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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 2021

Institutional positions in Shopify Inc. as of Jun 30, 2021. 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
1,213
+66 vs. Q1 2021
Shares held
76.0M
+1.02M (+1.4%) vs. Q1 2021
Total value
$111.4B
+$28.6B (+34.5%) vs. Q1 2021
New holders
156
487 more added
Sold out
90
359 more reduced

11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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 2021: 1,213 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 2021: $111.4B
Q1 2021: $82.9BQ2 2021: $111.4BQ3 2021: $104.0BQ4 2021: $108.3BQ1 2022: $52.1BQ2 2022: $22.2BQ3 2022: $19.6BQ4 2022: $26.7BQ1 2023: $36.8BQ2 2023: $50.6BQ3 2023: $42.6BQ4 2023: $63.1BQ1 2024: $61.5BQ2 2024: $53.8BQ3 2024: $66.6BQ4 2024: $88.7BQ1 2025: $80.9BQ2 2025: $97.4BQ3 2025: $123.4BQ4 2025: $138.3BQ1 2026: $99.1BQ2 2026: $94.6B
Institutions holding SHOP and their total value by quarter
QuarterHoldersValue
Q2 20261,719$94.6B
Q1 20261,741$99.1B
Q4 20251,892$138.3B
Q3 20251,718$123.4B
Q2 20251,555$97.4B
Q1 20251,480$80.9B
Q4 20241,490$88.7B
Q3 20241,262$66.6B
Q2 20241,213$53.8B
Q1 20241,222$61.5B
Q4 20231,214$63.1B
Q3 20231,081$42.6B
Q2 20231,127$50.6B
Q1 20231,028$36.8B
Q4 2022973$26.7B
Q3 2022883$19.6B
Q2 2022968$22.2B
Q1 20221,149$52.1B
Q4 20211,352$108.3B
Q3 20211,228$104.0B
Q2 20211,213$111.4B
Q1 20211,158$82.9B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2021.

