Nvest Wealth Strategies, Inc.

Position in SHOP — Shopify Inc.

CIK 2106942 POWELL, OH

Position in SHOP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$114,180

-$4,795 QoQ

Shares Held

1,000

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,440

of 1,697 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $115,420 across 4 Software - Application names. SHOP ranks #1 (98.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	1,000	$114,180
2	DDOG	Datadog, Inc.	2	$520
3	CDNS	Cadence Design Systems Inc	1	$375
4	ZM	Zoom Communications, Inc.	4	$345

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,180	1,000	-0.3%	Shares	Sole	2026-07-10
2026-03-31	$118,975	1,003	+0.3%	Shares	Sole	2026-04-13
2025-12-31	$160,970	1,000	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.