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, 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.

Institutional holdersQ4 2021: 1,352 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 heldQ4 2021: $108.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2021.

Institutions holding SHOP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners300,875$414.4M2.50%+137,375+84.0%Added
Geode Capital Management, LLC306,868$420.4M0.05%+20,562+7.2%Added
Capital International Investors324,055$446.4M0.09%+118,883+57.9%Added
American Century Companies Inc341,442$470.3M0.30%+54,657+19.1%Added
CIBC Asset Management Inc346,641$477.0M1.75%+4,475+1.3%Added
Alkeon Capital Management LLC357,805$492.8M1.69%−4,000−1.1%Reduced
Goldman Sachs Group Inc358,224$493.4M0.12%+68,841+23.8%Added
Invesco Ltd.371,044$511.1M0.12%+90,090+32.1%Added
Gilder Gagnon Howe & Co LLC371,307$511.4M2.91%−15,085−3.9%Reduced
Massachusetts Financial Services Co372,529$513.1M0.14%+1,906+0.5%Added
Discovery Value Fund399,795$550.7M20.25%−69,817−14.9%Reduced
Wellington Management Group LLP418,133$575.9M0.09%+85,733+25.8%Added
Egerton Capital (UK) LLP418,842$576.9M2.69%+96,258+29.8%Added
Swiss National Bank445,521$611.7M0.37%−24,400−5.2%Reduced
Toronto Dominion Bank444,815$612.5M0.82%+184,664+71.0%Added
Durable Capital Partners LP448,722$618.1M4.83%−88,107−16.4%Reduced
Fred Alger Management, LLC452,871$623.8M1.56%+168,146+59.1%Added
Artisan Partners Limited Partnership460,333$634.1M0.76%−3,333−0.7%Reduced
Manufacturers Life Insurance Company, The468,751$641.5M0.39%−213,016−31.2%Reduced
Whale Rock Capital Management LLC475,567$655.0M5.54%−8,382−1.7%Reduced
Mackenzie Financial Corp505,885$693.9M0.93%+65,103+14.8%Added
Legal & General Group Plc520,484$718.8M0.22%−9,204−1.7%Reduced
Brown Advisory Inc544,779$750.4M0.93%+18,993+3.6%Added
Jarislowsky, Fraser Ltd568,890$774.9M3.61%−17,594−3.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.590,358$813.5M3.97%−26,900−4.4%Reduced
BlackRock Inc.602,700$830.2M0.02%+109,851+22.3%Added
Nikko Asset Management Americas, Inc.610,114$846.8M4.45%−33,709−5.2%Reduced
CIBC World Markets Inc.689,804$950.1M3.13%+4,058+0.6%Added
TD Asset Management Inc710,780$979.6M0.82%+147,095+26.1%Added
ARK Investment Management LLCSuperinvestorARK Invest715,230$985.2M2.98%−207,378−22.5%Reduced
UBS Asset Management Americas Inc750,601$1.03B0.40%+597,279+389.6%Added
Tiger Global Management LLCSuperinvestorTiger Global Management806,850$1.11B2.42%−75,000−8.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.893,710$1.23B0.75%−47,212−5.0%Reduced
Scge Management, L.P.894,000$1.23B13.97%00.0%Unchanged
Bank of Nova Scotia904,144$1.25B1.80%+4,345+0.5%Added
Franklin Resources Inc1,020,544$1.41B0.51%+54,302+5.6%Added
FIL Ltd1,041,273$1.43B1.47%−2910.0%Reduced
JPMorgan Chase & Co1,091,504$1.50B0.19%+217,921+24.9%Added
Norges Bank1,145,876$1.58B0.32%+36,814+3.3%Added
Bank of Montreal1,166,238$1.65B0.89%−96,120−7.6%Reduced
Royal Bank of Canada1,269,090$1.75B0.43%+177,487+16.3%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,389,635$1.91B7.84%−40,500−2.8%Reduced
Sands Capital Management, LLC1,402,814$1.93B3.59%+55,485+4.1%Added
