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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 532 | $733.0K | 0.21% | +532 | New |
| Fieldpoint Private Securities, LLC | 533 | $734.0K | 0.14% | +3+0.6% | Added |
| Exane Derivatives | 533 | $734.1K | 0.18% | +133+33.3% | Added |
| Laidlaw Wealth Management LLC | 536 | $738.0K | 0.12% | −10−1.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 539 | $742.0K | 0.58% | +539 | New |
| Blue Square Asset Management, LLC | 543 | $748.0K | 0.46% | −59−9.8% | Reduced |
| Summit Trail Advisors, LLC | 543 | $748.0K | 0.05% | +120+28.4% | Added |
| Zacks Investment Management | 544 | $749.0K | 0.01% | −5−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 545 | $751.0K | 0.10% | +5+0.9% | Added |
| Cornerstone Wealth Group, LLC | 545 | $751.0K | 0.13% | +7+1.3% | Added |
| Financial Advisory Service, Inc. | 546 | $752.0K | 0.07% | −28−4.9% | Reduced |
| BMS Financial Advisors, LLC | 552 | $760.0K | 0.48% | +552 | New |
| Alpha Cubed Investments, LLC | 557 | $767.0K | 0.05% | −9−1.6% | Reduced |
| United Capital Management of KS, Inc. | 558 | $769.0K | 0.29% | +41+7.9% | Added |
| Lindbrook Capital, LLC | 561 | $773.0K | 0.12% | −8−1.4% | Reduced |
| Red Door Wealth Management, LLC | 567 | $780.0K | 0.26% | −4−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 568 | $785.0K | 0.07% | −123−17.8% | Reduced |
| Naples Global Advisors, LLC | 574 | $791.0K | 0.09% | +59+11.5% | Added |
| Fulton Breakefield Broenniman LLC | 575 | $792.0K | 0.06% | +40+7.5% | Added |
| Boston Private Wealth LLC | 578 | $796.0K | 0.01% | −121−17.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 580 | $799.0K | 0.16% | +14+2.5% | Added |
| Merit Financial Group, LLC | 580 | $799.0K | 0.08% | +75+14.9% | Added |
| EP Wealth Advisors, LLC | 584 | $804.0K | 0.02% | +82+16.3% | Added |
| First Citizens Bank & Trust Co | 588 | $810.0K | 0.03% | −134−18.6% | Reduced |
| Linscomb & Williams, Inc. | 588 | $810.0K | 0.04% | −42−6.7% | Reduced |
| Wealthsource Partners, LLC | 588 | $810.0K | 0.06% | −35−5.6% | Reduced |
| Advisors Capital Management, LLC | 588 | $811.0K | 0.02% | +588 | New |
| Capstone Wealth Management Group, LLC | 590 | $813.0K | 0.66% | +590 | New |
| KRS Capital Management, LLC | 593 | $816.0K | 0.70% | +593 | New |
| Sumitomo Mitsui Financial Group, Inc. | 590 | $821.0K | 0.02% | −2,507−80.9% | Reduced |
| Raymond James Trust N.A. | 596 | $821.0K | 0.02% | +38+6.8% | Added |
| Icapital Wealth LLC | 598 | $824.0K | 0.32% | +598 | New |
| Cullinan Associates Inc | 600 | $826.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,309 | $827.0K | 0.09% | +10.0% | Added |
| Nauset Wealth Management. LLC | 603 | $831.0K | 0.79% | +603 | New |
| Ardsley Advisory Partners LP | 600 | $834.0K | 0.20% | +600 | New |
| PFG Advisors | 608 | $837.0K | 0.08% | −54−8.2% | Reduced |
| BLB&B Advisors, LLC | 610 | $840.0K | 0.05% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 610 | $840.0K | 0.52% | +99+19.4% | Added |
| Icon Wealth Partners, LLC | 613 | $844.0K | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 614 | $846.0K | 0.41% | +14+2.3% | Added |
| Voya Financial Advisors, Inc. | 608 | $850.0K | 0.10% | −44−6.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 617 | $850.0K | 0.28% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 617 | $850.0K | 0.32% | +19+3.2% | Added |
| Anchor Investment Management, LLC | 622 | $856.7K | 0.11% | +413+197.6% | Added |
| DCM Advisors, LLC | 625 | $861.0K | 0.25% | +57+10.0% | Added |
| Vident Investment Advisory, LLC | 628 | $865.0K | 0.02% | −781−55.4% | Reduced |
| HBW Advisory Services LLC | 629 | $866.0K | 0.20% | −1−0.2% | Reduced |
| Matisse Capital | 640 | $882.0K | 0.61% | +140+28.0% | Added |
