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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 1,187 | $1.64M | 0.45% | +65+5.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,201 | $1.65M | 0.11% | +1+0.1% | Added |
| Wetherby Asset Management Inc | 1,213 | $1.67M | 0.09% | +22+1.8% | Added |
| Brinker Capital Investments, LLC | 1,216 | $1.68M | 0.02% | +6+0.5% | Added |
| Mechanics Bank Trust Department | 1,216 | $1.68M | 0.25% | +189+18.4% | Added |
| Oxler Private Wealth LLC | 1,221 | $1.68M | 0.70% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 1,228 | $1.69M | 0.28% | −18−1.4% | Reduced |
| CWM, LLC | 1,241 | $1.71M | 0.01% | +1,241 | New |
| Squarepoint Ops LLC | 1,249 | $1.72M | 0.01% | −3,326−72.7% | Reduced |
| Baldwin Investment Management, LLC | 1,249 | $1.72M | 0.45% | −100−7.4% | Reduced |
| Assenagon Asset Management S.A. | 1,254 | $1.72M | 0.01% | −78,461−98.4% | Reduced |
| SkyOak Wealth, LLC | 1,254 | $1.73M | 0.44% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,275 | $1.76M | 0.09% | +65+5.4% | Added |
| CAPROCK Group, Inc. | 1,278 | $1.76M | 0.15% | −337−20.9% | Reduced |
| Davenport & Co LLC | 1,278 | $1.76M | 0.01% | +766+149.6% | Added |
| Bristlecone Advisors, LLC | 1,285 | $1.77M | 0.21% | +50+4.0% | Added |
| Concorde Asset Management, LLC | 1,287 | $1.77M | 1.09% | −274−17.6% | Reduced |
| Veriti Management LLC | 1,312 | $1.81M | 0.23% | −42−3.1% | Reduced |
| Bokf, NA | 1,313 | $1.81M | 0.03% | −14−1.1% | Reduced |
| Bluestein R H & Co | 1,331 | $1.83M | 0.07% | −500−27.3% | Reduced |
| Roundview Capital LLC | 1,346 | $1.85M | 0.18% | −22−1.6% | Reduced |
| Cypress Wealth Services, LLC | 1,347 | $1.85M | 0.51% | +20+1.5% | Added |
| First Foundation Advisors | 1,347 | $1.85M | 0.06% | +1,149+580.3% | Added |
| Legal Advantage Investments, Inc. | 1,348 | $1.86M | 1.26% | −10−0.7% | Reduced |
| Shepherd Financial Partners LLC | 1,351 | $1.86M | 0.32% | +1,351 | New |
| WD Rutherford LLC | 1,359 | $1.87M | 0.95% | +24+1.8% | Added |
| Golden Green, Inc. | 1,380 | $1.90M | 1.53% | +474+52.3% | Added |
| Sender Co & Partners, Inc. | 1,384 | $1.91M | 1.22% | +1,384 | New |
| Harbor Investment Advisory, LLC | 1,385 | $1.91M | 0.24% | +2+0.1% | Added |
| Proequities, Inc. | 1,396 | $1.92M | 0.11% | +14+1.0% | Added |
| United Maritime Capital LLC | 1,400 | $1.93M | 2.22% | +900+180.0% | Added |
| Mission Wealth Management, LP | 1,412 | $1.95M | 0.09% | +1+0.1% | Added |
| Axxcess Wealth Management, LLC | 1,412 | $1.95M | 0.15% | +1,412 | New |
| Two Sigma Securities, LLC | 1,422 | $1.96M | 0.38% | −1,078−43.1% | Reduced |
| Terra Nova Asset Management LLC | 1,422 | $1.96M | 1.47% | −11−0.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,426 | $1.96M | 0.04% | +41+3.0% | Added |
| Moors & Cabot, Inc. | 1,437 | $1.98M | 0.12% | −33−2.2% | Reduced |
| Moody National Bank Trust Division | 1,452 | $2.00M | 0.06% | −3,550−71.0% | Reduced |
| Hantz Financial Services, Inc. | 1,461 | $2.01M | 0.06% | +66+4.7% | Added |
| Bouvel Investment Partners, LLC | 1,466 | $2.02M | 1.13% | −426−22.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,472 | $2.03M | 0.38% | +60+4.2% | Added |
| Cordatus Wealth Management LLC | 1,484 | $2.04M | 0.60% | +664+81.0% | Added |
| Claret Asset Management Corp | 1,493 | $2.05M | 0.38% | +1,493 | New |
| Ergoteles LLC | 1,497 | $2.06M | 0.08% | +1,497 | New |
| Grandview Asset Management LLC | 1,498 | $2.06M | 0.83% | +83+5.9% | Added |
| Susquehanna Fundamental Investments, LLC | 1,500 | $2.06M | 0.05% | −1,600−51.6% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 1,500 | $2.07M | 0.46% | +1,500 | New |
| Capital Asset Advisory Services LLC | 1,501 | $2.07M | 0.22% | −102−6.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 1,503 | $2.07M | 0.05% | +1,503 | New |
