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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 9,596 | $333.1K | 0.03% | −572−5.6% | Reduced |
| Wealth Architects, LLC | 9,690 | $336.3K | 0.06% | −122−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 9,820 | $341.9K | 0.01% | +9,820 | New |
| Sunbelt Securities, Inc. | 9,853 | $342.0K | 0.07% | +156+1.6% | Added |
| Wealth Effects LLC | 9,890 | $343.3K | 0.20% | −2,930−22.9% | Reduced |
| Creative Financial Designs Inc | 9,960 | $345.7K | 0.05% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 10,000 | $347.0K | 0.17% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 10,053 | $348.9K | 0.05% | −2,737−21.4% | Reduced |
| Resources Investment Advisors, LLC. | 10,090 | $350.2K | 0.01% | −1,592−13.6% | Reduced |
| Private Portfolio Partners LLC | 10,115 | $351.1K | 0.09% | +50+0.5% | Added |
| ICA Group Wealth Management, LLC | 10,120 | $351.4K | 0.08% | +10,120 | New |
| Conway Capital Management, Inc. | 10,125 | $351.4K | 0.36% | −1,575−13.5% | Reduced |
| Roman Butler Fullerton & Co | 8,815 | $352.4K | 0.18% | −965−9.9% | Reduced |
| Washburn Capital Management, Inc. | 10,200 | $354.0K | 0.32% | +800+8.5% | Added |
| Oder Investment Management, LLC | 10,396 | $360.8K | 0.45% | −483−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,571 | $366.9K | 0.01% | +1,631+18.2% | Added |
| Capital Asset Advisory Services LLC | 9,916 | $370.4K | 0.03% | −16,653−62.7% | Reduced |
| Spire Wealth Management | 10,685 | $371.0K | 0.02% | −154−1.4% | Reduced |
| Cravens & Co Advisors, LLC | 10,857 | $376.8K | 0.35% | +10,857 | New |
| Gulf International Bank (UK) Ltd | 10,965 | $380.0K | 0.01% | +1,325+13.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,000 | $381.6K | 0.54% | 00.0% | Unchanged |
| Weiss Asset Management LP | 11,010 | $382.2K | 0.02% | −4,750−30.1% | Reduced |
| Strategic Wealth Designers | 9,772 | $382.8K | 0.09% | +9,772 | New |
| Vigilare Wealth Management | 11,140 | $386.7K | 0.23% | −380−3.3% | Reduced |
| Harbor Investment Advisory, LLC | 11,311 | $392.6K | 0.06% | −1,058−8.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 11,495 | $399.0K | 0.32% | +820+7.7% | Added |
| Empowered Funds, LLC | 11,540 | $400.6K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 11,545 | $400.7K | 0.08% | −3,220−21.8% | Reduced |
| Regatta Capital Group, LLC | 11,583 | $402.1K | 0.14% | −3,735−24.4% | Reduced |
| Boston Private Wealth LLC | 11,589 | $402.3K | 0.01% | −1,247−9.7% | Reduced |
| Accuvest Global Advisors | 11,700 | $406.0K | 0.13% | +11,700 | New |
| Woodstock Corp | 11,790 | $409.2K | 0.05% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 11,850 | $411.0K | 0.31% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,989 | $416.1K | 0.03% | −400−3.2% | Reduced |
| Domani Wealth, LLC | 12,027 | $417.0K | 0.10% | +12,027 | New |
| Dynamic Technology Lab Private Ltd | 12,135 | $421.0K | 0.04% | −27,466−69.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 12,272 | $426.0K | 0.03% | +101+0.8% | Added |
| Canvas Wealth Advisors, LLC | 10,912 | $427.4K | 0.18% | −3,122−22.2% | Reduced |
| Integrated Wealth Concepts LLC | 12,332 | $428.0K | 0.01% | −23,053−65.1% | Reduced |
| Great Valley Advisor Group, Inc. | 12,465 | $432.4K | 0.02% | −544−4.2% | Reduced |
| Baldwin Investment Management, LLC | 12,472 | $432.9K | 0.08% | −250−2.0% | Reduced |
| Norris Financial Group, LLC | 12,476 | $433.0K | 0.37% | +12,476 | New |
| Roundview Capital LLC | 12,569 | $436.3K | 0.05% | +559+4.7% | Added |
| Means Investment Co., Inc. | 12,576 | $436.5K | 0.09% | −481−3.7% | Reduced |
| Personal Capital Advisors Corp | 12,600 | $437.3K | 0.00% | +2,873+29.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,660 | $439.4K | 0.34% | +1,910+17.8% | Added |
| Mission Wealth Management, LP | 12,800 | $444.3K | 0.02% | −50−0.4% | Reduced |
| Change Path, LLC | 12,917 | $448.0K | 0.02% | −2,185−14.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,055 | $453.0K | 0.02% | +580+4.6% | Added |
