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 |
|---|---|---|---|---|---|
| United Maritime Capital LLC | 500 | $678.0K | 0.75% | +500 | New |
| OneAscent Wealth Management LLC | 500 | $678.0K | 0.77% | +500 | New |
| EP Wealth Advisors, LLC | 502 | $681.0K | 0.02% | +141+39.1% | Added |
| ACG Wealth | 504 | $683.0K | 0.09% | +8+1.6% | Added |
| Merit Financial Group, LLC | 505 | $685.0K | 0.07% | +51+11.2% | Added |
| Aptus Capital Advisors, LLC | 511 | $693.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 511 | $693.0K | 0.46% | +257+101.2% | Added |
| Davenport & Co LLC | 512 | $694.0K | 0.00% | +264+106.5% | Added |
| Naples Global Advisors, LLC | 515 | $698.0K | 0.09% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 517 | $701.0K | 0.29% | +36+7.5% | Added |
| 9258 Wealth Management, LLC | 518 | $702.0K | 0.19% | +7+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 521 | $706.0K | 0.03% | +521 | New |
| Xcel Wealth Management, LLC | 525 | $712.0K | 0.21% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 527 | $714.0K | 0.14% | −2,721−83.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 527 | $714.0K | 0.01% | −1,460−73.5% | Reduced |
| Fieldpoint Private Securities, LLC | 530 | $719.0K | 0.16% | +7+1.3% | Added |
| Fulton Breakefield Broenniman LLC | 535 | $725.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 538 | $729.0K | 0.13% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 540 | $732.0K | 0.00% | −10−1.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 545 | $739.0K | 0.52% | +319+141.2% | Added |
| Laidlaw Wealth Management LLC | 546 | $740.0K | 0.19% | −47−7.9% | Reduced |
| Zacks Investment Management | 549 | $744.0K | 0.01% | +5+0.9% | Added |
| Roosevelt Investment Group LLC | 551 | $747.0K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 558 | $756.0K | 0.08% | +3+0.5% | Added |
| Raymond James Trust N.A. | 558 | $757.0K | 0.03% | +16+3.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 559 | $758.0K | 0.28% | 00.0% | Unchanged |
| Oakmont Corp | 560 | $759.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 563 | $760.0K | 0.03% | +4+0.7% | Added |
| Guardian Capital Advisors LP | 585 | $764.0K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 565 | $766.0K | 0.03% | −394−41.1% | Reduced |
| Advisor OS, LLC | 566 | $766.0K | 0.17% | −14−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 566 | $767.0K | 0.06% | −46−7.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 566 | $767.0K | 0.17% | −20−3.4% | Reduced |
| Credit Agricole S A | 567 | $769.0K | 0.03% | +261+85.3% | Added |
| DCM Advisors, LLC | 568 | $770.0K | 0.30% | +65+12.9% | Added |
| Legacy Wealth Asset Management, LLC | 569 | $771.0K | 0.35% | −33−5.5% | Reduced |
| Lindbrook Capital, LLC | 569 | $772.0K | 0.20% | +39+7.4% | Added |
| Red Door Wealth Management, LLC | 571 | $774.0K | 0.30% | +40+7.5% | Added |
| Financial Advisory Service, Inc. | 574 | $778.0K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 581 | $788.0K | 0.14% | −55−8.6% | Reduced |
| Karp Capital Management Corp | 581 | $788.0K | 0.11% | +21+3.8% | Added |
| Lake Street Financial LLC | 582 | $789.0K | 0.19% | −1−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 540 | $802.0K | 0.11% | +4+0.7% | Added |
| HRT Financial LP | 592 | $802.0K | 0.00% | +592 | New |
| Parisi Gray Wealth Management | 598 | $808.0K | 0.33% | +1+0.2% | Added |
| Griffin Asset Management, Inc. | 596 | $808.0K | 0.10% | +23+4.0% | Added |
| Sculati Wealth Management, LLC | 600 | $813.0K | 0.43% | −10−1.6% | Reduced |
| Cullinan Associates Inc | 600 | $813.0K | 0.04% | +300+100.0% | Added |
| Blue Square Asset Management, LLC | 602 | $816.0K | 0.51% | +22+3.8% | Added |
