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 |
|---|---|---|---|---|---|
| Umb Bank N A | 3,745 | $179.5K | 0.00% | −495−11.7% | Reduced |
| Optimum Investment Advisors | 3,715 | $178.1K | 0.09% | −265−6.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,693 | $177.0K | 0.02% | −575−13.5% | Reduced |
| Focused Wealth Management, Inc | 3,625 | $173.8K | 0.04% | +1,380+61.5% | Added |
| Ridgewood Investments LLC | 3,625 | $173.8K | 0.11% | +3,625 | New |
| EverSource Wealth Advisors, LLC | 3,545 | $169.9K | 0.02% | +34+1.0% | Added |
| Geneos Wealth Management Inc. | 3,510 | $168.3K | 0.01% | −540−13.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,373 | $161.7K | 0.00% | −490−12.7% | Reduced |
| Magellan Asset Management Ltd | 3,372 | $161.7K | 0.00% | +602+21.7% | Added |
| Acima Private Wealth, LLC | 3,368 | $161.5K | 0.08% | +3,368 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 4,750 | $152.5K | 0.01% | +3,580+306.0% | Added |
| Brown Brothers Harriman & Co | 3,168 | $151.9K | 0.00% | +68+2.2% | Added |
| Centaurus Financial, Inc. | 3,049 | $146.0K | 0.01% | −131−4.1% | Reduced |
| New England Capital Financial Advisors LLC | 3,011 | $144.3K | 0.10% | −29−1.0% | Reduced |
| Chilton Capital Management LLC | 3,010 | $144.3K | 0.01% | +3,010 | New |
| Harvest Fund Management Co., Ltd | 2,794 | $134.0K | 0.03% | +141+5.3% | Added |
| Global Financial Private Client, LLC | 2,704 | $128.9K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,660 | $127.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,590 | $124.2K | 0.01% | +2,590 | New |
| EMC Capital Management | 2,500 | $117.0K | 0.10% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,398 | $115.0K | 0.00% | +981+69.2% | Added |
| Tradition Wealth Management, LLC | 2,194 | $105.0K | 0.01% | +682+45.1% | Added |
| Pacifica Partners Inc. | 2,310 | $104.1K | 0.06% | +200+9.5% | Added |
| PFS Partners, LLC | 2,160 | $103.6K | 0.10% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,150 | $103.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,144 | $102.8K | 0.00% | −1,096−33.8% | Reduced |
| Asset Dedication, LLC | 2,070 | $100.0K | 0.01% | −100−4.6% | Reduced |
| Gleason Group, Inc. | 2,000 | $95.9K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,950 | $93.0K | 0.03% | −410−17.4% | Reduced |
| Peconic Partners LLC | 1,930 | $92.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,862 | $89.3K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,850 | $88.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,840 | $88.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,815 | $87.0K | 0.07% | −30−1.6% | Reduced |
| Tortoise Investment Management, LLC | 1,802 | $86.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,800 | $86.3K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,755 | $84.1K | 0.00% | −1,440−45.1% | Reduced |
| Evermay Wealth Management LLC | 1,700 | $81.5K | 0.02% | +900+112.5% | Added |
| Pittenger & Anderson Inc | 1,630 | $78.1K | 0.00% | +50+3.2% | Added |
| NVWM, LLC | 1,620 | $77.7K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,599 | $77.0K | 0.00% | +1,439+899.4% | Added |
| Stephens Investment Management Group LLC | 1,588 | $76.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,560 | $74.8K | 0.01% | +266+20.6% | Added |
| Kelly Financial Services LLC | 1,505 | $72.2K | 0.04% | −66−4.2% | Reduced |
| Bartlett & Co. LLC | 1,500 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $71.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,461 | $70.0K | 0.01% | −151−9.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,410 | $67.6K | 0.06% | −60−4.1% | Reduced |
| Bank of New Hampshire | 1,300 | $62.3K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,280 | $61.4K | 0.01% | +100+8.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,251 | $60.0K | 0.00% | −752−37.5% | Reduced |
| Orion Capital Management LLC | 1,220 | $58.5K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 1,220 | $58.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,204 | $57.7K | 0.01% | +169+16.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,200 | $57.5K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,160 | $55.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,160 | $55.6K | 0.03% | −957−45.2% | Reduced |
| Old Second National Bank of Aurora | 1,110 | $53.2K | 0.02% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 1,100 | $52.7K | 0.02% | −348,900−99.7% | Reduced |
| Pinnacle Financial Partners Inc | 1,050 | $50.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,050 | $50.3K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,010 | $48.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $48.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $47.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $47.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,336 | $46.0K | 0.01% | +6+0.5% | Added |
| NewSquare Capital LLC | 941 | $45.1K | 0.01% | +761+422.8% | Added |
| Massmutual Trust Co FSB | 933 | $44.7K | 0.00% | +225+31.8% | Added |
| Glassman Wealth Services | 930 | $44.6K | 0.01% | −950−50.5% | Reduced |
| Carmel Capital Partners, LLC | 930 | $44.6K | 0.03% | +930 | New |
| Northwest Investment Counselors, LLC | 920 | $44.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 900 | $43.1K | 0.04% | +900 | New |
| Valley National Advisers Inc | 889 | $43.0K | 0.01% | +809+1,011.3% | Added |
| CVA Family Office, LLC | 890 | $42.7K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 880 | $42.2K | 0.00% | −194−18.1% | Reduced |
| JFS Wealth Advisors, LLC | 858 | $41.1K | 0.00% | +11+1.3% | Added |
| Industrial Alliance Investment Management Inc. | 850 | $41.0K | 0.00% | −1,696−66.6% | Reduced |
| Highline Wealth Partners LLC | 850 | $40.7K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 850 | $40.7K | 0.03% | +100+13.3% | Added |
| RFP Financial Group LLC | 816 | $39.1K | 0.05% | −70−7.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 810 | $38.8K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 800 | $38.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 762 | $37.0K | 0.01% | +49+6.9% | Added |
| Gradient Investments LLC | 760 | $36.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 757 | $36.3K | 0.00% | +150+24.7% | Added |
| Blue Bell Private Wealth Management, LLC | 755 | $36.2K | 0.01% | +420+125.4% | Added |
| DecisionPoint Financial, LLC | 750 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 750 | $36.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $36.0K | 0.02% | +100+15.4% | Added |
| Partners Capital Investment Group, LLP | 700 | $33.6K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 700 | $33.6K | 0.07% | +700 | New |
| Quintet Private Bank (Europe) S.A. | 677 | $33.1K | 0.00% | +677 | New |
| Park Circle Co | 650 | $31.2K | 0.03% | +550+550.0% | Added |
| GoalVest Advisory LLC | 647 | $31.0K | 0.02% | +67+11.6% | Added |
| Johnson Financial Group, Inc. | 640 | $30.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 636 | $30.5K | 0.02% | +116+22.3% | Added |
| Cambridge Trust Co | 600 | $28.8K | 0.00% | −90−13.0% | Reduced |
| Concord Wealth Partners | 600 | $28.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 600 | $28.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 555 | $26.6K | 0.01% | +555 | New |