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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, Q3 2021

Institutional positions in Shopify Inc. as of Sep 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
1,228
+29 vs. Q2 2021
Shares held
76.5M
+527.9K (+0.7%) vs. Q2 2021
Total value
$104.0B
−$7.31B (−6.6%) vs. Q2 2021
New holders
123
500 more added
Sold out
94
355 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,228 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 heldQ3 2021: $104.0B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q2 2021.

Institutions holding SHOP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley6,034,734$8.18B1.10%+83,944+1.4%Added
Baillie Gifford & Co5,494,689$7.45B3.90%−256,875−4.5%Reduced
FMR LLC4,646,708$6.31B0.50%+390,717+9.2%Added
Jennison Associates LLC4,631,821$6.28B4.06%+16,600+0.4%Added
Capital World Investors4,399,695$5.97B1.02%+6,719+0.2%Added
Vanguard Group Inc3,451,731$4.68B0.12%+102,855+3.1%Added
Price T Rowe Associates Inc3,152,132$4.27B0.40%+301,063+10.6%Added
WCM Investment Management, LLC2,032,150$2.76B6.37%+30,079+1.5%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,430,135$1.94B6.53%−202,415−12.4%Reduced
Capital Research Global Investors1,422,443$1.93B0.45%+126,285+9.7%Added
Sands Capital Management, LLC1,347,329$1.83B3.05%+20,076+1.5%Added
Bank of Montreal1,262,358$1.81B0.90%−113,195−8.2%Reduced
Norges Bank1,109,062$1.50B0.33%+22,012+2.0%Added
Royal Bank of Canada1,091,603$1.48B0.41%+18,234+1.7%Added
FIL Ltd1,041,564$1.41B1.57%+45,810+4.6%Added
Franklin Resources Inc966,242$1.31B0.49%+11,666+1.2%Added
Sumitomo Mitsui Trust Holdings, Inc.940,922$1.28B0.79%−64,163−6.4%Reduced
ARK Investment Management LLCSuperinvestorARK Invest922,608$1.25B3.00%−296,710−24.3%Reduced
Bank of Nova Scotia899,799$1.22B2.23%−1,000−0.1%Reduced
Scge Management, L.P.894,000$1.21B11.25%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management881,850$1.20B2.30%+9,550+1.1%Added
JPMorgan Chase & Co873,583$1.18B0.16%+169,459+24.1%Added
Manufacturers Life Insurance Company, The681,767$1.17B0.96%+11,921+1.8%Added
CIBC World Markets Inc.685,746$929.7M3.36%+10,221+1.5%Added
Nikko Asset Management Americas, Inc.643,823$871.1M3.74%−48,221−7.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.617,258$836.8M4.37%+13,695+2.3%Added
Jarislowsky, Fraser Ltd586,484$795.9M3.87%−7,656−1.3%Reduced
TD Asset Management Inc563,685$764.8M0.79%−292−0.1%Reduced
Durable Capital Partners LP536,829$727.8M5.51%−44,682−7.7%Reduced
Legal & General Group Plc529,688$719.8M0.23%+9,487+1.8%Added
Brown Advisory Inc525,786$712.9M1.05%−7,833−1.5%Reduced
BlackRock Inc.492,849$668.2M0.02%−11,176−2.2%Reduced
Whale Rock Capital Management LLC483,949$656.1M4.31%−59,185−10.9%Reduced
Discovery Value Fund469,612$636.7M18.68%−56,228−10.7%Reduced
Swiss National Bank469,921$634.7M0.40%−11,800−2.4%Reduced
Artisan Partners Limited Partnership463,666$628.6M0.77%+78,005+20.2%Added
Susquehanna International Group, LLP454,759$616.5M0.79%+4,946+1.1%Added
Mackenzie Financial Corp440,782$597.3M0.85%−5,642−1.3%Reduced
Gilder Gagnon Howe & Co LLC386,392$523.9M2.72%−4,363−1.1%Reduced
Massachusetts Financial Services Co370,623$502.5M0.15%−2,166−0.6%Reduced
Alkeon Capital Management LLC361,805$490.5M1.66%−874−0.2%Reduced
CIBC Asset Management Inc342,166$461.3M1.86%−5,563−1.6%Reduced
Wellington Management Group LLP332,400$450.7M0.08%−28,453−7.9%Reduced
Egerton Capital (UK) LLP322,584$437.4M2.08%+130,058+67.6%Added
Caisse de Depot Et Placement du Quebec299,300$406.2M0.87%−151,500−33.6%Reduced
