Advisor OS, LLC

Position in SHOP — Shopify Inc.

CIK 1767580 CHICAGO, IL

Position in SHOP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$810,218

-$128,657 QoQ

Shares Held

7,096

-10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#833

of 1,697 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisor OS, LLC holds $7,238,613 across 12 Software - Application names. SHOP ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MANH	Manhattan Associates Inc	13,077	$1,820,971
2	ADP	Automatic Data Processing Inc	6,894	$1,543,909
3	SHOP	Shopify Inc. This page	7,096	$810,218
4	DDOG	Datadog, Inc.	1,709	$444,953
5	CDNS	Cadence Design Systems Inc	1,095	$410,973
6	PAYX	Paychex Inc	3,871	$380,632
7	UBER	Uber Technologies, Inc	5,248	$378,693
8	CRM	Salesforce, Inc.	2,348	$367,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,218	7,096	-10.3%	Shares	Sole	2026-08-05
2026-03-31	$938,875	7,915	+56.6%	Shares	Sole	2026-05-08
2025-12-31	$813,379	5,053	+11.8%	Shares	Sole	2026-02-04
2025-09-30	$671,418	4,518	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$484,237	4,198	+465.8%	Shares	Sole	2025-08-14
2021-12-31	$1,022,021	742	+31.1%	Shares	Sole	2022-02-04
2021-09-30	$767,369	566	-2.4%	Shares	Sole	2021-11-15
2021-06-30	$847,365	580	+21.3%	Shares	Sole	2021-08-10
2021-03-31	$528,905	478	+22.3%	Shares	Other	2021-05-13
2020-12-31	$442,592	391	+16.0%	Shares	Sole	2021-02-10
2020-09-30	$344,740	337	+27.2%	Shares	Sole	2020-11-12
2020-06-30	$251,538	265	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.