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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 26,972 | $1.29M | 0.53% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 26,728 | $1.28M | 0.96% | −4,784−15.2% | Reduced |
| Richard Bernstein Advisors LLC | 26,610 | $1.28M | 0.03% | +26,610 | New |
| Cary Street Partner Investment Advisory LLC | 26,585 | $1.27M | 0.09% | −220−0.8% | Reduced |
| Stonegate Investment Group, LLC | 26,573 | $1.27M | 0.05% | −1,125−4.1% | Reduced |
| Strategic Advisors LLC | 26,357 | $1.26M | 0.26% | −168−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 26,328 | $1.26M | 0.51% | +1,964+8.1% | Added |
| Prime Capital Investment Advisors, LLC | 26,140 | $1.25M | 0.05% | +15,569+147.3% | Added |
| Jeppson Wealth Management, LLC | 26,021 | $1.25M | 0.54% | −756−2.8% | Reduced |
| Apexium Financial, LP | 25,790 | $1.24M | 0.12% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 25,731 | $1.23M | 0.05% | +796+3.2% | Added |
| Integrated Wealth Concepts LLC | 25,640 | $1.23M | 0.03% | +13,308+107.9% | Added |
| Wetherby Asset Management Inc | 25,412 | $1.22M | 0.07% | +2,343+10.2% | Added |
| MAI Capital Management | 25,161 | $1.21M | 0.02% | +801+3.3% | Added |
| Newbridge Financial Services Group, Inc. | 24,810 | $1.19M | 0.63% | −2,170−8.0% | Reduced |
| Kingsview Wealth Management, LLC | 24,706 | $1.18M | 0.05% | +577+2.4% | Added |
| Harbor Capital Advisors, Inc. | 24,635 | $1.18M | 0.34% | −2,323−8.6% | Reduced |
| Bristlecone Advisors, LLC | 24,471 | $1.17M | 0.13% | +639+2.7% | Added |
| Legal Advantage Investments, Inc. | 24,410 | $1.17M | 0.86% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 24,180 | $1.16M | 0.03% | −1,683−6.5% | Reduced |
| K.J. Harrison & Partners Inc | 23,430 | $1.12M | 0.23% | +17,030+266.1% | Added |
| Vident Investment Advisory, LLC | 23,169 | $1.11M | 0.04% | +702+3.1% | Added |
| Prospera Financial Services Inc | 22,871 | $1.10M | 0.05% | −965−4.0% | Reduced |
| L & S Advisors Inc | 22,751 | $1.09M | 0.15% | −11,027−32.6% | Reduced |
| Sawtooth Solutions, LLC | 22,548 | $1.08M | 0.03% | +22,548 | New |
| Avitas Wealth Management LLC | 22,449 | $1.08M | 0.21% | −191−0.8% | Reduced |
| Prudential Financial Inc | 33,953 | $1.07M | 0.00% | −1,342−3.8% | Reduced |
| Malaga Cove Capital, LLC | 22,075 | $1.06M | 0.52% | −180−0.8% | Reduced |
| 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 |
| First Bank & Trust | 21,983 | $1.05M | 0.28% | +3,775+20.7% | Added |
| Prosperity Wealth Management, Inc. | 21,750 | $1.04M | 0.84% | +4,063+23.0% | Added |
| Axq Capital, LP | 21,456 | $1.03M | 0.41% | +21,456 | New |
| Keybank National Association | 21,156 | $1.01M | 0.00% | +25+0.1% | Added |
| WMG Financial Advisors, LLC | 21,150 | $1.01M | 0.84% | +900+4.4% | Added |
| Good Life Advisors, LLC | 21,123 | $1.01M | 0.13% | +293+1.4% | Added |
| Guardian Capital Advisors LP | 22,500 | $1.01M | 0.12% | −1,120−4.7% | Reduced |
| Strategic Wealth Designers | 21,022 | $1.01M | 0.19% | +11,250+115.1% | Added |
| TB Alternative Assets Ltd. | 20,500 | $982.8K | 0.24% | −120,500−85.5% | Reduced |
| Weinberger Asset Management, Inc | 20,000 | $958.8K | 0.56% | 00.0% | Unchanged |
| Camden Capital, LLC | 19,783 | $949.7K | 0.14% | +146+0.7% | Added |
| Advisor Partners II, LLC | 19,737 | $946.2K | 0.05% | +4,932+33.3% | Added |
| Assetmark, Inc | 19,544 | $936.9K | 0.00% | +445+2.3% | Added |
| JustInvest LLC | 19,416 | $930.8K | 0.03% | +1,303+7.2% | Added |
| FDx Advisors, Inc. | 26,586 | $923.0K | 0.04% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 19,128 | $917.0K | 0.58% | +170+0.9% | Added |
| Ameritas Advisory Services, LLC | 18,854 | $904.0K | 0.05% | −821−4.2% | Reduced |
| Beacon Pointe Advisors, LLC | 18,758 | $899.3K | 0.02% | −868−4.4% | Reduced |
| Stonnington Group, LLC | 19,630 | $897.7K | 0.23% | +13,830+238.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 18,594 | $891.4K | 0.27% | −589−3.1% | Reduced |
