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, Q4 2021
Institutional positions in Shopify Inc. as of Dec 31, 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
- 1,352
- +142 vs. Q3 2021
- Shares held
- 78.9M
- +2.36M (+3.1%) vs. Q3 2021
- Total value
- $108.3B
- +$4.27B (+4.1%) vs. Q3 2021
- New holders
- 243
- 521 more added
- Sold out
- 101
- 375 more reduced
18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,884,426 | $8.11B | 1.00% | −150,308−2.5% | Reduced |
| Baillie Gifford & Co | 5,450,723 | $7.51B | 4.12% | −43,966−0.8% | Reduced |
| Jennison Associates LLC | 4,696,965 | $6.47B | 4.10% | +65,144+1.4% | Added |
| Capital World Investors | 4,489,765 | $6.18B | 0.98% | +90,070+2.0% | Added |
| FMR LLC | 4,362,066 | $6.01B | 0.44% | −284,642−6.1% | Reduced |
| Vanguard Group Inc | 3,532,286 | $4.87B | 0.11% | +80,555+2.3% | Added |
| Price T Rowe Associates Inc | 3,324,595 | $4.58B | 0.41% | +172,463+5.5% | Added |
| Capital Research Global Investors | 2,105,757 | $2.90B | 0.64% | +683,314+48.0% | Added |
| WCM Investment Management, LLC | 2,054,558 | $2.83B | 6.37% | +22,408+1.1% | Added |
| Sands Capital Management, LLC | 1,402,814 | $1.93B | 3.59% | +55,485+4.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,389,635 | $1.91B | 7.84% | −40,500−2.8% | Reduced |
| Royal Bank of Canada | 1,269,090 | $1.75B | 0.43% | +177,487+16.3% | Added |
| Bank of Montreal | 1,166,238 | $1.65B | 0.89% | −96,120−7.6% | Reduced |
| Norges Bank | 1,145,876 | $1.58B | 0.32% | +36,814+3.3% | Added |
| JPMorgan Chase & Co | 1,091,504 | $1.50B | 0.19% | +217,921+24.9% | Added |
| FIL Ltd | 1,041,273 | $1.43B | 1.47% | −2910.0% | Reduced |
| Franklin Resources Inc | 1,020,544 | $1.41B | 0.51% | +54,302+5.6% | Added |
| Bank of Nova Scotia | 904,144 | $1.25B | 1.80% | +4,345+0.5% | Added |
| Scge Management, L.P. | 894,000 | $1.23B | 13.97% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 893,710 | $1.23B | 0.75% | −47,212−5.0% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 806,850 | $1.11B | 2.42% | −75,000−8.5% | Reduced |
| UBS Asset Management Americas Inc | 750,601 | $1.03B | 0.40% | +597,279+389.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 715,230 | $985.2M | 2.98% | −207,378−22.5% | Reduced |
| TD Asset Management Inc | 710,780 | $979.6M | 0.82% | +147,095+26.1% | Added |
| CIBC World Markets Inc. | 689,804 | $950.1M | 3.13% | +4,058+0.6% | Added |
| Nikko Asset Management Americas, Inc. | 610,114 | $846.8M | 4.45% | −33,709−5.2% | Reduced |
| BlackRock Inc. | 602,700 | $830.2M | 0.02% | +109,851+22.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 590,358 | $813.5M | 3.97% | −26,900−4.4% | Reduced |
| Jarislowsky, Fraser Ltd | 568,890 | $774.9M | 3.61% | −17,594−3.0% | Reduced |
| Brown Advisory Inc | 544,779 | $750.4M | 0.93% | +18,993+3.6% | Added |
| Legal & General Group Plc | 520,484 | $718.8M | 0.22% | −9,204−1.7% | Reduced |
| Mackenzie Financial Corp | 505,885 | $693.9M | 0.93% | +65,103+14.8% | Added |
| Whale Rock Capital Management LLC | 475,567 | $655.0M | 5.54% | −8,382−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 468,751 | $641.5M | 0.39% | −213,016−31.2% | Reduced |
| Artisan Partners Limited Partnership | 460,333 | $634.1M | 0.76% | −3,333−0.7% | Reduced |
| Fred Alger Management, LLC | 452,871 | $623.8M | 1.56% | +168,146+59.1% | Added |
| Durable Capital Partners LP | 448,722 | $618.1M | 4.83% | −88,107−16.4% | Reduced |
| Toronto Dominion Bank | 444,815 | $612.5M | 0.82% | +184,664+71.0% | Added |
| Swiss National Bank | 445,521 | $611.7M | 0.37% | −24,400−5.2% | Reduced |
| Egerton Capital (UK) LLP | 418,842 | $576.9M | 2.69% | +96,258+29.8% | Added |
| Wellington Management Group LLP | 418,133 | $575.9M | 0.09% | +85,733+25.8% | Added |
| Discovery Value Fund | 399,795 | $550.7M | 20.25% | −69,817−14.9% | Reduced |
| Massachusetts Financial Services Co | 372,529 | $513.1M | 0.14% | +1,906+0.5% | Added |
| Gilder Gagnon Howe & Co LLC | 371,307 | $511.4M | 2.91% | −15,085−3.9% | Reduced |
| Invesco Ltd. | 371,044 | $511.1M | 0.12% | +90,090+32.1% | Added |
| Goldman Sachs Group Inc | 358,224 | $493.4M | 0.12% | +68,841+23.8% | Added |
| Alkeon Capital Management LLC | 357,805 | $492.8M | 1.69% | −4,000−1.1% | Reduced |
| CIBC Asset Management Inc | 346,641 | $477.0M | 1.75% | +4,475+1.3% | Added |
