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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 13,074 | $626.8K | 0.17% | +13,074 | New |
| IFP Advisors, Inc | 4,144 | $624.9K | 0.03% | −6,122−59.6% | Reduced |
| Venturi Wealth Management, LLC | 12,983 | $622.4K | 0.05% | −155−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 12,900 | $618.4K | 0.02% | −10,968−46.0% | Reduced |
| Citizens Financial Group Inc | 12,867 | $616.8K | 0.02% | −2,693−17.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,860 | $616.5K | 0.10% | +4,154+47.7% | Added |
| X-Square Capital, LLC | 12,727 | $610.0K | 0.36% | −3,084−19.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 12,702 | $608.9K | 0.05% | −3,819−23.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 12,660 | $606.9K | 0.44% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,624 | $605.2K | 0.01% | −5,313−29.6% | Reduced |
| Roundview Capital LLC | 12,569 | $602.6K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 12,517 | $600.1K | 0.04% | +4,285+52.1% | Added |
| Baader Bank INC | 12,500 | $599.3K | 0.05% | −1,000−7.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,489 | $598.7K | 0.04% | +500+4.2% | Added |
| Conway Capital Management, Inc. | 12,300 | $589.7K | 0.48% | +2,175+21.5% | 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 |
| Halbert Hargrove Global Advisors, LLC | 12,279 | $588.7K | 0.04% | +7+0.1% | Added |
| SIG North Trading, ULC | 12,243 | $586.9K | 0.29% | −64,217−84.0% | Reduced |
| Arete Wealth Advisors, LLC | 12,207 | $585.0K | 0.05% | +2,611+27.2% | Added |
| Veriti Management LLC | 12,146 | $582.3K | 0.07% | −1,153−8.7% | Reduced |
| Wealth Management Partners, LLC | 12,077 | $579.0K | 0.40% | +12,077 | New |
| EP Wealth Advisors, LLC | 9,968 | $573.5K | 0.01% | +2,293+29.9% | Added |
| Woodstock Corp | 11,790 | $565.2K | 0.07% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 11,790 | $565.0K | 0.33% | −1,760−13.0% | Reduced |
| HBK Sorce Advisory LLC | 11,766 | $564.1K | 0.03% | −12,060−50.6% | Reduced |
| ORG Partners LLC | 11,816 | $563.5K | 0.14% | +11,816 | New |
| Washburn Capital Management, Inc. | 11,705 | $561.1K | 0.48% | +1,505+14.8% | Added |
| Gateway Advisory, LLC | 11,712 | $561.0K | 0.12% | +11,712 | New |
| Sequoia Financial Advisors, LLC | 11,625 | $557.3K | 0.01% | +3,159+37.3% | Added |
| Owen LaRue, LLC | 14,830 | $556.7K | 0.60% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 11,554 | $553.1K | 0.01% | −12,297−51.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,229 | $543.2K | 0.05% | +160+2.6% | Added |
| Oxford Financial Group Ltd | 11,100 | $532.1K | 0.06% | −4,000−26.5% | Reduced |
| Toroso Investments, LLC | 11,043 | $529.0K | 0.02% | −3,986−26.5% | Reduced |
| Interchange Capital Partners, LLC | 11,028 | $528.6K | 0.29% | +11,028 | New |
| Cravens & Co Advisors, LLC | 11,002 | $527.4K | 0.49% | +145+1.3% | Added |
| Gulf International Bank (UK) Ltd | 10,965 | $525.0K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 10,825 | $519.0K | 0.41% | −670−5.8% | Reduced |
| Mission Wealth Management, LP | 10,800 | $517.8K | 0.02% | −2,000−15.6% | Reduced |
| Aptus Capital Advisors, LLC | 10,596 | $508.0K | 0.01% | +1,554+17.2% | Added |
| Zullo Investment Group, Inc. | 10,588 | $507.6K | 0.32% | +1,468+16.1% | Added |
| SevenOneSeven Capital Management | 7,997 | $503.0K | 1.13% | +81+1.0% | Added |
| Old National Bancorp | 10,456 | $501.3K | 0.02% | +2,917+38.7% | Added |
| Perigon Wealth Management, LLC | 10,395 | $498.3K | 0.03% | +1,744+20.2% | Added |
| ICA Group Wealth Management, LLC | 10,370 | $497.1K | 0.12% | +250+2.5% | Added |
| Private Portfolio Partners LLC | 10,191 | $488.6K | 0.13% | +76+0.8% | Added |
| Gladstone Institutional Advisory LLC | 10,171 | $487.6K | 0.03% | +10,171 | New |
| Allworth Financial LP | 10,153 | $486.7K | 0.00% | +611+6.4% | Added |
| Cornerstone Wealth Management, LLC | 10,147 | $486.4K | 0.05% | +10,147 | New |
