Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,663,705
+$2,621,477 QoQ
Shares Held
23,329
+6453.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#533
of 1,697 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clean Yield Group holds $18,752,428 across 15 Software - Application names. SHOP ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,243 | $5,834,488 | |
| 2 | ADP |
Automatic Data Processing Inc
|
21,872 | $4,898,234 | |
| 3 | NOW |
ServiceNow, Inc.
|
41,397 | $4,109,894 | |
| 4 | SHOP |
Shopify Inc.
This page
|
23,329 | $2,663,705 | |
| 5 | INTU |
Intuit Inc.
|
2,609 | $680,949 | |
| 6 | PAYX |
Paychex Inc
|
4,211 | $414,067 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,043 | $75,262 | |
| 8 | ROP |
Roper Technologies Inc
|
153 | $51,773 |
All Filings in SHOP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,663,705 | 23,329 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $42,228 | 356 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $58,593 | 364 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $54,094 | 364 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,987 | 364 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $55,569 | 582 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $38,704 | 364 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $29,170 | 364 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $19,815 | 300 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $23,151 | 300 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $23,370 | 300 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,371 | 300 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $19,380 | 300 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $14,382 | 300 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $10,413 | 300 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,082 | 300 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,372 | 300 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||