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 |
|---|---|---|---|---|---|
| Landmark Financial Advisors, LLC | 222 | $306.0K | 0.14% | +222 | New |
| Burns Matteson Capital Management, LLC | 221 | $304.4K | 0.21% | −8−3.5% | Reduced |
| Delta Financial Advisors LLC | 221 | $304.0K | 0.12% | 00.0% | Unchanged |
| Maryland Capital Management | 219 | $302.0K | 0.02% | +219 | New |
| Southland Equity Partners LLC | 218 | $300.3K | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 218 | $300.0K | 0.10% | −130−37.4% | Reduced |
| WealthPLAN Partners, LLC | 311 | $300.0K | 0.02% | +5+1.6% | Added |
| Executive Wealth Management, LLC | 218 | $300.0K | 0.03% | −2−0.9% | Reduced |
| Fortress Wealth Group, LLC | 323 | $299.0K | 0.22% | +90+38.6% | Added |
| First National Corp | 217 | $299.0K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 217 | $299.0K | 0.02% | 00.0% | Unchanged |
| Total Investment Management Inc | 217 | $299.0K | 0.05% | +217 | New |
| McDaniel Terry & Co | 215 | $296.0K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 215 | $296.0K | 0.18% | +215 | New |
| Carret Asset Management, LLC | 214 | $295.0K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 214 | $295.0K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 214 | $295.0K | 0.01% | +3+1.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 214 | $294.0K | 0.07% | 00.0% | Unchanged |
| Pembroke Management, LTD | 169 | $294.0K | 0.02% | +169 | New |
| WMG Financial Advisors, LLC | 213 | $294.0K | 0.23% | +213 | New |
| People's United Financial, Inc. | 213 | $293.0K | 0.01% | −13−5.8% | Reduced |
| Bourgeon Capital Management LLC | 213 | $293.0K | 0.06% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 250 | $292.0K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 212 | $292.0K | 0.10% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 211 | $291.0K | 0.13% | −9−4.1% | Reduced |
| Elite Wealth Management, Inc. | 209 | $288.0K | 0.11% | −64−23.4% | Reduced |
| Spearhead Capital Advisors, LLC | 209 | $288.0K | 0.03% | +18+9.4% | Added |
| MONECO Advisors, LLC | 352 | $285.0K | 0.11% | −48−12.0% | Reduced |
| PSI Advisors, LLC | 207 | $285.0K | 0.12% | −3−1.4% | Reduced |
| Advisor Resource Council | 207 | $285.0K | 0.02% | +207 | New |
| Summit Financial Strategies, Inc. | 206 | $284.0K | 0.05% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 206 | $284.0K | 1.65% | +206 | New |
| Regentatlantic Capital LLC | 204 | $281.0K | 0.01% | −12−5.6% | Reduced |
| WC Walker & Associates, Inc. | 254 | $280.0K | 0.14% | −138−35.2% | Reduced |
| Professional Financial Advisors, LLC | 202 | $278.0K | 0.12% | −1−0.5% | Reduced |
| Paradigm Financial Advisors, LLC | 202 | $278.0K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 202 | $278.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 200 | $276.0K | 0.09% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 200 | $275.0K | 0.07% | −50−20.0% | Reduced |
| Maple Capital Management, Inc. | 200 | $275.0K | 0.03% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 200 | $275.0K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $275.0K | 0.22% | 00.0% | Unchanged |
| Select Asset Management & Trust | 200 | $275.0K | 0.18% | 00.0% | Unchanged |
| Harbor Advisors LLC | 200 | $275.0K | 0.05% | 00.0% | Unchanged |
| Southern Farm Bureau Life Insurance | 200 | $275.0K | 0.04% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 200 | $275.0K | 0.19% | +200 | New |
| Cypress Asset Management Inc | 199 | $274.0K | 0.07% | −10−4.8% | Reduced |
| Evoke Wealth, LLC | 199 | $274.0K | 0.01% | +35+21.3% | Added |
| Shay Capital LLC | 199 | $274.0K | 0.10% | +199 | New |