WCM Investment Management, LLC2,054,558$2.83B6.37%+22,408+1.1%Added
Capital Research Global Investors2,105,757$2.90B0.64%+683,314+48.0%Added
Price T Rowe Associates Inc3,324,595$4.58B0.41%+172,463+5.5%Added
Vanguard Group Inc3,532,286$4.87B0.11%+80,555+2.3%Added
FMR LLC4,362,066$6.01B0.44%−284,642−6.1%Reduced
Capital World Investors4,489,765$6.18B0.98%+90,070+2.0%Added
Jennison Associates LLC4,696,965$6.47B4.10%+65,144+1.4%Added
Baillie Gifford & Co5,450,723$7.51B4.12%−43,966−0.8%Reduced
Morgan Stanley5,884,426$8.11B1.00%−150,308−2.5%Reduced
Nuveen Asset Management, LLC0$00.00%−47,167−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−29,539−100.0%Sold out
Group One Trading, L.P.0$00.00%−23,406−100.0%Sold out
Titan Global Capital Management USA LLC0$00.00%−19,349−100.0%Sold out
Marshall Wace, LLP0$00.00%−14,792−100.0%Sold out
HAP Trading, LLC0$00.00%−11,932−100.0%Sold out
IMC-Chicago, LLC0$00.00%−11,730−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−11,000−100.0%Sold out
Optimus Prime Fund Management Co., Ltd.0$00.00%−10,200−100.0%Sold out
Mark Asset Management LP0$00.00%−10,033−100.0%Sold out
First Growth Investment Manager LP0$00.00%−9,330−100.0%Sold out
Capstone Triton Financial Group, LLC0$00.00%−6,693−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−6,254−100.0%Sold out
Crawford Lake Capital Management, LLC0$00.00%−5,874−100.0%Sold out
Symmetry Investments LP0$00.00%−5,300−100.0%Sold out
Proem Advisors LLC0$00.00%−5,000−100.0%Sold out
Parkwood LLC0$00.00%−3,444−100.0%Sold out
FengHe Fund Management Pte. Ltd.0$00.00%−3,300−100.0%Sold out
Magnetar Financial LLC0$00.00%−2,627−100.0%Sold out
WBI Investments0$00.00%−2,617−100.0%Sold out
Linden Rose Investment LLC0$00.00%−2,419−100.0%Sold out
Spark Investment Management LLC0$00.00%−2,300−100.0%Sold out
Rational Advisors LLC0$00.00%−2,037−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−1,780−100.0%Sold out
University of Notre Dame du Lac0$00.00%−1,543−100.0%Sold out
Renaissance Technologies LLC0$00.00%−1,500−100.0%Sold out
XTX Topco Ltd0$00.00%−1,381−100.0%Sold out
Fortis Capital Management LLC0$00.00%−1,331−100.0%Sold out
Centiva Capital, LP0$00.00%−1,284−100.0%Sold out
Taylor, Cottrill, Erickson & Associates, Inc.0$00.00%−1,133−100.0%Sold out
Mark Stevens0$00.00%−1,074−100.0%Sold out
FFT Wealth Management LLC0$00.00%−918−100.0%Sold out
JFG Wealth Management, LLC0$00.00%−815−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−750−100.0%Sold out
Ballew Advisors, Inc0$00.00%−711−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−698−100.0%Sold out
Gluskin Sheff & Assoc Inc0$00.00%−653−100.0%Sold out
Andra AP-fonden0$00.00%−500−100.0%Sold out
HRT Financial LP0$00.00%−592−100.0%Sold out
Oakmont Corp0$00.00%−560−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−527−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−500−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−400−100.0%Sold out
Vicus Capital0$00.00%−393−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−378−100.0%Sold out
Capital CS Group, LLC0$00.00%−326−100.0%Sold out
Cumberland Partners Ltd0$00.00%−300−100.0%Sold out
Constitution Capital LLC0$00.00%−300−100.0%Sold out