Skip to main content

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
True North Advisors, LLC239$324.0K0.06%+8+3.5%Added
InterOcean Capital Group, LLC240$325.0K0.02%−35−12.7%Reduced
Claraphi Advisory Network, LLC240$326.0K0.12%−579−70.7%Reduced
YHB Investment Advisors, Inc.241$327.0K0.03%+18+8.1%Added
Redhawk Wealth Advisors, Inc.242$328.0K0.09%+55+29.4%Added
Omers Administration Corp242$328.0K0.00%+242New
Hayden Royal, LLC249$337.0K0.55%−45−15.3%Reduced
Foster Victor Wealth Advisors, LLC250$339.0K0.05%−400−61.5%Reduced
Pettinga Financial Advisors, LLC250$339.0K0.09%00.0%Unchanged
Galvin, Gaustad & Stein, LLC250$339.0K0.03%00.0%Unchanged
Column Capital Advisors, LLC250$339.0K0.07%+18+7.8%Added
Gofen & Glossberg LLC250$339.0K0.01%+250New
Private Wealth Strategies, L.L.C.251$340.0K0.09%00.0%Unchanged
StrongBox Wealth, LLC252$342.0K0.19%+3+1.2%Added
Covington Capital Management253$343.0K0.01%00.0%Unchanged
4J Wealth Management LLC254$344.0K0.30%00.0%Unchanged
Pathstone Family Office, LLC254$344.0K0.01%+1+0.4%Added
BTC Capital Management, Inc.256$346.0K0.04%−3−1.2%Reduced
Fiducient Advisors LLC255$346.0K0.10%00.0%Unchanged
Strategic Blueprint, LLC257$348.0K0.05%+126+96.2%Added
Douglas Lane & Associates, LLC258$350.0K0.01%−18−6.5%Reduced
Aj Wealth Strategies, LLC258$350.0K0.02%00.0%Unchanged
Perigon Wealth Management, LLC258$350.0K0.03%+42+19.4%Added
Schaper Benz & Wise Investment Counsel Inc259$351.0K0.03%00.0%Unchanged
Tower Bridge Advisors260$352.5K0.02%00.0%Unchanged
Symphony Financial, Ltd. Co.262$353.0K0.12%00.0%Unchanged
Capital Analysts, LLC260$353.0K0.02%+260New
Busey Wealth Management262$355.0K0.01%+262New
Hennion & Walsh Asset Management, Inc.262$355.0K0.02%+262New
Jackson Square Partners, LLC264$357.0K0.00%00.0%Unchanged
Inverness Counsel LLC264$358.0K0.01%00.0%Unchanged
Sawtooth Solutions, LLC264$358.0K0.06%+4+1.5%Added
GFS Advisors, LLC265$359.0K0.08%−50−15.9%Reduced
Foundations Investment Advisors, LLC275$362.0K0.02%+122+79.7%Added
Wealth Alliance Advisory Group, LLC268$363.0K0.18%00.0%Unchanged
GFG Capital, LLC269$365.0K0.12%−8−2.9%Reduced
RSM US Wealth Management LLC269$365.0K0.02%00.0%Unchanged
Wealthcare Advisory Partners LLC269$365.0K0.02%+10+3.9%Added
Oxinas Partners Wealth Management LLC270$366.0K0.21%+26+10.7%Added
Chicago Trust Co NA270$366.0K0.08%+270New
FinTrust Capital Advisors, LLC272$369.0K0.10%+10+3.8%Added
Csenge Advisory Group273$369.0K0.03%+25+10.1%Added
Evolution Wealth Advisors, LLC273$370.0K0.08%+2+0.7%Added
Elite Wealth Management, Inc.273$370.0K0.17%+25+10.1%Added
Aspen Investment Management Inc273$370.0K0.20%+273New
Precision Wealth Strategies, LLC274$371.0K0.29%+274New
Advisory Resource Group275$373.0K0.14%+12+4.6%Added
Pacific Edge Advisors, LLC276$374.0K0.18%00.0%Unchanged
Landscape Capital Management, L.L.C.278$377.0K0.05%−352−55.9%Reduced