| Investment Partners, Ltd. | 198 | $273.0K | 0.11% | +198 | New |
| Quilter Plc | 199 | $271.0K | 0.01% | −4,628−95.9% | Reduced |
| O'Dell Group, LLC | 197 | $271.0K | 0.08% | +20+11.3% | Added |
| Reynders McVeigh Capital Management, LLC | 197 | $271.0K | 0.02% | +197 | New |
| Yorktown Management & Research Co Inc | 195 | $269.0K | 0.18% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 195 | $269.0K | 0.39% | +195 | New |
| Abound Wealth Management | 195 | $268.6K | 0.21% | +195 | New |
| Wealth Architects, LLC | 194 | $267.0K | 0.05% | −26−11.8% | Reduced |
| Pacifica Partners Inc. | 234 | $267.0K | 0.17% | +64+37.6% | Added |
| Peconic Partners LLC | 193 | $266.0K | 0.02% | −157−44.9% | Reduced |
| Bridgeworth, LLC | 193 | $266.0K | 0.06% | +193 | New |
| Barr E S & Co | 192 | $265.0K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 192 | $264.0K | 0.05% | +7+3.8% | Added |
| Atlas Capital Advisors LLC | 191 | $263.1K | 0.04% | −124−39.4% | Reduced |
| Polar Asset Management Partners Inc. | 191 | $263.0K | 0.00% | −2,600−93.2% | Reduced |
| Metis Global Partners, LLC | 191 | $263.0K | 0.07% | +191 | New |
| Legacy Advisors, LLC | 190 | $262.0K | 0.10% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 189 | $260.0K | 0.11% | −33−14.9% | Reduced |
| Venturi Wealth Management, LLC | 189 | $260.0K | 0.02% | +189 | New |
| Optimum Investment Advisors | 188 | $259.0K | 0.10% | +22+13.3% | Added |
| Holderness Investments Co | 188 | $259.0K | 0.08% | +38+25.3% | Added |
| H. L. Ormond & Company, LLC | 293 | $258.0K | 0.30% | +293 | New |
| Hollencrest Capital Management | 186 | $256.0K | 0.02% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 186 | $256.0K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 186 | $256.0K | 0.01% | +186 | New |
| Transcend Wealth Collective, LLC | 185 | $255.0K | 0.02% | +185 | New |
| Dorsey & Whitney Trust CO LLC | 184 | $253.0K | 0.02% | −197−51.7% | Reduced |
| Arlington Partners LLC | 184 | $253.0K | 0.07% | +99+116.5% | Added |
| Salvus Wealth Management, LLC | 183 | $252.0K | 0.18% | +15+8.9% | Added |
| Umb Bank N A | 183 | $252.0K | 0.00% | +183 | New |
| Mayport, LLC | 183 | $252.0K | 0.19% | +183 | New |
| XR Securities LLC | 182 | $251.0K | 0.03% | −4,069−95.7% | Reduced |
| WMS Partners, LLC | 182 | $251.0K | 0.05% | +25+15.9% | Added |
| Inscription Capital, LLC | 181 | $249.0K | 0.07% | −37−17.0% | Reduced |
| Gradient Investments LLC | 180 | $248.0K | 0.01% | +4+2.3% | Added |
| Selective Wealth Management, Inc. | 180 | $248.0K | 0.10% | +40+28.6% | Added |
| Horst & Graben Wealth Management LLC | 179 | $247.0K | 0.06% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 179 | $247.0K | 0.20% | +179 | New |
| Mission Financial Group, LLC | 1,517 | $244.1K | 0.23% | +1,517 | New |
| Howland Capital Management LLC | 177 | $244.0K | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 177 | $244.0K | 0.12% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 177 | $244.0K | 0.09% | +177 | New |
| Truvestments Capital LLC | 176 | $242.0K | 0.12% | +17+10.7% | Added |
| GYL Financial Synergies, LLC | 174 | $240.0K | 0.06% | −5−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 174 | $240.0K | 0.05% | −6−3.3% | Reduced |
| Transform Wealth, LLC | 174 | $240.0K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 174 | $240.0K | 0.02% | +174 | New |
| Corbett Road Capital Management, LLC | 174 | $240.0K | 0.41% | +174 | New |
| Resonant Capital Advisors, LLC | 172 | $237.0K | 0.04% | −27−13.6% | Reduced |
| Sigma Investment Counselors Inc | 172 | $237.0K | 0.02% | −2−1.1% | Reduced |
| One Wealth Advisors, LLC | 172 | $237.0K | 0.06% | 00.0% | Unchanged |