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 |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 5,233 | $250.9K | 0.18% | +5,233 | New |
| Pitti Group Wealth Management, LLC | 5,246 | $251.5K | 0.28% | +5,246 | New |
| Latitude Advisors, LLC | 5,276 | $252.9K | 0.18% | +5,276 | New |
| First Heartland Consultants, Inc. | 5,312 | $254.7K | 0.04% | +5,312 | New |
| Proequities, Inc. | 5,334 | $255.7K | 0.02% | −218−3.9% | Reduced |
| PSI Advisors, LLC | 5,350 | $256.5K | 0.12% | −750−12.3% | Reduced |
| Ausdal Financial Partners, Inc. | 5,353 | $256.6K | 0.04% | −2,093−28.1% | Reduced |
| Kozak & Associates, Inc. | 5,410 | $259.4K | 0.12% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 5,450 | $261.0K | 0.25% | +5,450 | New |
| Moseley Investment Management Inc | 5,476 | $262.5K | 0.17% | −595−9.8% | Reduced |
| Centiva Capital, LP | 5,485 | $263.0K | 0.01% | +3,300+151.0% | Added |
| Farther Finance Advisors, LLC | 5,590 | $268.0K | 0.08% | +3,870+225.0% | Added |
| Capstone Wealth Management Group, LLC | 5,620 | $269.4K | 0.30% | −3,025−35.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,627 | $269.8K | 0.06% | +5,627 | New |
| Octavia Wealth Advisors, LLC | 5,630 | $269.9K | 0.06% | +5,630 | New |
| Sculati Wealth Management, LLC | 5,680 | $272.3K | 0.14% | +5,680 | New |
| Savant Capital, LLC | 5,686 | $272.6K | 0.01% | +5,686 | New |
| Holistic Financial Partners | 5,694 | $273.0K | 0.21% | +5,694 | New |
| Brown, Lisle/Cummings, Inc. | 5,700 | $273.3K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,957 | $276.2K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,503 | $277.9K | 0.04% | +4,503 | New |
| Lazard Asset Management LLC | 5,814 | $278.0K | 0.00% | +5,614+2,807.0% | Added |
| Balyasny Asset Management LLC | 5,837 | $279.8K | 0.00% | −339,287−98.3% | Reduced |
| Accuvest Global Advisors | 5,850 | $280.0K | 0.13% | −5,850−50.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,860 | $280.9K | 0.29% | +10+0.2% | Added |
| Edgestream Partners, L.P. | 5,877 | $281.7K | 0.03% | +5,877 | New |
| CNB Bank | 5,886 | $282.2K | 0.17% | −60−1.0% | Reduced |
| Platform Technology Partners | 5,887 | $282.2K | 0.14% | +5,887 | New |
| Johnson Investment Counsel Inc | 5,930 | $284.3K | 0.00% | +10+0.2% | Added |
| Transcend Wealth Collective, LLC | 5,945 | $285.0K | 0.03% | +45+0.8% | Added |
| Zhang Financial LLC | 5,961 | $285.8K | 0.03% | +5,961 | New |
| Phoenix Wealth Advisors | 5,985 | $286.9K | 0.18% | −135−2.2% | Reduced |
| Institute for Wealth Management, LLC. | 6,006 | $287.9K | 0.06% | −122−2.0% | Reduced |
| Gill Capital Partners, LLC | 6,046 | $289.8K | 0.13% | +200+3.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,066 | $290.8K | 0.03% | +6,066 | New |
| Sand Hill Global Advisors, LLC | 6,076 | $291.3K | 0.02% | −424−6.5% | Reduced |
| Rede Wealth, LLC | 6,102 | $292.5K | 0.15% | +255+4.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,125 | $293.6K | 0.01% | +94+1.6% | Added |
| Solidarilty Wealth, LLC | 6,125 | $293.6K | 0.13% | +6,125 | New |
| Dynamic Advisor Solutions LLC | 6,139 | $294.3K | 0.02% | −14,290−69.9% | Reduced |
| Private Trust Co NA | 6,184 | $296.5K | 0.04% | +1,000+19.3% | Added |
| Salem Investment Counselors Inc | 6,185 | $296.5K | 0.01% | −16,365−72.6% | Reduced |
| XTX Topco Ltd | 6,218 | $298.1K | 0.06% | +6,218 | New |
| DFPG Investments, LLC | 6,220 | $298.2K | 0.03% | −2,351−27.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,240 | $299.1K | 0.01% | −755−10.8% | Reduced |
| Capital Investment Advisory Services, LLC | 6,300 | $302.0K | 0.04% | +10+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,319 | $302.9K | 0.01% | −266−4.0% | Reduced |
| HBW Advisory Services LLC | 6,319 | $303.0K | 0.08% | −961−13.2% | Reduced |
| Great Diamond Partners, LLC | 6,343 | $304.1K | 0.09% | −75−1.2% | Reduced |
