W.G. Shaheen & Associates DBA Whitney & Co

Position in SHOP — Shopify Inc.

CIK 1577001 ROCHESTER, NY

Position in SHOP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$720,589

-$31,461 QoQ

Shares Held

6,311

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#892

of 1,699 holders

Holding Since

Jun 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $38,087,444 across 5 Software - Application names. SHOP ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	108,994	$10,717,380
2	ADBE	Adobe Inc.	46,633	$9,560,697
3	CRM	Salesforce, Inc.	55,997	$8,772,490
4	NOW	ServiceNow, Inc.	83,766	$8,316,288
5	SHOP	Shopify Inc. This page	6,311	$720,589

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,589	6,311	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$752,050	6,340	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,020,549	6,340	+4155.0%	Shares	Sole	2026-01-30
2021-09-30	$202,011	149	-1.3%	Shares	Sole	2021-11-12
2021-06-30	$220,607	151	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.