Confluence Wealth Services, Inc.

Position in SHOP — Shopify Inc.

CIK 1910411 MCMURRAY, PA

Position in SHOP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$884,438

-$21,581 QoQ

Shares Held

7,746

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#804

of 1,699 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,679,618 across 6 Software - Application names. SHOP ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	11,868	$2,657,838
2	SHOP	Shopify Inc. This page	7,746	$884,438
3	PAYX	Paychex Inc	8,452	$831,085
4	CRM	Salesforce, Inc.	4,337	$679,434
5	NOW	ServiceNow, Inc.	4,208	$417,770
6	CDNS	Cadence Design Systems Inc	557	$209,053

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,438	7,746	+1.4%	Shares	Sole	2026-07-22
2026-03-31	$906,019	7,638	-8.8%	Shares	Sole	2026-05-07
2025-12-31	$1,348,284	8,376	-28.6%	Shares	Sole	2026-01-28
2025-09-30	$1,742,452	11,725	0.0%	Shares	Sole	2025-10-28
2025-06-30	$1,352,478	11,725	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$1,115,683	11,685	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$1,252,035	11,775	-0.4%	Shares	Sole	2025-01-27
2024-09-30	$947,254	11,820	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$793,128	12,008	-0.0%	Shares	Sole	2024-07-31
2024-03-31	$926,734	12,009	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$937,760	12,038	+138.9%	Shares	Sole	2024-01-25
2023-09-30	$274,923	5,038	-1.0%	Shares	Sole	2023-11-01
2023-06-30	$328,749	5,089	+1.0%	Shares	Sole	2023-08-01
2023-03-31	$241,617	5,040	-58.6%	Shares	Sole	2023-05-12
2022-06-30	$379,878	12,160	+761.2%	Shares	Sole	2022-08-15
2022-03-31	$954,455	1,412	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.