| LGT Fund Management Co Ltd. | 640 | $882.0K | 0.25% | +640 | New |
| Prelude Capital Management, LLC | 641 | $883.0K | 0.04% | −724−53.0% | Reduced |
| Mitchell Capital Management Co | 641 | $883.0K | 0.18% | +281+78.1% | Added |
| NorthCrest Asset Manangement, LLC | 642 | $884.0K | 0.05% | +642 | New |
| Nicolet Bankshares Inc | 648 | $893.0K | 0.20% | +2+0.3% | Added |
| Valmark Advisers, Inc. | 648 | $893.0K | 0.02% | +12+1.9% | Added |
| Seaport Global Advisors, LLC | 648 | $893.0K | 1.23% | +648 | New |
| Angeles Investment Advisors, LLC | 650 | $895.0K | 0.04% | −402−38.2% | Reduced |
| Calton & Associates, Inc. | 649 | $895.0K | 0.24% | −96−12.9% | Reduced |
| Koshinski Asset Management, Inc. | 654 | $900.8K | 0.07% | −38−5.5% | Reduced |
| Beacon Pointe Advisors, LLC | 659 | $908.0K | 0.02% | +178+37.0% | Added |
| Phoenix Holdings Ltd. | 650 | $908.0K | 0.02% | +650 | New |
| Coldstream Capital Management Inc | 665 | $916.0K | 0.03% | +69+11.6% | Added |
| Pathstone Family Office, LLC | 679 | $936.0K | 0.02% | +425+167.3% | Added |
| International Assets Investment Management, LLC | 681 | $938.0K | 0.16% | +65+10.6% | Added |
| Bienville Capital Management, LLC | 683 | $941.0K | 0.68% | 00.0% | Unchanged |
| Comerica Securities,inc. | 687 | $946.0K | 0.06% | −8−1.2% | Reduced |
| Sargent Investment Group, LLC | 690 | $951.0K | 0.22% | +33+5.0% | Added |
| Fortune 45 LLC | 691 | $951.0K | 0.84% | +691 | New |
| Mitchell McLeod Pugh & Williams Inc | 698 | $961.0K | 0.32% | +139+24.9% | Added |
| Monetta Financial Services Inc | 700 | $964.0K | 0.75% | +700 | New |
| Lyon Street Capital, LLC | 700 | $964.0K | 0.96% | +700 | New |
| Segall Bryant & Hamill, LLC | 702 | $966.0K | 0.01% | +214+43.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 708 | $975.0K | 0.05% | −2−0.3% | Reduced |
| Phoenix Wealth Advisors | 710 | $979.0K | 0.74% | −73−9.3% | Reduced |
| Veritable, L.P. | 719 | $990.0K | 0.01% | +25+3.6% | Added |
| Farmers Trust Co | 720 | $992.0K | 0.20% | +13+1.8% | Added |
| McIlrath & Eck, LLC | 725 | $999.0K | 0.27% | +5+0.7% | Added |
| Davis-Rea Ltd. | 727 | $1.00M | 0.46% | −52−6.7% | Reduced |
| Ritholtz Wealth Management | 733 | $1.01M | 0.06% | +43+6.2% | Added |
| Advisor OS, LLC | 742 | $1.02M | 0.21% | +176+31.1% | Added |
| Everhart Financial Group, Inc. | 746 | $1.03M | 0.62% | +69+10.2% | Added |
| Acorn Financial Advisory Services Inc | 756 | $1.04M | 0.21% | +9+1.2% | Added |
| Abbrea Capital, LLC | 756 | $1.04M | 0.14% | +96+14.5% | Added |
| Prio Wealth Limited Partnership | 757 | $1.04M | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 763 | $1.05M | 0.10% | +205+36.7% | Added |
| Gotham Asset Management, LLC | 764 | $1.05M | 0.03% | +199+35.2% | Added |
| Legacy Wealth Asset Management, LLC | 765 | $1.05M | 0.36% | +196+34.4% | Added |
| Stock Yards Bank & Trust Co | 767 | $1.06M | 0.06% | −180−19.0% | Reduced |
| Ocean Capital Management, LLC | 767 | $1.06M | 0.40% | +10+1.3% | Added |
| American National Insurance Co | 775 | $1.07M | 0.24% | −3,550−82.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 778 | $1.07M | 0.09% | +3+0.4% | Added |
| JustInvest LLC | 779 | $1.07M | 0.06% | +103+15.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 780 | $1.07M | 0.04% | +6+0.8% | Added |
| Hilltop Holdings Inc. | 780 | $1.07M | 0.11% | +3+0.4% | Added |
| Allworth Financial LP | 789 | $1.09M | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 790 | $1.09M | 0.20% | +110+16.2% | Added |
| San Luis Wealth Advisors LLC | 796 | $1.10M | 1.12% | +324+68.6% | Added |
| Confluence Investment Management LLC | 797 | $1.10M | 0.01% | −356−30.9% | Reduced |
| Clearstead Advisors, LLC | 809 | $1.11M | 0.08% | +41+5.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 812 | $1.11M | 0.04% | 00.0% | Unchanged |