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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 888 | $1.20M | 0.07% | +453+104.1% | Added |
| Creative Financial Designs Inc | 887 | $1.20M | 0.20% | +5+0.6% | Added |
| Pacer Advisors, Inc. | 885 | $1.20M | 0.02% | −13−1.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 870 | $1.18M | 0.25% | +14+1.6% | Added |
| Personal Cfo Solutions, LLC | 854 | $1.16M | 0.24% | +31+3.8% | Added |
| Capital Management Associates | 850 | $1.15M | 1.14% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 844 | $1.14M | 0.05% | +63+8.1% | Added |
| PAX Financial Group, LLC | 835 | $1.13M | 0.28% | +12+1.5% | Added |
| Fort Point Capital Partners LLC | 835 | $1.13M | 0.18% | +335+67.0% | Added |
| Harbor Financial Services, LLC | 830 | $1.13M | 0.49% | −34−3.9% | Reduced |
| Harbour Capital Advisors, LLC | 828 | $1.12M | 0.30% | +78+10.4% | Added |
| Mutual Advisors, LLC | 822 | $1.11M | 0.07% | −9−1.1% | Reduced |
| Cordatus Wealth Management LLC | 820 | $1.11M | 0.86% | +820 | New |
| JFG Wealth Management, LLC | 815 | $1.10M | 0.53% | +205+33.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 812 | $1.10M | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 806 | $1.09M | 0.02% | +530+192.0% | Added |
| KG&L Capital Management,LLC | 802 | $1.09M | 0.48% | +39+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 792 | $1.07M | 0.67% | −46−5.5% | Reduced |
| Allworth Financial LP | 789 | $1.07M | 0.02% | +20+2.6% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 789 | $1.07M | 0.14% | +332+72.6% | Added |
| Phoenix Wealth Advisors | 783 | $1.06M | 0.79% | +22+2.9% | Added |
| Jeppson Wealth Management, LLC | 778 | $1.05M | 0.55% | +3+0.4% | Added |
| Hilltop Holdings Inc. | 777 | $1.05M | 0.12% | +5+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 775 | $1.05M | 0.10% | −368−32.2% | Reduced |
| Davis-Rea Ltd. | 779 | $1.05M | 0.51% | +500+179.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 774 | $1.05M | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 774 | $1.05M | 0.04% | +9+1.2% | Added |
| Capital Investment Advisory Services, LLC | 774 | $1.05M | 0.13% | +20+2.7% | Added |
| Clearstead Advisors, LLC | 768 | $1.04M | 0.08% | +20+2.7% | Added |
| Vivid Financial Management, Inc. | 761 | $1.03M | 0.42% | +45+6.3% | Added |
| Ocean Capital Management, LLC | 757 | $1.03M | 0.45% | −18−2.3% | Reduced |
| Prio Wealth Limited Partnership | 757 | $1.03M | 0.03% | −527−41.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 755 | $1.02M | 0.07% | +134+21.6% | Added |
| Requisite Capital Management, LLC | 750 | $1.02M | 0.22% | +750 | New |
| Acorn Financial Advisory Services Inc | 747 | $1.01M | 0.31% | +49+7.0% | Added |
| Calton & Associates, Inc. | 745 | $1.01M | 0.22% | −17−2.2% | Reduced |
| Frank, Rimerman Advisors LLC | 737 | $999.2K | 0.39% | +737 | New |
| Ballew Advisors, Inc | 711 | $980.0K | 0.72% | +711 | New |
| First Citizens Bank & Trust Co | 722 | $979.0K | 0.05% | +254+54.3% | Added |
| McIlrath & Eck, LLC | 720 | $976.0K | 0.29% | −35−4.6% | Reduced |
| Arete Wealth Advisors, LLC | 719 | $975.0K | 0.11% | −159−18.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 710 | $963.0K | 0.05% | −19−2.6% | Reduced |
| NewEdge Wealth, LLC | 706 | $957.0K | 0.06% | +98+16.1% | Added |
| Farmers Trust Co | 707 | $955.0K | 0.21% | +7+1.0% | Added |
| Citizens Financial Group Inc | 703 | $953.0K | 0.04% | +703 | New |