| American Century Companies Inc | 341,442 | $470.3M | 0.30% | +54,657+19.1% | Added |
| Capital International Investors | 324,055 | $446.4M | 0.09% | +118,883+57.9% | Added |
| Geode Capital Management, LLC | 306,868 | $420.4M | 0.05% | +20,562+7.2% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 300,875 | $414.4M | 2.50% | +137,375+84.0% | Added |
| Janus Henderson Group PLC | 282,872 | $389.7M | 0.16% | +45,354+19.1% | Added |
| Bank of America Corp | 265,152 | $365.2M | 0.04% | +20,478+8.4% | Added |
| Federated Hermes, Inc. | 254,020 | $349.9M | 0.65% | −16,983−6.3% | Reduced |
| Canada Pension Plan Investment Board | 245,361 | $338.2M | 0.36% | −8,600−3.4% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 233,490 | $321.6M | 1.43% | −29,128−11.1% | Reduced |
| Abdiel Capital Advisors, LP | 232,464 | $320.2M | 9.80% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 239,151 | $312.4M | 0.09% | +95,084+66.0% | Added |
| Barton Investment Management | 224,913 | $309.8M | 26.91% | +873+0.4% | Added |
| Zevenbergen Capital Investments LLC | 216,439 | $298.1M | 6.21% | −9,366−4.1% | Reduced |
| British Columbia Investment Management Corp | 215,913 | $297.5M | 1.67% | +6,158+2.9% | Added |
| Alberta Investment Management Corp | 208,440 | $287.4M | 1.76% | −5,035−2.4% | Reduced |
| Bamco Inc | 201,593 | $277.7M | 0.59% | +48,656+31.8% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 200,000 | $275.5M | 2.62% | 00.0% | Unchanged |
| Strategy Capital LLC | 197,587 | $272.2M | 25.75% | +12,535+6.8% | Added |
| Wells Fargo & Company | 186,929 | $257.5M | 0.07% | −109,092−36.9% | Reduced |
| Bank of New York Mellon Corp | 184,213 | $253.7M | 0.05% | +631+0.3% | Added |
| Susquehanna International Group, LLP | 184,148 | $253.6M | 0.38% | −270,611−59.5% | Reduced |
| Winslow Capital Management, LLC | 180,660 | $248.8M | 0.92% | +180,660 | New |
| Ensign Peak Advisors, Inc | 177,759 | $244.9M | 0.47% | +3,498+2.0% | Added |
| Northern Trust Corp | 173,548 | $239.0M | 0.04% | +1,860+1.1% | Added |
| Credit Suisse AG | 164,496 | $226.6M | 0.18% | +381+0.2% | Added |
| Caisse de Depot Et Placement du Quebec | 164,200 | $226.4M | 0.49% | −135,100−45.1% | Reduced |
| SEI Investments Co | 154,810 | $213.0M | 0.40% | +33,721+27.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 152,950 | $210.7M | 0.44% | −5,851−3.7% | Reduced |
| Verition Fund Management LLC | 150,761 | $207.7M | 2.61% | +99,136+192.0% | Added |
| Himension Fund | 150,377 | $207.1M | 15.84% | +17,619+13.3% | Added |
| UBS Group AG | 148,811 | $205.0M | 0.08% | −7,353−4.7% | Reduced |
| Route One Investment Company, L.P. | 148,175 | $204.1M | 5.51% | +18,725+14.5% | Added |
| Darsana Capital Partners LP | 145,000 | $199.7M | 9.23% | −80,000−35.6% | Reduced |
| Jane Street Group, LLC | 141,127 | $194.4M | 0.37% | +120,468+583.1% | Added |
| Deutsche Bank AG | 141,115 | $194.4M | 0.09% | −7,854−5.3% | Reduced |
| Tybourne Capital Management (HK) Ltd | 134,400 | $185.1M | 5.49% | −5,700−4.1% | Reduced |
| SG Americas Securities, LLC | 128,725 | $177.3M | 1.17% | −155,208−54.7% | Reduced |
| 1832 Asset Management L.P. | 124,780 | $175.9M | 0.31% | −27,317−18.0% | Reduced |
| Amundi | 163,356 | $173.9M | 0.11% | +86,256+111.9% | Added |
| Public Investment Fund | 125,000 | $172.2M | 0.30% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 121,596 | $168.8M | 0.36% | +37,607+44.8% | Added |
| AustralianSuper Pty Ltd | 137,413 | $167.9M | 0.93% | +368+0.3% | Added |
| Principal Financial Group Inc | 117,413 | $161.7M | 0.10% | +4,739+4.2% | Added |
| Russell Investments Group, Ltd. | 115,759 | $159.6M | 0.26% | +6,535+6.0% | Added |
| Envestnet Asset Management Inc | 115,841 | $159.6M | 0.08% | +3,545+3.2% | Added |
| Marcho Partners LLP | 113,369 | $156.2M | 11.45% | −17,850−13.6% | Reduced |
| Barclays PLC | 112,590 | $155.1M | 0.09% | +30,791+37.6% | Added |
| Bessemer Group Inc | 109,353 | $150.6M | 0.30% | +701+0.6% | Added |
| Allianz Asset Management GmbH | 107,799 | $148.1M | 0.11% | −30,556−22.1% | Reduced |
| Steadview Capital Management LLC | 104,832 | $144.4M | 13.51% | −1,721−1.6% | Reduced |
| Thornburg Investment Management Inc | 103,705 | $142.8M | 1.67% | −9,584−8.5% | Reduced |
| Triasima Portfolio Management inc. | 103,449 | $142.1M | 6.86% | +183+0.2% | Added |