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 |
|---|---|---|---|---|---|
| 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 |
| Matisse Capital | 640 | $882.0K | 0.61% | +140+28.0% | Added |
| LGT Fund Management Co Ltd. | 640 | $882.0K | 0.25% | +640 | New |
| HBW Advisory Services LLC | 629 | $866.0K | 0.20% | −1−0.2% | Reduced |
| Vident Investment Advisory, LLC | 628 | $865.0K | 0.02% | −781−55.4% | Reduced |
| DCM Advisors, LLC | 625 | $861.0K | 0.25% | +57+10.0% | Added |
| Anchor Investment Management, LLC | 622 | $856.7K | 0.11% | +413+197.6% | 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 |
| Sculati Wealth Management, LLC | 614 | $846.0K | 0.41% | +14+2.3% | Added |
| Icon Wealth Partners, LLC | 613 | $844.0K | 0.08% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 610 | $840.0K | 0.05% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 610 | $840.0K | 0.52% | +99+19.4% | Added |
| PFG Advisors | 608 | $837.0K | 0.08% | −54−8.2% | Reduced |
| Ardsley Advisory Partners LP | 600 | $834.0K | 0.20% | +600 | New |
| Nauset Wealth Management. LLC | 603 | $831.0K | 0.79% | +603 | New |
| We Are One Seven, LLC | 4,309 | $827.0K | 0.09% | +10.0% | Added |
| Cullinan Associates Inc | 600 | $826.0K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 598 | $824.0K | 0.32% | +598 | 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 |
| KRS Capital Management, LLC | 593 | $816.0K | 0.70% | +593 | New |
| Capstone Wealth Management Group, LLC | 590 | $813.0K | 0.66% | +590 | New |
| Advisors Capital Management, LLC | 588 | $811.0K | 0.02% | +588 | New |
| 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 |
| EP Wealth Advisors, LLC | 584 | $804.0K | 0.02% | +82+16.3% | Added |
| 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 |
| Boston Private Wealth LLC | 578 | $796.0K | 0.01% | −121−17.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 575 | $792.0K | 0.06% | +40+7.5% | Added |
| Naples Global Advisors, LLC | 574 | $791.0K | 0.09% | +59+11.5% | Added |
| Cornerstone Wealth Management, LLC | 568 | $785.0K | 0.07% | −123−17.8% | Reduced |
| Red Door Wealth Management, LLC | 567 | $780.0K | 0.26% | −4−0.7% | Reduced |
| Lindbrook Capital, LLC | 561 | $773.0K | 0.12% | −8−1.4% | Reduced |
| United Capital Management of KS, Inc. | 558 | $769.0K | 0.29% | +41+7.9% | Added |
| Alpha Cubed Investments, LLC | 557 | $767.0K | 0.05% | −9−1.6% | Reduced |
| BMS Financial Advisors, LLC | 552 | $760.0K | 0.48% | +552 | New |
| Financial Advisory Service, Inc. | 546 | $752.0K | 0.07% | −28−4.9% | 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 |
| Zacks Investment Management | 544 | $749.0K | 0.01% | −5−0.9% | Reduced |
| 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 |
| Blodgett Wealth Advisors, LLC | 539 | $742.0K | 0.58% | +539 | New |
| Laidlaw Wealth Management LLC | 536 | $738.0K | 0.12% | −10−1.8% | Reduced |
| Exane Derivatives | 533 | $734.1K | 0.18% | +133+33.3% | Added |
| Fieldpoint Private Securities, LLC | 533 | $734.0K | 0.14% | +3+0.6% | Added |
| Revolve Wealth Partners, LLC | 532 | $733.0K | 0.21% | +532 | New |
| Sunbelt Securities, Inc. | 827 | $726.0K | 0.12% | −38−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 519 | $725.0K | 0.01% | −692−57.1% | Reduced |
| Intersect Capital LLC | 525 | $723.0K | 0.13% | −548−51.1% | Reduced |
| Frisch Financial Group, Inc. | 520 | $716.0K | 0.22% | +23+4.6% | Added |
| 9258 Wealth Management, LLC | 518 | $714.0K | 0.16% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 517 | $712.0K | 0.05% | +32+6.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 515 | $709.0K | 0.04% | +91+21.5% | Added |
| First Heartland Consultants, Inc. | 510 | $702.0K | 0.09% | +82+19.2% | Added |
| Aptus Capital Advisors, LLC | 507 | $698.0K | 0.02% | −4−0.8% | Reduced |
| Circle Wealth Management, LLC | 506 | $697.0K | 0.09% | +7+1.4% | Added |
| Wealthspire Advisors, LLC | 505 | $696.0K | 0.02% | −130−20.5% | Reduced |
| Collective Family Office LLC | 504 | $694.0K | 0.27% | +102+25.4% | Added |
| 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 |
| Atalanta Sosnoff Capital, LLC | 498 | $686.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tru Independence Asset Management 2, LLC | 494 | $680.0K | 0.36% | −51−9.4% | Reduced |
| First Command Financial Services, Inc. | 492 | $678.0K | 0.10% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 490 | $675.0K | 0.18% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 484 | $670.0K | 0.21% | +12+2.5% | Added |
| Woodstock Corp | 486 | $669.0K | 0.07% | 00.0% | Unchanged |
| First Command Bank | 492 | $667.0K | 0.11% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 480 | $661.0K | 0.22% | 00.0% | Unchanged |
| Triumph Capital Management | 479 | $660.0K | 0.29% | +29+6.4% | Added |
| Redwood Investments, LLC | 478 | $658.0K | 0.05% | +1+0.2% | Added |
| Interchange Capital Partners, LLC | 477 | $657.0K | 0.66% | +71+17.5% | Added |
| Sanford Advisory Services, LLC | 474 | $653.0K | 0.15% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 471 | $649.0K | 0.03% | −50−9.6% | Reduced |
| IHT Wealth Management, LLC | 469 | $646.0K | 0.05% | +9+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 468 | $645.0K | 0.01% | −9−1.9% | Reduced |
| Sawtooth Solutions, LLC | 466 | $642.0K | 0.07% | +202+76.5% | Added |
| Qtron Investments LLC | 463 | $638.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| First Horizon Advisors, Inc. | 461 | $634.0K | 0.02% | −1−0.2% | Reduced |
| Latitude Advisors, LLC | 458 | $631.0K | 0.18% | +458 | New |
| Vienna Asset Management LLC | 458 | $631.0K | 0.57% | +458 | New |
| Burns J W & Co Inc | 452 | $623.0K | 0.09% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 451 | $622.0K | 0.07% | +40+9.7% | Added |
| Hoffman, Alan N Investment Management | 433 | $621.0K | 0.31% | +149+52.5% | Added |
| Heritage Investors Management Corp | 450 | $620.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 447 | $616.0K | 0.32% | +447 | New |