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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
Melvin Capital Management LP100,000$146.1M1.04%+100,000New
SQN Investors LP98,512$143.9M7.78%+2,987+3.1%Added
Lord, Abbett & Co. LLC96,655$141.2M0.34%+59,198+158.0%Added
New York State Common Retirement Fund93,672$136.9M0.14%−41,944−30.9%Reduced
Great West Life Assurance Co87,489$127.9M0.29%+1,819+2.1%Added
Raymond James & Associates83,625$122.2M0.11%−11,433−12.0%Reduced
Putnam Investments LLC81,370$118.9M0.18%+3,897+5.0%Added
AMF Pensionsforsakring AB78,618$115.1M0.79%−3,983−4.8%Reduced
Guardian Capital LP77,341$113.2M2.22%+2,445+3.3%Added
Rathbone Brothers plc74,988$109.6M1.22%+3,007+4.2%Added
Addenda Capital Inc.60,231$109.2M5.13%−5,677−8.6%Reduced
Stifel Financial Corp74,650$109.1M0.16%+3,094+4.3%Added
State of Wisconsin Investment Board73,926$108.2M0.22%+25,122+51.5%Added
Parametric Portfolio Associates LLC73,627$107.6M0.06%+10,806+17.2%Added
Amundi73,228$107.0M0.07%+73,228New
Foxhaven Asset Management, LP72,060$105.3M2.89%00.0%Unchanged
Cidel Asset Management Inc71,695$105.0M4.25%+12,508+21.1%Added
Thornburg Investment Management Inc70,464$102.9M1.18%+2,885+4.3%Added
Mn Services Vermogensbeheer B.V.82,394$101.7M0.79%+82,394New
Eagle Asset Management Inc67,005$97.9M0.42%+77+0.1%Added
Eaton Vance Management64,501$94.2M0.13%+963+1.5%Added
Voleon Capital Management LP63,000$92.0M40.18%+63,000New
M&G Investment Management Ltd62,224$91.0M0.47%+1,077+1.8%Added
Mirae Asset Global Investments Co., Ltd.62,011$90.6M0.25%−9,468−13.2%Reduced
LPL Financial LLC61,366$89.7M0.09%+2,970+5.1%Added
Franchise Capital Ltd60,624$88.6M7.66%+16,281+36.7%Added
MUFG Securities (Canada), Ltd.60,084$88.0M4.23%+284+0.5%Added
Citadel Advisors LLC60,038$87.7M0.09%−51,907−46.4%Reduced
Assenagon Asset Management S.A.56,078$81.9M0.35%+55,880+28,222.2%Added
Advisor Group Holdings, Inc.54,881$80.2M0.17%+1,717+3.2%Added
Pictet Asset Management Ltd50,215$73.4M0.08%−1,813−3.5%Reduced
Hitchwood Capital Management LP50,000$73.0M2.47%00.0%Unchanged
Neuberger Berman Group LLC49,732$72.7M0.06%−4,361−8.1%Reduced
Castle Hook Partners LP46,522$68.0M5.49%+13,555+41.1%Added
Healthcare of Ontario Pension Plan Trust Fund46,178$67.5M0.15%+38,356+490.4%Added
Glynn Capital Management LLC46,081$67.3M6.16%−6,962−13.1%Reduced
Victory Capital Management Inc45,229$66.1M0.06%−2,288−4.8%Reduced
Huntington National Bank45,193$66.0M0.66%−4,155−8.4%Reduced
Teachers Retirement System of the State of Kentucky45,190$66.0M0.61%−1,201−2.6%Reduced
Raymond James Financial Services Advisors, Inc.44,549$65.1M0.13%−2,824−6.0%Reduced
Voloridge Investment Management, LLC44,431$64.9M0.45%+44,431New
Agf Investments Inc.43,793$64.0M0.48%−7,927−15.3%Reduced
First Republic Investment Management, Inc.43,355$63.3M0.16%+22,368+106.6%Added
Public Sector Pension Investment Board42,618$62.4M0.39%−95,985−69.3%Reduced
Intact Investment Management Inc.33,530$60.7M1.72%+2,090+6.6%Added
Ilmarinen Mutual Pension Insurance Co40,000$58.5M0.63%00.0%Unchanged
Thrivent Financial for Lutherans40,055$58.5M0.12%−214−0.5%Reduced
Investment Management Corp of Ontario39,200$57.3M2.48%00.0%Unchanged
