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Shopify Inc.

SHOP
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001594805

No open-market purchases or sales by Shopify Inc. insiders were filed in the last 90 days; 1,719 institutions reported holding it in 13F filings for Q2 2026, worth $94.6B in total; 3 superinvestors hold it, including ARK Invest and D1 Capital Partners.

13F holders, Q2 2026

Institutional positions in Shopify Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,719
−2 vs. Q1 2026
Shares held
836.1M
+6.33M (+0.8%) vs. Q1 2026
Total value
$94.6B
−$4.10B (−4.1%) vs. Q1 2026
New holders
156
636 more added
Sold out
158
665 more reduced

20 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SHOP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 1,719 institutions
Q1 2021: 1,158 institutionsQ2 2021: 1,213 institutionsQ3 2021: 1,228 institutionsQ4 2021: 1,352 institutionsQ1 2022: 1,149 institutionsQ2 2022: 968 institutionsQ3 2022: 883 institutionsQ4 2022: 973 institutionsQ1 2023: 1,028 institutionsQ2 2023: 1,127 institutionsQ3 2023: 1,081 institutionsQ4 2023: 1,214 institutionsQ1 2024: 1,222 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,262 institutionsQ4 2024: 1,490 institutionsQ1 2025: 1,480 institutionsQ2 2025: 1,555 institutionsQ3 2025: 1,718 institutionsQ4 2025: 1,892 institutionsQ1 2026: 1,741 institutionsQ2 2026: 1,719 institutions
Value heldQ2 2026: $94.6B
Q1 2021: $82.9BQ2 2021: $111.4BQ3 2021: $104.1BQ4 2021: $108.7BQ1 2022: $52.5BQ2 2022: $25.4BQ3 2022: $19.8BQ4 2022: $27.2BQ1 2023: $38.0BQ2 2023: $50.9BQ3 2023: $42.8BQ4 2023: $69.7BQ1 2024: $72.1BQ2 2024: $55.7BQ3 2024: $68.1BQ4 2024: $90.3BQ1 2025: $81.1BQ2 2025: $99.9BQ3 2025: $128.5BQ4 2025: $138.6BQ1 2026: $99.2BQ2 2026: $94.6B
Institutions holding SHOP and their total value by quarter
QuarterHoldersValue
Q2 20261,719$94.6B
Q1 20261,741$99.2B
Q4 20251,892$138.6B
Q3 20251,718$128.5B
Q2 20251,555$99.9B
Q1 20251,480$81.1B
Q4 20241,490$90.3B
Q3 20241,262$68.1B
Q2 20241,213$55.7B
Q1 20241,222$72.1B
Q4 20231,214$69.7B
Q3 20231,081$42.8B
Q2 20231,127$50.9B
Q1 20231,028$38.0B
Q4 2022973$27.2B
Q3 2022883$19.8B
Q2 2022968$25.4B
Q1 20221,149$52.5B
Q4 20211,352$108.7B
Q3 20211,228$104.1B
Q2 20211,213$111.4B
Q1 20211,158$82.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2026.

