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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 197 | $271.0K | 0.08% | +20+11.3% | Added |
| Reynders McVeigh Capital Management, LLC | 197 | $271.0K | 0.02% | +197 | New |
| Investment Partners, Ltd. | 198 | $273.0K | 0.11% | +198 | New |
| Cypress Asset Management Inc | 199 | $274.0K | 0.07% | −10−4.8% | Reduced |
| Evoke Wealth, LLC | 199 | $274.0K | 0.01% | +35+21.3% | Added |
| Shay Capital LLC | 199 | $274.0K | 0.10% | +199 | New |
| Pettinga Financial Advisors, LLC | 200 | $275.0K | 0.07% | −50−20.0% | Reduced |
| Maple Capital Management, Inc. | 200 | $275.0K | 0.03% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 200 | $275.0K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $275.0K | 0.22% | 00.0% | Unchanged |
| Select Asset Management & Trust | 200 | $275.0K | 0.18% | 00.0% | Unchanged |
| Harbor Advisors LLC | 200 | $275.0K | 0.05% | 00.0% | Unchanged |
| Southern Farm Bureau Life Insurance | 200 | $275.0K | 0.04% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 200 | $275.0K | 0.19% | +200 | New |
| Gleason Group, Inc. | 200 | $276.0K | 0.09% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 202 | $278.0K | 0.12% | −1−0.5% | Reduced |
| Paradigm Financial Advisors, LLC | 202 | $278.0K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 202 | $278.0K | 0.02% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 254 | $280.0K | 0.14% | −138−35.2% | Reduced |
| Regentatlantic Capital LLC | 204 | $281.0K | 0.01% | −12−5.6% | Reduced |
| Summit Financial Strategies, Inc. | 206 | $284.0K | 0.05% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 206 | $284.0K | 1.65% | +206 | New |
| MONECO Advisors, LLC | 352 | $285.0K | 0.11% | −48−12.0% | Reduced |
| PSI Advisors, LLC | 207 | $285.0K | 0.12% | −3−1.4% | Reduced |
| Advisor Resource Council | 207 | $285.0K | 0.02% | +207 | New |
| Elite Wealth Management, Inc. | 209 | $288.0K | 0.11% | −64−23.4% | Reduced |
| Spearhead Capital Advisors, LLC | 209 | $288.0K | 0.03% | +18+9.4% | Added |
| Total Clarity Wealth Management, Inc. | 211 | $291.0K | 0.13% | −9−4.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 250 | $292.0K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 212 | $292.0K | 0.10% | 00.0% | Unchanged |
| People's United Financial, Inc. | 213 | $293.0K | 0.01% | −13−5.8% | Reduced |
| Bourgeon Capital Management LLC | 213 | $293.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 214 | $294.0K | 0.07% | 00.0% | Unchanged |
| Pembroke Management, LTD | 169 | $294.0K | 0.02% | +169 | New |
| WMG Financial Advisors, LLC | 213 | $294.0K | 0.23% | +213 | New |
| Carret Asset Management, LLC | 214 | $295.0K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 214 | $295.0K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 214 | $295.0K | 0.01% | +3+1.4% | Added |
| McDaniel Terry & Co | 215 | $296.0K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 215 | $296.0K | 0.18% | +215 | New |
| Fortress Wealth Group, LLC | 323 | $299.0K | 0.22% | +90+38.6% | Added |
| First National Corp | 217 | $299.0K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 217 | $299.0K | 0.02% | 00.0% | Unchanged |
| Total Investment Management Inc | 217 | $299.0K | 0.05% | +217 | New |
| TSFG, LLC | 218 | $300.0K | 0.10% | −130−37.4% | Reduced |
| WealthPLAN Partners, LLC | 311 | $300.0K | 0.02% | +5+1.6% | Added |
| Executive Wealth Management, LLC | 218 | $300.0K | 0.03% | −2−0.9% | Reduced |
| Southland Equity Partners LLC | 218 | $300.3K | 0.12% | 00.0% | Unchanged |
| Maryland Capital Management | 219 | $302.0K | 0.02% | +219 | New |
