Putney Financial Group LLC

Position in SHOP — Shopify Inc.

CIK 2056907 SAN RAFAEL, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,947,225

-$59,469 QoQ

Shares Held

17,054

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.92%

of 13F equity value

Holder Rank

#600

of 1,695 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Putney Financial Group LLC holds $2,603,346 across 4 Software - Application names. SHOP ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	17,054	$1,947,225
2	CRM	Salesforce, Inc.	1,469	$230,133
3	ADP	Automatic Data Processing Inc	1,005	$225,069
4	ADBE	Adobe Inc.	980	$200,919

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,947,225	17,054	+0.8%	Shares	Sole	2026-07-21
2026-03-31	$2,006,694	16,917	-0.5%	Shares	Sole	2026-04-10
2025-12-31	$2,737,294	17,005	-2.8%	Shares	Sole	2026-01-23
2025-09-30	$2,600,972	17,502	-1.7%	Shares	Sole	2025-11-07
2025-06-30	$2,054,729	17,813	-0.7%	Shares	Sole	2025-08-27
2025-03-31	$1,712,242	17,933	-3.4%	Shares	Sole	2025-04-22
2024-12-31	$1,974,654	18,571	—	Shares	Sole	2025-02-21
No filing history on record for this holder in this stock.