Wells Fargo & Company296,021$401.3M0.09%+36,721+14.2%Added
Goldman Sachs Group Inc289,383$392.3M0.10%+957+0.3%Added
American Century Companies Inc286,785$388.8M0.27%+410.0%Added
Geode Capital Management, LLC286,306$386.2M0.05%+34,041+13.5%Added
Fred Alger Management, LLC284,725$386.0M0.92%+41,047+16.8%Added
SG Americas Securities, LLC283,933$385.0M2.10%+281,014+9,627.1%Added
Invesco Ltd.280,954$380.9M0.10%+89,871+47.0%Added
Federated Hermes, Inc.271,003$367.4M0.70%−11,670−4.1%Reduced
Coatue Management LLCSuperinvestorCoatue Management262,618$356.1M1.45%−152,204−36.7%Reduced
Toronto Dominion Bank260,151$353.0M0.55%+33,887+15.0%Added
Canada Pension Plan Investment Board253,961$344.5M0.39%+29,000+12.9%Added
Bank of America Corp244,674$331.7M0.04%−11,650−4.5%Reduced
Janus Henderson Group PLC237,518$322.0M0.14%−2,529−1.1%Reduced
Abdiel Capital Advisors, LP232,464$315.2M7.76%00.0%Unchanged
Zevenbergen Capital Investments LLC225,805$306.1M5.81%−22,100−8.9%Reduced
Darsana Capital Partners LP225,000$305.1M10.05%+75,000+50.0%Added
Barton Investment Management224,040$303.7M25.42%−5,775−2.5%Reduced
Alberta Investment Management Corp213,475$289.7M2.50%+13,764+6.9%Added
British Columbia Investment Management Corp209,755$284.4M1.67%+17,315+9.0%Added
Capital International Investors205,172$278.2M0.06%+71,134+53.1%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital200,000$271.2M2.17%00.0%Unchanged
Strategy Capital LLC185,052$250.9M23.83%+6,074+3.4%Added
Bank of New York Mellon Corp183,582$248.9M0.05%+6,037+3.4%Added
Ensign Peak Advisors, Inc174,261$236.3M0.49%−13,170−7.0%Reduced
Northern Trust Corp171,688$232.8M0.04%−7,075−4.0%Reduced
Credit Suisse AG164,115$222.5M0.18%−8,663−5.0%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners163,500$221.7M1.24%+21,570+15.2%Added
Mitsubishi UFJ Trust & Banking Corp158,801$215.3M0.47%−19,962−11.2%Reduced
UBS Group AG156,164$211.7M0.09%−56,309−26.5%Reduced
UBS Asset Management Americas Inc153,322$207.9M0.09%+149,822+4,280.6%Added
Bamco Inc152,937$207.3M0.47%+19,435+14.6%Added
1832 Asset Management L.P.152,097$206.2M0.39%−1,433−0.9%Reduced
Deutsche Bank AG148,969$202.0M0.10%−5,321−3.4%Reduced
Ameriprise Financial Inc144,067$195.3M0.06%−3,591−2.4%Reduced
Tybourne Capital Management (HK) Ltd140,100$189.9M4.79%−66,900−32.3%Reduced
Allianz Asset Management GmbH138,355$187.8M0.16%−47,461−25.5%Reduced
AustralianSuper Pty Ltd137,045$185.8M1.19%00.0%Unchanged
Himension Fund132,758$180.0M14.02%+23,740+21.8%Added
Marcho Partners LLP131,219$177.9M11.17%+2,950+2.3%Added
Route One Investment Company, L.P.129,450$175.5M4.52%00.0%Unchanged
Public Investment Fund125,000$169.5M0.39%+125,000New
SEI Investments Co121,089$163.8M0.34%+2,918+2.5%Added
D. E. Shaw & Co., Inc.119,402$161.9M0.21%−197,962−62.4%Reduced
Korea Investment CORP117,253$159.1M0.47%−46,158−28.2%Reduced
Quadrature Capital Ltd116,900$157.4M5.72%+77,900+199.7%Added
Thornburg Investment Management Inc113,289$153.6M1.89%+42,825+60.8%Added
Principal Financial Group Inc112,674$152.8M0.10%+9,004+8.7%Added
Envestnet Asset Management Inc112,296$152.2M0.08%+3,810+3.5%Added
Russell Investments Group, Ltd.109,224$148.1M0.25%−9,551−8.0%Reduced
Bessemer Group Inc108,652$147.3M0.31%−6,001−5.2%Reduced
Steadview Capital Management LLC106,553$144.5M11.56%00.0%Unchanged
Clearbridge Investments, LLC106,079$143.8M0.10%+2,019+1.9%Added
Triasima Portfolio Management inc.103,266$140.3M7.49%−2,130−2.0%Reduced
PEAK6 Investments LLC100,220$135.9M2.75%+100,215+2,004,300.0%Added
SQN Investors LP98,512$133.6M7.21%00.0%Unchanged