Segment Wealth Management, LLC

Position in SHOP — Shopify Inc.

CIK 1575581 HOUSTON, TX

Position in SHOP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$686,564

-$15,429 QoQ

Shares Held

6,013

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#907

of 1,697 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Segment Wealth Management, LLC holds $15,408,112 across 4 Software - Application names. SHOP ranks #2 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	61,292	$13,726,343
2	SHOP	Shopify Inc. This page	6,013	$686,564
3	PAYX	Paychex Inc	5,618	$552,417
4	NOW	ServiceNow, Inc.	4,460	$442,788

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,564	6,013	+1.6%	Shares	Sole	2026-07-16
2026-03-31	$701,993	5,918	-75.6%	Shares	Sole	2026-04-20
2025-12-31	$3,899,498	24,225	+2.5%	Shares	Sole	2026-01-29
2025-09-30	$3,513,289	23,641	+0.7%	Shares	Sole	2025-10-20
2025-06-30	$2,707,956	23,476	+5.4%	Shares	Sole	2025-07-21
2025-03-31	$2,127,485	22,282	+899.2%	Shares	Sole	2025-04-22
2024-12-31	$237,115	2,230	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.