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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 368 | $507.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 368 | $507.0K | 0.02% | +106+40.5% | Added |
| Catalyst Capital Advisors LLC | 370 | $510.0K | 0.02% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 370 | $510.0K | 0.05% | +9+2.5% | Added |
| AdvisorNet Financial, Inc | 373 | $514.0K | 0.03% | +4+1.1% | Added |
| Financial Architects, Inc | 374 | $515.0K | 0.07% | −3−0.8% | Reduced |
| Meristem Family Wealth, LLC | 375 | $517.0K | 0.04% | −293−43.9% | Reduced |
| Telos Capital Management, Inc. | 375 | $517.0K | 0.06% | +375 | New |
| HB Wealth Management, LLC | 376 | $518.0K | 0.01% | +376 | New |
| Diversified Trust Co | 377 | $519.0K | 0.02% | −1−0.3% | Reduced |
| West Family Investments, Inc. | 381 | $525.0K | 0.15% | −21−5.2% | Reduced |
| Winthrop Advisory Group LLC | 382 | $526.0K | 0.11% | +1+0.3% | Added |
| Cubist Systematic Strategies, LLC | 383 | $528.0K | 0.01% | −1,635−81.0% | Reduced |
| Capital Advisors Inc | 384 | $529.0K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 384 | $529.0K | 0.00% | +33+9.4% | Added |
| Holistic Financial Partners | 384 | $529.0K | 0.31% | +54+16.4% | Added |
| Susquehanna International Group Ltd. | 383 | $531.0K | 0.22% | −2,190−85.1% | Reduced |
| RFG Advisory, LLC | 386 | $532.0K | 0.04% | −54−12.3% | Reduced |
| Benedict Financial Advisors Inc | 390 | $537.0K | 0.14% | 00.0% | Unchanged |
| Bollard Group LLC | 392 | $540.0K | 0.02% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 393 | $541.0K | 0.03% | −158−28.7% | Reduced |
| Mirador Capital Partners LP | 393 | $541.0K | 0.11% | +14+3.7% | Added |
| Perigon Wealth Management, LLC | 393 | $541.0K | 0.04% | +135+52.3% | Added |
| Budros, Ruhlin & Roe, Inc. | 395 | $544.0K | 0.06% | −1−0.3% | Reduced |
| Grassi Investment Management | 398 | $548.0K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 399 | $550.0K | 0.05% | +399 | New |
| Tower Research Capital LLC (TRC) | 400 | $551.0K | 0.01% | +369+1,190.3% | Added |
| Geneos Wealth Management Inc. | 401 | $552.0K | 0.02% | −162−28.8% | Reduced |
| Quadrant Capital Group LLC | 401 | $552.0K | 0.07% | −2−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 401 | $552.0K | 0.07% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 480 | $555.0K | 0.05% | −105−17.9% | Reduced |
| Round Rock Advisors, LLC | 403 | $555.0K | 0.25% | −31−7.1% | Reduced |
| ACG Wealth | 406 | $559.0K | 0.08% | −98−19.4% | Reduced |
| Evergreen Capital Management LLC | 406 | $559.0K | 0.02% | +19+4.9% | Added |
| Change Path, LLC | 413 | $569.0K | 0.03% | +11+2.7% | Added |
| Evercore Wealth Management, LLC | 414 | $570.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 415 | $572.0K | 0.06% | +2+0.5% | Added |
| NEXT Financial Group, Inc | 417 | $574.0K | 0.04% | +136+48.4% | Added |
| RMR Wealth Builders | 418 | $576.0K | 0.17% | −45−9.7% | Reduced |
| FineMark National Bank & Trust | 419 | $577.0K | 0.02% | −74−15.0% | Reduced |
| Sand Hill Global Advisors, LLC | 420 | $579.0K | 0.03% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 420 | $579.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 421 | $580.0K | 0.06% | −20−4.5% | Reduced |
| Clarius Group, LLC | 423 | $583.0K | 0.05% | +88+26.3% | Added |
| American Money Management, LLC | 424 | $584.0K | 0.15% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 430 | $592.0K | 0.03% | +2+0.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 433 | $596.0K | 0.09% | +433 | New |
| Karp Capital Management Corp | 434 | $598.0K | 0.07% | −147−25.3% | Reduced |
| Glenview Trust Co | 435 | $599.0K | 0.02% | +10+2.4% | Added |
| Forum Financial Management, LP | 435 | $599.0K | 0.03% | +435 | New |
