Winthrop Advisory Group LLC

Position in SHOP — Shopify Inc.

CIK 1739043 BOSTON, MA

Position in SHOP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$612,689

-$10,896 QoQ

Shares Held

5,366

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#933

of 1,697 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Winthrop Advisory Group LLC holds $1,341,012 across 3 Software - Application names. SHOP ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	5,366	$612,689
2	NOW	ServiceNow, Inc.	4,177	$414,691
3	CRM	Salesforce, Inc.	2,002	$313,632

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,689	5,366	+2.1%	Shares	Sole	2026-07-17
2026-03-31	$623,585	5,257	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$857,808	5,329	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$791,348	5,325	-0.4%	Shares	Sole	2025-10-24
2025-06-30	$616,545	5,345	+0.5%	Shares	Sole	2025-07-23
2025-03-31	$507,953	5,320	+4.9%	Shares	Sole	2025-04-08
2024-12-31	$539,093	5,070	-4.8%	Shares	Sole	2025-01-13
2024-09-30	$426,745	5,325	+23.1%	Shares	Sole	2024-10-31
2024-06-30	$285,666	4,325	-9.6%	Shares	Sole	2024-07-18
2024-03-31	$369,258	4,785	+5.5%	Shares	Sole	2024-04-17
2023-12-31	$353,276	4,535	+2.1%	Shares	Sole	2024-01-10
2023-09-30	$242,290	4,440	-2.2%	Shares	Sole	2023-11-03
2023-06-30	$293,284	4,540	0.0%	Shares	Sole	2023-08-02
2023-03-31	$217,647	4,540	+958.3%	Shares	Sole	2023-08-01
2022-03-31	$289,986	429	+12.3%	Shares	Sole	2022-04-13
2021-12-31	$526,162	382	+0.3%	Shares	Sole	2022-01-12
2021-09-30	$516,552	381	+0.5%	Shares	Sole	2021-10-14
2021-06-30	$553,711	379	-2.1%	Shares	Sole	2021-07-14
2021-03-31	$428,215	387	+1.0%	Shares	Sole	2021-04-23
2020-12-31	$433,536	383	+0.8%	Shares	Sole	2021-01-25
2020-09-30	$388,728	380	+26.7%	Shares	Sole	2020-10-20
2020-06-30	$284,760	300	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.