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 |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 6,120 | $212.4K | 0.13% | +6,120 | New |
| Mayflower Financial Advisors, LLC | 6,119 | $212.4K | 0.03% | +6,119 | New |
| PSI Advisors, LLC | 6,100 | $211.7K | 0.11% | +200+3.4% | Added |
| Stonnington Group, LLC | 5,800 | $211.7K | 0.06% | +5,800 | New |
| Moseley Investment Management Inc | 6,071 | $210.7K | 0.15% | +6,071 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,031 | $209.3K | 0.01% | +6,031 | New |
| CNB Bank | 5,946 | $206.4K | 0.13% | +37+0.6% | Added |
| Johnson Investment Counsel Inc | 5,920 | $205.5K | 0.00% | +5,920 | New |
| West Family Investments, Inc. | 5,911 | $205.2K | 0.07% | +5,911 | New |
| Equitec Proprietary Markets, LLC | 5,900 | $204.8K | 0.12% | +5,900 | New |
| Transcend Wealth Collective, LLC | 5,900 | $204.8K | 0.02% | +5,900 | New |
| Laurel Wealth Advisors, Inc. | 5,844 | $203.0K | 0.02% | +5,844 | New |
| Rede Wealth, LLC | 5,847 | $202.9K | 0.11% | +5,847 | New |
| Gill Capital Partners, LLC | 5,846 | $202.9K | 0.10% | +5,846 | New |
| Blueprint Investment Partners LLC | 5,785 | $200.8K | 0.04% | +5,785 | New |
| Brown, Lisle/Cummings, Inc. | 5,700 | $197.8K | 0.11% | 00.0% | Unchanged |
| Proequities, Inc. | 5,552 | $192.7K | 0.02% | −211−3.7% | Reduced |
| Moser Wealth Advisors, LLC | 5,535 | $192.1K | 0.14% | +175+3.3% | Added |
| Kozak & Associates, Inc. | 5,410 | $188.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 5,184 | $180.0K | 0.03% | +3,490+206.0% | Added |
| Money Concepts Capital Corp | 5,089 | $176.6K | 0.01% | +3,799+294.5% | Added |
| First Command Bank | 4,920 | $171.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,920 | $171.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,657 | $161.6K | 0.02% | −48−1.0% | Reduced |
| McIlrath & Eck, LLC | 4,640 | $161.1K | 0.04% | −3,730−44.6% | Reduced |
| Sandy Spring Bank | 4,630 | $160.7K | 0.01% | −820−15.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,249 | $151.6K | 0.00% | −268−5.9% | Reduced |
| Compass Wealth Management LLC | 4,320 | $149.9K | 0.05% | +4,320 | New |
| SRS Capital Advisors, Inc. | 4,268 | $148.1K | 0.02% | −870−16.9% | Reduced |
| Umb Bank N A | 4,240 | $147.0K | 0.00% | +2,428+134.0% | Added |
| AdvisorNet Financial, Inc | 4,230 | $146.8K | 0.01% | −6,000−58.7% | Reduced |
| SRS Investment Management, LLC | 4,066 | $141.1K | 0.00% | −10,473,638−100.0% | Reduced |
| Geneos Wealth Management Inc. | 4,050 | $140.6K | 0.01% | +2,100+107.7% | Added |
| FNY Investment Advisers, LLC | 4,020 | $139.0K | 0.20% | −30−0.7% | Reduced |
| Optimum Investment Advisors | 3,980 | $138.1K | 0.07% | −300−7.0% | Reduced |
| Accurate Wealth Management, LLC | 3,715 | $135.6K | 0.05% | +3,715 | New |
| Whittier Trust Co | 3,896 | $135.2K | 0.00% | +3,372+643.5% | Added |
| Edmond de Rothschild Holding S.A. | 3,863 | $134.1K | 0.00% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 3,840 | $133.3K | 0.07% | +3,840 | New |
| Covestor Ltd | 3,685 | $128.0K | 0.10% | −1,241−25.2% | Reduced |
| New England Capital Financial Advisors LLC | 3,040 | $123.1K | 0.09% | +3,040 | New |
| EverSource Wealth Advisors, LLC | 3,511 | $121.9K | 0.02% | +574+19.5% | Added |
| Central Trust Co | 3,240 | $112.5K | 0.00% | −32,484−90.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,195 | $110.9K | 0.00% | +355+12.5% | Added |
| Centaurus Financial, Inc. | 3,180 | $110.0K | 0.01% | −10,061−76.0% | Reduced |
| Worth Asset Management, LLC | 3,140 | $109.0K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,100 | $107.6K | 0.00% | −970−23.8% | Reduced |
| Tyler-Stone Wealth Management | 3,010 | $104.0K | 0.07% | +50+1.7% | Added |
| Y.D. More Investments Ltd | 2,891 | $101.5K | 0.03% | +2,891 | New |
