Goldstein Advisors, LLC

Position in SHOP — Shopify Inc.

CIK 1963807 Madison, WI

Position in SHOP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$383,758

+$81,277 QoQ

Shares Held

3,361

+31.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,103

of 1,691 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Goldstein Advisors, LLC holds $1,175,798 across 4 Software - Application names. SHOP ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	3,361	$383,758
2	SNOW	Snowflake Inc.	1,235	$314,307
3	ADP	Automatic Data Processing Inc	1,212	$271,427
4	ADEA	Adeia Inc.	6,265	$206,306

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,758	3,361	+31.8%	Shares	Sole	2026-07-20
2026-03-31	$302,481	2,550	+10.4%	Shares	Sole	2026-04-28
2025-12-31	$371,840	2,310	+10.7%	Shares	Sole	2026-02-10
2025-09-30	$310,149	2,087	-23.3%	Shares	Sole	2025-10-21
2025-06-30	$313,867	2,721	+31.3%	Shares	Sole	2025-07-29
2024-12-31	$220,315	2,072	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.