Institutions holding SHOP in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors54,893,641$6.27B1.30%+4,833,553+9.7%Added
FMR LLC47,175,518$5.39B0.23%+1,341,034+2.9%Added
Invesco Ltd.36,570,929$4.18B0.33%+191,668+0.5%Added
Vanguard Capital Management LLC34,133,098$3.91B0.08%+397,954+1.2%Added
Capital World Investors34,087,544$3.89B0.46%+390,700+1.2%Added
Baillie Gifford & Co28,403,600$3.24B2.94%−618,241−2.1%Reduced
Morgan Stanley25,517,034$2.91B0.15%+812,368+3.3%Added
Price T Rowe Associates Inc24,751,765$2.83B0.28%−265,093−1.1%Reduced
Royal Bank of Canada23,534,300$2.69B0.45%+1,875,604+8.7%Added
FIL Ltd19,275,482$2.21B1.58%+1,049,013+5.8%Added
Norges Bank16,410,473$1.87B0.19%+16,410,473New
JPMorgan Chase & Co15,220,724$1.74B0.10%−2,236,294−12.8%Reduced
Geode Capital Management, LLC14,338,616$1.67B0.09%+1,428,500+11.1%Added
Loomis Sayles & Co L P14,408,186$1.65B2.06%+4,7410.0%Added
Bank of Montreal13,770,055$1.57B0.57%+716,344+5.5%Added
Wellington Management Group LLP11,852,596$1.35B0.23%+2,782,480+30.7%Added
Bank of America Corp11,443,080$1.31B0.08%+259,095+2.3%Added
Bamco Inc11,155,546$1.27B1.91%+6,437,316+136.4%Added
Vanguard Fiduciary Trust Co10,862,064$1.24B0.27%+87,202+0.8%Added
Goldman Sachs Group Inc10,154,753$1.16B0.12%+1,008,638+11.0%Added
National Bank of Canada10,020,663$1.14B1.00%−2,791,255−21.8%Reduced
TD Asset Management Inc9,280,520$1.06B0.92%−294,101−3.1%Reduced
1832 Asset Management L.P.9,079,131$1.04B1.27%−1,108,611−10.9%Reduced
Canada Pension Plan Investment Board8,932,140$1.02B0.56%+619,888+7.5%Added
CIBC World Markets Inc.8,301,893$947.9M1.59%−447,406−5.1%Reduced
Alliancebernstein L.P.7,814,726$927.0M0.31%−999,202−11.3%Reduced
Manufacturers Life Insurance Company, The8,026,490$916.5M0.72%−392,413−4.7%Reduced
Capital Research Global Investors7,491,701$855.4M0.12%−4,150,231−35.6%Reduced
Sands Capital Management, LLC7,242,079$826.9M3.07%−1,693,587−19.0%Reduced
Franklin Resources Inc6,892,527$787.4M0.17%−1,379,850−16.7%Reduced
Jennison Associates LLC6,846,396$781.7M0.47%−9,452,863−58.0%Reduced
Massachusetts Financial Services Co5,950,335$755.4M0.24%−81,025−1.3%Reduced
Newlands Management Operations LLC6,325,050$722.2M4.36%00.0%Unchanged
Legal & General Group Plc6,162,904$704.8M0.15%−181,278−2.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.5,906,160$675.0M1.28%−478,673−7.5%Reduced
BlackRock, Inc.5,824,991$665.1M0.01%−3,062,525−34.5%Reduced
Vanguard Global Advisers, LLC5,221,153$597.3M0.28%+301,215+6.1%Added
Polen Capital Management LLC4,577,524$522.7M4.50%−1,729,216−27.4%Reduced
Toronto Dominion Bank4,432,439$506.4M0.84%+1,361,753+44.3%Added
CIBC Asset Management Inc4,308,187$493.8M1.08%+2,708+0.1%Added
ARK Investment Management LLCSuperinvestorARK Invest4,155,925$474.5M3.08%−21,727−0.5%Reduced
Edgewood Management LLC4,107,065$468.9M4.84%−1,959,059−32.3%Reduced
Artisan Partners Limited Partnership4,074,005$465.2M0.76%−288,106−6.6%Reduced
Bank of Nova Scotia4,029,656$461.1M0.70%+833,652+26.1%Added
Swiss National Bank3,962,700$452.0M0.24%−152,600−3.7%Reduced
Bank of New York Mellon Corp3,819,522$436.1M0.07%+323,558+9.3%Added
Susquehanna International Group, LLP3,812,940$435.4M0.39%+1,558,887+69.2%Added
Victory Capital Management Inc3,722,361$425.0M0.24%+1,175,751+46.2%Added
UBS Group AG3,706,397$423.2M0.07%−1,024,249−21.7%Reduced
Barclays PLC3,655,581$417.4M0.13%+16,210+0.4%Added
Sumitomo Mitsui Trust Holdings, Inc.3,585,720$409.4M0.23%−92,882−2.5%Reduced
