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, Q1 2022
Institutional positions in Shopify Inc. as of Mar 31, 2022. 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
- 1,149
- −189 vs. Q4 2021
- Shares held
- 77.1M
- −1.79M (−2.3%) vs. Q4 2021
- Total value
- $52.1B
- −$56.2B (−51.9%) vs. Q4 2021
- New holders
- 154
- 503 more added
- Sold out
- 343
- 363 more reduced
14 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 384 | $260.0K | 0.11% | +186+93.9% | Added |
| Round Rock Advisors, LLC | 388 | $262.0K | 0.11% | −15−3.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 388 | $262.0K | 0.05% | +125+47.5% | Added |
| Salem Investment Counselors Inc | 389 | $263.0K | 0.01% | −508−56.6% | Reduced |
| Benedict Financial Advisors Inc | 390 | $264.0K | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 391 | $264.0K | 0.02% | +85+27.8% | Added |
| All Terrain Financial Advisors, LLC | 391 | $264.0K | 0.12% | +202+106.9% | Added |
| Leeward Financial Partners, LLC | 391 | $264.0K | 0.16% | +391 | New |
| Bollard Group LLC | 392 | $265.0K | 0.01% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 395 | $267.0K | 0.07% | −79−16.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 395 | $267.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 395 | $267.0K | 0.03% | +102+34.8% | Added |
| Brown Brothers Harriman & Co | 396 | $268.0K | 0.00% | −100−20.2% | Reduced |
| Clare Market Investments LLC | 397 | $268.4K | 0.09% | −2,214−84.8% | Reduced |
| Grassi Investment Management | 398 | $269.0K | 0.03% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 400 | $270.0K | 0.13% | +400 | New |
| Verus Capital Partners, LLC | 559 | $270.0K | 0.04% | +559 | New |
| Sand Hill Global Advisors, LLC | 405 | $274.0K | 0.02% | −15−3.6% | Reduced |
| Column Capital Advisors, LLC | 406 | $274.0K | 0.05% | +92+29.3% | Added |
| RFG Advisory, LLC | 408 | $276.0K | 0.02% | +22+5.7% | Added |
| Colony Group LLC | 408 | $276.0K | 0.00% | +145+55.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 411 | $278.0K | 0.07% | +50+13.9% | Added |
| Evercore Wealth Management, LLC | 414 | $280.0K | 0.00% | 00.0% | Unchanged |
| WMS Partners, LLC | 414 | $280.0K | 0.04% | +232+127.5% | Added |
| ASB Consultores, LLC | 418 | $283.0K | 0.12% | +191+84.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 420 | $284.0K | 0.23% | +420 | New |
| AlphaStar Capital Management, LLC | 422 | $285.0K | 0.02% | +113+36.6% | Added |
| Fortress Wealth Group, LLC | 421 | $285.0K | 0.22% | +98+30.3% | Added |
| CNB Bank | 423 | $286.0K | 0.16% | +177+72.0% | Added |
| Wealthspire Advisors, LLC | 425 | $287.0K | 0.01% | −80−15.8% | Reduced |
| Optimum Investment Advisors | 428 | $289.0K | 0.12% | +240+127.7% | Added |
| Brookfield Asset Management Inc. | 427 | $289.0K | 0.00% | +427 | New |
| Winthrop Advisory Group LLC | 429 | $290.0K | 0.06% | +47+12.3% | Added |
| Red Door Wealth Management, LLC | 431 | $291.0K | 0.10% | −136−24.0% | Reduced |
| Meristem Family Wealth, LLC | 430 | $291.0K | 0.03% | +55+14.7% | Added |
| Cullinan Associates Inc | 432 | $292.0K | 0.02% | −168−28.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 432 | $292.0K | 0.00% | +100+30.1% | Added |
| Sequoia Financial Advisors, LLC | 436 | $295.0K | 0.01% | +206+89.6% | Added |
| Global Retirement Partners, LLC | 909 | $295.0K | 0.02% | +909 | New |
| Forum Financial Management, LP | 439 | $296.0K | 0.01% | +4+0.9% | Added |
| H. L. Ormond & Company, LLC | 437 | $296.0K | 0.36% | +144+49.1% | Added |
| Alpha Cubed Investments, LLC | 441 | $298.0K | 0.02% | −116−20.8% | Reduced |
| Indie Asset Partners, LLC | 441 | $298.0K | 0.22% | −20−4.3% | Reduced |
| Dowling & Yahnke LLC | 441 | $298.0K | 0.01% | +11+2.6% | Added |
| Conservest Capital Advisors, Inc. | 442 | $299.0K | 0.03% | +72+19.5% | Added |
| Checchi Capital Advisers, LLC | 445 | $301.0K | 0.03% | +24+5.7% | Added |
| O'Dell Group, LLC | 446 | $301.0K | 0.09% | +249+126.4% | Added |
