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 |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 257 | $354.0K | 0.02% | −1−0.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 259 | $357.0K | 0.03% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 259 | $357.0K | 0.35% | +259 | New |
| Capital Analysts, LLC | 260 | $358.0K | 0.02% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 260 | $358.0K | 0.30% | +6+2.4% | Added |
| Csenge Advisory Group | 248 | $361.0K | 0.03% | −25−9.2% | Reduced |
| Douglas Lane & Associates, LLC | 262 | $361.0K | 0.00% | +4+1.6% | Added |
| Covington Capital Management | 263 | $362.0K | 0.01% | +10+4.0% | Added |
| Colony Group LLC | 263 | $362.0K | 0.01% | +90+52.0% | Added |
| Procyon Private Wealth Partners, LLC | 263 | $362.0K | 0.08% | +263 | New |
| Caldwell Trust Co | 264 | $363.6K | 0.04% | +108+69.2% | Added |
| NFJ Investment Group, LLC | 266 | $366.0K | 0.01% | −224−45.7% | Reduced |
| Octahedron Capital Management L.P. | 266 | $366.0K | 0.15% | +266 | New |
| Wealth Alliance Advisory Group, LLC | 268 | $369.0K | 0.16% | 00.0% | Unchanged |
| GFG Capital, LLC | 269 | $371.0K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 270 | $372.0K | 0.07% | 00.0% | Unchanged |
| Insight Folios Inc | 272 | $375.0K | 0.18% | +107+64.8% | Added |
| Evolution Wealth Advisors, LLC | 273 | $376.0K | 0.07% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 685 | $379.0K | 0.24% | +144+26.6% | Added |
| GFS Advisors, LLC | 276 | $380.0K | 0.06% | +11+4.2% | Added |
| Inverness Counsel LLC | 276 | $380.0K | 0.01% | +12+4.5% | Added |
| Prime Capital Investment Advisors, LLC | 276 | $380.0K | 0.02% | +108+64.3% | Added |
| Pendal Group Limited | 280 | $384.0K | 0.00% | −1,579−84.9% | Reduced |
| Caas Capital Management LP | 280 | $386.0K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 74,379 | $386.0K | 0.09% | +74,172+35,831.9% | Added |
| Level Four Advisory Services, LLC | 282 | $388.0K | 0.03% | +282 | New |
| PDS Planning, Inc | 283 | $390.0K | 0.07% | −24−7.8% | Reduced |
| Chapman Investment Management, LLC | 285 | $393.0K | 0.18% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 286 | $394.0K | 0.03% | 00.0% | Unchanged |
| Weiss Asset Management LP | 290 | $399.0K | 0.01% | +290 | New |
| Great Diamond Partners, LLC | 292 | $402.0K | 0.10% | −35−10.7% | Reduced |
| Flow Traders U.S. LLC | 292 | $402.0K | 0.02% | +292 | New |
| RSM US Wealth Management LLC | 293 | $404.0K | 0.02% | +24+8.9% | Added |
| Essex Financial Services, Inc. | 293 | $404.0K | 0.04% | +293 | New |
| Argent Trust Co | 294 | $405.0K | 0.02% | −3−1.0% | Reduced |
| Stonegate Investment Group, LLC | 295 | $406.0K | 0.02% | +295 | New |
| Pinnacle Associates Ltd | 296 | $408.0K | 0.01% | +3+1.0% | Added |
| Exencial Wealth Advisors, LLC | 297 | $409.0K | 0.02% | −19−6.0% | Reduced |
| Chilton Capital Management LLC | 300 | $413.0K | 0.02% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 300 | $413.0K | 0.05% | +300 | New |
| Foundations Investment Advisors, LLC | 355 | $415.0K | 0.02% | +80+29.1% | Added |
| Abbot Financial Management, Inc. | 303 | $417.0K | 0.19% | +6+2.0% | Added |
| Ausdal Financial Partners, Inc. | 305 | $420.0K | 0.06% | −172−36.1% | Reduced |
| First United Bank Trust | 305 | $420.0K | 0.16% | +114+59.7% | Added |
| Wealthcare Advisory Partners LLC | 306 | $421.0K | 0.03% | +37+13.8% | Added |
| Veracity Capital LLC | 307 | $423.0K | 0.17% | +29+10.4% | Added |
| SWM Advisors | 457 | $423.0K | 0.37% | +457 | New |
| Belpointe Asset Management LLC | 405 | $424.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 308 | $424.0K | 0.02% | +113+57.9% | Added |