| Boston Private Wealth LLC | 699 | $948.0K | 0.01% | +47+7.2% | Added |
| Institute for Wealth Management, LLC. | 698 | $946.0K | 0.17% | +22+3.3% | Added |
| Souders Financial Advisors | 696 | $944.0K | 0.30% | +7+1.0% | Added |
| Comerica Securities,inc. | 695 | $942.0K | 0.07% | −12−1.7% | Reduced |
| Veritable, L.P. | 694 | $941.0K | 0.02% | +15+2.2% | Added |
| Koshinski Asset Management, Inc. | 692 | $938.2K | 0.08% | +292+73.0% | Added |
| Cornerstone Wealth Management, LLC | 691 | $937.0K | 0.10% | +201+41.0% | Added |
| Ritholtz Wealth Management | 690 | $935.0K | 0.06% | +52+8.2% | Added |
| Bienville Capital Management, LLC | 683 | $926.0K | 0.53% | 00.0% | Unchanged |
| Avestar Capital, LLC | 680 | $922.0K | 0.18% | +75+12.4% | Added |
| Everhart Financial Group, Inc. | 677 | $918.0K | 0.63% | −1−0.1% | Reduced |
| JustInvest LLC | 676 | $917.0K | 0.08% | +163+31.8% | Added |
| Meristem Family Wealth, LLC | 668 | $906.0K | 0.09% | +185+38.3% | Added |
| PFG Advisors | 662 | $897.0K | 0.10% | −5−0.7% | Reduced |
| Kozak & Associates, Inc. | 541 | $896.0K | 0.53% | +541 | New |
| Abbrea Capital, LLC | 660 | $895.0K | 0.13% | +23+3.6% | Added |
| Sargent Investment Group, LLC | 657 | $891.0K | 0.22% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 653 | $885.0K | 0.04% | +653 | New |
| We Are One Seven, LLC | 4,308 | $879.0K | 0.11% | +30+0.7% | Added |
| Voya Financial Advisors, Inc. | 652 | $878.0K | 0.11% | +6+0.9% | Added |
| Nicolet Bankshares Inc | 646 | $876.0K | 0.23% | −37−5.4% | Reduced |
| Valmark Advisers, Inc. | 636 | $862.0K | 0.02% | +40+6.7% | Added |
| Wealthspire Advisors, LLC | 635 | $861.0K | 0.02% | +635 | New |
| Andra AP-fonden | 500 | $860.0K | 0.02% | +100+25.0% | Added |
| Stephens Inc | 631 | $855.0K | 0.01% | −9−1.4% | Reduced |
| 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 |
| Cardan Capital Partners, LLC | 625 | $847.0K | 0.09% | +20+3.3% | Added |
| Wealthsource Partners, LLC | 623 | $845.0K | 0.07% | +67+12.1% | Added |
| American National Registered Investment Advisor, Inc. | 617 | $837.0K | 0.30% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 616 | $835.0K | 0.15% | −6−1.0% | Reduced |
| Icon Wealth Partners, LLC | 613 | $831.0K | 0.09% | +80+15.0% | Added |
| BLB&B Advisors, LLC | 610 | $827.0K | 0.06% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 602 | $816.0K | 0.51% | +22+3.8% | 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 |
| 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 |
| Mayflower Financial Advisors, LLC | 540 | $802.0K | 0.11% | +4+0.7% | Added |
| HRT Financial LP | 592 | $802.0K | 0.00% | +592 | New |
| Lake Street Financial LLC | 582 | $789.0K | 0.19% | −1−0.2% | Reduced |
| 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 |
| Financial Advisory Service, Inc. | 574 | $778.0K | 0.07% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 571 | $774.0K | 0.30% | +40+7.5% | Added |
| Lindbrook Capital, LLC | 569 | $772.0K | 0.20% | +39+7.4% | Added |
| Legacy Wealth Asset Management, LLC | 569 | $771.0K | 0.35% | −33−5.5% | Reduced |
| DCM Advisors, LLC | 568 | $770.0K | 0.30% | +65+12.9% | Added |
| Credit Agricole S A | 567 | $769.0K | 0.03% | +261+85.3% | Added |
| 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 |
| 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 |
| Guardian Capital Advisors LP | 585 | $764.0K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 563 | $760.0K | 0.03% | +4+0.7% | Added |