SAX WEALTH ADVISORS, LLC

Position in SHOP — Shopify Inc.

CIK 1846150 PARSIPPANY, NJ

Position in SHOP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,004,669

+$190,462 QoQ

Shares Held

8,799

+28.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#764

of 1,697 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,352,299 across 6 Software - Application names. SHOP ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	5,257	$1,368,712
2	ADP	Automatic Data Processing Inc	6,058	$1,356,689
3	SHOP	Shopify Inc. This page	8,799	$1,004,669
4	CRM	Salesforce, Inc.	4,201	$658,128
5	UBER	Uber Technologies, Inc	8,409	$606,793
6	NOW	ServiceNow, Inc.	3,599	$357,308

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,004,669	8,799	+28.2%	Shares	Sole	2026-07-09
2026-03-31	$814,207	6,864	-1.7%	Shares	Sole	2026-04-08
2025-12-31	$1,124,214	6,984	+6.5%	Shares	Sole	2026-01-12
2025-09-30	$974,138	6,555	+3.2%	Shares	Sole	2025-10-20
2025-06-30	$732,357	6,349	+1.2%	Shares	Sole	2025-07-23
2025-03-31	$598,755	6,271	+53.9%	Shares	Sole	2025-05-14
2024-12-31	$433,401	4,076	+49.4%	Shares	Sole	2025-01-15
2024-09-30	$218,621	2,728	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.