| Garrison Point Advisors, LLC | 309 | $426.0K | 0.28% | −3−1.0% | Reduced |
| IFP Advisors, Inc | 307 | $427.0K | 0.01% | −139−31.2% | Reduced |
| Mattern Wealth Management LLC | 310 | $427.0K | 0.13% | +1+0.3% | Added |
| Oxford Financial Group Ltd | 310 | $427.0K | 0.05% | +310 | New |
| Weatherly Asset Management L. P. | 312 | $430.0K | 0.05% | −10−3.1% | Reduced |
| Oakwell Private Wealth Management, LLC | 312 | $430.0K | 0.21% | +13+4.3% | Added |
| J. Goldman & Co LP | 313 | $431.0K | 0.04% | +313 | New |
| Kolinsky Wealth Management, LLC | 313 | $431.0K | 0.40% | +313 | New |
| Column Capital Advisors, LLC | 314 | $433.0K | 0.08% | +64+25.6% | Added |
| Autumn Glory Partners, LLC | 317 | $437.0K | 0.18% | +317 | New |
| Vista Wealth Management Group, LLC | 318 | $438.0K | 0.07% | −8−2.5% | Reduced |
| Accurate Wealth Management, LLC | 314 | $440.0K | 0.36% | 00.0% | Unchanged |
| RB Capital Management, LLC | 321 | $442.0K | 0.14% | +22+7.4% | Added |
| Rafferty Asset Management, LLC | 321 | $442.0K | 0.00% | +105+48.6% | Added |
| Alterna Wealth Management, Inc | 322 | $444.0K | 0.37% | +322 | New |
| Arkadios Wealth Advisors | 323 | $445.0K | 0.06% | +40+14.1% | Added |
| CV Advisors LLC | 325 | $448.0K | 0.26% | +325 | New |
| Douglass Winthrop Advisors, LLC | 327 | $450.0K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 327 | $450.0K | 0.02% | +48+17.2% | Added |
| Balentine LLC | 327 | $450.0K | 0.02% | +327 | New |
| Park National Corp | 329 | $453.0K | 0.02% | −1−0.3% | Reduced |
| DMG Group, LLC | 558 | $455.0K | 0.39% | +558 | New |
| Xcel Wealth Management, LLC | 332 | $457.0K | 0.12% | −193−36.8% | Reduced |
| Resource Management, LLC | 332 | $457.0K | 0.05% | +7+2.2% | Added |
| Williams Jones Wealth Management, LLC. | 332 | $457.0K | 0.01% | +24+7.8% | Added |
| Nations Financial Group Inc, | 333 | $459.0K | 0.06% | +20+6.4% | Added |
| Vanguard Capital Wealth Advisors | 335 | $461.0K | 0.33% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 336 | $463.0K | 0.13% | +132+64.7% | Added |
| Sentinel Trust Co Lba | 338 | $466.0K | 0.06% | +338 | New |
| Western Wealth Management, LLC | 337 | $467.0K | 0.05% | +337 | New |
| Baskin Financial Services Inc. | 340 | $468.0K | 0.04% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 340 | $468.0K | 0.10% | +13+4.0% | Added |
| SFMG, LLC | 341 | $470.0K | 0.05% | −67−16.4% | Reduced |
| Capital Investment Advisors, LLC | 344 | $474.0K | 0.01% | +35+11.3% | Added |
| Strategic Blueprint, LLC | 345 | $475.0K | 0.06% | +88+34.2% | Added |
| JGP Wealth Management, LLC | 403 | $480.0K | 0.09% | +4+1.0% | Added |
| Burney Co | 349 | $481.0K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 350 | $482.1K | 0.17% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 351 | $483.0K | 0.51% | +351 | New |
| Donaldson Capital Management, LLC | 351 | $484.0K | 0.02% | 00.0% | Unchanged |
| Quest Capital Management Inc | 352 | $485.0K | 0.08% | −47−11.8% | Reduced |
| Van Hulzen Asset Management, LLC | 353 | $486.0K | 0.05% | −15−4.1% | Reduced |
| Wolff Wiese Magana LLC | 355 | $489.0K | 0.32% | +25+7.6% | Added |
| BTC Capital Management, Inc. | 355 | $490.0K | 0.05% | +99+38.7% | Added |
| NorthRock Partners, LLC | 356 | $491.0K | 0.04% | +54+17.9% | Added |
| Cypress Capital Group | 357 | $492.0K | 0.06% | +357 | New |
| Johnson Investment Counsel Inc | 358 | $493.0K | 0.01% | −4−1.1% | Reduced |
| Greenleaf Trust | 360 | $496.0K | 0.01% | −12−3.2% | Reduced |
| Moser Wealth Advisors, LLC | 360 | $496.0K | 0.30% | +6+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 361 | $497.0K | 0.14% | −38−9.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 365 | $503.0K | 0.29% | +95+35.2% | Added |