Sound View Wealth Advisors Group, LLC

Position in SHOP — Shopify Inc.

CIK 1784777 SAVANNAH, GA

Position in SHOP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$839,679

-$336,201 QoQ

Shares Held

7,354

-25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#822

of 1,697 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Technology · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,402,406 across 10 Software - Application names. SHOP ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	15,371	$3,442,335
2	WDAY	Workday, Inc.	9,904	$1,212,447
3	CRM	Salesforce, Inc.	6,673	$1,045,392
4	PAYX	Paychex Inc	9,728	$956,554
5	SHOP	Shopify Inc. This page	7,354	$839,679
6	DDOG	Datadog, Inc.	3,170	$825,341
7	SNOW	Snowflake Inc.	1,364	$347,138
8	CDNS	Cadence Design Systems Inc	769	$288,621

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$839,679	7,354	-25.8%	Shares	Sole	2026-08-11
2026-03-31	$1,175,880	9,913	+17.8%	Shares	Sole	2026-05-06
2025-12-31	$1,354,884	8,417	-0.7%	Shares	Sole	2026-01-08
2025-09-30	$1,259,915	8,478	-0.8%	Shares	Sole	2025-11-10
2025-06-30	$986,011	8,548	-4.1%	Shares	Sole	2025-08-07
2025-03-31	$851,299	8,916	0.0%	Shares	Sole	2025-05-08
2024-12-31	$948,038	8,916	-0.2%	Shares	Sole	2025-02-07
2024-09-30	$715,730	8,931	-4.3%	Shares	Sole	2024-11-12
2024-06-30	$616,114	9,328	+1.4%	Shares	Sole	2024-08-05
2024-03-31	$709,732	9,197	+2.1%	Shares	Sole	2024-05-09
2023-12-31	$701,723	9,008	-0.2%	Shares	Sole	2024-02-08
2023-09-30	$492,603	9,027	+5.3%	Shares	Sole	2023-11-07
2023-06-30	$554,009	8,576	-1.6%	Shares	Sole	2023-08-08
2023-03-31	$417,749	8,714	-3.3%	Shares	Sole	2023-05-12
2022-12-31	$312,667	9,008	+10.7%	Shares	Sole	2024-02-13
2022-09-30	$219,291	8,140	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$254,918	8,160	+844.4%	Shares	Sole	2022-08-05
2022-03-31	$584,029	864	-3.2%	Shares	Sole	2022-05-11
2021-12-31	$1,230,009	893	+2.6%	Shares	Sole	2022-01-20
2021-09-30	$1,179,528	870	+1.6%	Shares	Sole	2021-10-21
2021-06-30	$1,250,598	856	+0.8%	Shares	Sole	2021-07-21
2021-03-31	$939,418	849	+0.1%	Shares	Sole	2021-04-28
2020-12-31	$959,893	848	-5.7%	Shares	Sole	2021-02-02
2020-09-30	$919,650	899	+3.9%	Shares	Sole	2020-11-09
2020-06-30	$821,058	865	+13.8%	Shares	Sole	2020-08-07
2020-03-31	$316,866	760	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.