| Willis Johnson & Associates, Inc. | 445 | $613.0K | 0.08% | +31+7.5% | Added |
| Greytown Advisors Inc. | 446 | $614.0K | 0.26% | −3−0.7% | Reduced |
| Zullo Investment Group, Inc. | 447 | $616.0K | 0.32% | +447 | New |
| Heritage Investors Management Corp | 450 | $620.0K | 0.02% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 433 | $621.0K | 0.31% | +149+52.5% | Added |
| Traynor Capital Management, Inc. | 451 | $622.0K | 0.07% | +40+9.7% | Added |
| Burns J W & Co Inc | 452 | $623.0K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 458 | $631.0K | 0.18% | +458 | New |
| Vienna Asset Management LLC | 458 | $631.0K | 0.57% | +458 | New |
| First Horizon Advisors, Inc. | 461 | $634.0K | 0.02% | −1−0.2% | Reduced |
| Indie Asset Partners, LLC | 461 | $635.0K | 0.46% | −30−6.1% | Reduced |
| OneAscent Financial Services LLC | 461 | $635.0K | 1.21% | +33+7.7% | Added |
| Soltis Investment Advisors LLC | 462 | $636.0K | 0.09% | +1+0.2% | Added |
| Oder Investment Management, LLC | 462 | $636.0K | 0.90% | +77+20.0% | Added |
| Qtron Investments LLC | 463 | $638.0K | 0.14% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 466 | $642.0K | 0.07% | +202+76.5% | Added |
| Buckingham Strategic Wealth, LLC | 468 | $645.0K | 0.01% | −9−1.9% | Reduced |
| IHT Wealth Management, LLC | 469 | $646.0K | 0.05% | +9+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 471 | $649.0K | 0.03% | −50−9.6% | Reduced |
| Sanford Advisory Services, LLC | 474 | $653.0K | 0.15% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 477 | $657.0K | 0.66% | +71+17.5% | Added |
| Redwood Investments, LLC | 478 | $658.0K | 0.05% | +1+0.2% | Added |
| Triumph Capital Management | 479 | $660.0K | 0.29% | +29+6.4% | Added |
| Montgomery Investment Management Inc | 480 | $661.0K | 0.22% | 00.0% | Unchanged |
| First Command Bank | 492 | $667.0K | 0.11% | 00.0% | Unchanged |
| Woodstock Corp | 486 | $669.0K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 484 | $670.0K | 0.21% | +12+2.5% | Added |
| Seven Post Investment Office LP | 490 | $675.0K | 0.18% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 492 | $678.0K | 0.10% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 494 | $680.0K | 0.36% | −51−9.4% | Reduced |
| Brown Brothers Harriman & Co | 496 | $683.0K | 0.00% | +54+12.2% | Added |
| Advanced Research Investment Solutions, LLC | 496 | $683.0K | 0.25% | +168+51.2% | Added |
| Atalanta Sosnoff Capital, LLC | 498 | $686.0K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 500 | $689.0K | 0.30% | −2,061−80.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 500 | $689.0K | 0.20% | −500−50.0% | Reduced |
| Buckley Wealth Management, LLC | 500 | $689.0K | 0.20% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 500 | $689.0K | 0.28% | +500 | New |
| Soundwatch Capital LLC | 500 | $689.0K | 0.15% | +500 | New |
| Collective Family Office LLC | 504 | $694.0K | 0.27% | +102+25.4% | Added |
| Wealthspire Advisors, LLC | 505 | $696.0K | 0.02% | −130−20.5% | Reduced |
| Circle Wealth Management, LLC | 506 | $697.0K | 0.09% | +7+1.4% | Added |
| Aptus Capital Advisors, LLC | 507 | $698.0K | 0.02% | −4−0.8% | Reduced |
| First Heartland Consultants, Inc. | 510 | $702.0K | 0.09% | +82+19.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 515 | $709.0K | 0.04% | +91+21.5% | Added |
| Centaurus Financial, Inc. | 517 | $712.0K | 0.05% | +32+6.6% | Added |
| 9258 Wealth Management, LLC | 518 | $714.0K | 0.16% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 520 | $716.0K | 0.22% | +23+4.6% | Added |
| Intersect Capital LLC | 525 | $723.0K | 0.13% | −548−51.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 519 | $725.0K | 0.01% | −692−57.1% | Reduced |
| Sunbelt Securities, Inc. | 827 | $726.0K | 0.12% | −38−4.4% | Reduced |