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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,719 | $94.6B |
| Q1 2026 | 1,741 | $99.1B |
| Q4 2025 | 1,892 | $138.3B |
| Q3 2025 | 1,718 | $123.4B |
| Q2 2025 | 1,555 | $97.4B |
| Q1 2025 | 1,480 | $80.9B |
| Q4 2024 | 1,490 | $88.7B |
| Q3 2024 | 1,262 | $66.6B |
| Q2 2024 | 1,213 | $53.8B |
| Q1 2024 | 1,222 | $61.5B |
| Q4 2023 | 1,214 | $63.1B |
| Q3 2023 | 1,081 | $42.6B |
| Q2 2023 | 1,127 | $50.6B |
| Q1 2023 | 1,028 | $36.8B |
| Q4 2022 | 973 | $26.7B |
| Q3 2022 | 883 | $19.6B |
| Q2 2022 | 968 | $22.2B |
| Q1 2022 | 1,149 | $52.1B |
| Q4 2021 | 1,352 | $108.3B |
| Q3 2021 | 1,228 | $104.0B |
| Q2 2021 | 1,213 | $111.4B |
| Q1 2021 | 1,158 | $82.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WMS Partners, LLC | 157 | $229.0K | 0.03% | +157 | New |
| Foundations Investment Advisors, LLC | 153 | $229.0K | 0.01% | +153 | New |
| Private Ocean, LLC | 160 | $234.0K | 0.03% | −5−3.0% | Reduced |
| Freestone Capital Holdings, LLC | 160 | $234.0K | 0.01% | +160 | New |
| Accredited Investors Inc. | 163 | $238.0K | 0.02% | +163 | New |
| Salvus Wealth Management, LLC | 164 | $239.0K | 0.20% | +164 | New |
| CX Institutional | 164 | $240.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 164 | $240.0K | 0.02% | +5+3.1% | Added |
| Optimum Investment Advisors | 166 | $243.0K | 0.08% | +25+17.7% | Added |
| Austin Private Wealth, LLC | 166 | $243.0K | 0.06% | +166 | New |
| Bedel Financial Consulting, Inc. | 167 | $244.0K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 170 | $248.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 170 | $248.0K | 0.13% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 170 | $248.0K | 0.01% | +170 | New |
| Diligent Investors, LLC | 171 | $250.0K | 0.08% | +171 | New |
| Chatham Capital Group, Inc. | 172 | $251.0K | 0.05% | +172 | New |
| One Wealth Advisors, LLC | 172 | $251.0K | 0.08% | +172 | New |
| Pecaut & Co. | 176 | $257.0K | 0.17% | −74−29.6% | Reduced |
| Howland Capital Management LLC | 177 | $259.0K | 0.01% | +177 | New |
| O'Dell Group, LLC | 177 | $259.0K | 0.08% | +177 | New |
| Marcum Wealth, LLC | 178 | $260.0K | 0.04% | −446−71.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 179 | $261.0K | 0.07% | +179 | New |
| Sigma Investment Counselors Inc | 179 | $262.0K | 0.02% | +179 | New |
| Horst & Graben Wealth Management LLC | 179 | $262.0K | 0.07% | +179 | New |
| GYL Financial Synergies, LLC | 180 | $263.0K | 0.14% | −2−1.1% | Reduced |
| Transform Wealth, LLC | 180 | $263.0K | 0.03% | +180 | New |
| Octavia Wealth Advisors, LLC | 180 | $263.0K | 0.07% | +180 | New |
| Granite Investment Partners, LLC | 181 | $264.0K | 0.01% | 00.0% | Unchanged |
| Invst, LLC | 183 | $264.0K | 0.04% | +183 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 182 | $265.0K | 0.03% | +90+97.8% | Added |
| Hoylecohen, LLC | 182 | $266.0K | 0.03% | 00.0% | Unchanged |
| Barr E S & Co | 185 | $270.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 186 | $272.0K | 0.02% | −9−4.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 187 | $273.0K | 0.06% | +6+3.3% | Added |
| Arete Wealth Advisors, LLC | 878 | $276.0K | 0.04% | +352+66.9% | Added |
| Simon Quick Advisors, LLC | 189 | $276.0K | 0.07% | −30−13.7% | Reduced |
| Hanlon Investment Management, Inc. | 190 | $278.0K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 190 | $278.0K | 0.11% | 00.0% | Unchanged |
| Advisor Resource Council | 190 | $278.0K | 0.03% | +190 | New |
| KB Financial Partners, LLC | 191 | $279.0K | 0.11% | −1−0.5% | Reduced |
| People's United Financial, Inc. | 192 | $281.0K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 193 | $282.0K | 0.01% | −23−10.6% | Reduced |
| Homrich & Berg | 193 | $282.0K | 0.01% | +12+6.6% | Added |
| First Foundation Advisors | 194 | $283.0K | 0.01% | −4−2.0% | Reduced |
| Ahrens Investment Partners LLC | 194 | $283.0K | 0.13% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 195 | $285.0K | 0.22% | 00.0% | Unchanged |