Quadrature Capital Ltd39,000$57.0M2.17%−31,791−44.9%Reduced
Trivest Advisors Ltd38,700$56.5M5.78%+38,700New
Alliancebernstein L.P.37,869$55.3M0.02%−20,299−34.9%Reduced
Aviva PLC37,805$55.3M0.24%+711+1.9%Added
DekaBank Deutsche Girozentrale36,937$54.6M0.16%+3,137+9.3%Added
Atmos Capital Gestao de Recursos Ltda.36,900$53.9M7.05%+36,900New
Harbor Spring Capital, LLC36,800$53.8M6.84%00.0%Unchanged
Ogborne Capital Management, LLC36,763$53.7M12.66%+26,763+267.6%Added
Worm Capital, LLC36,223$52.9M16.20%+5,618+18.4%Added
Kames Capital plc35,822$52.3M0.74%+9,217+34.6%Added
Berkshire Capital Holdings Inc35,580$52.0M6.08%+2,960+9.1%Added
Truist Financial Corp35,515$51.9M0.09%−91−0.3%Reduced
Barclays PLC35,170$51.4M0.04%−26,152−42.6%Reduced
State of Tennessee, Treasury Department34,012$49.7M0.19%−2,380−6.5%Reduced
Commonwealth Equity Services, LLC33,231$48.6M0.12%+682+2.1%Added
AMP Capital Investors Ltd32,661$47.9M0.23%−3,225−9.0%Reduced
Capital International Inc31,757$46.4M0.41%+2,501+8.5%Added
Night Owl Capital Management, LLC31,551$46.1M9.10%+240+0.8%Added
Federation des caisses Desjardins du Quebec31,378$45.8M0.46%−1,004−3.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)31,352$45.8M0.25%−92−0.3%Reduced
Man Group plc31,040$45.3M0.16%+9,371+43.2%Added
Walleye Trading LLC30,346$44.3M1.16%+14,743+94.5%Added
Two Sigma Investments, LP30,000$43.8M0.12%+28,865+2,543.2%Added
Marshall Wace, LLP29,104$42.5M0.22%−17,718−37.8%Reduced
Marsico Capital Management LLC28,491$41.6M1.03%+2,210+8.4%Added
Dimensional Fund Advisors LP28,223$41.2M0.01%+230+0.8%Added
Holocene Advisors, LP27,526$40.2M0.25%−27,353−49.8%Reduced
Blair William & Co27,521$40.2M0.14%+148+0.5%Added
HighTower Advisors, LLC26,659$38.9M0.11%+538+2.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.26,242$38.3M0.14%+3,079+13.3%Added
Scotia Capital Inc.25,270$36.9M0.28%+4,593+22.2%Added
NN Investment Partners Holdings N.V.24,518$35.8M0.19%−4,774−16.3%Reduced
Forsta Ap-Fonden24,200$35.4M0.42%+4,600+23.5%Added
Natixis Advisors, L.P.23,956$35.0M0.17%+1,384+6.1%Added
USS Investment Management Ltd23,367$34.2M0.28%00.0%Unchanged
Skye Global Management LP22,600$33.0M0.60%+20,860+1,198.9%Added
Tocqueville Asset Management L.P.22,563$33.0M0.48%+8,426+59.6%Added
Hillsdale Investment Management Inc.22,295$32.6M2.59%−2,660−10.7%Reduced
La Financiere de L'Echiquier21,900$32.0M1.22%+1,300+6.3%Added
Nomura Asset Management Co Ltd21,700$31.7M0.18%+7,600+53.9%Added
State Street Corp21,387$31.2M0.00%−2,243−9.5%Reduced
Creative Planning21,249$31.0M0.06%−5,542−20.7%Reduced
Capital Fund Management S.A.21,206$31.0M0.84%+794+3.9%Added
Applied Research Investments, LLC21,042$30.8M10.99%+35+0.2%Added
Polar Capital Holdings Plc21,031$30.7M0.17%+15,976+316.0%Added
Advisors Asset Management, Inc.20,510$30.0M0.43%+7,233+54.5%Added
Summit Partners Public Asset Management, LLC20,000$29.2M1.46%−983−4.7%Reduced
Cambridge Investment Research Advisors, Inc.19,740$28.8M0.14%+626+3.3%Added
O'Neil Global Advisors, Inc.18,375$26.8M8.40%+16,688+989.2%Added
Ci Investments Inc.18,179$26.6M0.10%00.0%Unchanged
Baird Financial Group, Inc.18,141$26.5M0.07%+118+0.7%Added
Equitable Trust Co17,916$26.2M1.68%−508−2.8%Reduced