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 |
|---|---|---|---|---|---|
| CNB Bank | 5,886 | $282.2K | 0.17% | −60−1.0% | Reduced |
| Edgestream Partners, L.P. | 5,877 | $281.7K | 0.03% | +5,877 | New |
| Alan B. Lancz & Associates, Inc. | 5,860 | $280.9K | 0.29% | +10+0.2% | Added |
| Accuvest Global Advisors | 5,850 | $280.0K | 0.13% | −5,850−50.0% | Reduced |
| Balyasny Asset Management LLC | 5,837 | $279.8K | 0.00% | −339,287−98.3% | Reduced |
| Lazard Asset Management LLC | 5,814 | $278.0K | 0.00% | +5,614+2,807.0% | Added |
| Pine Valley Investments Ltd Liability Co | 4,503 | $277.9K | 0.04% | +4,503 | New |
| Buckingham Strategic Wealth, LLC | 7,957 | $276.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,700 | $273.3K | 0.14% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,694 | $273.0K | 0.21% | +5,694 | New |
| Savant Capital, LLC | 5,686 | $272.6K | 0.01% | +5,686 | New |
| Sculati Wealth Management, LLC | 5,680 | $272.3K | 0.14% | +5,680 | New |
| Octavia Wealth Advisors, LLC | 5,630 | $269.9K | 0.06% | +5,630 | New |
| Legacy Financial Advisors, Inc. | 5,627 | $269.8K | 0.06% | +5,627 | New |
| Capstone Wealth Management Group, LLC | 5,620 | $269.4K | 0.30% | −3,025−35.0% | Reduced |
| Farther Finance Advisors, LLC | 5,590 | $268.0K | 0.08% | +3,870+225.0% | Added |
| Centiva Capital, LP | 5,485 | $263.0K | 0.01% | +3,300+151.0% | Added |
| Moseley Investment Management Inc | 5,476 | $262.5K | 0.17% | −595−9.8% | Reduced |
| Perkins Capital Management Inc | 5,450 | $261.0K | 0.25% | +5,450 | New |
| Kozak & Associates, Inc. | 5,410 | $259.4K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,353 | $256.6K | 0.04% | −2,093−28.1% | Reduced |
| PSI Advisors, LLC | 5,350 | $256.5K | 0.12% | −750−12.3% | Reduced |
| Proequities, Inc. | 5,334 | $255.7K | 0.02% | −218−3.9% | Reduced |
| First Heartland Consultants, Inc. | 5,312 | $254.7K | 0.04% | +5,312 | New |
| Latitude Advisors, LLC | 5,276 | $252.9K | 0.18% | +5,276 | New |
| Pitti Group Wealth Management, LLC | 5,246 | $251.5K | 0.28% | +5,246 | New |
| Oxinas Partners Wealth Management LLC | 5,233 | $250.9K | 0.18% | +5,233 | New |
| Grey Street Capital, LLC | 5,213 | $249.9K | 0.18% | +5,213 | New |
| Sargent Investment Group, LLC | 5,210 | $248.4K | 0.07% | +5,210 | New |
| West Family Investments, Inc. | 5,172 | $247.9K | 0.10% | −739−12.5% | Reduced |
| Pachira Investments Inc. | 5,159 | $247.3K | 1.07% | +5,159 | New |
| Seaport Global Advisors, LLC | 5,126 | $245.7K | 0.78% | −1,098−17.6% | Reduced |
| FFT Wealth Management LLC | 5,100 | $244.5K | 0.03% | +5,100 | New |
| San Luis Wealth Advisors LLC | 5,088 | $244.0K | 0.09% | −30,448−85.7% | Reduced |
| Quantinno Capital Management LP | 5,068 | $243.0K | 0.02% | +5,068 | New |
| Confluence Wealth Services, Inc. | 5,040 | $241.6K | 0.06% | +5,040 | New |
| Westmount Partners, LLC | 5,035 | $241.4K | 0.11% | +5,035 | New |
| McIlrath & Eck, LLC | 5,031 | $241.2K | 0.06% | +391+8.4% | Added |
| Redwood Financial Network Corp | 5,030 | $241.1K | 0.25% | +5,030 | New |
| Ulysses Management LLC | 5,000 | $239.7K | 0.07% | +5,000 | New |
| Strategic Blueprint, LLC | 4,970 | $238.3K | 0.02% | +4,970 | New |
| Advanced Research Investment Solutions, LLC | 4,960 | $237.8K | 0.14% | +4,960 | New |
| First Command Bank | 4,920 | $235.9K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,920 | $235.9K | 0.02% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 4,900 | $234.9K | 0.08% | +4,900 | New |
| JGP Wealth Management, LLC | 4,898 | $234.8K | 0.04% | +4,898 | New |
| RFG Advisory, LLC | 4,889 | $234.4K | 0.01% | −64−1.3% | Reduced |
| Horst & Graben Wealth Management LLC | 4,840 | $232.0K | 0.06% | +4,840 | New |
| PFG Advisors | 4,809 | $230.5K | 0.02% | +4,809 | New |
| Montgomery Investment Management Inc | 4,800 | $230.1K | 0.08% | +4,800 | New |
