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Wellspring Financial Advisors »

Shopify Inc cl a shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$258k	1.7k	148.61
2025-06-30	$207k	1.8k	115.35
2024-12-31	$201k	1.9k	106.33
2021-12-31	$218k	158	1379.75
2021-09-30	$216k	159	1358.49
2021-06-30	$205k	140	1464.29

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Spdr S&p 500 Etf Trust Tr Unit (SPY)

Vanguard Short-term Treasury Etf Short Term Treas (VGSH)

Technology Select Sector Spdr Technology (XLK)

Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Shopify Inc cl a

Capital World Investors

Vanguard Group

FMR

Capital Research and Management Company - Division 3

Geode Capital Management

Bank Of Montreal

View all funds holding Shopify Inc cl a

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