| Sandy Spring Bank | 195 | $285.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 196 | $286.0K | 0.16% | +63+47.4% | Added |
| Vision Capital Management, Inc. | 200 | $292.0K | 0.05% | 00.0% | Unchanged |
| Select Asset Management & Trust | 200 | $292.0K | 0.17% | 00.0% | Unchanged |
| Gleason Group, Inc. | 200 | $292.0K | 0.11% | 00.0% | Unchanged |
| Southern Farm Bureau Life Insurance | 200 | $292.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 200 | $292.0K | 0.02% | +200 | New |
| Nkcfo LLC | 200 | $292.0K | 0.10% | +200 | New |
| Cumberland Partners Ltd | 200 | $293.0K | 0.02% | −100−33.3% | Reduced |
| Paradigm Financial Advisors, LLC | 202 | $295.0K | 0.07% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 200 | $298.0K | 0.17% | +200 | New |
| Maple Capital Management, Inc. | 200 | $300.0K | 0.04% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 206 | $301.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 206 | $301.0K | 0.08% | +130+171.1% | Added |
| Cypress Asset Management Inc | 209 | $305.0K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 210 | $306.0K | 0.16% | +210 | New |
| TCG Advisory Services, LLC | 210 | $307.0K | 0.08% | +28+15.4% | Added |
| ARGI Investment Services, LLC | 211 | $308.0K | 0.01% | −14−6.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 212 | $310.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 213 | $311.0K | 0.01% | −115−35.1% | Reduced |
| Bourgeon Capital Management LLC | 213 | $311.0K | 0.07% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 213 | $311.0K | 0.02% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 214 | $312.0K | 0.03% | −91−29.8% | Reduced |
| CNB Bank | 213 | $312.0K | 0.20% | +22+11.5% | Added |
| McDaniel Terry & Co | 215 | $314.0K | 0.04% | −5−2.3% | Reduced |
| Hallmark Capital Management Inc | 215 | $314.0K | 0.03% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 215 | $314.0K | 0.15% | +215 | New |
| Perigon Wealth Management, LLC | 216 | $316.0K | 0.03% | −17−7.3% | Reduced |
| Carret Asset Management, LLC | 216 | $316.0K | 0.04% | +216 | New |
| Congress Park Capital LLC | 216 | $316.0K | 0.16% | +216 | New |
| Newman Dignan & Sheerar, Inc. | 217 | $317.0K | 0.11% | +2+0.9% | Added |
| Wealth Architects, LLC | 219 | $320.0K | 0.06% | +4+1.9% | Added |
| Regentatlantic Capital LLC | 220 | $321.0K | 0.01% | +1+0.5% | Added |
| Delta Financial Advisors LLC | 221 | $323.0K | 0.14% | +40+22.1% | Added |
| Western Wealth Management, LLC | 225 | $325.0K | 0.03% | −179−44.3% | Reduced |
| Southland Equity Partners LLC | 223 | $325.8K | 0.15% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 223 | $326.0K | 0.03% | 00.0% | Unchanged |
| Investment House LLC | 224 | $327.0K | 0.02% | +25+12.6% | Added |
| First Horizon Corp | 225 | $328.0K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 225 | $329.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 226 | $330.0K | 0.03% | −9−3.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 226 | $330.0K | 0.23% | +226 | New |
| Resource Management, LLC | 227 | $332.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 227 | $332.0K | 0.08% | +227 | New |
| Visionary Wealth Advisors | 228 | $333.0K | 0.03% | +13+6.0% | Added |
| First Horizon Advisors, Inc. | 229 | $333.0K | 0.02% | +110+92.4% | Added |
| Keebeck Alpha, LP | 229 | $335.0K | 0.12% | +229 | New |
| Fortress Wealth Group, LLC | 229 | $335.0K | 0.30% | +229 | New |
| True North Advisors, LLC | 231 | $337.0K | 0.07% | +231 | New |
| Column Capital Advisors, LLC | 232 | $339.0K | 0.07% | +3+1.3% | Added |
| Anchor Investment Management, LLC | 234 | $341.9K | 0.05% | +42+21.9% | Added |
| REDW Wealth LLC | 235 | $343.0K | 0.11% | −10−4.1% | Reduced |
| Burns Matteson Capital Management, LLC | 236 | $344.8K | 0.27% | −12−4.8% | Reduced |
| Boothbay Fund Management, LLC | 237 | $346.0K | 0.01% | −464,970−99.9% | Reduced |