| Level Four Advisory Services, LLC | 4,799 | $230.1K | 0.02% | −2,671−35.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,786 | $229.4K | 0.19% | +4,786 | New |
| Segall Bryant & Hamill, LLC | 4,780 | $229.0K | 0.00% | +4,780 | New |
| Sowell Financial Services LLC | 4,787 | $229.0K | 0.02% | +4,787 | New |
| Viawealth, LLC | 4,750 | $227.7K | 0.18% | −1,675−26.1% | Reduced |
| Whittier Trust Co | 4,751 | $227.7K | 0.00% | +855+21.9% | Added |
| Compass Wealth Management LLC | 4,740 | $227.2K | 0.07% | +420+9.7% | Added |
| Essex Financial Services, Inc. | 4,740 | $227.2K | 0.02% | +4,740 | New |
| J.W. Cole Advisors, Inc. | 4,723 | $226.4K | 0.02% | +4,723 | New |
| Silvercrest Asset Management Group LLC | 4,709 | $225.7K | 0.00% | +4,709 | New |
| Ashford Capital Management Inc | 4,700 | $225.3K | 0.03% | +4,700 | New |
| Circle Wealth Management, LLC | 4,690 | $224.8K | 0.03% | +4,690 | New |
| Garden State Investment Advisory Services LLC | 4,689 | $224.8K | 0.11% | +4,689 | New |
| Worth Asset Management, LLC | 4,665 | $223.6K | 0.17% | +1,525+48.6% | Added |
| Anchor Investment Management, LLC | 4,657 | $223.3K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,651 | $223.0K | 0.00% | +4,651 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,650 | $222.9K | 0.02% | +4,650 | New |
| Clare Market Investments LLC | 4,640 | $222.4K | 0.09% | +4,640 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,773 | $222.0K | 0.06% | +4,773 | New |
| Sandy Spring Bank | 4,630 | $222.0K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 4,604 | $220.7K | 0.03% | +4,604 | New |
| Clarity Wealth Advisors, LLC | 4,595 | $220.3K | 0.11% | +4,595 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,573 | $219.2K | 0.00% | +324+7.6% | Added |
| Blue Zone Wealth Advisors, LLC | 4,550 | $218.1K | 0.12% | +4,550 | New |
| Winthrop Advisory Group LLC | 4,540 | $217.6K | 0.04% | +4,540 | New |
| Heritage Investors Management Corp | 4,500 | $216.0K | 0.01% | +4,500 | New |
| American Money Management, LLC | 4,480 | $214.8K | 0.06% | +4,480 | New |
| Clear Creek Financial Management, LLC | 4,478 | $214.7K | 0.04% | +4,478 | New |
| Clay Northam Wealth Management, LLC | 4,450 | $213.3K | 0.22% | +4,450 | New |
| Vise Technologies, Inc. | 4,422 | $212.0K | 0.06% | +4,422 | New |
| Conservest Capital Advisors, Inc. | 4,420 | $211.9K | 0.03% | +4,420 | New |
| Clearstead Advisors, LLC | 4,393 | $210.6K | 0.02% | −1,787−28.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,380 | $210.0K | 0.26% | +4,380 | New |
| Forum Financial Management, LP | 4,362 | $209.1K | 0.01% | −2,118−32.7% | Reduced |
| Greenleaf Trust | 4,351 | $208.6K | 0.00% | +4,351 | New |
| Wealthcare Advisory Partners LLC | 4,344 | $208.3K | 0.01% | +4,344 | New |
| Fortis Capital Management LLC | 4,338 | $208.0K | 0.08% | +4,338 | New |
| LVW Advisors, LLC | 4,330 | $207.6K | 0.04% | +4,330 | New |
| HB Wealth Management, LLC | 4,314 | $206.8K | 0.00% | +4,314 | New |
| KG&L Capital Management,LLC | 4,310 | $206.6K | 0.11% | +4,310 | New |
| Laidlaw Wealth Management LLC | 4,281 | $205.2K | 0.04% | +4,281 | New |
| Indie Asset Partners, LLC | 4,260 | $204.2K | 0.24% | +4,260 | New |
| Nations Financial Group Inc, | 4,240 | $203.3K | 0.02% | +4,240 | New |
| Bridgefront Capital, LLC | 4,215 | $202.1K | 0.12% | +4,215 | New |
| Alliance Wealth Advisors, LLC | 4,190 | $200.9K | 0.08% | +4,190 | New |
| Garrison Point Advisors, LLC | 4,180 | $200.4K | 0.15% | +4,180 | New |
| PFG Private Wealth Management, LLC | 4,085 | $195.8K | 0.12% | +4,085 | New |
| AdvisorNet Financial, Inc | 4,070 | $195.1K | 0.02% | −160−3.8% | Reduced |
| SRS Investment Management, LLC | 4,066 | $194.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,033 | $193.0K | 0.00% | −2,798−41.0% | Reduced |