| BLB&B Advisors, LLC | 610 | $827.0K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 613 | $831.0K | 0.09% | +80+15.0% | Added |
| International Assets Investment Management, LLC | 616 | $835.0K | 0.15% | −6−1.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 617 | $837.0K | 0.30% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 623 | $845.0K | 0.07% | +67+12.1% | Added |
| Cardan Capital Partners, LLC | 625 | $847.0K | 0.09% | +20+3.3% | Added |
| HBW Advisory Services LLC | 630 | $854.0K | 0.22% | −7−1.1% | Reduced |
| Linscomb & Williams, Inc. | 630 | $854.0K | 0.04% | +38+6.4% | Added |
| Stephens Inc | 631 | $855.0K | 0.01% | −9−1.4% | Reduced |
| Andra AP-fonden | 500 | $860.0K | 0.02% | +100+25.0% | Added |
| Wealthspire Advisors, LLC | 635 | $861.0K | 0.02% | +635 | New |
| Valmark Advisers, Inc. | 636 | $862.0K | 0.02% | +40+6.7% | Added |
| Nicolet Bankshares Inc | 646 | $876.0K | 0.23% | −37−5.4% | Reduced |
| Voya Financial Advisors, Inc. | 652 | $878.0K | 0.11% | +6+0.9% | Added |
| We Are One Seven, LLC | 4,308 | $879.0K | 0.11% | +30+0.7% | Added |
| Gluskin Sheff & Assoc Inc | 653 | $885.0K | 0.04% | +653 | New |
| Sargent Investment Group, LLC | 657 | $891.0K | 0.22% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 660 | $895.0K | 0.13% | +23+3.6% | Added |
| Kozak & Associates, Inc. | 541 | $896.0K | 0.53% | +541 | New |
| PFG Advisors | 662 | $897.0K | 0.10% | −5−0.7% | Reduced |
| Meristem Family Wealth, LLC | 668 | $906.0K | 0.09% | +185+38.3% | Added |
| JustInvest LLC | 676 | $917.0K | 0.08% | +163+31.8% | Added |
| Everhart Financial Group, Inc. | 677 | $918.0K | 0.63% | −1−0.1% | Reduced |
| Avestar Capital, LLC | 680 | $922.0K | 0.18% | +75+12.4% | Added |
| Bienville Capital Management, LLC | 683 | $926.0K | 0.53% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 690 | $935.0K | 0.06% | +52+8.2% | Added |
| Cornerstone Wealth Management, LLC | 691 | $937.0K | 0.10% | +201+41.0% | Added |
| Koshinski Asset Management, Inc. | 692 | $938.2K | 0.08% | +292+73.0% | Added |
| Veritable, L.P. | 694 | $941.0K | 0.02% | +15+2.2% | Added |
| Comerica Securities,inc. | 695 | $942.0K | 0.07% | −12−1.7% | Reduced |
| Souders Financial Advisors | 696 | $944.0K | 0.30% | +7+1.0% | Added |
| Institute for Wealth Management, LLC. | 698 | $946.0K | 0.17% | +22+3.3% | Added |
| Boston Private Wealth LLC | 699 | $948.0K | 0.01% | +47+7.2% | Added |
| Citizens Financial Group Inc | 703 | $953.0K | 0.04% | +703 | New |
| Farmers Trust Co | 707 | $955.0K | 0.21% | +7+1.0% | Added |
| NewEdge Wealth, LLC | 706 | $957.0K | 0.06% | +98+16.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 710 | $963.0K | 0.05% | −19−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 719 | $975.0K | 0.11% | −159−18.1% | Reduced |
| McIlrath & Eck, LLC | 720 | $976.0K | 0.29% | −35−4.6% | Reduced |
| First Citizens Bank & Trust Co | 722 | $979.0K | 0.05% | +254+54.3% | Added |
| Ballew Advisors, Inc | 711 | $980.0K | 0.72% | +711 | New |
| Frank, Rimerman Advisors LLC | 737 | $999.2K | 0.39% | +737 | New |
| Calton & Associates, Inc. | 745 | $1.01M | 0.22% | −17−2.2% | Reduced |
| Acorn Financial Advisory Services Inc | 747 | $1.01M | 0.31% | +49+7.0% | Added |
| Requisite Capital Management, LLC | 750 | $1.02M | 0.22% | +750 | New |
| Vestmark Advisory Solutions, Inc. | 755 | $1.02M | 0.07% | +134+21.6% | Added |
| Prio Wealth Limited Partnership | 757 | $1.03M | 0.03% | −527−41.0% | Reduced |
| Ocean Capital Management, LLC | 757 | $1.03M | 0.45% | −18−2.3% | Reduced |
| Vivid Financial Management, Inc. | 761 | $1.03M | 0.42% | +45+6.3% | Added |
| Clearstead Advisors, LLC | 768 | $1.04M | 0.08% | +20+2.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 774 | $1.05M | 0.01% | 00.0% | Unchanged |