Federation des caisses Desjardins du Quebec3,469,946$395.0M1.21%+549,889+18.8%Added
Deutsche Bank AG3,396,901$387.9M0.11%+163,949+5.1%Added
Nikko Asset Management Americas, Inc.3,366,810$384.5M4.96%−91,455−2.6%Reduced
Jupiter Topco LLC3,279,616$374.5M0.15%+3,279,616New
Clearbridge Investments, LLC2,984,845$340.8M0.28%−56,170−1.8%Reduced
Wells Fargo & Company2,866,960$327.3M0.06%−206,222−6.7%Reduced
Charles Schwab Investment Management Inc2,830,240$323.7M0.04%+103,460+3.8%Added
Amundi2,720,427$310.6M0.07%−480,516−15.0%Reduced
Nuveen, LLC2,678,971$306.3M0.07%−2,408,592−47.3%Reduced
UBS Asset Management Americas Inc2,633,169$300.7M0.05%+2,482,424+1,646.8%Added
Mirova US LLC2,600,237$296.9M3.19%−71,005−2.7%Reduced
D. E. Shaw & Co., Inc.2,394,385$273.4M0.17%+939,791+64.6%Added
Vanguard Asset Management, Ltd2,385,151$272.9M0.18%+255,905+12.0%Added
Durable Capital Partners LP2,335,694$266.7M2.59%+1,363,880+140.3%Added
Jane Street Group, LLC2,322,857$265.2M0.17%−1,174,864−33.6%Reduced
SEI Investments Co2,168,217$247.6M0.22%−536,401−19.8%Reduced
Picton Mahoney Asset Management2,163,787$246.9M2.28%+28,170+1.3%Added
Raymond James Financial Inc2,144,798$244.9M0.07%−53,521−2.4%Reduced
British Columbia Investment Management Corp2,131,695$243.6M1.53%+382,346+21.9%Added
Citadel Advisors LLC2,065,064$235.8M0.14%+1,644,591+391.1%Added
Brown Advisory Inc1,927,406$220.1M0.34%+436,874+29.3%Added
Winslow Capital Management, LLC1,919,693$219.2M0.75%−1,104,507−36.5%Reduced
First Trust Advisors LP1,853,916$211.7M0.12%+676,796+57.5%Added
Gilder Gagnon Howe & Co LLC1,835,426$209.6M2.16%−319,317−14.8%Reduced
Envestnet Asset Management Inc1,827,570$208.7M0.05%−423,617−18.8%Reduced
Public Sector Pension Investment Board1,759,877$201.1M0.53%+1,152,910+189.9%Added
Pictet Asset Management Holding SA1,740,052$198.8M0.19%+117,371+7.2%Added
MUFG Securities (Canada), Ltd.1,725,549$197.1M5.31%−93,039−5.1%Reduced
Natixis Advisors, L.P.1,712,569$195.5M0.22%−172,070−9.1%Reduced
LPL Financial LLC1,658,508$189.4M0.04%+192,723+13.1%Added
BNP Paribas Arbitrage, SA1,658,388$189.4M0.10%+736,493+79.9%Added
Marshall Wace, LLP1,633,517$186.5M0.16%−908,369−35.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.1,626,341$185.7M0.22%−87,223−5.1%Reduced
Strategy Capital LLC1,602,908$183.0M11.28%−47,079−2.9%Reduced
Barton Investment Management1,580,601$180.5M24.45%−22,358−1.4%Reduced
Russell Investments Group, Ltd.1,554,830$177.6M0.16%−98,025−5.9%Reduced
Ashe Capital Management, LP1,542,738$176.1M18.91%−105,000−6.4%Reduced
Rathbone Brothers plc1,512,628$172.7M0.64%−1,509,090−49.9%Reduced
TD Waterhouse Canada Inc.1,414,866$172.4M0.45%+220,481+18.5%Added
Scotia Capital Inc.1,470,808$167.8M0.63%+164,957+12.6%Added
Caisse de Depot Et Placement du Quebec1,426,749$163.2M0.23%+33,863+2.4%Added
Nomura Asset Management International Inc.1,405,574$160.5M0.24%+404,450+40.4%Added
Arrowstreet Capital, Limited Partnership1,321,984$151.0M0.07%+320,576+32.0%Added
American Century Companies Inc1,279,215$146.1M0.06%−136,180−9.6%Reduced
Neuberger Berman Group LLC1,276,855$145.8M0.10%+220,541+20.9%Added
Alberta Investment Management Corp1,274,813$145.7M0.84%+347,405+37.5%Added
Northern Trust Corp1,265,477$144.5M0.02%−553,061−30.4%Reduced
Zevenbergen Capital Investments LLC1,183,816$135.2M3.09%−125,360−9.6%Reduced
Ameriprise Financial Inc1,132,890$131.6M0.03%−1,313,859−53.7%Reduced