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.
| 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 2022
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 6,902 | $239.6K | 0.02% | −1,307−15.9% | Reduced |
| DMG Group, LLC | 6,738 | $240.0K | 0.27% | +6,738 | New |
| Hamilton Wealth, LLC | 6,929 | $240.5K | 0.10% | +6,929 | New |
| KRS Capital Management, LLC | 6,930 | $240.5K | 0.33% | +6,930 | New |
| Diligent Investors, LLC | 6,932 | $240.6K | 0.08% | +6,932 | New |
| Valmark Advisers, Inc. | 6,940 | $240.9K | 0.01% | −690−9.0% | Reduced |
| Compass Financial Advisors LLC | 6,968 | $241.9K | 0.33% | +6,968 | New |
| O'Dell Group, LLC | 6,990 | $242.6K | 0.09% | −146−2.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,995 | $242.8K | 0.01% | −3,015−30.1% | Reduced |
| Fairbanks Capital Management, Inc. | 7,000 | $243.0K | 0.22% | +7,000 | New |
| Nadler Financial Group, Inc. | 7,010 | $243.3K | 0.04% | +7,010 | New |
| Main Street Financial Solutions, LLC | 7,080 | $246.0K | 0.04% | −9,870−58.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,122 | $247.2K | 0.08% | +7,122 | New |
| World Equity Group, Inc. | 7,134 | $247.6K | 0.06% | +7,134 | New |
| Wexford Capital LP | 7,140 | $247.8K | 0.05% | +7,140 | New |
| Waypoint Wealth Partners Inc. | 7,150 | $248.2K | 0.10% | +7,150 | New |
| Prio Wealth Limited Partnership | 7,170 | $248.9K | 0.01% | −530−6.9% | Reduced |
| Ceera Investments, LLC | 7,230 | $251.0K | 0.16% | +7,230 | New |
| Hennion & Walsh Asset Management, Inc. | 7,266 | $252.0K | 0.02% | −821−10.2% | Reduced |
| Davis-Rea Ltd. | 7,270 | $252.0K | 0.16% | +7,270 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,285 | $252.9K | 0.01% | −1,835−20.1% | Reduced |
| HBW Advisory Services LLC | 7,280 | $253.0K | 0.07% | +7,280 | New |
| Tiger Management L.L.C. | 7,300 | $253.4K | 0.16% | +7,300 | New |
| GM Advisory Group, Inc. | 7,331 | $254.5K | 0.03% | +7,331 | New |
| Farmers Trust Co | 7,350 | $255.0K | 0.06% | +7,350 | New |
| ASB Consultores, LLC | 7,391 | $256.5K | 0.11% | −1,044−12.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,417 | $257.0K | 0.01% | −1,950−20.8% | Reduced |
| RMR Wealth Builders | 7,413 | $257.3K | 0.06% | +7,413 | New |
| Ausdal Financial Partners, Inc. | 7,446 | $258.5K | 0.04% | +7,446 | New |
| Level Four Advisory Services, LLC | 7,470 | $259.3K | 0.02% | +7,470 | New |
| Shay Capital LLC | 7,500 | $260.3K | 0.16% | +7,500 | New |
| Old National Bancorp | 7,539 | $262.0K | 0.01% | −1,379−15.5% | Reduced |
| KB Financial Partners, LLC | 7,559 | $262.0K | 0.09% | −60−0.8% | Reduced |
| RFG Advisory, LLC | 4,953 | $262.2K | 0.01% | +4,953 | New |
| Bokf, NA | 7,578 | $263.0K | 0.00% | −8,065−51.6% | Reduced |
| EP Wealth Advisors, LLC | 7,675 | $266.4K | 0.00% | +7,675 | New |
| SkyView Investment Advisors, LLC | 7,678 | $267.0K | 0.08% | −20−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 7,760 | $269.4K | 0.01% | −1,276−14.1% | Reduced |
| Merit Financial Group, LLC | 7,870 | $273.2K | 0.01% | −82−1.0% | Reduced |
| Kercheville Advisors, LLC | 7,880 | $273.5K | 0.19% | −250−3.1% | Reduced |
| SevenOneSeven Capital Management | 7,916 | $274.8K | 0.59% | +7,916 | New |
| Virtue Capital Management, LLC | 7,927 | $275.1K | 0.04% | +7,927 | New |
| Gagnon Securities LLC | 7,943 | $275.7K | 0.06% | −290−3.5% | Reduced |
| Guardian Wealth Advisors, LLC | 7,950 | $275.9K | 0.05% | +7,950 | New |
| Buckingham Strategic Wealth, LLC | 7,957 | $276.2K | 0.01% | +7,957 | New |
| Bordeaux Wealth Advisors LLC | 8,000 | $277.7K | 0.15% | +8,000 | New |
| Column Capital Advisors, LLC | 8,002 | $277.7K | 0.05% | +1,580+24.6% | Added |
| TFC Financial Management | 8,005 | $277.9K | 0.08% | +6,845+590.1% | Added |
| Evergreen Capital Management LLC | 8,024 | $278.5K | 0.01% | +8,024 | New |
| River Street Advisors LLC | 8,027 | $278.6K | 0.30% | +8,027 | New |
