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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 447 | $302.0K | 0.08% | +111+33.0% | 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 |
| Conservest Capital Advisors, Inc. | 442 | $299.0K | 0.03% | +72+19.5% | 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 |
| 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 |
| Sequoia Financial Advisors, LLC | 436 | $295.0K | 0.01% | +206+89.6% | Added |
| Global Retirement Partners, LLC | 909 | $295.0K | 0.02% | +909 | New |
| 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 |
| 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 |
| Winthrop Advisory Group LLC | 429 | $290.0K | 0.06% | +47+12.3% | Added |
| Optimum Investment Advisors | 428 | $289.0K | 0.12% | +240+127.7% | Added |
| Brookfield Asset Management Inc. | 427 | $289.0K | 0.00% | +427 | New |
| Wealthspire Advisors, LLC | 425 | $287.0K | 0.01% | −80−15.8% | Reduced |
| CNB Bank | 423 | $286.0K | 0.16% | +177+72.0% | Added |
| 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 |
| Paces Ferry Wealth Advisors, LLC | 420 | $284.0K | 0.23% | +420 | New |
| ASB Consultores, LLC | 418 | $283.0K | 0.12% | +191+84.1% | 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 411 | $278.0K | 0.07% | +50+13.9% | 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 |
| 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 |
| Equitec Proprietary Markets, LLC | 400 | $270.0K | 0.13% | +400 | New |
| Verus Capital Partners, LLC | 559 | $270.0K | 0.04% | +559 | New |
| Grassi Investment Management | 398 | $269.0K | 0.03% | 00.0% | Unchanged |
| Clare Market Investments LLC | 397 | $268.4K | 0.09% | −2,214−84.8% | Reduced |
| Brown Brothers Harriman & Co | 396 | $268.0K | 0.00% | −100−20.2% | Reduced |
| 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 |
| Bollard Group LLC | 392 | $265.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Salem Investment Counselors Inc | 389 | $263.0K | 0.01% | −508−56.6% | Reduced |
| 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 |
| White Knight Strategic Wealth Advisors, LLC | 385 | $260.0K | 0.28% | +34+9.7% | Added |
| Balentine LLC | 384 | $260.0K | 0.01% | +57+17.4% | Added |
| Accurate Wealth Management, LLC | 385 | $260.0K | 0.12% | +71+22.6% | Added |
| Investment Partners, Ltd. | 384 | $260.0K | 0.11% | +186+93.9% | Added |
| Vigilare Wealth Management | 381 | $258.0K | 0.21% | −720−65.4% | Reduced |
| Glenview Trust Co | 380 | $257.0K | 0.01% | −55−12.6% | Reduced |
| SFMG, LLC | 380 | $257.0K | 0.03% | +39+11.4% | Added |
| Altshuler Shaham Ltd | 380 | $257.0K | 0.00% | +380 | New |
| Capital Investment Advisors, LLC | 379 | $256.0K | 0.01% | +35+10.2% | Added |
| Doliver Advisors, LP | 379 | $256.0K | 0.08% | +379 | New |
| Oakwell Private Wealth Management, LLC | 377 | $255.0K | 0.13% | +65+20.8% | Added |
| Two Sigma Securities, LLC | 376 | $254.0K | 0.04% | −1,046−73.6% | Reduced |
| Financial Architects, Inc | 376 | $254.0K | 0.04% | +2+0.5% | Added |
| Gleason Group, Inc. | 375 | $253.0K | 0.08% | +175+87.5% | Added |
| Covestor Ltd | 375 | $253.0K | 0.17% | +305+435.7% | Added |
| Donaldson Capital Management, LLC | 371 | $251.0K | 0.01% | +20+5.7% | Added |
| Resurgent Financial Advisors LLC | 371 | $251.0K | 0.16% | +371 | New |
| Catalyst Capital Advisors LLC | 370 | $250.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 368 | $249.0K | 0.01% | −51−12.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 369 | $249.0K | 0.01% | +1+0.3% | Added |
| Burney Co | 364 | $246.0K | 0.01% | +15+4.3% | Added |
| We Are One Seven, LLC | 4,067 | $244.0K | 0.03% | −242−5.6% | Reduced |
| Redwood Investments, LLC | 359 | $243.0K | 0.02% | −119−24.9% | Reduced |
| JGP Wealth Management, LLC | 403 | $243.0K | 0.04% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 360 | $243.0K | 0.16% | +145+67.4% | Added |
| Macquarie Group Ltd | 355 | $241.0K | 0.00% | −12,312−97.2% | Reduced |
| Burns J W & Co Inc | 357 | $241.0K | 0.04% | −95−21.0% | Reduced |
| Abbot Financial Management, Inc. | 356 | $241.0K | 0.12% | +53+17.5% | Added |
| J. Goldman & Co LP | 355 | $240.0K | 0.02% | +42+13.4% | Added |
| PDS Planning, Inc | 354 | $239.0K | 0.04% | +71+25.1% | Added |
| NFP Retirement, Inc. | 353 | $238.6K | 0.06% | +3+0.9% | Added |
| Van Hulzen Asset Management, LLC | 350 | $237.0K | 0.03% | −3−0.8% | Reduced |
| RB Capital Management, LLC | 351 | $237.0K | 0.08% | +30+9.3% | Added |
| MONECO Advisors, LLC | 347 | $235.0K | 0.09% | −5−1.4% | Reduced |
| Geneos Wealth Management Inc. | 342 | $231.0K | 0.01% | −59−14.7% | Reduced |
| Vista Wealth Management Group, LLC | 342 | $231.0K | 0.03% | +24+7.5% | Added |
| Johnson Investment Counsel Inc | 340 | $230.0K | 0.00% | −18−5.0% | Reduced |
| Baskin Financial Services Inc. | 340 | $230.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 336 | $227.0K | 0.02% | +150+80.6% | Added |
| Garner Asset Management Corp | 336 | $227.0K | 0.09% | +336 | New |
| Inscription Capital, LLC | 334 | $226.0K | 0.06% | +153+84.5% | Added |
| Andesa Financial Management Inc. | 334 | $226.0K | 0.12% | +334 | New |
| PSI Advisors, LLC | 332 | $224.0K | 0.09% | +125+60.4% | Added |
| Circle Wealth Management, LLC | 329 | $222.0K | 0.03% | −177−35.0% | Reduced |
| Kesler, Norman & Wride, LLC | 329 | $222.0K | 0.05% | −11−3.2% | Reduced |
| Prostatis Group LLC | 327 | $221.0K | 0.18% | +327 | New |
| Ingalls & Snyder LLC | 327 | $221.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 326 | $220.4K | 0.03% | +62+23.5% | Added |
| Telos Capital Management, Inc. | 325 | $220.0K | 0.03% | −50−13.3% | Reduced |
| Wolff Wiese Magana LLC | 326 | $220.0K | 0.15% | −29−8.2% | Reduced |
| Foundations Investment Advisors, LLC | 380 | $220.0K | 0.01% | +25+7.0% | Added |
| CV Advisors LLC | 325 | $219.0K | 0.16% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 322 | $218.0K | 0.03% | −16−4.7% | Reduced |