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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 2022

Institutional positions in Shopify Inc. as of Dec 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
973
+107 vs. Q3 2022
Shares held
768.9M
+44.4M (+6.1%) vs. Q3 2022
Total value
$26.7B
+$7.17B (+36.7%) vs. Q3 2022
New holders
203
275 more added
Sold out
96
354 more reduced

17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 973 institutions
Q1 2021: 1,158 institutionsQ2 2021: 1,213 institutionsQ3 2021: 1,228 institutionsQ4 2021: 1,352 institutionsQ1 2022: 1,149 institutionsQ2 2022: 968 institutionsQ3 2022: 883 institutionsQ4 2022: 973 institutionsQ1 2023: 1,028 institutionsQ2 2023: 1,127 institutionsQ3 2023: 1,081 institutionsQ4 2023: 1,214 institutionsQ1 2024: 1,222 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,262 institutionsQ4 2024: 1,490 institutionsQ1 2025: 1,480 institutionsQ2 2025: 1,555 institutionsQ3 2025: 1,718 institutionsQ4 2025: 1,892 institutionsQ1 2026: 1,741 institutionsQ2 2026: 1,719 institutions
Value heldQ4 2022: $26.7B
Q1 2021: $82.9BQ2 2021: $111.4BQ3 2021: $104.0BQ4 2021: $108.3BQ1 2022: $52.1BQ2 2022: $22.2BQ3 2022: $19.6BQ4 2022: $26.7BQ1 2023: $36.8BQ2 2023: $50.6BQ3 2023: $42.6BQ4 2023: $63.1BQ1 2024: $61.5BQ2 2024: $53.8BQ3 2024: $66.6BQ4 2024: $88.7BQ1 2025: $80.9BQ2 2025: $97.4BQ3 2025: $123.4BQ4 2025: $138.3BQ1 2026: $99.1BQ2 2026: $94.6B
Institutions holding SHOP and their total value by quarter
QuarterHoldersValue
Q2 20261,719$94.6B
Q1 20261,741$99.1B
Q4 20251,892$138.3B
Q3 20251,718$123.4B
Q2 20251,555$97.4B
Q1 20251,480$80.9B
Q4 20241,490$88.7B
Q3 20241,262$66.6B
Q2 20241,213$53.8B
Q1 20241,222$61.5B
Q4 20231,214$63.1B
Q3 20231,081$42.6B
Q2 20231,127$50.6B
Q1 20231,028$36.8B
Q4 2022973$26.7B
Q3 2022883$19.6B
Q2 2022968$22.2B
Q1 20221,149$52.1B
Q4 20211,352$108.3B
Q3 20211,228$104.0B
Q2 20211,213$111.4B
Q1 20211,158$82.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2022.

Institutions holding SHOP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baillie Gifford & Co72,447,961$2.51B2.62%+7,936,912+12.3%Added
Morgan Stanley69,473,815$2.41B0.27%−5,352,703−7.2%Reduced
Capital Research Global Investors62,619,351$2.17B0.66%+9,986,819+19.0%Added
Vanguard Group Inc39,304,254$1.36B0.04%+812,710+2.1%Added
Capital World Investors27,416,180$951.6M0.20%+5,635,844+25.9%Added
Sands Capital Management, LLC24,802,735$860.9M3.25%+2,222,488+9.8%Added
Price T Rowe Associates Inc24,597,041$853.8M0.14%−7,501,453−23.4%Reduced
Royal Bank of Canada20,426,509$709.0M0.22%+4,169,064+25.6%Added
FMR LLC16,179,007$561.7M0.06%+7,067,859+77.6%Added
Loomis Sayles & Co L P15,100,729$524.1M1.05%−1,355,455−8.2%Reduced
Franklin Resources Inc13,867,598$481.4M0.25%+618,195+4.7%Added
ARK Investment Management LLCSuperinvestorARK Invest13,279,103$460.9M3.99%−1,253,425−8.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.12,932,656$449.0M0.36%−1,132,668−8.1%Reduced