Veracity Capital LLC278$377.0K0.16%−11−3.8%Reduced
Ingalls & Snyder LLC279$378.0K0.02%−275−49.6%Reduced
United Asset Strategies, Inc.279$378.0K0.05%−2−0.7%Reduced
Caas Capital Management LP280$380.0K0.03%00.0%Unchanged
NEXT Financial Group, Inc281$381.0K0.03%−70−19.9%Reduced
Arkadios Wealth Advisors283$383.0K0.06%−2−0.7%Reduced
Hoffman, Alan N Investment Management284$385.0K0.23%−10−3.4%Reduced
Insight Advisors, LLC250$385.0K0.11%−4−1.6%Reduced
Chapman Investment Management, LLC285$386.0K0.20%00.0%Unchanged
Hallmark Capital Management Inc286$388.0K0.03%+71+33.0%Added
Kemnay Advisory Services Inc.289$392.0K0.05%−420−59.2%Reduced
Pinnacle Associates Ltd293$397.0K0.01%+80+37.6%Added
Tamar Securities, LLC296$401.0K0.14%−2−0.7%Reduced
Argent Trust Co297$403.0K0.03%00.0%Unchanged
Abbot Financial Management, Inc.297$403.0K0.18%+6+2.1%Added
Oakwell Private Wealth Management, LLC299$405.0K0.22%−88−22.7%Reduced
RB Capital Management, LLC299$405.0K0.15%+7+2.4%Added
Chilton Capital Management LLC300$407.0K0.02%−35−10.4%Reduced
Cumberland Partners Ltd300$407.0K0.03%+100+50.0%Added
Constitution Capital LLC300$407.0K0.24%+300New
NorthRock Partners, LLC302$410.0K0.03%−12−3.8%Reduced
PDS Planning, Inc307$416.0K0.10%+20+7.0%Added
Capital Investment Advisors, LLC309$418.0K0.01%−3−1.0%Reduced
Williams Jones Wealth Management, LLC.308$418.0K0.01%−2−0.6%Reduced
Mattern Wealth Management LLC309$419.0K0.14%00.0%Unchanged
Harrington Investments, INC311$422.0K0.24%00.0%Unchanged
Garrison Point Advisors, LLC312$423.0K0.31%−26−7.7%Reduced
Nations Financial Group Inc,313$424.0K0.06%+25+8.7%Added
Belpointe Asset Management LLC405$425.0K0.03%−41−9.2%Reduced
Atlas Capital Advisors LLC315$427.1K0.07%+25+8.6%Added
Exencial Wealth Advisors, LLC316$428.0K0.02%−295−48.3%Reduced
Weatherly Asset Management L. P.322$437.0K0.05%−10−3.0%Reduced
Accurate Wealth Management, LLC314$440.0K0.39%+5+1.6%Added
Capital CS Group, LLC326$440.0K0.41%+326New
Resource Management, LLC325$441.0K0.05%+98+43.2%Added
Vista Wealth Management Group, LLC326$442.0K0.08%+15+4.8%Added
Kesler, Norman & Wride, LLC327$443.0K0.10%00.0%Unchanged
Douglass Winthrop Advisors, LLC327$443.0K0.01%00.0%Unchanged
Great Diamond Partners, LLC327$443.0K0.12%+327New
Advanced Research Investment Solutions, LLC328$444.7K0.23%+328New
Park National Corp330$447.0K0.02%−10−2.9%Reduced
Wolff Wiese Magana LLC330$447.0K0.32%00.0%Unchanged
Holistic Financial Partners330$447.0K0.28%+4+1.2%Added
Clarius Group, LLC335$454.0K0.04%+11+3.4%Added
Vanguard Capital Wealth Advisors335$454.0K0.35%+335New
Baskin Financial Services Inc.340$461.0K0.04%00.0%Unchanged
AlphaStar Capital Management, LLC310$464.0K0.03%+310New
WealthPLAN Partners, LLC306$465.0K0.03%00.0%Unchanged
TSFG, LLC348$472.0K0.18%+4+1.2%Added
Burney Co349$474.0K0.02%00.0%Unchanged
NFP Retirement, Inc.350$474.5K0.19%00.0%Unchanged