,765	218	+3.8%	Shares	Sole	2021-01-21
2020-09-30	$214,823	210	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.