Norges Bank11,937,731$414.4M0.10%−469,512−3.8%Reduced
Jarislowsky, Fraser Ltd11,859,895$411.5M2.69%−408,109−3.3%Reduced
Bank of Montreal11,206,037$390.0M0.30%−2,421,585−17.8%Reduced
Barclays PLC11,006,413$382.0M0.33%+8,906,316+424.1%Added
Nikko Asset Management Americas, Inc.9,864,651$342.5M4.93%−1,209,044−10.9%Reduced
Bank of America Corp9,823,731$341.0M0.04%+2,736,177+38.6%Added
Capital International Investors9,800,244$340.5M0.09%+2,082,630+27.0%Added
Scge Management, L.P.8,407,000$291.8M10.31%−913,000−9.8%Reduced
Susquehanna International Group, LLP7,558,419$262.4M0.51%+1,176,680+18.4%Added
FIL Ltd7,215,544$250.5M0.30%+5,253,299+267.7%Added
Marshall Wace, LLP7,108,213$246.7M0.64%+6,981,141+5,493.8%Added
CIBC World Markets Inc.6,585,429$228.6M0.90%+272,719+4.3%Added
National Bank of Canada6,553,516$227.5M0.62%+5,432,801+484.8%Added
TD Asset Management Inc6,495,980$225.4M0.28%−1,540,521−19.2%Reduced
Newlands Management Operations LLC6,325,050$219.5M5.77%+6,325,050New
JPMorgan Chase & Co6,251,128$217.0M0.03%+108,437+1.8%Added
Connor, Clark & Lunn Investment Management Ltd.6,085,042$211.3M1.22%+917,766+17.8%Added
Legal & General Group Plc5,679,545$197.1M0.08%−375,333−6.2%Reduced
Bank of New York Mellon Corp5,294,663$183.8M0.04%+1,649,323+45.2%Added
Canada Pension Plan Investment Board5,079,800$176.3M0.31%+250,000+5.2%Added
Holocene Advisors, LP5,019,839$174.2M1.08%+5,019,839New
Swiss National Bank5,003,000$173.7M0.12%−133,110−2.6%Reduced
Goldman Sachs Group Inc4,925,687$171.0M0.05%+2,372,395+92.9%Added
HMI Capital Management, L.P.4,868,828$169.0M7.23%−1,957,722−28.7%Reduced
Manufacturers Life Insurance Company, The4,762,025$165.3M0.10%−25,667−0.5%Reduced
Abdiel Capital Advisors, LP4,723,788$164.0M10.20%−578,424−10.9%Reduced
Brown Advisory Inc4,590,055$159.3M0.30%−495,273−9.7%Reduced
Mackenzie Financial Corp4,385,951$152.0M0.26%−80,714−1.8%Reduced
Zevenbergen Capital Investments LLC3,735,748$129.7M4.36%−44,032−1.2%Reduced
Geode Capital Management, LLC3,715,190$128.3M0.02%+111,778+3.1%Added
CIBC Asset Management Inc3,389,379$117.7M0.50%+264,764+8.5%Added
Ashe Capital Management, LP3,172,195$110.1M12.09%−180,245−5.4%Reduced
Strategy Capital LLC3,167,252$109.9M22.54%+67,006+2.2%Added
BlackRock Inc.2,828,201$98.2M0.00%+219,338+8.4%Added
Assenagon Asset Management S.A.2,819,757$97.9M0.40%+2,765,459+5,093.1%Added
Fisher Asset Management, LLC2,756,219$95.7M0.06%−383,717−12.2%Reduced
Lord, Abbett & Co. LLC2,696,487$93.6M0.33%+2,696,487New
Bamco Inc2,667,759$92.6M0.31%−837,793−23.9%Reduced
British Columbia Investment Management Corp2,316,254$80.4M0.88%+411,549+21.6%Added
Polar Capital Holdings Plc2,265,649$78.6M0.63%+1,501,663+196.6%Added
Citadel Advisors LLC2,233,667$77.5M0.09%+893,012+66.6%Added
Barton Investment Management2,141,353$74.3M14.61%−9,814−0.5%Reduced
