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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avalon Investment & Advisory | 171 | $232.0K | 0.01% | +171 | New |
| One Wealth Advisors, LLC | 172 | $233.0K | 0.07% | 00.0% | Unchanged |
| David Loasby | 173 | $235.0K | 0.03% | −100−36.6% | Reduced |
| Colony Group LLC | 173 | $235.0K | 0.00% | +173 | New |
| Transform Wealth, LLC | 174 | $236.0K | 0.03% | −6−3.3% | Reduced |
| Sigma Investment Counselors Inc | 174 | $236.0K | 0.02% | −5−2.8% | Reduced |
| Marcum Wealth, LLC | 174 | $236.0K | 0.04% | −4−2.2% | Reduced |
| Botty Investors LLC | 174 | $236.0K | 0.07% | +174 | New |
| Gradient Investments LLC | 176 | $239.0K | 0.01% | +6+3.5% | Added |
| Howland Capital Management LLC | 177 | $240.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 177 | $240.0K | 0.08% | 00.0% | Unchanged |
| Pecaut & Co. | 177 | $240.0K | 0.14% | +1+0.6% | Added |
| Ahrens Investment Partners LLC | 179 | $243.0K | 0.12% | −15−7.7% | Reduced |
| GYL Financial Synergies, LLC | 179 | $243.0K | 0.12% | −1−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 180 | $243.0K | 0.06% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 179 | $243.0K | 0.07% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 170 | $245.0K | 0.18% | +30+21.4% | Added |
| Oak Grove Capital LLC | 182 | $247.0K | 0.06% | +182 | New |
| Diligent Investors, LLC | 171 | $250.0K | 0.09% | 00.0% | Unchanged |
| Invst, LLC | 185 | $251.0K | 0.04% | +2+1.1% | Added |
| Kathmere Capital Management, LLC | 185 | $251.0K | 0.05% | +32+20.9% | Added |
| Founders Financial Securities LLC | 186 | $252.0K | 0.05% | −1,037−84.8% | Reduced |
| Granite Investment Partners, LLC | 186 | $252.0K | 0.01% | +5+2.8% | Added |
| Hollencrest Capital Management | 186 | $253.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 190 | $258.0K | 0.03% | −849−81.7% | Reduced |
| Hanlon Investment Management, Inc. | 190 | $258.0K | 0.05% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 190 | $258.0K | 0.10% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 191 | $259.0K | 0.03% | +38+24.8% | Added |
| First United Bank Trust | 191 | $259.0K | 0.11% | +191 | New |
| Barr E S & Co | 192 | $260.0K | 0.02% | +7+3.8% | Added |
| Signature Estate & Investment Advisors LLC | 193 | $262.0K | 0.01% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 194 | $263.0K | 0.18% | +194 | New |
| Yorktown Management & Research Co Inc | 195 | $264.0K | 0.20% | 00.0% | Unchanged |
| Sandy Spring Bank | 195 | $265.0K | 0.01% | 00.0% | Unchanged |
| Hoylecohen, LLC | 197 | $267.0K | 0.03% | +15+8.2% | Added |
| First Foundation Advisors | 198 | $268.0K | 0.01% | +4+2.1% | Added |
| Resonant Capital Advisors, LLC | 199 | $270.0K | 0.05% | +199 | New |
| Lazard Asset Management LLC | 200 | $271.0K | 0.00% | −4,520−95.8% | Reduced |
| RBF Capital, LLC | 200 | $271.0K | 0.02% | −300−60.0% | Reduced |
| Maple Capital Management, Inc. | 200 | $271.0K | 0.03% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 200 | $271.0K | 0.04% | 00.0% | Unchanged |
| Select Asset Management & Trust | 200 | $271.0K | 0.20% | 00.0% | Unchanged |
| Nkcfo LLC | 200 | $271.0K | 0.09% | 00.0% | Unchanged |
| Gleason Group, Inc. | 200 | $271.0K | 0.10% | 00.0% | Unchanged |
| Southern Farm Bureau Life Insurance | 200 | $271.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $271.0K | 0.01% | +200 | New |
| Antonetti Capital Management LLC | 200 | $271.0K | 0.22% | +200 | New |
| Harbor Advisors LLC | 200 | $271.0K | 0.05% | +200 | New |
| Ratio Wealth Group | 200 | $271.2K | 0.09% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $271.2K | 0.01% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 202 | $273.0K | 0.02% | +20+11.0% | Added |