| Gables Capital Management Inc. | 18,240 | $874.4K | 0.61% | 00.0% | Unchanged |
| Bokf, NA | 18,063 | $865.9K | 0.02% | +10,485+138.4% | Added |
| IHT Wealth Management, LLC | 18,031 | $864.4K | 0.05% | +11,129+161.2% | Added |
| Baker Avenue Asset Management, LP | 18,000 | $862.9K | 0.05% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 17,995 | $862.7K | 1.17% | −55−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 17,898 | $858.0K | 0.02% | −1,734−8.8% | Reduced |
| Resources Investment Advisors, LLC. | 17,822 | $854.4K | 0.02% | +7,732+76.6% | Added |
| Financial Perspectives, Inc | 17,791 | $852.9K | 0.41% | +850+5.0% | Added |
| AtonRa Partners | 17,688 | $848.0K | 1.24% | −4,525−20.4% | Reduced |
| Lido Advisors, LLC | 17,659 | $846.5K | 0.01% | −1,543−8.0% | Reduced |
| Montag A & Associates Inc | 17,540 | $840.9K | 0.05% | −20−0.1% | Reduced |
| Thornburg Investment Management Inc | 17,500 | $839.0K | 0.01% | 00.0% | Unchanged |
| Zenyatta Capital Management LP | 17,500 | $839.0K | 0.90% | +17,500 | New |
| LMR Partners LLP | 17,410 | $834.6K | 0.02% | +17,410 | New |
| Vetamer Capital Management, L.P. | 16,964 | $813.3K | 1.12% | −4,639−21.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,000 | $812.7K | 0.84% | +6,000+54.5% | Added |
| Yousif Capital Management, LLC | 16,810 | $805.9K | 0.01% | −4,010−19.3% | Reduced |
| Marex Group plc | 16,510 | $791.5K | 0.10% | −6,594−28.5% | Reduced |
| Granite Bay Wealth Management, LLC | 16,466 | $789.0K | 0.55% | +245+1.5% | Added |
| CAPROCK Group, Inc. | 16,436 | $787.9K | 0.06% | +1,023+6.6% | Added |
| Bouvel Investment Partners, LLC | 16,415 | $786.9K | 0.46% | +457+2.9% | Added |
| Sunbelt Securities, Inc. | 16,634 | $773.6K | 0.12% | +6,781+68.8% | Added |
| Souders Financial Advisors | 16,038 | $768.9K | 0.16% | −577−3.5% | Reduced |
| International Assets Investment Management, LLC | 15,972 | $765.7K | 0.11% | −2,246−12.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,930 | $764.0K | 0.03% | +2,875+22.0% | Added |
| Calamos Wealth Management LLC | 15,910 | $762.7K | 0.06% | +15,910 | New |
| Greytown Advisors Inc. | 15,882 | $761.4K | 0.39% | −1,215−7.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 15,502 | $743.2K | 0.14% | −400−2.5% | Reduced |
| Lattice Capital Management, LLC | 15,340 | $735.4K | 0.98% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 15,322 | $734.5K | 0.23% | +15,322 | New |
| Hitchwood Capital Management LP | 15,000 | $719.0K | 0.39% | +15,000 | New |
| IMC-Chicago, LLC | 14,747 | $707.0K | 0.12% | +14,747 | New |
| RMR Wealth Builders | 14,677 | $703.6K | 0.13% | +7,264+98.0% | Added |
| Kennedy Investment Group | 14,605 | $700.2K | 0.43% | −1,200−7.6% | Reduced |
| Means Investment Co., Inc. | 14,424 | $691.5K | 0.12% | +1,848+14.7% | Added |
| Perennial Investment Advisors, LLC | 14,354 | $688.1K | 0.13% | −1,058−6.9% | Reduced |
| Nilsine Partners, LLC | 14,124 | $677.1K | 0.11% | +14,124 | New |
| Knowledge Leaders Capital, LLC | 13,858 | $664.4K | 0.88% | −11,932−46.3% | Reduced |
| Resources Management Corp | 5,522 | $660.0K | 0.13% | +5,472+10,944.0% | Added |
| Main Street Financial Solutions, LLC | 13,733 | $658.4K | 0.10% | +6,653+94.0% | Added |
| Fairfield, Bush & Co. | 13,715 | $657.5K | 0.23% | +415+3.1% | Added |
| Cypress Wealth Services, LLC | 13,668 | $655.2K | 0.19% | −200−1.4% | Reduced |
| Advisory Resource Group | 13,505 | $647.4K | 0.18% | +13,505 | New |
| Corrado Advisors, LLC | 13,500 | $647.2K | 0.43% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 13,450 | $644.8K | 0.07% | +147+1.1% | Added |
| Norris Financial Group, LLC | 13,421 | $643.4K | 0.47% | +945+7.6% | Added |
| Arkadios Wealth Advisors | 13,398 | $642.3K | 0.08% | −1,431−9.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,153 | $630.5K | 0.03% | +688+5.5% | Added |
| Watershed Private Wealth LLC | 13,100 | $628.0K | 0.42% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13,089 | $627.5K | 0.02% | −235−1.8% | Reduced |