| KB Financial Partners, LLC | 447 | $302.0K | 0.08% | +111+33.0% | Added |
| Heritage Investors Management Corp | 450 | $304.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 451 | $305.0K | 0.06% | −74−14.1% | Reduced |
| Banque Cantonale Vaudoise | 452 | $305.0K | 0.01% | +452 | New |
| PAX Financial Group, LLC | 456 | $308.0K | 0.07% | −414−47.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 455 | $308.0K | 0.01% | +445+4,450.0% | Added |
| SWM Advisors | 457 | $309.0K | 0.24% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 457 | $309.0K | 0.02% | +200+77.8% | Added |
| HB Wealth Management, LLC | 459 | $310.0K | 0.01% | +83+22.1% | Added |
| CoreCap Advisors, LLC | 459 | $310.0K | 0.02% | +342+292.3% | Added |
| SkyView Investment Advisors, LLC | 462 | $312.0K | 0.07% | −73,917−99.4% | Reduced |
| Qtron Investments LLC | 463 | $313.0K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 463 | $313.0K | 0.04% | +1+0.2% | Added |
| Silvercrest Asset Management Group LLC | 465 | $314.0K | 0.00% | +81+21.1% | Added |
| BMS Financial Advisors, LLC | 468 | $316.0K | 0.20% | −84−15.2% | Reduced |
| First Heartland Consultants, Inc. | 468 | $316.0K | 0.05% | −42−8.2% | Reduced |
| American Money Management, LLC | 468 | $316.0K | 0.08% | +44+10.4% | Added |
| Level Four Advisory Services, LLC | 469 | $317.0K | 0.02% | +187+66.3% | Added |
| Perennial Investment Advisors, LLC | 470 | $318.0K | 0.10% | −14−2.9% | Reduced |
| Perigon Wealth Management, LLC | 474 | $320.0K | 0.02% | +81+20.6% | Added |
| Ausdal Financial Partners, Inc. | 474 | $320.0K | 0.04% | +169+55.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 478 | $322.0K | 0.03% | +276+136.6% | Added |
| Willis Johnson & Associates, Inc. | 478 | $323.0K | 0.04% | +33+7.4% | Added |
| Montgomery Investment Management Inc | 480 | $324.0K | 0.11% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 483 | $326.0K | 0.05% | −53−9.9% | Reduced |
| Redwood Financial Network Corp | 485 | $328.0K | 0.30% | +485 | New |
| Woodstock Corp | 486 | $329.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 489 | $330.0K | 0.03% | +241+97.2% | Added |
| Seven Post Investment Office LP | 490 | $331.0K | 0.10% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 492 | $333.0K | 0.07% | +250+103.3% | Added |
| Advisors Capital Management, LLC | 498 | $337.0K | 0.01% | −90−15.3% | Reduced |
| Buckley Wealth Management, LLC | 500 | $338.0K | 0.09% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 500 | $338.0K | 0.30% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 500 | $338.0K | 0.03% | +500 | New |
| RMR Wealth Builders | 501 | $339.0K | 0.07% | +83+19.9% | Added |
| Roberts Capital Advisors, LLC | 501 | $339.0K | 0.35% | +501 | New |
| Evergreen Capital Management LLC | 504 | $341.0K | 0.01% | +98+24.1% | Added |
| Holistic Financial Partners | 504 | $341.0K | 0.22% | +120+31.3% | Added |
| Cornerstone Wealth Management, LLC | 508 | $343.0K | 0.03% | −60−10.6% | Reduced |
| Algert Global LLC | 507 | $343.0K | 0.02% | +507 | New |
| Zacks Investment Management | 510 | $344.0K | 0.00% | −34−6.3% | Reduced |
| Western Wealth Management, LLC | 509 | $344.0K | 0.02% | +172+51.0% | Added |
| Interchange Capital Partners, LLC | 511 | $345.0K | 0.35% | +34+7.1% | Added |
| Aptus Capital Advisors, LLC | 512 | $346.0K | 0.01% | +5+1.0% | Added |
| Naples Global Advisors, LLC | 515 | $348.0K | 0.04% | −59−10.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 515 | $348.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 514 | $348.0K | 0.04% | +113+28.2% | Added |
| Buckingham Strategic Wealth, LLC | 517 | $349.0K | 0.01% | +49+10.5% | Added |
| Frisch Financial Group, Inc. | 520 | $351.0K | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 520 | $351.0K | 0.06% | +520 | New |
| Kingsbury Capital Investment Advisors LLC | 522 | $353.0K | 0.39% | +522 | New |
| Linscomb & Williams, Inc. | 524 | $354.0K | 0.02% | −64−10.9% | Reduced |
| SRS Capital Advisors, Inc. | 523 | $354.0K | 0.05% | +122+30.4% | Added |