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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 11,816 | $563.5K | 0.14% | +11,816 | New |
| HBK Sorce Advisory LLC | 11,766 | $564.1K | 0.03% | −12,060−50.6% | Reduced |
| Grandview Asset Management LLC | 11,790 | $565.0K | 0.33% | −1,760−13.0% | Reduced |
| Woodstock Corp | 11,790 | $565.2K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,968 | $573.5K | 0.01% | +2,293+29.9% | Added |
| Wealth Management Partners, LLC | 12,077 | $579.0K | 0.40% | +12,077 | New |
| Veriti Management LLC | 12,146 | $582.3K | 0.07% | −1,153−8.7% | Reduced |
| Arete Wealth Advisors, LLC | 12,207 | $585.0K | 0.05% | +2,611+27.2% | Added |
| SIG North Trading, ULC | 12,243 | $586.9K | 0.29% | −64,217−84.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 12,279 | $588.7K | 0.04% | +7+0.1% | Added |
| Brinker Capital Investments, LLC | 12,292 | $589.3K | 0.01% | +12,292 | New |
| Orion Portfolio Solutions, LLC | 12,292 | $589.3K | 0.01% | +12,292 | New |
| Conway Capital Management, Inc. | 12,300 | $589.7K | 0.48% | +2,175+21.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,489 | $598.7K | 0.04% | +500+4.2% | Added |
| Baader Bank INC | 12,500 | $599.3K | 0.05% | −1,000−7.4% | Reduced |
| Winton Group Ltd | 12,517 | $600.1K | 0.04% | +4,285+52.1% | Added |
| Roundview Capital LLC | 12,569 | $602.6K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,624 | $605.2K | 0.01% | −5,313−29.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 12,660 | $606.9K | 0.44% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 12,702 | $608.9K | 0.05% | −3,819−23.1% | Reduced |
| X-Square Capital, LLC | 12,727 | $610.0K | 0.36% | −3,084−19.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,860 | $616.5K | 0.10% | +4,154+47.7% | Added |
| Citizens Financial Group Inc | 12,867 | $616.8K | 0.02% | −2,693−17.3% | Reduced |
| Compagnie Lombard Odier SCmA | 12,900 | $618.4K | 0.02% | −10,968−46.0% | Reduced |
| Venturi Wealth Management, LLC | 12,983 | $622.4K | 0.05% | −155−1.2% | Reduced |
| IFP Advisors, Inc | 4,144 | $624.9K | 0.03% | −6,122−59.6% | Reduced |
| CFM Wealth Partners LLC | 13,074 | $626.8K | 0.17% | +13,074 | New |
| Ancora Advisors, LLC | 13,089 | $627.5K | 0.02% | −235−1.8% | Reduced |
| Watershed Private Wealth LLC | 13,100 | $628.0K | 0.42% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,153 | $630.5K | 0.03% | +688+5.5% | Added |
| Arkadios Wealth Advisors | 13,398 | $642.3K | 0.08% | −1,431−9.7% | Reduced |
| Norris Financial Group, LLC | 13,421 | $643.4K | 0.47% | +945+7.6% | Added |
| Financial Advisory Service, Inc. | 13,450 | $644.8K | 0.07% | +147+1.1% | Added |
| Corrado Advisors, LLC | 13,500 | $647.2K | 0.43% | 00.0% | Unchanged |
| Advisory Resource Group | 13,505 | $647.4K | 0.18% | +13,505 | New |
| Cypress Wealth Services, LLC | 13,668 | $655.2K | 0.19% | −200−1.4% | Reduced |
| Fairfield, Bush & Co. | 13,715 | $657.5K | 0.23% | +415+3.1% | Added |
| Main Street Financial Solutions, LLC | 13,733 | $658.4K | 0.10% | +6,653+94.0% | Added |
| Resources Management Corp | 5,522 | $660.0K | 0.13% | +5,472+10,944.0% | Added |
| Knowledge Leaders Capital, LLC | 13,858 | $664.4K | 0.88% | −11,932−46.3% | Reduced |
| Nilsine Partners, LLC | 14,124 | $677.1K | 0.11% | +14,124 | New |
| Perennial Investment Advisors, LLC | 14,354 | $688.1K | 0.13% | −1,058−6.9% | Reduced |
| Means Investment Co., Inc. | 14,424 | $691.5K | 0.12% | +1,848+14.7% | Added |
| Kennedy Investment Group | 14,605 | $700.2K | 0.43% | −1,200−7.6% | Reduced |
| RMR Wealth Builders | 14,677 | $703.6K | 0.13% | +7,264+98.0% | Added |
| IMC-Chicago, LLC | 14,747 | $707.0K | 0.12% | +14,747 | New |
| Hitchwood Capital Management LP | 15,000 | $719.0K | 0.39% | +15,000 | New |
| Intellectus Partners, LLC | 15,322 | $734.5K | 0.23% | +15,322 | New |
| Lattice Capital Management, LLC | 15,340 | $735.4K | 0.98% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 15,502 | $743.2K | 0.14% | −400−2.5% | Reduced |
