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, Q2 2023
Institutional positions in Shopify Inc. as of Jun 30, 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
- 1,127
- +104 vs. Q1 2023
- Shares held
- 783.1M
- +14.9M (+1.9%) vs. Q1 2023
- Total value
- $50.6B
- +$13.8B (+37.4%) vs. Q1 2023
- New holders
- 184
- 347 more added
- Sold out
- 80
- 422 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Investment Management, LLC | 4,066 | $262.7K | 0.00% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,092 | $264.3K | 0.31% | +4,092 | New |
| Advisory Services & Investments, LLC | 4,103 | $265.1K | 0.22% | +4,103 | New |
| Evercore Wealth Management, LLC | 4,140 | $267.4K | 0.00% | −511−11.0% | Reduced |
| Optimum Investment Advisors | 4,140 | $267.4K | 0.13% | +425+11.4% | Added |
| Indie Asset Partners, LLC | 4,160 | $268.7K | 0.29% | −100−2.3% | Reduced |
| Strategic Financial Concepts, LLC | 4,160 | $268.7K | 0.10% | +4,160 | New |
| Wealthsource Partners, LLC | 4,168 | $269.3K | 0.02% | +4,168 | New |
| Sculati Wealth Management, LLC | 4,180 | $270.0K | 0.14% | −1,500−26.4% | Reduced |
| AdvisorNet Financial, Inc | 4,190 | $270.7K | 0.02% | +120+2.9% | Added |
| HB Wealth Management, LLC | 4,197 | $271.1K | 0.00% | −117−2.7% | Reduced |
| Geneos Wealth Management Inc. | 4,211 | $272.0K | 0.01% | +701+20.0% | Added |
| Menard Financial Group LLC | 4,217 | $272.4K | 0.56% | +4,217 | New |
| Fortune Financial Advisors, LLC | 4,220 | $272.6K | 0.20% | +4,220 | New |
| Diligent Investors, LLC | 4,242 | $274.0K | 0.08% | −2,600−38.0% | Reduced |
| Csenge Advisory Group | 4,300 | $277.8K | 0.02% | +4,300 | New |
| White Knight Strategic Wealth Advisors, LLC | 4,300 | $277.8K | 0.33% | −80−1.8% | Reduced |
| Seaport Global Advisors, LLC | 4,303 | $278.0K | 0.82% | −823−16.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,320 | $279.1K | 0.01% | −1,819−29.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,321 | $279.1K | 0.01% | −1,998−31.6% | Reduced |
| Garrison Point Advisors, LLC | 4,340 | $280.4K | 0.20% | +160+3.8% | Added |
| Forum Financial Management, LP | 4,377 | $282.8K | 0.01% | +15+0.3% | Added |
| Laidlaw Wealth Management LLC | 4,382 | $283.1K | 0.06% | +101+2.4% | Added |
| Old National Bancorp | 4,388 | $283.5K | 0.01% | −6,068−58.0% | Reduced |
| Nations Financial Group Inc, | 4,390 | $283.6K | 0.03% | +150+3.5% | Added |
| Harvest Fund Management Co., Ltd | 4,396 | $284.0K | 0.06% | +1,602+57.3% | Added |
| Hel Ved Capital Management Ltd | 4,405 | $284.6K | 0.12% | +4,405 | New |
| Conservest Capital Advisors, Inc. | 4,420 | $285.5K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,422 | $285.7K | 0.11% | +232+5.5% | Added |
| Gateway Advisory, LLC | 4,451 | $287.5K | 0.06% | −7,261−62.0% | Reduced |
| Magnetar Financial LLC | 4,477 | $289.2K | 0.01% | +4,477 | New |
| Garden State Investment Advisory Services LLC | 4,493 | $290.2K | 0.13% | −196−4.2% | Reduced |
| Heritage Investors Management Corp | 4,500 | $291.0K | 0.01% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 4,505 | $291.0K | 0.04% | +4,505 | New |
| Accurate Wealth Management, LLC | 4,262 | $291.7K | 0.09% | +4,262 | New |
| First Heartland Consultants, Inc. | 4,538 | $293.2K | 0.04% | −774−14.6% | Reduced |
| Winthrop Advisory Group LLC | 4,540 | $293.3K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,573 | $295.4K | 0.07% | −200−4.2% | Reduced |
| Aptus Capital Advisors, LLC | 4,589 | $296.4K | 0.01% | −6,007−56.7% | Reduced |
| Silver Oak Securities, Inc | 4,606 | $298.0K | 0.05% | −1,715−27.1% | Reduced |
| Forte Capital LLC | 4,614 | $298.1K | 0.04% | +10+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,650 | $300.4K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,651 | $300.5K | 0.02% | +21+0.5% | Added |
| Ashford Capital Management Inc | 4,700 | $303.6K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,710 | $304.3K | 0.02% | −624−11.7% | Reduced |
| Compass Wealth Management LLC | 4,740 | $306.2K | 0.09% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 4,745 | $306.5K | 0.14% | +150+3.3% | Added |
