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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 8,450 | $293.3K | 0.06% | −810−8.7% | Reduced |
| Summit Trail Advisors, LLC | 8,441 | $293.0K | 0.01% | +30+0.4% | Added |
| M&T Bank Corp | 8,421 | $292.3K | 0.00% | +8,421 | New |
| Revolve Wealth Partners, LLC | 8,403 | $291.7K | 0.08% | +8,403 | New |
| Coronation Fund Managers Ltd. | 8,326 | $289.0K | 0.01% | −110,952−93.0% | Reduced |
| Virtu Financial LLC | 8,266 | $287.0K | 0.04% | +8,266 | New |
| Fiera Capital Corp | 8,250 | $286.6K | 0.00% | −310−3.6% | Reduced |
| Global Retirement Partners, LLC | 8,248 | $286.3K | 0.02% | −1,217−12.9% | Reduced |
| NewEdge Wealth, LLC | 8,243 | $286.1K | 0.01% | +55+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 8,236 | $285.9K | 0.12% | +8,236 | New |
| Winton Group Ltd | 8,232 | $285.7K | 0.02% | −5,311−39.2% | Reduced |
| Capital Advisors Inc | 8,230 | $285.7K | 0.01% | −30−0.4% | Reduced |
| Investment House LLC | 8,225 | $285.5K | 0.03% | −2,650−24.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,069 | $285.3K | 0.02% | +6,069 | New |
| Brookstone Capital Management | 7,671 | $282.7K | 0.01% | −767−9.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,090 | $280.8K | 0.01% | −70−0.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,070 | $280.1K | 0.10% | −1,440−15.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,050 | $279.4K | 0.03% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 8,044 | $279.2K | 0.07% | −162−2.0% | Reduced |
| River Street Advisors LLC | 8,027 | $278.6K | 0.30% | +8,027 | New |
| Evergreen Capital Management LLC | 8,024 | $278.5K | 0.01% | +8,024 | New |
| TFC Financial Management | 8,005 | $277.9K | 0.08% | +6,845+590.1% | Added |
| Column Capital Advisors, LLC | 8,002 | $277.7K | 0.05% | +1,580+24.6% | Added |
| Bordeaux Wealth Advisors LLC | 8,000 | $277.7K | 0.15% | +8,000 | New |
| Buckingham Strategic Wealth, LLC | 7,957 | $276.2K | 0.01% | +7,957 | New |
| Guardian Wealth Advisors, LLC | 7,950 | $275.9K | 0.05% | +7,950 | New |
| Gagnon Securities LLC | 7,943 | $275.7K | 0.06% | −290−3.5% | Reduced |
| Virtue Capital Management, LLC | 7,927 | $275.1K | 0.04% | +7,927 | New |
| SevenOneSeven Capital Management | 7,916 | $274.8K | 0.59% | +7,916 | New |
| Kercheville Advisors, LLC | 7,880 | $273.5K | 0.19% | −250−3.1% | Reduced |
| Merit Financial Group, LLC | 7,870 | $273.2K | 0.01% | −82−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 7,760 | $269.4K | 0.01% | −1,276−14.1% | Reduced |
| SkyView Investment Advisors, LLC | 7,678 | $267.0K | 0.08% | −20−0.3% | Reduced |
| EP Wealth Advisors, LLC | 7,675 | $266.4K | 0.00% | +7,675 | New |
| Bokf, NA | 7,578 | $263.0K | 0.00% | −8,065−51.6% | Reduced |
| RFG Advisory, LLC | 4,953 | $262.2K | 0.01% | +4,953 | 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 |
| Shay Capital LLC | 7,500 | $260.3K | 0.16% | +7,500 | New |
| Level Four Advisory Services, LLC | 7,470 | $259.3K | 0.02% | +7,470 | New |
| Ausdal Financial Partners, Inc. | 7,446 | $258.5K | 0.04% | +7,446 | New |
| RMR Wealth Builders | 7,413 | $257.3K | 0.06% | +7,413 | New |
| Harel Insurance Investments & Financial Services Ltd. | 7,417 | $257.0K | 0.01% | −1,950−20.8% | Reduced |
| ASB Consultores, LLC | 7,391 | $256.5K | 0.11% | −1,044−12.4% | Reduced |
| Farmers Trust Co | 7,350 | $255.0K | 0.06% | +7,350 | New |
| GM Advisory Group, Inc. | 7,331 | $254.5K | 0.03% | +7,331 | New |
| Tiger Management L.L.C. | 7,300 | $253.4K | 0.16% | +7,300 | New |
| HBW Advisory Services LLC | 7,280 | $253.0K | 0.07% | +7,280 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,285 | $252.9K | 0.01% | −1,835−20.1% | Reduced |