| Empowered Funds, LLC | 10,138 | $486.0K | 0.03% | −1,402−12.1% | Reduced |
| Oder Investment Management, LLC | 10,119 | $485.1K | 0.57% | −277−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 10,075 | $483.0K | 0.04% | +1,622+19.2% | Added |
| Guardian Wealth Advisors, LLC | 10,055 | $482.0K | 0.08% | +2,105+26.5% | Added |
| Griffin Asset Management, Inc. | 10,050 | $481.8K | 0.07% | −30.0% | Reduced |
| Wealth Effects LLC | 10,015 | $480.1K | 0.25% | +125+1.3% | Added |
| V Wealth Advisors LLC | 10,010 | $479.9K | 0.09% | +819+8.9% | Added |
| Lumina Fund Management LLC | 10,000 | $479.0K | 0.23% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9,970 | $478.0K | 0.10% | +9,970 | New |
| Harbor Investment Advisory, LLC | 9,891 | $474.0K | 0.07% | −1,420−12.6% | Reduced |
| Creative Financial Designs Inc | 9,820 | $470.8K | 0.06% | −140−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 9,820 | $469.0K | 0.01% | 00.0% | Unchanged |
| Wealth Architects, LLC | 9,700 | $465.0K | 0.08% | +10+0.1% | Added |
| Icon Wealth Partners, LLC | 9,699 | $465.0K | 0.05% | +9,699 | New |
| Gagnon Securities LLC | 9,685 | $464.3K | 0.10% | +1,742+21.9% | Added |
| United Capital Financial Advisers, LLC | 9,601 | $460.3K | 0.00% | +264+2.8% | Added |
| Zweig-DiMenna Associates LLC | 9,582 | $459.4K | 0.06% | −30,118−75.9% | Reduced |
| Weiss Asset Management LP | 9,470 | $454.0K | 0.04% | −1,540−14.0% | Reduced |
| Manchester Capital Management LLC | 9,430 | $452.1K | 0.06% | +960+11.3% | Added |
| Lincoln National Corp | 9,424 | $451.8K | 0.01% | −7,125−43.1% | Reduced |
| Empower Advisory Group, LLC | 9,469 | $451.5K | 0.00% | +9,469 | New |
| Lake Street Financial LLC | 9,355 | $448.5K | 0.08% | −2,190−19.0% | Reduced |
| Schwartz Investment Counsel Inc | 9,350 | $448.2K | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 9,334 | $444.2K | 0.19% | −1,578−14.5% | Reduced |
| Baldwin Investment Management, LLC | 9,222 | $442.1K | 0.08% | −3,250−26.1% | Reduced |
| Pacer Advisors, Inc. | 9,180 | $440.1K | 0.00% | +294+3.3% | Added |
| Exchange Traded Concepts, LLC | 9,106 | $436.5K | 0.01% | +241+2.7% | Added |
| Coastal Investment Advisors, Inc. | 9,103 | $436.4K | 0.11% | −414−4.4% | Reduced |
| Confluence Investment Management LLC | 9,101 | $436.3K | 0.01% | +146+1.6% | Added |
| ASB Consultores, LLC | 8,956 | $429.4K | 0.17% | +1,565+21.2% | Added |
| Arcadia Investment Management Corp | 8,910 | $427.1K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,904 | $426.9K | 0.02% | +880+11.0% | Added |
| Brainard Capital Management LLC | 8,900 | $426.7K | 0.33% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 8,839 | $423.7K | 0.54% | +1,871+26.9% | Added |
| Robertson Stephens Wealth Management, LLC | 8,795 | $421.6K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,764 | $420.1K | 0.03% | −148−1.7% | Reduced |
| Capital Asset Advisory Services LLC | 8,745 | $419.2K | 0.03% | −1,171−11.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,714 | $417.7K | 0.06% | −294−3.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,626 | $413.5K | 0.13% | +390+4.7% | Added |
| Ceera Investments, LLC | 8,620 | $413.2K | 0.26% | +1,390+19.2% | Added |
| RSM US Wealth Management LLC | 8,610 | $412.8K | 0.01% | +8,610 | New |
| Global Retirement Partners, LLC | 8,910 | $412.3K | 0.02% | +662+8.0% | Added |
| DMG Group, LLC | 8,536 | $407.0K | 0.41% | +1,798+26.7% | Added |
| Element Pointe Advisors, LLC | 8,483 | $406.7K | 0.14% | 00.0% | Unchanged |
| Natixis | 8,445 | $404.9K | 0.00% | +8,445 | New |
| Avestar Capital, LLC | 8,400 | $402.7K | 0.08% | −50−0.6% | Reduced |
| Regatta Capital Group, LLC | 11,583 | $402.0K | 0.14% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 8,384 | $401.9K | 0.10% | −19−0.2% | Reduced |
| Merit Financial Group, LLC | 8,304 | $398.1K | 0.01% | +434+5.5% | Added |
| Capital Advisors Inc | 8,292 | $397.5K | 0.01% | +62+0.8% | Added |