| Essex Financial Services, Inc. | 4,758 | $307.4K | 0.03% | +18+0.4% | Added |
| HBW Advisory Services LLC | 4,774 | $308.0K | 0.07% | −1,545−24.5% | Reduced |
| Circle Wealth Management, LLC | 4,778 | $308.7K | 0.04% | +88+1.9% | Added |
| Montgomery Investment Management Inc | 4,800 | $310.1K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,808 | $310.6K | 0.05% | +330+7.4% | Added |
| PFG Advisors | 4,809 | $310.7K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,810 | $310.7K | 0.01% | −2,047−29.9% | Reduced |
| Canvas Wealth Advisors, LLC | 4,709 | $311.6K | 0.12% | −4,625−49.6% | Reduced |
| Wealth Alliance | 4,829 | $312.0K | 0.05% | +4,829 | New |
| Worth Asset Management, LLC | 4,834 | $312.3K | 0.24% | +169+3.6% | Added |
| Nicolet Bankshares Inc | 4,848 | $313.2K | 0.09% | −1,602−24.8% | Reduced |
| JGP Wealth Management, LLC | 4,856 | $313.7K | 0.05% | −42−0.9% | Reduced |
| Segall Bryant & Hamill, LLC | 4,860 | $314.0K | 0.00% | +80+1.7% | Added |
| Claro Advisors LLC | 4,894 | $316.2K | 0.08% | −1,730−26.1% | Reduced |
| Institute for Wealth Management, LLC. | 4,895 | $316.2K | 0.06% | −1,111−18.5% | Reduced |
| Seven Post Investment Office LP | 4,900 | $316.5K | 0.10% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,913 | $317.4K | 0.02% | +520+11.8% | Added |
| First Command Bank | 4,920 | $317.8K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,920 | $317.8K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,935 | $318.8K | 0.14% | −100−2.0% | Reduced |
| American Money Management, LLC | 4,940 | $319.1K | 0.08% | +460+10.3% | Added |
| LVW Advisors, LLC | 4,953 | $320.0K | 0.06% | +623+14.4% | Added |
| Advanced Research Investment Solutions, LLC | 4,960 | $320.4K | 0.18% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,968 | $320.9K | 0.07% | −63−1.3% | Reduced |
| InterOcean Capital Group, LLC | 4,977 | $321.5K | 0.01% | +4,977 | New |
| Stratos Wealth Advisors, LLC | 4,984 | $322.0K | 0.02% | +4,984 | New |
| Centaurus Financial, Inc. | 5,029 | $325.0K | 0.03% | +1,980+64.9% | Added |
| Redwood Financial Network Corp | 5,069 | $327.5K | 0.31% | +39+0.8% | Added |
| Confluence Wealth Services, Inc. | 5,089 | $328.7K | 0.07% | +49+1.0% | Added |
| FFT Wealth Management LLC | 5,100 | $329.5K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,116 | $330.5K | 0.03% | −829−13.9% | Reduced |
| Landscape Capital Management, L.L.C. | 5,150 | $332.7K | 0.04% | −233,809−97.8% | Reduced |
| Clay Northam Wealth Management, LLC | 5,150 | $332.7K | 0.32% | +700+15.7% | Added |
| West Family Investments, Inc. | 5,172 | $334.1K | 0.13% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,203 | $336.1K | 0.02% | +5,203 | New |
| Viawealth, LLC | 5,225 | $337.5K | 0.25% | +475+10.0% | Added |
| Rhumbline Advisers | 5,229 | $337.8K | 0.00% | +5,229 | New |
| Ashton Thomas Private Wealth, LLC | 5,234 | $338.1K | 0.03% | +5,234 | New |
| Highland Capital Management, LLC | 5,280 | $341.1K | 0.02% | +5,280 | New |
| Lake Hills Wealth Management, LLC | 5,285 | $341.4K | 0.37% | +5,285 | New |
| Axq Capital, LP | 5,300 | $342.4K | 0.42% | −16,156−75.3% | Reduced |
| Farther Finance Advisors, LLC | 5,326 | $344.1K | 0.08% | −264−4.7% | Reduced |
| Silvercrest Asset Management Group LLC | 5,339 | $344.9K | 0.00% | +630+13.4% | Added |
| PSI Advisors, LLC | 5,350 | $345.6K | 0.15% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,390 | $348.2K | 0.01% | +5,390 | New |
| Oxinas Partners Wealth Management LLC | 5,393 | $348.4K | 0.23% | +160+3.1% | Added |
| Gill Capital Partners, LLC | 5,406 | $349.2K | 0.15% | −640−10.6% | Reduced |
| Kozak & Associates, Inc. | 5,410 | $350.8K | 0.14% | 00.0% | Unchanged |
| CNB Bank | 5,434 | $351.0K | 0.21% | −452−7.7% | Reduced |
| Latitude Advisors, LLC | 5,438 | $351.3K | 0.24% | +162+3.1% | Added |
| Perkins Capital Management Inc | 5,450 | $352.0K | 0.31% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,458 | $352.6K | 0.05% | −2,032−27.1% | Reduced |
| Vise Technologies, Inc. | 5,460 | $352.7K | 0.09% | +1,038+23.5% | Added |