| Greytown Advisors Inc. | 15,882 | $761.4K | 0.39% | −1,215−7.1% | Reduced |
| Calamos Wealth Management LLC | 15,910 | $762.7K | 0.06% | +15,910 | New |
| Benjamin F. Edwards & Company, Inc. | 15,930 | $764.0K | 0.03% | +2,875+22.0% | Added |
| International Assets Investment Management, LLC | 15,972 | $765.7K | 0.11% | −2,246−12.3% | Reduced |
| Souders Financial Advisors | 16,038 | $768.9K | 0.16% | −577−3.5% | Reduced |
| Sunbelt Securities, Inc. | 16,634 | $773.6K | 0.12% | +6,781+68.8% | Added |
| Bouvel Investment Partners, LLC | 16,415 | $786.9K | 0.46% | +457+2.9% | Added |
| CAPROCK Group, Inc. | 16,436 | $787.9K | 0.06% | +1,023+6.6% | Added |
| Granite Bay Wealth Management, LLC | 16,466 | $789.0K | 0.55% | +245+1.5% | Added |
| Marex Group plc | 16,510 | $791.5K | 0.10% | −6,594−28.5% | Reduced |
| Yousif Capital Management, LLC | 16,810 | $805.9K | 0.01% | −4,010−19.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,000 | $812.7K | 0.84% | +6,000+54.5% | Added |
| Vetamer Capital Management, L.P. | 16,964 | $813.3K | 1.12% | −4,639−21.5% | Reduced |
| LMR Partners LLP | 17,410 | $834.6K | 0.02% | +17,410 | New |
| Zenyatta Capital Management LP | 17,500 | $839.0K | 0.90% | +17,500 | New |
| Thornburg Investment Management Inc | 17,500 | $839.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17,540 | $840.9K | 0.05% | −20−0.1% | Reduced |
| Lido Advisors, LLC | 17,659 | $846.5K | 0.01% | −1,543−8.0% | Reduced |
| AtonRa Partners | 17,688 | $848.0K | 1.24% | −4,525−20.4% | Reduced |
| Financial Perspectives, Inc | 17,791 | $852.9K | 0.41% | +850+5.0% | Added |
| Resources Investment Advisors, LLC. | 17,822 | $854.4K | 0.02% | +7,732+76.6% | Added |
| Stratos Wealth Partners, LTD. | 17,898 | $858.0K | 0.02% | −1,734−8.8% | Reduced |
| Intrinsic Value Partners, LLC | 17,995 | $862.7K | 1.17% | −55−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 18,000 | $862.9K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 18,031 | $864.4K | 0.05% | +11,129+161.2% | Added |
| Bokf, NA | 18,063 | $865.9K | 0.02% | +10,485+138.4% | Added |
| Gables Capital Management Inc. | 18,240 | $874.4K | 0.61% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 18,594 | $891.4K | 0.27% | −589−3.1% | Reduced |
| Stonnington Group, LLC | 19,630 | $897.7K | 0.23% | +13,830+238.4% | Added |
| Beacon Pointe Advisors, LLC | 18,758 | $899.3K | 0.02% | −868−4.4% | Reduced |
| Ameritas Advisory Services, LLC | 18,854 | $904.0K | 0.05% | −821−4.2% | Reduced |
| Alta Wealth Advisors LLC | 19,128 | $917.0K | 0.58% | +170+0.9% | Added |
| FDx Advisors, Inc. | 26,586 | $923.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 19,416 | $930.8K | 0.03% | +1,303+7.2% | Added |
| Assetmark, Inc | 19,544 | $936.9K | 0.00% | +445+2.3% | Added |
| Advisor Partners II, LLC | 19,737 | $946.2K | 0.05% | +4,932+33.3% | Added |
| Camden Capital, LLC | 19,783 | $949.7K | 0.14% | +146+0.7% | Added |
| Weinberger Asset Management, Inc | 20,000 | $958.8K | 0.56% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 20,500 | $982.8K | 0.24% | −120,500−85.5% | Reduced |
| Strategic Wealth Designers | 21,022 | $1.01M | 0.19% | +11,250+115.1% | Added |
| Guardian Capital Advisors LP | 22,500 | $1.01M | 0.12% | −1,120−4.7% | Reduced |
| Good Life Advisors, LLC | 21,123 | $1.01M | 0.13% | +293+1.4% | Added |
| WMG Financial Advisors, LLC | 21,150 | $1.01M | 0.84% | +900+4.4% | Added |
| Keybank National Association | 21,156 | $1.01M | 0.00% | +25+0.1% | Added |
| Axq Capital, LP | 21,456 | $1.03M | 0.41% | +21,456 | New |
| Prosperity Wealth Management, Inc. | 21,750 | $1.04M | 0.84% | +4,063+23.0% | Added |
| First Bank & Trust | 21,983 | $1.05M | 0.28% | +3,775+20.7% | Added |
| Cigna Investments Inc | 22,037 | $1.05M | 0.21% | −655−2.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 22,000 | $1.05M | 0.25% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 22,075 | $1.06M | 0.52% | −180−0.8% | Reduced |