| Delta Financial Advisors LLC | 221 | $304.0K | 0.12% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 221 | $304.4K | 0.21% | −8−3.5% | Reduced |
| Landmark Financial Advisors, LLC | 222 | $306.0K | 0.14% | +222 | New |
| Investment House LLC | 224 | $309.0K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 224 | $309.0K | 0.09% | +2+0.9% | Added |
| Paradigm Financial Partners, LLC | 225 | $310.0K | 0.07% | −3−1.3% | Reduced |
| Almanack Investment Partners, LLC. | 225 | $310.0K | 0.03% | +2+0.9% | Added |
| Signature Estate & Investment Advisors LLC | 225 | $310.0K | 0.01% | +32+16.6% | Added |
| Harrington Investments, INC | 226 | $311.0K | 0.17% | −85−27.3% | Reduced |
| Fulcrum Asset Management LLP | – | $311.0K | 0.15% | – | – |
| ASB Consultores, LLC | 227 | $313.0K | 0.15% | +227 | New |
| Marcum Wealth, LLC | 228 | $314.0K | 0.04% | +54+31.0% | Added |
| Tower Bridge Advisors | 230 | $316.8K | 0.02% | −30−11.5% | Reduced |
| Sequoia Financial Advisors, LLC | 230 | $317.0K | 0.01% | +230 | New |
| Hanlon Investment Management, Inc. | 190 | $319.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 232 | $320.0K | 0.03% | +185+393.6% | Added |
| Equitable Holdings, Inc. | 233 | $321.0K | 0.01% | +28+13.7% | Added |
| Jackson Square Partners, LLC | 234 | $322.0K | 0.00% | −30−11.4% | Reduced |
| REDW Wealth LLC | 235 | $324.0K | 0.09% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 237 | $326.0K | 0.26% | +237 | New |
| FinTrust Capital Advisors, LLC | 238 | $328.0K | 0.08% | −34−12.5% | Reduced |
| Austin Private Wealth, LLC | 238 | $328.0K | 0.07% | +72+43.4% | Added |
| McMahon Financial Advisors, LLC | 239 | $329.0K | 0.14% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 240 | $331.0K | 0.04% | −39−14.0% | Reduced |
| InterOcean Capital Group, LLC | 240 | $331.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 241 | $332.0K | 0.02% | +241 | New |
| Presidio Capital Management, LLC | 241 | $332.0K | 0.28% | +241 | New |
| Omers Administration Corp | 242 | $333.0K | 0.00% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 242 | $333.0K | 0.03% | +1+0.4% | Added |
| True North Advisors, LLC | 242 | $333.0K | 0.06% | +3+1.3% | Added |
| Oak Grove Capital LLC | 242 | $333.0K | 0.07% | +60+33.0% | Added |
| Symphony Financial, Ltd. Co. | 245 | $334.0K | 0.09% | −17−6.5% | Reduced |
| State of Wyoming | 243 | $335.0K | 0.16% | +5+2.1% | Added |
| Retirement Solution Inc. | 243 | $335.0K | 0.14% | +243 | New |
| Bard Financial Services, Inc. | 245 | $337.0K | 0.03% | +10+4.3% | Added |
| Asset Dedication, LLC | 244 | $337.0K | 0.04% | +100+69.4% | Added |
| CNB Bank | 246 | $340.0K | 0.19% | +10+4.2% | Added |
| AlphaStar Capital Management, LLC | 309 | $341.0K | 0.03% | −1−0.3% | Reduced |
| Hayden Royal, LLC | 249 | $343.0K | 0.80% | 00.0% | Unchanged |
| Insight Advisors, LLC | 250 | $344.0K | 0.10% | 00.0% | Unchanged |
| Springs Capital (Hong Kong) Ltd | 250 | $344.0K | 0.96% | +250 | New |
| Basepoint Wealth LLC | 250 | $344.3K | 0.34% | +250 | New |
| Private Wealth Strategies, L.L.C. | 251 | $345.0K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 251 | $346.0K | 0.03% | +13+5.5% | Added |
| Hoylecohen, LLC | 252 | $347.0K | 0.03% | +55+27.9% | Added |
| Advisory Resource Group | 364 | $351.0K | 0.12% | +89+32.4% | Added |
| Fiducient Advisors LLC | 255 | $351.0K | 0.11% | 00.0% | Unchanged |
| Congress Park Capital LLC | 255 | $351.0K | 0.17% | +25+10.9% | Added |
| Brown Advisory Securities, LLC | 256 | $352.0K | 0.15% | −153−37.4% | Reduced |
| Gofen & Glossberg LLC | 256 | $353.0K | 0.01% | +6+2.4% | Added |
| Tyler-Stone Wealth Management | 256 | $353.0K | 0.19% | +256 | New |