| Watershed Private Wealth LLC | 13,100 | $454.7K | 0.35% | +13,100 | New |
| Venturi Wealth Management, LLC | 13,138 | $456.0K | 0.04% | +3,989+43.6% | Added |
| Veriti Management LLC | 13,299 | $461.6K | 0.06% | +718+5.7% | Added |
| Fairfield, Bush & Co. | 13,300 | $461.6K | 0.30% | +13,300 | New |
| Financial Advisory Service, Inc. | 13,303 | $461.7K | 0.05% | +163+1.2% | Added |
| Ancora Advisors, LLC | 13,324 | $462.0K | 0.01% | −7,414−35.8% | Reduced |
| Venture Visionary Partners LLC | 13,407 | $465.4K | 0.03% | −4,668−25.8% | Reduced |
| Triumph Capital Management | 13,409 | $465.4K | 0.25% | −5,306−28.4% | Reduced |
| Corrado Advisors, LLC | 13,500 | $468.6K | 0.33% | 00.0% | Unchanged |
| Baader Bank INC | 13,500 | $468.6K | 0.04% | +1,500+12.5% | Added |
| Grandview Asset Management LLC | 13,550 | $470.0K | 0.29% | −870−6.0% | Reduced |
| Fifth Third Bancorp | 13,677 | $474.7K | 0.00% | −2,373−14.8% | Reduced |
| Jeneq Management, LP | 13,700 | $475.5K | 2.13% | +13,700 | New |
| Cypress Wealth Services, LLC | 13,868 | $481.4K | 0.15% | +598+4.5% | Added |
| Buckingham Strategic Partners | 13,883 | $481.9K | 0.04% | +13,883 | New |
| Advisor Partners II, LLC | 14,805 | $513.9K | 0.03% | +14,805 | New |
| Arkadios Wealth Advisors | 14,829 | $514.7K | 0.07% | +1,325+9.8% | Added |
| Toroso Investments, LLC | 15,029 | $522.0K | 0.02% | −2,998−16.6% | Reduced |
| Oxford Financial Group Ltd | 15,100 | $524.1K | 0.06% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 15,296 | $530.9K | 0.13% | +2,458+19.1% | Added |
| Lattice Capital Management, LLC | 15,340 | $532.5K | 0.79% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 15,412 | $535.0K | 0.22% | +9+0.1% | Added |
| CAPROCK Group, Inc. | 15,413 | $535.0K | 0.05% | −7,340−32.3% | Reduced |
| Ardsley Advisory Partners LP | 15,550 | $539.7K | 0.14% | +15,550 | New |
| Citizens Financial Group Inc | 15,560 | $540.1K | 0.02% | +3,276+26.7% | Added |
| Voya Investment Management LLC | 15,585 | $540.9K | 0.00% | +5,735+58.2% | Added |
| Kennedy Investment Group | 15,805 | $548.6K | 0.35% | +15,805 | New |
| X-Square Capital, LLC | 15,811 | $549.0K | 0.31% | +363+2.3% | Added |
| Pariax, LLC | 15,900 | $551.9K | 0.68% | −7,600−32.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 15,902 | $552.0K | 0.11% | +14,552+1,077.9% | Added |
| Bouvel Investment Partners, LLC | 15,958 | $553.9K | 0.36% | +522+3.4% | Added |
| Full Sail Capital, LLC | 16,000 | $555.4K | 0.05% | −41−0.3% | Reduced |
| Owen LaRue, LLC | 14,830 | $556.7K | 0.60% | +14,830 | New |
| Westwood Holdings Group Inc. | 16,157 | $561.0K | 0.00% | −42,566−72.5% | Reduced |
| Granite Bay Wealth Management, LLC | 16,221 | $563.0K | 0.37% | −37−0.2% | Reduced |
| Cavalier Investments, LLC | 16,478 | $572.0K | 0.21% | −1,064−6.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 16,521 | $573.4K | 0.05% | −9,897−37.5% | Reduced |
| Lincoln National Corp | 16,549 | $574.4K | 0.01% | −5,224−24.0% | Reduced |
| Souders Financial Advisors | 16,615 | $576.7K | 0.13% | −1,107−6.2% | Reduced |
| Gyon Technologies Capital Management, LP | 16,644 | $577.7K | 0.22% | +8,559+105.9% | Added |
| Group One Trading, L.P. | 16,812 | $583.5K | 0.02% | +16,812 | New |
| Activest Wealth Management | 16,847 | $584.8K | 0.17% | −130−0.8% | Reduced |
| Financial Perspectives, Inc | 16,941 | $588.0K | 0.30% | −1,143−6.3% | Reduced |
| Greytown Advisors Inc. | 17,097 | $593.4K | 0.32% | −1,200−6.6% | Reduced |
| Thornburg Investment Management Inc | 17,500 | $607.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17,560 | $609.5K | 0.04% | +70+0.4% | Added |
| Prosperity Wealth Management, Inc. | 17,687 | $613.9K | 0.61% | +17,687 | New |
| Ieq Capital, LLC | 17,937 | $622.6K | 0.02% | +7,425+70.6% | Added |
| Baker Avenue Asset Management, LP | 18,000 | $624.8K | 0.04% | −11,404−38.8% | Reduced |
| Intrinsic Value Partners, LLC | 18,050 | $627.0K | 0.86% | −1,300−6.7% | Reduced |
| JustInvest LLC | 18,113 | $628.7K | 0.03% | +2,378+15.1% | Added |