| 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 |
| Ceera Investments, LLC | 7,230 | $251.0K | 0.16% | +7,230 | New |
| Prio Wealth Limited Partnership | 7,170 | $248.9K | 0.01% | −530−6.9% | Reduced |
| Waypoint Wealth Partners Inc. | 7,150 | $248.2K | 0.10% | +7,150 | New |
| Wexford Capital LP | 7,140 | $247.8K | 0.05% | +7,140 | New |
| World Equity Group, Inc. | 7,134 | $247.6K | 0.06% | +7,134 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,122 | $247.2K | 0.08% | +7,122 | New |
| Main Street Financial Solutions, LLC | 7,080 | $246.0K | 0.04% | −9,870−58.2% | Reduced |
| Nadler Financial Group, Inc. | 7,010 | $243.3K | 0.04% | +7,010 | New |
| Fairbanks Capital Management, Inc. | 7,000 | $243.0K | 0.22% | +7,000 | New |
| Beacon Investment Advisory Services, Inc. | 6,995 | $242.8K | 0.01% | −3,015−30.1% | Reduced |
| O'Dell Group, LLC | 6,990 | $242.6K | 0.09% | −146−2.0% | Reduced |
| Compass Financial Advisors LLC | 6,968 | $241.9K | 0.33% | +6,968 | New |
| Valmark Advisers, Inc. | 6,940 | $240.9K | 0.01% | −690−9.0% | Reduced |
| Diligent Investors, LLC | 6,932 | $240.6K | 0.08% | +6,932 | New |
| KRS Capital Management, LLC | 6,930 | $240.5K | 0.33% | +6,930 | New |
| Hamilton Wealth, LLC | 6,929 | $240.5K | 0.10% | +6,929 | New |
| DMG Group, LLC | 6,738 | $240.0K | 0.27% | +6,738 | New |
| IHT Wealth Management, LLC | 6,902 | $239.6K | 0.02% | −1,307−15.9% | Reduced |
| Viawealth, LLC | 6,425 | $238.9K | 0.20% | +6,425 | New |
| We Are One Seven, LLC | 6,883 | $238.9K | 0.02% | −620−8.3% | Reduced |
| Abbot Financial Management, Inc. | 6,853 | $237.9K | 0.16% | +6,853 | New |
| Acadian Asset Management LLC | 6,831 | $237.0K | 0.00% | +853+14.3% | Added |
| Claro Advisors LLC | 6,820 | $236.7K | 0.08% | +6,820 | New |
| M&G Investment Management Ltd | 6,718 | $233.2K | 0.00% | +6,718 | New |
| WMS Partners, LLC | 6,680 | $231.9K | 0.02% | +6,680 | New |
| Fortune 45 LLC | 6,660 | $231.2K | 0.25% | +6,660 | New |
| Vanguard Capital Wealth Advisors | 6,600 | $229.1K | 0.27% | +6,600 | New |
| Vestmark Advisory Solutions, Inc. | 6,585 | $228.6K | 0.01% | +6,585 | New |
| Alan B. Lancz & Associates, Inc. | 5,850 | $227.5K | 0.23% | +5,850 | New |
| Accredited Investors Inc. | 6,510 | $226.0K | 0.02% | +6,510 | New |
| Sand Hill Global Advisors, LLC | 6,500 | $225.6K | 0.01% | +6,500 | New |
| Forum Financial Management, LP | 6,480 | $224.9K | 0.01% | +6,480 | New |
| Larson Financial Group LLC | 6,476 | $224.8K | 0.03% | +982+17.9% | Added |
| Nicolet Bankshares Inc | 6,450 | $223.9K | 0.08% | +6,450 | New |
| Great Diamond Partners, LLC | 6,418 | $222.8K | 0.07% | +6,418 | New |
| First Horizon Advisors, Inc. | 6,413 | $222.6K | 0.01% | +25+0.4% | Added |
| Bleakley Financial Group, LLC | 6,400 | $222.1K | 0.01% | +6,400 | New |
| Voya Financial Advisors, Inc. | 6,309 | $221.4K | 0.03% | +6,309 | New |
| Henshaw Capital LLC | 6,368 | $221.0K | 0.01% | −5,190−44.9% | Reduced |
| LexAurum Advisors, LLC | 6,330 | $219.7K | 0.08% | −6,000−48.7% | Reduced |
| Hilltop Holdings Inc. | 6,300 | $218.6K | 0.03% | +6,300 | New |
| Quadrant Capital Group LLC | 6,295 | $218.5K | 0.02% | +1,593+33.9% | Added |
| Capital Investment Advisory Services, LLC | 6,290 | $218.3K | 0.03% | +6,290 | New |
| BLB&B Advisors, LLC | 6,250 | $216.9K | 0.02% | +6,250 | New |
| Marcum Wealth, LLC | 6,235 | $216.4K | 0.03% | +6,235 | New |
| Seaport Global Advisors, LLC | 6,224 | $216.0K | 0.75% | −3,042−32.8% | Reduced |
| BBR Partners, LLC | 6,205 | $215.4K | 0.02% | +6,205 | New |
| Clearstead Advisors, LLC | 6,180 | $214.5K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,128 | $212.7K | 0.05% | −5,750−48.4% | Reduced |