| Henshaw Capital LLC | 6,368 | $304.9K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 6,403 | $307.0K | 0.00% | −2,018−24.0% | Reduced |
| PDS Planning, Inc | 6,406 | $307.1K | 0.04% | +6,406 | New |
| Blueprint Investment Partners LLC | 6,409 | $307.2K | 0.07% | +624+10.8% | Added |
| Foundations Investment Advisors, LLC | 6,420 | $307.8K | 0.01% | −1,340−17.3% | Reduced |
| KRS Capital Management, LLC | 6,430 | $308.3K | 0.35% | −500−7.2% | Reduced |
| Silver Oak Securities, Inc | 6,321 | $309.0K | 0.05% | +6,321 | New |
| Nicolet Bankshares Inc | 6,450 | $309.2K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,326 | $311.5K | 0.01% | −20,117−76.1% | Reduced |
| Sassicaia Capital Advisers LLC | 6,500 | $311.6K | 0.27% | −19,000−74.5% | Reduced |
| Par Capital Management Inc | 6,500 | $311.6K | 0.01% | +6,500 | New |
| Headlands Technologies LLC | 6,505 | $311.9K | 0.21% | +6,505 | New |
| LexAurum Advisors, LLC | 6,530 | $313.0K | 0.10% | +200+3.2% | Added |
| Lynwood Capital Management Inc. | 23,400 | $313.3K | 0.47% | +23,400 | New |
| Raymond James Trust N.A. | 6,581 | $315.0K | 0.01% | +6,581 | New |
| Vanguard Capital Wealth Advisors | 6,600 | $316.4K | 0.32% | 00.0% | Unchanged |
| WMS Partners, LLC | 6,610 | $316.9K | 0.03% | −70−1.0% | Reduced |
| Claro Advisors LLC | 6,624 | $317.6K | 0.09% | −196−2.9% | Reduced |
| First Horizon Advisors, Inc. | 6,631 | $317.9K | 0.01% | +218+3.4% | Added |
| Mayflower Financial Advisors, LLC | 6,693 | $320.9K | 0.04% | +574+9.4% | Added |
| Advisory Research Inc | 6,768 | $324.5K | 0.05% | +6,768 | New |
| Harel Insurance Investments & Financial Services Ltd. | 6,828 | $327.0K | 0.01% | −589−7.9% | Reduced |
| Equitable Holdings, Inc. | 6,825 | $327.2K | 0.01% | +6,825 | New |
| Bleakley Financial Group, LLC | 6,833 | $327.6K | 0.01% | +433+6.8% | Added |
| Diligent Investors, LLC | 6,842 | $328.0K | 0.10% | −90−1.3% | Reduced |
| Abbot Financial Management, Inc. | 6,853 | $328.5K | 0.22% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,857 | $328.7K | 0.01% | −1,386−16.8% | Reduced |
| Valmark Advisers, Inc. | 6,948 | $333.1K | 0.01% | +8+0.1% | Added |
| Accredited Investors Inc. | 6,950 | $333.2K | 0.03% | +440+6.8% | Added |
| Ritholtz Wealth Management | 6,954 | $333.4K | 0.02% | +6,954 | New |
| Hilltop Holdings Inc. | 6,975 | $334.3K | 0.05% | +675+10.7% | Added |
| Schonfeld Strategic Advisors LLC | 7,000 | $335.6K | 0.00% | −37,700−84.3% | Reduced |
| O'Dell Group, LLC | 7,021 | $336.6K | 0.11% | +31+0.4% | Added |
| Voya Financial Advisors, Inc. | 7,282 | $338.7K | 0.04% | +973+15.4% | Added |
| BLB&B Advisors, LLC | 7,085 | $339.7K | 0.03% | +835+13.4% | Added |
| Nadler Financial Group, Inc. | 7,123 | $341.5K | 0.05% | +113+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,130 | $342.0K | 0.02% | −136−1.9% | Reduced |
| Waypoint Wealth Partners Inc. | 7,150 | $342.8K | 0.12% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 7,170 | $343.7K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,459 | $345.9K | 0.06% | −468−5.9% | Reduced |
| Tiger Management L.L.C. | 7,300 | $349.5K | 0.21% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 7,300 | $349.7K | 0.21% | +30+0.4% | Added |
| We Are One Seven, LLC | 7,344 | $352.1K | 0.02% | +461+6.7% | Added |
| Cladis Investment Advisory, LLC | 7,350 | $352.4K | 0.32% | −1,870−20.3% | Reduced |
| Belpointe Asset Management LLC | 7,356 | $352.6K | 0.02% | +4,484+156.1% | Added |
| Marcum Wealth, LLC | 7,399 | $354.7K | 0.04% | +1,164+18.7% | Added |
| Triumph Capital Management | 7,452 | $357.2K | 0.18% | −5,957−44.4% | Reduced |
| Verus Capital Partners, LLC | 7,490 | $359.1K | 0.06% | +7,490 | New |
| Quadrant Capital Group LLC | 7,499 | $359.5K | 0.04% | +1,204+19.1% | Added |
| Boston Private Wealth LLC | 7,528 | $360.9K | 0.01% | −4,061−35.0% | Reduced |
| GM Advisory Group, Inc. | 7,531 | $361.0K | 0.03% | +200+2.7% | Added |