Artisan Partners Limited Partnership2,103,864$73.0M0.13%+195,249+10.2%Added
Credit Suisse AG2,101,405$72.9M0.08%−534,062−20.3%Reduced
Ameriprise Financial Inc2,031,626$70.9M0.02%−35,752−1.7%Reduced
Jane Street Group, LLC1,947,437$67.6M0.13%+979,790+101.3%Added
UBS Group AG1,889,407$65.6M0.03%−942,720−33.3%Reduced
Deutsche Bank AG1,669,558$58.0M0.03%+65,857+4.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,667,881$57.9M0.21%+93,659+5.9%Added
AMF Pensionsforsakring AB1,652,471$57.3M0.66%+1,224,302+285.9%Added
Pictet Asset Management SA1,618,685$56.2M0.08%+1,107,297+216.5%Added
Gilder Gagnon Howe & Co LLC1,597,829$55.5M1.03%−30,029−1.8%Reduced
Massachusetts Financial Services Co1,583,335$55.0M0.02%−574,660−26.6%Reduced
Mitsubishi UFJ Trust & Banking Corp1,580,813$54.9M0.14%−17,907−1.1%Reduced
Ensign Peak Advisors, Inc1,565,528$54.5M0.12%+590,911+60.6%Added
APG Asset Management N.V.1,240,828$53.4M0.10%+1,057,469+576.7%Added
Toronto Dominion Bank1,475,606$51.2M0.08%−292,408−16.5%Reduced
First Trust Advisors LP1,446,303$50.3M0.06%−796,659−35.5%Reduced
Quadrature Capital Ltd1,441,600$50.0M1.48%+592,500+69.8%Added
Marcho Partners LLP1,436,363$49.9M11.73%−336,006−19.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,435,000$49.8M0.25%+1,435,000New
Alkeon Capital Management LLC1,418,914$49.3M0.37%−211,449−13.0%Reduced
Wellington Management Group LLP1,336,657$46.4M0.01%+272,366+25.6%Added
Federated Hermes, Inc.1,297,394$45.0M0.12%−83,529−6.0%Reduced
Bank of Nova Scotia1,289,632$44.8M0.12%+357,786+38.4%Added
Bessemer Group Inc1,271,848$44.1M0.11%+13,536+1.1%Added
Public Investment Fund1,250,000$43.4M0.14%00.0%Unchanged
Wells Fargo & Company1,243,520$43.2M0.01%−49,143−3.8%Reduced
Steadview Capital Management LLC1,242,200$43.1M13.41%00.0%Unchanged
Himension Fund1,164,630$40.4M5.41%−551,230−32.1%Reduced
Russell Investments Group, Ltd.1,120,759$39.0M0.08%−396,752−26.1%Reduced
Twinbeech Capital LP1,119,131$38.8M0.74%+891,733+392.1%Added
Amundi1,040,810$37.9M0.02%+66,741+6.9%Added
Great West Life Assurance Co1,017,175$35.4M0.09%+185,572+22.3%Added
Natixis Advisors, L.P.1,015,979$35.3M0.13%−56,389−5.3%Reduced
Tybourne Capital Management (HK) Ltd992,010$34.4M3.43%−134,400−11.9%Reduced
Invesco Ltd.959,456$33.3M0.01%−893,990−48.2%Reduced
Jennison Associates LLC930,733$32.3M0.03%+11,575+1.3%Added
Gluskin Sheff & Assoc Inc922,631$32.0M1.80%−30,145−3.2%Reduced
Alta Park Capital, LP914,825$31.8M4.44%+914,825New
Mirae Asset Global Investments Co., Ltd.876,210$30.4M0.08%−202,988−18.8%Reduced
Raymond James & Associates865,742$30.0M0.03%−82,146−8.7%Reduced
HSBC Holdings PLC859,027$29.8M0.04%−501,516−36.9%Reduced
Polen Capital Management LLC852,098$29.6M0.09%+327,824+62.5%Added
LPL Financial LLC851,470$29.6M0.03%−18,221−2.1%Reduced
New York State Common Retirement Fund823,662$28.6M0.04%−570,034−40.9%Reduced
Tairen Capital Ltd805,450$28.0M3.26%+805,450New