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 |
|---|---|---|---|---|---|
| Crestone Asset Management LLC | 149 | $205.0K | 0.04% | +149 | New |
| Fishman Jay A Ltd | 150 | $206.6K | 0.02% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $206.6K | 0.00% | −50−25.0% | Reduced |
| Bartlett & Co. LLC | 150 | $207.0K | 0.00% | −50−25.0% | Reduced |
| S&T Bank | 150 | $207.0K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 150 | $207.0K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 150 | $207.0K | 0.01% | +150 | New |
| Johnson Financial Group, LLC | 150 | $207.0K | 0.03% | +150 | New |
| Sunflower Bank, N.A. | 150 | $207.0K | 0.03% | +150 | New |
| Carroll Financial Associates, Inc. | 149 | $208.0K | 0.01% | −5−3.2% | Reduced |
| Cribstone Capital Management, LLC | 151 | $208.0K | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 152 | $209.0K | 0.00% | −60−28.3% | Reduced |
| Gray Wealth Management Inc. | 152 | $209.0K | 0.10% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 152 | $209.0K | 0.05% | +152 | New |
| Precision Wealth Strategies, LLC | 153 | $211.0K | 0.15% | −121−44.2% | Reduced |
| Capstone Financial Advisors, Inc. | 153 | $211.0K | 0.02% | −60−28.2% | Reduced |
| David Loasby | 153 | $211.0K | 0.03% | −20−11.6% | Reduced |
| Whittier Trust Co | 153 | $211.0K | 0.00% | 00.0% | Unchanged |
| Saturna Capital CORP | 153 | $211.0K | 0.00% | +3+2.0% | Added |
| Matrix Private Capital Group LLC | 154 | $212.0K | 0.10% | +4+2.7% | Added |
| Ambassador Advisors, LLC | 154 | $212.0K | 0.04% | +154 | New |
| Successful Portfolios LLC | 154 | $212.0K | 0.12% | +154 | New |
| CX Institutional | 155 | $213.0K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 156 | $214.0K | 0.01% | +156 | New |
| Wesbanco Bank Inc | 156 | $215.0K | 0.01% | +156 | New |
| Simon Quick Advisors, LLC | 157 | $216.0K | 0.06% | −9−5.4% | Reduced |
| MEMBERS Trust Co | 157 | $216.0K | 0.01% | +157 | New |
| Wellspring Financial Advisors, LLC | 158 | $218.0K | 0.06% | −1−0.6% | Reduced |
| Aspiriant, LLC | 158 | $218.0K | 0.01% | +158 | New |
| Detalus Advisors, LLC | 159 | $219.0K | 0.11% | −9−5.4% | Reduced |
| TD Private Client Wealth LLC | 159 | $219.0K | 0.01% | +22+16.1% | Added |
| Tamar Securities, LLC | 160 | $220.0K | 0.06% | −136−45.9% | Reduced |
| WT Wealth Management | 160 | $220.0K | 0.08% | −7−4.2% | Reduced |
| HHM Wealth Advisors, LLC | 160 | $220.0K | 0.05% | +10+6.7% | Added |
| Zimmermann Investment Management & Planning LLC | 160 | $220.0K | 0.12% | +160 | New |
| Bank of New Hampshire | 161 | $222.0K | 0.05% | +11+7.3% | Added |
| Jacobi Capital Management LLC | 161 | $222.0K | 0.03% | +4+2.5% | Added |
| Capasso Planning Partners LLC | 161 | $222.0K | 0.16% | +161 | New |
| Ahrens Investment Partners LLC | 164 | $226.0K | 0.10% | −15−8.4% | Reduced |
| Founders Financial Alliance, LLC | 164 | $226.0K | 0.09% | +17+11.6% | Added |
| Pachira Investments Inc. | 165 | $227.0K | 0.15% | 00.0% | Unchanged |
| Essex LLC | 165 | $227.0K | 0.06% | +15+10.0% | Added |
| Accredited Investors Inc. | 167 | $230.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 167 | $230.0K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 167 | $230.0K | 0.02% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 167 | $230.0K | 0.04% | +167 | New |
| Diligent Investors, LLC | 168 | $231.0K | 0.06% | −3−1.8% | Reduced |
| Titus Wealth Management | 168 | $231.0K | 0.10% | +17+11.3% | Added |
| Clear Creek Financial Management, LLC | 168 | $231.0K | 0.03% | +168 | New |
| Magnolia Capital Advisors LLC | 168 | $232.0K | 0.07% | +168 | New |
