Roehl & Yi Investment Advisors, LLC

Position in SHOP — Shopify Inc.

CIK 2097566 Eugene, OR

Position in SHOP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$229,159

-$33,465 QoQ

Shares Held

2,007

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,328

of 1,697 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $1,664,690 across 4 Software - Application names. SHOP ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	8,870	$872,187
2	ADP	Automatic Data Processing Inc	18,672	$386,316
3	SHOP	Shopify Inc. This page	2,007	$229,159
4	ADBE	Adobe Inc.	19,729	$177,028

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,159	2,007	-9.3%	Shares	Sole	2026-08-14
2026-03-31	$262,624	2,214	-10.0%	Shares	Sole	2026-05-14
2025-12-31	$395,986	2,460	-9.9%	Shares	Sole	2026-02-17
2025-09-30	$405,853	2,731	-11.9%	Shares	Sole	2026-05-29
2025-06-30	$357,585	3,100	-2.6%	Shares	Sole	2026-05-29
2025-03-31	$303,817	3,182	+0.1%	Shares	Sole	2026-05-29
2024-12-31	$338,129	3,180	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.