| Belpointe Asset Management LLC | 2,872 | $99.7K | 0.01% | −2,870−50.0% | Reduced |
| Magellan Asset Management Ltd | 2,770 | $96.1K | 0.00% | +2,770 | New |
| Global Financial Private Client, LLC | 2,704 | $93.9K | 0.05% | −580−17.7% | Reduced |
| Hollencrest Capital Management | 2,660 | $92.3K | 0.01% | +2,660 | New |
| Harvest Fund Management Co., Ltd | 2,653 | $92.0K | 0.02% | +2,653 | New |
| Industrial Alliance Investment Management Inc. | 2,546 | $88.0K | 0.00% | −446−14.9% | Reduced |
| Comerica Securities,inc. | 2,531 | $87.8K | 0.01% | +2,531 | New |
| EMC Capital Management | 2,500 | $87.0K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 2,360 | $82.0K | 0.03% | −60−2.5% | Reduced |
| Focused Wealth Management, Inc | 2,245 | $77.9K | 0.02% | −85−3.6% | Reduced |
| Centiva Capital, LP | 2,185 | $75.8K | 0.01% | +1,319+152.3% | Added |
| Asset Dedication, LLC | 2,170 | $75.0K | 0.01% | +37+1.7% | Added |
| PFS Partners, LLC | 2,160 | $75.0K | 0.08% | +1,300+151.2% | Added |
| Hallmark Capital Management Inc | 2,150 | $74.6K | 0.01% | −10−0.5% | Reduced |
| Truvestments Capital LLC | 2,117 | $73.5K | 0.04% | +587+38.4% | Added |
| Pacifica Partners Inc. | 2,110 | $71.1K | 0.05% | −130−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,003 | $69.5K | 0.00% | +903+82.1% | Added |
| Gleason Group, Inc. | 2,000 | $69.4K | 0.02% | −2,250−52.9% | Reduced |
| Operose Advisors LLC | 2,000 | $69.4K | 0.04% | −2,000−50.0% | Reduced |
| Peconic Partners LLC | 1,930 | $67.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,880 | $65.3K | 0.01% | +531+39.4% | Added |
| Beacon Capital Management, LLC | 1,862 | $64.6K | 0.02% | −458−19.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,850 | $64.2K | 0.01% | −440−19.2% | Reduced |
| Rise Advisors, LLC | 1,845 | $64.0K | 0.05% | −75−3.9% | Reduced |
| MCF Advisors LLC | 1,840 | $63.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,802 | $62.5K | 0.01% | +2+0.1% | Added |
| Abound Wealth Management | 1,800 | $62.5K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,730 | $60.0K | 0.00% | +1,730 | New |
| One Wealth Advisors, LLC | 1,720 | $59.7K | 0.01% | +1,720 | New |
| Farther Finance Advisors, LLC | 1,720 | $59.7K | 0.02% | +1,720 | New |
| NVWM, LLC | 1,620 | $56.2K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,612 | $56.0K | 0.01% | +121+8.1% | Added |
| Stephens Investment Management Group LLC | 1,588 | $55.7K | 0.00% | +443+38.7% | Added |
| Pittenger & Anderson Inc | 1,580 | $54.8K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,571 | $54.5K | 0.03% | +340+27.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $52.1K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,500 | $52.1K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,512 | $52.0K | 0.01% | +962+174.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,470 | $51.0K | 0.05% | −150−9.3% | Reduced |
| Storebrand Asset Management AS | 1,417 | $49.2K | 0.00% | −1,573−52.6% | Reduced |
| Resurgent Financial Advisors LLC | 1,366 | $47.4K | 0.03% | +1,366 | New |
| SJS Investment Consulting Inc. | 1,350 | $46.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,300 | $45.0K | 0.01% | −510−28.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,294 | $44.9K | 0.01% | −711−35.5% | Reduced |
| Orion Capital Management LLC | 1,220 | $42.3K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 1,220 | $42.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,200 | $42.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,180 | $41.0K | 0.01% | −195−14.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,170 | $40.6K | 0.00% | −3,330−74.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,160 | $40.3K | 0.01% | −980−45.8% | Reduced |