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, Q1 2023
Institutional positions in Shopify Inc. as of Mar 31, 2023. 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
- 1,028
- +73 vs. Q4 2022
- Shares held
- 768.2M
- −173.2K (0.0%) vs. Q4 2022
- Total value
- $36.8B
- +$10.2B (+38.0%) vs. Q4 2022
- New holders
- 168
- 359 more added
- Sold out
- 95
- 335 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 350 | $17.1K | 0.01% | +350 | New |
| Arrow Financial Corp | 360 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 365 | $17.5K | 0.01% | +365 | New |
| Financial Management Professionals, Inc. | 372 | $18.0K | 0.00% | −34−8.4% | Reduced |
| Zions Bancorporation, N.A. | 386 | $18.5K | 0.00% | −15−3.7% | Reduced |
| HighMark Wealth Management LLC | 391 | $18.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 400 | $19.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 400 | $19.2K | 0.00% | +200+100.0% | Added |
| Pinnacle Bancorp, Inc. | 417 | $20.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 410 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 419 | $20.1K | 0.01% | −50−10.7% | Reduced |
| Gs Investments, Inc. | 427 | $20.5K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 430 | $20.6K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 445 | $20.6K | 0.01% | +310+229.6% | Added |
| Tobam | 474 | $23.0K | 0.00% | −31,145−98.5% | Reduced |
| Coston, McIsaac & Partners | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 502 | $23.0K | 0.00% | +326+185.2% | Added |
| Baldrige Asset Management LLC | 488 | $23.0K | 0.01% | +488 | New |
| Y.D. More Investments Ltd | 500 | $24.0K | 0.01% | −2,391−82.7% | Reduced |
| Jones Financial Companies LLLP | 500 | $24.0K | 0.00% | −200−28.6% | Reduced |
| BDO Wealth Advisors, LLC | 500 | $24.0K | 0.00% | −20−3.8% | Reduced |
| S.A. Mason LLC | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 500 | $24.0K | 0.01% | +500 | New |
| McClarren Financial Advisors, Inc. | 520 | $24.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 504 | $24.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 531 | $24.8K | 0.02% | −16,316−96.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 534 | $25.6K | 0.01% | +20+3.9% | Added |
| Park Place Capital Corp | 555 | $26.6K | 0.01% | +555 | New |
| Cambridge Trust Co | 600 | $28.8K | 0.00% | −90−13.0% | Reduced |
| Concord Wealth Partners | 600 | $28.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 600 | $28.8K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 636 | $30.5K | 0.02% | +116+22.3% | Added |
| Johnson Financial Group, Inc. | 640 | $30.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 647 | $31.0K | 0.02% | +67+11.6% | Added |
| Park Circle Co | 650 | $31.2K | 0.03% | +550+550.0% | Added |
| Quintet Private Bank (Europe) S.A. | 677 | $33.1K | 0.00% | +677 | New |
| Partners Capital Investment Group, LLP | 700 | $33.6K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 700 | $33.6K | 0.07% | +700 | New |
| DecisionPoint Financial, LLC | 750 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 750 | $36.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $36.0K | 0.02% | +100+15.4% | Added |
| Blue Bell Private Wealth Management, LLC | 755 | $36.2K | 0.01% | +420+125.4% | Added |
| Washington Trust Advisors, Inc. | 757 | $36.3K | 0.00% | +150+24.7% | Added |
| Gradient Investments LLC | 760 | $36.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 762 | $37.0K | 0.01% | +49+6.9% | Added |
| Trifecta Capital Advisors, LLC | 800 | $38.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 810 | $38.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 816 | $39.1K | 0.05% | −70−7.9% | Reduced |
| Highline Wealth Partners LLC | 850 | $40.7K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 850 | $40.7K | 0.03% | +100+13.3% | Added |
| Industrial Alliance Investment Management Inc. | 850 | $41.0K | 0.00% | −1,696−66.6% | Reduced |
| JFS Wealth Advisors, LLC | 858 | $41.1K | 0.00% | +11+1.3% | Added |
| First Manhattan Co | 880 | $42.2K | 0.00% | −194−18.1% | Reduced |
| CVA Family Office, LLC | 890 | $42.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 889 | $43.0K | 0.01% | +809+1,011.3% | Added |
| Chesapeake Asset Management LLC | 900 | $43.1K | 0.04% | +900 | New |
| Northwest Investment Counselors, LLC | 920 | $44.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 930 | $44.6K | 0.01% | −950−50.5% | Reduced |
| Carmel Capital Partners, LLC | 930 | $44.6K | 0.03% | +930 | New |
| Massmutual Trust Co FSB | 933 | $44.7K | 0.00% | +225+31.8% | Added |
| NewSquare Capital LLC | 941 | $45.1K | 0.01% | +761+422.8% | Added |
| Avion Wealth | 1,336 | $46.0K | 0.01% | +6+0.5% | Added |
| M&R Capital Management Inc | 1,000 | $47.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $47.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $48.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 1,010 | $48.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,050 | $50.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,050 | $50.3K | 0.00% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 1,100 | $52.7K | 0.02% | −348,900−99.7% | Reduced |
| Old Second National Bank of Aurora | 1,110 | $53.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,160 | $55.6K | 0.03% | −957−45.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,160 | $55.6K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,200 | $57.5K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,204 | $57.7K | 0.01% | +169+16.3% | Added |
| CKW Financial Group | 1,220 | $58.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,220 | $58.5K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,251 | $60.0K | 0.00% | −752−37.5% | Reduced |
| Toth Financial Advisory Corp | 1,280 | $61.4K | 0.01% | +100+8.5% | Added |
| Bank of New Hampshire | 1,300 | $62.3K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,410 | $67.6K | 0.06% | −60−4.1% | Reduced |
| Crewe Advisors LLC | 1,461 | $70.0K | 0.01% | −151−9.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $71.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $72.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,505 | $72.2K | 0.04% | −66−4.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,560 | $74.8K | 0.01% | +266+20.6% | Added |
| Stephens Investment Management Group LLC | 1,588 | $76.1K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,599 | $77.0K | 0.00% | +1,439+899.4% | Added |
| NVWM, LLC | 1,620 | $77.7K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,630 | $78.1K | 0.00% | +50+3.2% | Added |
| Evermay Wealth Management LLC | 1,700 | $81.5K | 0.02% | +900+112.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,755 | $84.1K | 0.00% | −1,440−45.1% | Reduced |
| Abound Wealth Management | 1,800 | $86.3K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,802 | $86.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,815 | $87.0K | 0.07% | −30−1.6% | Reduced |
| MCF Advisors LLC | 1,840 | $88.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,850 | $88.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,862 | $89.3K | 0.03% | 00.0% | Unchanged |
| Peconic Partners LLC | 1,930 | $92.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,950 | $93.0K | 0.03% | −410−17.4% | Reduced |
| Gleason Group, Inc. | 2,000 | $95.9K | 0.03% | 00.0% | Unchanged |