| Virtue Capital Management, LLC | 1,520 | $2.09M | 0.31% | +378+33.1% | Added |
| X-Square Capital, LLC | 1,522 | $2.10M | 1.05% | +30+2.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,372 | $2.11M | 0.13% | +1,372 | New |
| Lattice Capital Management, LLC | 1,534 | $2.11M | 2.18% | +1,534 | New |
| Stonnington Group, LLC | 1,827 | $2.11M | 0.46% | −2,062−53.0% | Reduced |
| Old National Bancorp | 1,538 | $2.12M | 0.08% | −143−8.5% | Reduced |
| Aigen Investment Management, LP | 1,531 | $2.12M | 0.13% | +1,004+190.5% | Added |
| Assetmark, Inc | 1,571 | $2.16M | 0.01% | +1,457+1,278.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,574 | $2.17M | 0.01% | +458+41.0% | Added |
| Moloney Securities Asset Management, LLC | 1,581 | $2.18M | 0.37% | −216−12.0% | Reduced |
| DFPG Investments, LLC | 2,134 | $2.19M | 0.91% | +54+2.6% | Added |
| NVWM, LLC | 1,589 | $2.19M | 0.68% | +19+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,597 | $2.20M | 1.04% | +805+101.6% | Added |
| Nwam LLC | 1,601 | $2.21M | 0.17% | −635−28.4% | Reduced |
| Kercheville Advisors, LLC | 1,621 | $2.23M | 0.97% | +192+13.4% | Added |
| Montag A & Associates Inc | 1,660 | $2.29M | 0.11% | +13+0.8% | Added |
| Welch & Forbes LLC | 1,674 | $2.31M | 0.03% | +12+0.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,675 | $2.31M | 0.80% | +30+1.8% | Added |
| Cigna Investments Inc | 1,679 | $2.31M | 0.18% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 1,701 | $2.34M | 0.14% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,710 | $2.35M | 0.25% | +626+57.7% | Added |
| K.J. Harrison & Partners Inc | 1,725 | $2.37M | 0.34% | +275+19.0% | Added |
| Integrated Wealth Concepts LLC | 1,740 | $2.40M | 0.07% | +217+14.2% | Added |
| Credential Qtrade Securities Inc. | 1,758 | $2.42M | 0.16% | +125+7.7% | Added |
| Yousif Capital Management, LLC | 1,763 | $2.43M | 0.03% | +1,763 | New |
| First Hawaiian Bank | 1,766 | $2.43M | 0.07% | −495−21.9% | Reduced |
| Alta Wealth Advisors LLC | 1,776 | $2.45M | 1.51% | +9+0.5% | Added |
| SWS Partners | 1,777 | $2.45M | 1.39% | +40+2.3% | Added |
| Verdence Capital Advisors LLC | 1,780 | $2.45M | 0.29% | −99−5.3% | Reduced |
| Calamos Wealth Management LLC | 1,795 | $2.47M | 0.18% | +219+13.9% | Added |
| Mutual Advisors, LLC | 1,798 | $2.48M | 0.13% | +976+118.7% | Added |
| Bank of Nova Scotia Trust Co | 1,804 | $2.48M | 0.22% | +85+4.9% | Added |
| Pittenger & Anderson Inc | 1,813 | $2.50M | 0.12% | −5−0.3% | Reduced |
| Chesley Taft & Associates LLC | 1,827 | $2.52M | 0.13% | +1+0.1% | Added |
| Lido Advisors, LLC | 1,847 | $2.54M | 0.05% | −277−13.0% | Reduced |
| Fifth Third Bancorp | 1,848 | $2.54M | 0.01% | +154+9.1% | Added |
| Gladstone Institutional Advisory LLC | 1,868 | $2.57M | 0.20% | −196−9.5% | Reduced |
| Montrusco Bolton Investments Inc. | 1,923 | $2.65M | 0.06% | −114−5.6% | Reduced |
| Kings Point Capital Management | 1,928 | $2.66M | 0.22% | −20−1.0% | Reduced |
| Gables Capital Management Inc. | 1,956 | $2.69M | 1.60% | 00.0% | Unchanged |
| Nordea Investment Management AB | 1,959 | $2.73M | 0.00% | 00.0% | Unchanged |
| Ferris Capital, LLC | 2,000 | $2.75M | 0.60% | −150−7.0% | Reduced |
| Artemis Wealth Advisors, LLC | 2,000 | $2.75M | 0.34% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,005 | $2.76M | 0.01% | +409+25.6% | Added |
| Varma Mutual Pension Insurance Co | 2,011 | $2.77M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,019 | $2.78M | 0.09% | +287+16.6% | Added |
| Appleton Partners Inc | 2,046 | $2.82M | 0.21% | +64+3.2% | Added |
| Natixis | 2,047 | $2.82M | 0.01% | −222−9.8% | Reduced |
| Jefferies Group LLC | 2,050 | $2.82M | 0.05% | +1,151+128.0% | Added |
| Nadler Financial Group, Inc. | 2,075 | $2.86M | 0.42% | +16+0.8% | Added |
| PFS Investments Inc. | 2,081 | $2.87M | 0.06% | +464+28.7% | Added |