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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 262 | $353.0K | 0.12% | 00.0% | Unchanged |
| Capital Analysts, LLC | 260 | $353.0K | 0.02% | +260 | New |
| Tower Bridge Advisors | 260 | $352.5K | 0.02% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 259 | $351.0K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 258 | $350.0K | 0.01% | −18−6.5% | Reduced |
| Aj Wealth Strategies, LLC | 258 | $350.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 258 | $350.0K | 0.03% | +42+19.4% | Added |
| Strategic Blueprint, LLC | 257 | $348.0K | 0.05% | +126+96.2% | Added |
| BTC Capital Management, Inc. | 256 | $346.0K | 0.04% | −3−1.2% | Reduced |
| Fiducient Advisors LLC | 255 | $346.0K | 0.10% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 254 | $344.0K | 0.30% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 254 | $344.0K | 0.01% | +1+0.4% | Added |
| Covington Capital Management | 253 | $343.0K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 252 | $342.0K | 0.19% | +3+1.2% | Added |
| Private Wealth Strategies, L.L.C. | 251 | $340.0K | 0.09% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 250 | $339.0K | 0.05% | −400−61.5% | Reduced |
| Pettinga Financial Advisors, LLC | 250 | $339.0K | 0.09% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 250 | $339.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $339.0K | 0.07% | +18+7.8% | Added |
| Gofen & Glossberg LLC | 250 | $339.0K | 0.01% | +250 | New |
| Hayden Royal, LLC | 249 | $337.0K | 0.55% | −45−15.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 242 | $328.0K | 0.09% | +55+29.4% | Added |
| Omers Administration Corp | 242 | $328.0K | 0.00% | +242 | New |
| YHB Investment Advisors, Inc. | 241 | $327.0K | 0.03% | +18+8.1% | Added |
| Claraphi Advisory Network, LLC | 240 | $326.0K | 0.12% | −579−70.7% | Reduced |
| InterOcean Capital Group, LLC | 240 | $325.0K | 0.02% | −35−12.7% | Reduced |
| McMahon Financial Advisors, LLC | 239 | $324.0K | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 239 | $324.0K | 0.06% | +8+3.5% | 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 |
| CNB Bank | 236 | $320.0K | 0.19% | +23+10.8% | 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 |
| Fortress Wealth Group, LLC | 233 | $316.0K | 0.27% | +4+1.7% | Added |
| Congress Park Capital LLC | 230 | $312.0K | 0.16% | +14+6.5% | Added |
| Fulcrum Asset Management LLP | – | $311.0K | 0.15% | – | – |
| Burns Matteson Capital Management, LLC | 229 | $310.5K | 0.24% | −7−3.0% | Reduced |
| People's United Financial, Inc. | 226 | $306.0K | 0.01% | +34+17.7% | Added |
| Banque Pictet & Cie SA | 225 | $305.0K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 224 | $304.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 223 | $302.0K | 0.03% | +67+42.9% | Added |
| Pennsylvania Capital Management Inc | 212 | $302.0K | 0.13% | +212 | New |
| 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 |
| Delta Financial Advisors LLC | 221 | $300.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Inscription Capital, LLC | 218 | $296.0K | 0.09% | +218 | New |
| Southland Equity Partners LLC | 218 | $295.6K | 0.14% | −5−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 217 | $294.0K | 0.02% | +17+8.5% | Added |
| First National Corp | 217 | $294.0K | 0.07% | +217 | New |
| Regentatlantic Capital LLC | 216 | $293.0K | 0.01% | −4−1.8% | Reduced |
| Rafferty Asset Management, LLC | 216 | $293.0K | 0.00% | +216 | New |
| Triton Wealth Management, PLLC | 200 | $292.0K | 0.14% | 00.0% | Unchanged |
| McDaniel Terry & Co | 215 | $291.0K | 0.03% | 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 |
| Bourgeon Capital Management LLC | 213 | $289.0K | 0.06% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 213 | $289.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 212 | $288.0K | 0.01% | +67+46.2% | Added |
| 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 |
| ARGI Investment Services, LLC | 211 | $286.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 210 | $285.0K | 0.13% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 209 | $283.4K | 0.04% | −25−10.7% | Reduced |
| Cypress Asset Management Inc | 209 | $283.0K | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 207 | $281.0K | 0.08% | +206+20,600.0% | Added |
| Summit Financial Strategies, Inc. | 206 | $279.0K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 205 | $278.0K | 0.00% | +205 | New |
| KB Financial Partners, LLC | 204 | $277.0K | 0.10% | +13+6.8% | Added |
| Professional Financial Advisors, LLC | 203 | $275.0K | 0.16% | +203 | New |
| Paradigm Financial Advisors, LLC | 202 | $274.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Ratio Wealth Group | 200 | $271.2K | 0.09% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $271.2K | 0.01% | +200 | 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 |
| Resonant Capital Advisors, LLC | 199 | $270.0K | 0.05% | +199 | New |
| First Foundation Advisors | 198 | $268.0K | 0.01% | +4+2.1% | Added |
| Hoylecohen, LLC | 197 | $267.0K | 0.03% | +15+8.2% | Added |
| Sandy Spring Bank | 195 | $265.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 195 | $264.0K | 0.20% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 194 | $263.0K | 0.18% | +194 | New |
| Signature Estate & Investment Advisors LLC | 193 | $262.0K | 0.01% | 00.0% | Unchanged |
| Barr E S & Co | 192 | $260.0K | 0.02% | +7+3.8% | Added |
| Spearhead Capital Advisors, LLC | 191 | $259.0K | 0.03% | +38+24.8% | Added |
| First United Bank Trust | 191 | $259.0K | 0.11% | +191 | New |