Institutions holding SHOP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley5,950,790$8.69B1.15%−81,635−1.4%Reduced
Baillie Gifford & Co5,751,564$8.40B4.10%−116,776−2.0%Reduced
Jennison Associates LLC4,615,221$6.74B4.47%−36,194−0.8%Reduced
Capital World Investors4,392,976$6.42B1.09%−913,705−17.2%Reduced
FMR LLC4,255,991$6.22B0.49%−853,646−16.7%Reduced
Vanguard Group Inc3,348,876$4.89B0.12%+78,123+2.4%Added
Price T Rowe Associates Inc2,851,069$4.17B0.39%+79,031+2.9%Added
WCM Investment Management, LLC2,002,071$2.92B7.43%+16,854+0.8%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,632,550$2.39B7.69%−79,940−4.7%Reduced
Bank of Montreal1,375,553$2.04B1.06%+262,781+23.6%Added
Sands Capital Management, LLC1,327,253$1.94B3.29%+48,933+3.8%Added
Capital Research Global Investors1,296,158$1.89B0.44%+1,165,602+892.8%Added
ARK Investment Management LLCSuperinvestorARK Invest1,219,318$1.78B3.32%+145,795+13.6%Added
Norges Bank1,087,050$1.59B0.34%+12,379+1.2%Added
Royal Bank of Canada1,073,369$1.57B0.44%+29,462+2.8%Added
Sumitomo Mitsui Trust Holdings, Inc.1,005,085$1.47B0.87%+132,917+15.2%Added
FIL Ltd995,754$1.46B1.56%+25,201+2.6%Added
Franklin Resources Inc954,576$1.40B0.53%+11,394+1.2%Added
Bank of Nova Scotia900,799$1.32B2.47%+12,923+1.5%Added
Scge Management, L.P.894,000$1.31B12.24%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management872,300$1.27B2.37%+354,750+68.5%Added
Manufacturers Life Insurance Company, The669,846$1.21B0.99%−10,963−1.6%Reduced
JPMorgan Chase & Co704,124$1.03B0.13%+50,621+7.7%Added
Nikko Asset Management Americas, Inc.692,044$1.01B3.96%+140,913+25.6%Added
CIBC World Markets Inc.675,525$986.9M2.88%+9,062+1.4%Added
Connor, Clark & Lunn Investment Management Ltd.603,563$882.5M4.49%+13,994+2.4%Added
Jarislowsky, Fraser Ltd594,140$869.8M4.07%+165,942+38.8%Added
Durable Capital Partners LP581,511$849.6M6.27%+101,761+21.2%Added
TD Asset Management Inc563,977$846.1M0.86%+24,657+4.6%Added
Whale Rock Capital Management LLC543,134$793.5M5.18%+117,927+27.7%Added
Brown Advisory Inc533,619$779.6M1.18%−14,425−2.6%Reduced
Discovery Value Fund525,840$768.2M20.80%−131,077−20.0%Reduced
Legal & General Group Plc520,201$762.5M0.25%+50,874+10.8%Added
BlackRock Inc.504,025$736.4M0.02%+65,427+14.9%Added
Swiss National Bank481,721$705.8M0.44%+35,521+8.0%Added
Caisse de Depot Et Placement du Quebec450,800$660.0M1.43%−28,200−5.9%Reduced
Susquehanna International Group, LLP449,813$657.2M0.72%+185,150+70.0%Added
Mackenzie Financial Corp446,424$652.2M0.91%+22,225+5.2%Added
Coatue Management LLCSuperinvestorCoatue Management414,822$606.0M2.35%+156,824+60.8%Added
Gilder Gagnon Howe & Co LLC390,755$570.9M2.80%−13,503−3.3%Reduced
Artisan Partners Limited Partnership385,661$563.4M0.68%+80,866+26.5%Added
Massachusetts Financial Services Co372,789$544.6M0.16%−3,282−0.9%Reduced
Alkeon Capital Management LLC362,679$529.9M1.88%−1,658−0.5%Reduced
Wellington Management Group LLP360,853$527.2M0.09%+27,031+8.1%Added
CIBC Asset Management Inc347,729$508.0M2.05%+13,023+3.9%Added
D. E. Shaw & Co., Inc.317,364$463.7M0.53%−86,104−21.3%Reduced
Goldman Sachs Group Inc288,426$421.4M0.11%+74,069+34.6%Added
American Century Companies Inc286,744$419.0M0.29%−4,625−1.6%Reduced
Federated Hermes, Inc.282,673$413.0M0.77%−19,564−6.5%Reduced
Wells Fargo & Company259,300$378.9M0.08%+29,816+13.0%Added
Bank of America Corp256,324$374.5M0.04%−6,962−2.6%Reduced
Geode Capital Management, LLC252,265$366.2M0.05%+31,068+14.0%Added
Zevenbergen Capital Investments LLC247,905$362.2M6.43%−27,828−10.1%Reduced
Fred Alger Management, LLC243,678$356.0M0.84%+60,464+33.0%Added
Janus Henderson Group PLC240,047$350.8M0.15%+27,789+13.1%Added
Abdiel Capital Advisors, LP232,464$339.6M9.79%00.0%Unchanged
Barton Investment Management229,815$335.8M27.56%−4,019−1.7%Reduced
Toronto Dominion Bank226,264$330.8M0.51%+29,850+15.2%Added
Canada Pension Plan Investment Board224,961$329.1M0.39%−12,838−5.4%Reduced
UBS Group AG212,473$310.4M0.13%+58,972+38.4%Added
Tybourne Capital Management (HK) Ltd207,000$302.4M6.37%+15,600+8.2%Added
Alberta Investment Management Corp199,711$292.3M2.43%+4,331+2.2%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital200,000$292.2M2.28%+99,525+99.1%Added
British Columbia Investment Management Corp192,440$281.4M1.73%+80,352+71.7%Added
Egerton Capital (UK) LLP192,526$281.3M1.40%+86,668+81.9%Added
Invesco Ltd.191,083$279.2M0.07%+11,344+6.3%Added
Ensign Peak Advisors, Inc187,431$273.7M0.55%−3,469−1.8%Reduced
Allianz Asset Management GmbH185,816$272.0M0.24%+35,084+23.3%Added
Strategy Capital LLC178,978$261.5M26.77%+5,215+3.0%Added
Mitsubishi UFJ Trust & Banking Corp178,763$261.2M0.55%−2,694−1.5%Reduced
Northern Trust Corp178,763$261.2M0.05%−24,482−12.0%Reduced
Bank of New York Mellon Corp177,545$259.4M0.05%−3,253−1.8%Reduced
Credit Suisse AG172,778$252.4M0.20%−18,597−9.7%Reduced
Renaissance Technologies LLC169,300$247.3M0.31%−74,200−30.5%Reduced
Korea Investment CORP163,411$239.2M0.69%+16,244+11.0%Added
Citigroup Inc159,528$233.5M0.21%+37,772+31.0%Added
1832 Asset Management L.P.153,530$227.2M0.44%+100,211+187.9%Added
Deutsche Bank AG154,290$225.4M0.11%+9,063+6.2%Added
Darsana Capital Partners LP150,000$219.1M6.56%+35,000+30.4%Added
Ameriprise Financial Inc147,658$215.7M0.07%−1,390−0.9%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners141,930$207.4M1.36%+18,400+14.9%Added
AustralianSuper Pty Ltd137,045$200.2M1.40%00.0%Unchanged
Capital International Investors134,038$195.8M0.04%+56,548+73.0%Added
Bamco Inc133,502$195.0M0.45%+9,840+8.0%Added
Route One Investment Company, L.P.129,450$189.1M4.63%00.0%Unchanged
Marcho Partners LLP128,269$187.4M12.55%+10,550+9.0%Added
Millennium Management LLC123,013$179.7M0.23%−253,006−67.3%Reduced
Russell Investments Group, Ltd.118,775$173.8M0.29%+17,868+17.7%Added
SEI Investments Co118,171$172.1M0.38%+23,196+24.4%Added
Bessemer Group Inc114,653$167.5M0.36%+9,744+9.3%Added
Jane Street Group, LLC111,575$163.0M0.41%−244,858−68.7%Reduced
Himension Fund109,018$159.3M15.47%+51,980+91.1%Added
Envestnet Asset Management Inc108,486$158.5M0.09%+2,412+2.3%Added
Steadview Capital Management LLC106,553$155.7M13.52%+8,750+8.9%Added
Triasima Portfolio Management inc.105,396$154.2M7.52%−16,582−13.6%Reduced
First Trust Advisors LP104,817$153.0M0.17%+7,338+7.5%Added
Viking Global Investors LPSuperinvestorViking Global Investors104,441$152.6M0.46%−2,130−2.0%Reduced
Clearbridge Investments, LLC104,060$152.0M0.11%−130,305−55.6%Reduced
Principal Financial Group Inc103,670$151.5M0.10%−5,564−5.1%Reduced
HSBC Holdings PLC102,100$149.7M0.18%+17,275+20.4%Added