| Kesler, Norman & Wride, LLC | 8,044 | $279.2K | 0.07% | −162−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,050 | $279.4K | 0.03% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 8,070 | $280.1K | 0.10% | −1,440−15.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,090 | $280.8K | 0.01% | −70−0.9% | Reduced |
| Brookstone Capital Management | 7,671 | $282.7K | 0.01% | −767−9.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,069 | $285.3K | 0.02% | +6,069 | New |
| Investment House LLC | 8,225 | $285.5K | 0.03% | −2,650−24.4% | Reduced |
| Capital Advisors Inc | 8,230 | $285.7K | 0.01% | −30−0.4% | Reduced |
| Winton Group Ltd | 8,232 | $285.7K | 0.02% | −5,311−39.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,236 | $285.9K | 0.12% | +8,236 | New |
| NewEdge Wealth, LLC | 8,243 | $286.1K | 0.01% | +55+0.7% | Added |
| Global Retirement Partners, LLC | 8,248 | $286.3K | 0.02% | −1,217−12.9% | Reduced |
| Fiera Capital Corp | 8,250 | $286.6K | 0.00% | −310−3.6% | Reduced |
| Virtu Financial LLC | 8,266 | $287.0K | 0.04% | +8,266 | New |
| Coronation Fund Managers Ltd. | 8,326 | $289.0K | 0.01% | −110,952−93.0% | Reduced |
| Revolve Wealth Partners, LLC | 8,403 | $291.7K | 0.08% | +8,403 | New |
| M&T Bank Corp | 8,421 | $292.3K | 0.00% | +8,421 | New |
| Summit Trail Advisors, LLC | 8,441 | $293.0K | 0.01% | +30+0.4% | Added |
| Avestar Capital, LLC | 8,450 | $293.3K | 0.06% | −810−8.7% | Reduced |
| Axxcess Wealth Management, LLC | 8,453 | $293.4K | 0.02% | −5,704−40.3% | Reduced |
| Sequoia Financial Advisors, LLC | 8,466 | $293.9K | 0.01% | +8,466 | New |
| Manchester Capital Management LLC | 8,470 | $294.0K | 0.04% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 8,483 | $294.4K | 0.11% | +8,483 | New |
| Fox Run Management, L.L.C. | 8,510 | $295.4K | 0.12% | +8,510 | New |
| Clear Street Markets LLC | 8,643 | $300.0K | 0.06% | −162,357−94.9% | Reduced |
| Capstone Wealth Management Group, LLC | 8,645 | $300.1K | 0.32% | −4,500−34.2% | Reduced |
| Perigon Wealth Management, LLC | 8,651 | $300.3K | 0.02% | +8,651 | New |
| Moors & Cabot, Inc. | 8,656 | $300.4K | 0.02% | +925+12.0% | Added |
| K.J. Harrison & Partners Inc | 6,400 | $300.9K | 0.06% | +6,400 | New |
| Procyon Private Wealth Partners, LLC | 8,706 | $302.2K | 0.06% | +652+8.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,795 | $305.3K | 0.03% | +8,795 | New |
| Exchange Traded Concepts, LLC | 8,865 | $307.7K | 0.01% | −2,910−24.7% | Reduced |
| Pacer Advisors, Inc. | 8,886 | $308.4K | 0.00% | +8,886 | New |
| Brainard Capital Management LLC | 8,900 | $308.9K | 0.26% | +8,900 | New |
| Summit X, LLC | 9,890 | $309.0K | 0.09% | +9,890 | New |
| Arcadia Investment Management Corp | 8,910 | $309.3K | 0.07% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,912 | $309.3K | 0.02% | +43+0.5% | Added |
| Lindbrook Capital, LLC | 8,945 | $310.5K | 0.04% | −470−5.0% | Reduced |
| Confluence Investment Management LLC | 8,955 | $311.0K | 0.00% | +230+2.6% | Added |
| DFPG Investments, LLC | 8,571 | $312.3K | 0.05% | +8,571 | New |
| Granite Point Capital Management, L.P. | 9,000 | $312.4K | 0.38% | +1,000+12.5% | Added |
| Aptus Capital Advisors, LLC | 9,042 | $313.8K | 0.01% | +9,042 | New |
| Zullo Investment Group, Inc. | 9,120 | $316.6K | 0.19% | −210−2.3% | Reduced |
| V Wealth Advisors LLC | 9,191 | $319.0K | 0.07% | +270+3.0% | Added |
| Cladis Investment Advisory, LLC | 9,220 | $320.0K | 0.32% | −3,980−30.2% | Reduced |
| United Capital Financial Advisers, LLC | 9,337 | $324.1K | 0.00% | +9,337 | New |
| Schwartz Investment Counsel Inc | 9,350 | $324.5K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,495 | $329.6K | 0.04% | −191−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 9,517 | $330.3K | 0.08% | −1,977−17.2% | Reduced |
| Allworth Financial LP | 9,542 | $331.2K | 0.00% | +557+6.2% | Added |