| ZWJ Investment Counsel Inc | 170 | $234.0K | 0.01% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 170 | $234.0K | 0.01% | +170 | New |
| Resonant Capital Advisors, LLC | 172 | $237.0K | 0.04% | −27−13.6% | Reduced |
| Sigma Investment Counselors Inc | 172 | $237.0K | 0.02% | −2−1.1% | Reduced |
| One Wealth Advisors, LLC | 172 | $237.0K | 0.06% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 174 | $240.0K | 0.06% | −5−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 174 | $240.0K | 0.05% | −6−3.3% | Reduced |
| Transform Wealth, LLC | 174 | $240.0K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 174 | $240.0K | 0.02% | +174 | New |
| Corbett Road Capital Management, LLC | 174 | $240.0K | 0.41% | +174 | New |
| Truvestments Capital LLC | 176 | $242.0K | 0.12% | +17+10.7% | Added |
| Howland Capital Management LLC | 177 | $244.0K | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 177 | $244.0K | 0.12% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 177 | $244.0K | 0.09% | +177 | New |
| Mission Financial Group, LLC | 1,517 | $244.1K | 0.23% | +1,517 | New |
| Horst & Graben Wealth Management LLC | 179 | $247.0K | 0.06% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 179 | $247.0K | 0.20% | +179 | New |
| Gradient Investments LLC | 180 | $248.0K | 0.01% | +4+2.3% | Added |
| Selective Wealth Management, Inc. | 180 | $248.0K | 0.10% | +40+28.6% | Added |
| Inscription Capital, LLC | 181 | $249.0K | 0.07% | −37−17.0% | Reduced |
| XR Securities LLC | 182 | $251.0K | 0.03% | −4,069−95.7% | Reduced |
| WMS Partners, LLC | 182 | $251.0K | 0.05% | +25+15.9% | Added |
| Salvus Wealth Management, LLC | 183 | $252.0K | 0.18% | +15+8.9% | Added |
| Umb Bank N A | 183 | $252.0K | 0.00% | +183 | New |
| Mayport, LLC | 183 | $252.0K | 0.19% | +183 | New |
| Dorsey & Whitney Trust CO LLC | 184 | $253.0K | 0.02% | −197−51.7% | Reduced |
| Arlington Partners LLC | 184 | $253.0K | 0.07% | +99+116.5% | Added |
| Transcend Wealth Collective, LLC | 185 | $255.0K | 0.02% | +185 | New |
| Hollencrest Capital Management | 186 | $256.0K | 0.02% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 186 | $256.0K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 186 | $256.0K | 0.01% | +186 | New |
| H. L. Ormond & Company, LLC | 293 | $258.0K | 0.30% | +293 | New |
| Optimum Investment Advisors | 188 | $259.0K | 0.10% | +22+13.3% | Added |
| Holderness Investments Co | 188 | $259.0K | 0.08% | +38+25.3% | Added |
| All Terrain Financial Advisors, LLC | 189 | $260.0K | 0.11% | −33−14.9% | Reduced |
| Venturi Wealth Management, LLC | 189 | $260.0K | 0.02% | +189 | New |
| Legacy Advisors, LLC | 190 | $262.0K | 0.10% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 191 | $263.0K | 0.00% | −2,600−93.2% | Reduced |
| Metis Global Partners, LLC | 191 | $263.0K | 0.07% | +191 | New |
| Atlas Capital Advisors LLC | 191 | $263.1K | 0.04% | −124−39.4% | Reduced |
| Kathmere Capital Management, LLC | 192 | $264.0K | 0.05% | +7+3.8% | Added |
| Barr E S & Co | 192 | $265.0K | 0.02% | 00.0% | Unchanged |
| Peconic Partners LLC | 193 | $266.0K | 0.02% | −157−44.9% | Reduced |
| Bridgeworth, LLC | 193 | $266.0K | 0.06% | +193 | New |
| Wealth Architects, LLC | 194 | $267.0K | 0.05% | −26−11.8% | Reduced |
| Pacifica Partners Inc. | 234 | $267.0K | 0.17% | +64+37.6% | Added |
| Abound Wealth Management | 195 | $268.6K | 0.21% | +195 | New |
| Yorktown Management & Research Co Inc | 195 | $269.0K | 0.18% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 195 | $269.0K | 0.39% | +195 | New |
| Quilter Plc | 199 | $271.0K | 0.01% | −4,628−95.9% | Reduced |