| Brandywine Oak Private Wealth LLC | 202 | $273.0K | 0.03% | +202 | New |
| Paradigm Financial Advisors, LLC | 202 | $274.0K | 0.06% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 203 | $275.0K | 0.16% | +203 | New |
| KB Financial Partners, LLC | 204 | $277.0K | 0.10% | +13+6.8% | Added |
| Equitable Holdings, Inc. | 205 | $278.0K | 0.00% | +205 | New |
| Summit Financial Strategies, Inc. | 206 | $279.0K | 0.06% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 207 | $281.0K | 0.08% | +206+20,600.0% | Added |
| Cypress Asset Management Inc | 209 | $283.0K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 209 | $283.4K | 0.04% | −25−10.7% | Reduced |
| PSI Advisors, LLC | 210 | $285.0K | 0.13% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 211 | $286.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 212 | $287.0K | 0.03% | −82−27.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 212 | $287.0K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 212 | $288.0K | 0.01% | +67+46.2% | Added |
| Bourgeon Capital Management LLC | 213 | $289.0K | 0.06% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 213 | $289.0K | 0.02% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 214 | $290.0K | 0.00% | −90−29.6% | Reduced |
| Carret Asset Management, LLC | 214 | $290.0K | 0.03% | −2−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 214 | $290.0K | 0.08% | +35+19.6% | Added |
| McDaniel Terry & Co | 215 | $291.0K | 0.03% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 200 | $292.0K | 0.14% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 216 | $293.0K | 0.01% | −4−1.8% | Reduced |
| Rafferty Asset Management, LLC | 216 | $293.0K | 0.00% | +216 | New |
| Avidian Wealth Solutions, LLC | 217 | $294.0K | 0.02% | +17+8.5% | Added |
| First National Corp | 217 | $294.0K | 0.07% | +217 | New |
| Southland Equity Partners LLC | 218 | $295.6K | 0.14% | −5−2.2% | Reduced |
| Inscription Capital, LLC | 218 | $296.0K | 0.09% | +218 | New |
| Wealth Architects, LLC | 220 | $298.0K | 0.06% | +1+0.5% | Added |
| Executive Wealth Management, LLC | 220 | $298.0K | 0.03% | +6+2.8% | Added |
| Total Clarity Wealth Management, Inc. | 220 | $298.0K | 0.14% | +24+12.2% | Added |
| Delta Financial Advisors LLC | 221 | $300.0K | 0.13% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 222 | $301.0K | 0.10% | +5+2.3% | Added |
| All Terrain Financial Advisors, LLC | 222 | $301.0K | 0.14% | +222 | New |
| Almanack Investment Partners, LLC. | 223 | $302.0K | 0.03% | +67+42.9% | Added |
| Pennsylvania Capital Management Inc | 212 | $302.0K | 0.13% | +212 | New |
| Investment House LLC | 224 | $304.0K | 0.02% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 225 | $305.0K | 0.00% | 00.0% | Unchanged |
| People's United Financial, Inc. | 226 | $306.0K | 0.01% | +34+17.7% | Added |
| Burns Matteson Capital Management, LLC | 229 | $310.5K | 0.24% | −7−3.0% | Reduced |
| Fulcrum Asset Management LLP | – | $311.0K | 0.15% | – | – |
| Congress Park Capital LLC | 230 | $312.0K | 0.16% | +14+6.5% | Added |
| Fortress Wealth Group, LLC | 233 | $316.0K | 0.27% | +4+1.7% | Added |
| Bard Financial Services, Inc. | 235 | $319.0K | 0.03% | −25−9.6% | Reduced |
| REDW Wealth LLC | 235 | $319.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 228 | $319.0K | 0.08% | +1+0.4% | Added |
| CNB Bank | 236 | $320.0K | 0.19% | +23+10.8% | Added |
| State of Wyoming | 238 | $323.0K | 0.21% | −164−40.8% | Reduced |
| Visionary Wealth Advisors | 238 | $323.0K | 0.03% | +10+4.4% | Added |
| McMahon Financial Advisors, LLC | 239 | $324.0K | 0.15% | 00.0% | Unchanged |