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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 310 | $427.0K | 0.13% | +1+0.3% | Added |
| Oxford Financial Group Ltd | 310 | $427.0K | 0.05% | +310 | New |
| Garrison Point Advisors, LLC | 309 | $426.0K | 0.28% | −3−1.0% | Reduced |
| Belpointe Asset Management LLC | 405 | $424.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 308 | $424.0K | 0.02% | +113+57.9% | Added |
| Veracity Capital LLC | 307 | $423.0K | 0.17% | +29+10.4% | Added |
| SWM Advisors | 457 | $423.0K | 0.37% | +457 | New |
| Wealthcare Advisory Partners LLC | 306 | $421.0K | 0.03% | +37+13.8% | 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 |
| Abbot Financial Management, Inc. | 303 | $417.0K | 0.19% | +6+2.0% | Added |
| Foundations Investment Advisors, LLC | 355 | $415.0K | 0.02% | +80+29.1% | Added |
| Chilton Capital Management LLC | 300 | $413.0K | 0.02% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 300 | $413.0K | 0.05% | +300 | New |
| Exencial Wealth Advisors, LLC | 297 | $409.0K | 0.02% | −19−6.0% | Reduced |
| Pinnacle Associates Ltd | 296 | $408.0K | 0.01% | +3+1.0% | Added |
| Stonegate Investment Group, LLC | 295 | $406.0K | 0.02% | +295 | New |
| Argent Trust Co | 294 | $405.0K | 0.02% | −3−1.0% | Reduced |
| 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 |
| 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 |
| Weiss Asset Management LP | 290 | $399.0K | 0.01% | +290 | New |
| Hallmark Capital Management Inc | 286 | $394.0K | 0.03% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 285 | $393.0K | 0.18% | 00.0% | Unchanged |
| PDS Planning, Inc | 283 | $390.0K | 0.07% | −24−7.8% | Reduced |
| Level Four Advisory Services, LLC | 282 | $388.0K | 0.03% | +282 | New |
| 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 |
| Pendal Group Limited | 280 | $384.0K | 0.00% | −1,579−84.9% | Reduced |
| 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 |
| Kozak & Associates, Inc. | 685 | $379.0K | 0.24% | +144+26.6% | Added |
| Evolution Wealth Advisors, LLC | 273 | $376.0K | 0.07% | 00.0% | Unchanged |
| Insight Folios Inc | 272 | $375.0K | 0.18% | +107+64.8% | Added |
| Chicago Trust Co NA | 270 | $372.0K | 0.07% | 00.0% | Unchanged |
| GFG Capital, LLC | 269 | $371.0K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 268 | $369.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Caldwell Trust Co | 264 | $363.6K | 0.04% | +108+69.2% | 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 |
| 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 |
| Capital Analysts, LLC | 260 | $358.0K | 0.02% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 260 | $358.0K | 0.30% | +6+2.4% | Added |
| 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 |
| Aj Wealth Strategies, LLC | 257 | $354.0K | 0.02% | −1−0.4% | Reduced |
| Gofen & Glossberg LLC | 256 | $353.0K | 0.01% | +6+2.4% | Added |
| Tyler-Stone Wealth Management | 256 | $353.0K | 0.19% | +256 | New |
| Brown Advisory Securities, LLC | 256 | $352.0K | 0.15% | −153−37.4% | Reduced |
| 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 |
| Hoylecohen, LLC | 252 | $347.0K | 0.03% | +55+27.9% | Added |
| Visionary Wealth Advisors | 251 | $346.0K | 0.03% | +13+5.5% | Added |
| Private Wealth Strategies, L.L.C. | 251 | $345.0K | 0.08% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 250 | $344.3K | 0.34% | +250 | New |
| Insight Advisors, LLC | 250 | $344.0K | 0.10% | 00.0% | Unchanged |
| Springs Capital (Hong Kong) Ltd | 250 | $344.0K | 0.96% | +250 | New |
| Hayden Royal, LLC | 249 | $343.0K | 0.80% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 309 | $341.0K | 0.03% | −1−0.3% | Reduced |
| CNB Bank | 246 | $340.0K | 0.19% | +10+4.2% | Added |
| 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 |
| State of Wyoming | 243 | $335.0K | 0.16% | +5+2.1% | Added |
| Retirement Solution Inc. | 243 | $335.0K | 0.14% | +243 | New |
| Symphony Financial, Ltd. Co. | 245 | $334.0K | 0.09% | −17−6.5% | Reduced |
| 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 |
| Presidio Capital Management, LLC | 241 | $332.0K | 0.28% | +241 | New |
| Henshaw Capital LLC | 241 | $332.0K | 0.02% | +241 | New |
| 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 |
| McMahon Financial Advisors, LLC | 239 | $329.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Vahanian & Associates Financial Planning Inc. | 237 | $326.0K | 0.26% | +237 | New |
| REDW Wealth LLC | 235 | $324.0K | 0.09% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 234 | $322.0K | 0.00% | −30−11.4% | Reduced |
| Equitable Holdings, Inc. | 233 | $321.0K | 0.01% | +28+13.7% | Added |
| Zions Bancorporation, N.A. | 232 | $320.0K | 0.03% | +185+393.6% | Added |
| Hanlon Investment Management, Inc. | 190 | $319.0K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 230 | $317.0K | 0.01% | +230 | New |
| Tower Bridge Advisors | 230 | $316.8K | 0.02% | −30−11.5% | Reduced |
| Marcum Wealth, LLC | 228 | $314.0K | 0.04% | +54+31.0% | Added |
| ASB Consultores, LLC | 227 | $313.0K | 0.15% | +227 | New |
| Harrington Investments, INC | 226 | $311.0K | 0.17% | −85−27.3% | Reduced |
| Fulcrum Asset Management LLP | – | $311.0K | 0.15% | – | – |
| 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 |
| Investment House LLC | 224 | $309.0K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 224 | $309.0K | 0.09% | +2+0.9% | Added |