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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.

Institutional holdersQ2 2023: 1,127 institutions
Q1 2021: 1,158 institutionsQ2 2021: 1,213 institutionsQ3 2021: 1,228 institutionsQ4 2021: 1,352 institutionsQ1 2022: 1,149 institutionsQ2 2022: 968 institutionsQ3 2022: 883 institutionsQ4 2022: 973 institutionsQ1 2023: 1,028 institutionsQ2 2023: 1,127 institutionsQ3 2023: 1,081 institutionsQ4 2023: 1,214 institutionsQ1 2024: 1,222 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,262 institutionsQ4 2024: 1,490 institutionsQ1 2025: 1,480 institutionsQ2 2025: 1,555 institutionsQ3 2025: 1,718 institutionsQ4 2025: 1,892 institutionsQ1 2026: 1,741 institutionsQ2 2026: 1,719 institutions
Value heldQ2 2023: $50.6B
Q1 2021: $82.9BQ2 2021: $111.4BQ3 2021: $104.0BQ4 2021: $108.3BQ1 2022: $52.1BQ2 2022: $22.2BQ3 2022: $19.6BQ4 2022: $26.7BQ1 2023: $36.8BQ2 2023: $50.6BQ3 2023: $42.6BQ4 2023: $63.1BQ1 2024: $61.5BQ2 2024: $53.8BQ3 2024: $66.6BQ4 2024: $88.7BQ1 2025: $80.9BQ2 2025: $97.4BQ3 2025: $123.4BQ4 2025: $138.3BQ1 2026: $99.1BQ2 2026: $94.6B
Institutions holding SHOP and their total value by quarter
QuarterHoldersValue
Q2 20261,719$94.6B
Q1 20261,741$99.1B
Q4 20251,892$138.3B
Q3 20251,718$123.4B
Q2 20251,555$97.4B
Q1 20251,480$80.9B
Q4 20241,490$88.7B
Q3 20241,262$66.6B
Q2 20241,213$53.8B
Q1 20241,222$61.5B
Q4 20231,214$63.1B
Q3 20231,081$42.6B
Q2 20231,127$50.6B
Q1 20231,028$36.8B
Q4 2022973$26.7B
Q3 2022883$19.6B
Q2 2022968$22.2B
Q1 20221,149$52.1B
Q4 20211,352$108.3B
Q3 20211,228$104.0B
Q2 20211,213$111.4B
Q1 20211,158$82.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2023.

Institutions holding SHOP in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Great West Life Assurance Co897,052$58.3M0.14%+114,724+14.7%Added
Susquehanna International Group, LLP870,515$56.2M0.09%−3,070,300−77.9%Reduced
Cidel Asset Management Inc834,004$54.0M2.44%+59,870+7.7%Added
Public Sector Pension Investment Board801,164$51.8M0.37%+2,396+0.3%Added
Qube Research & Technologies Ltd789,475$51.0M0.20%+789,475New
Polen Capital Management LLC786,604$50.8M0.13%−30,781−3.8%Reduced
Rathbone Brothers plc769,717$49.7M0.46%−121,472−13.6%Reduced
Corton Capital Inc.750,000$48.5M22.75%00.0%Unchanged
Man Group plc723,873$46.8M0.14%––
Envestnet Asset Management Inc703,254$45.4M0.02%−82,258−10.5%Reduced
State of Tennessee, Treasury Department698,895$45.2M0.19%+698,895New
Marcho Partners LLP693,052$44.8M11.07%−278,125−28.6%Reduced
Mirae Asset Global Investments Co., Ltd.663,391$42.9M0.09%−178,566−21.2%Reduced
Brown Capital Management LLC644,682$41.6M0.59%+32,321+5.3%Added
Addenda Capital Inc.484,615$41.5M1.74%−9,510−1.9%Reduced
Himension Fund600,786$38.8M3.54%−174,255−22.5%Reduced
Pictet Asset Management SA599,114$38.7M0.05%+29,467+5.2%Added
Gluskin Sheff & Assoc Inc598,162$38.7M2.34%−240,516−28.7%Reduced
Fisher Asset Management, LLC590,790$38.2M0.02%−1,985,655−77.1%Reduced
Mn Services Vermogensbeheer B.V.575,240$37.2M0.35%+8,400+1.5%Added
Advisor Group Holdings, Inc.573,389$36.9M0.07%−1,089−0.2%Reduced
Susquehanna Fundamental Investments, LLC561,900$36.3M1.33%00.0%Unchanged
Truist Financial Corp547,395$35.4M0.06%−67,999−11.0%Reduced
Alta Park Capital, LP533,805$34.5M3.89%−150,826−22.0%Reduced
JS Capital Management LLC520,000$33.6M4.40%+520,000New
Royal London Asset Management Ltd516,761$33.4M0.11%+179,926+53.4%Added
Northern Trust Corp516,150$33.3M0.01%+43,171+9.1%Added
Teachers Retirement System of the State of Kentucky498,100$32.2M0.31%−52,500−9.5%Reduced
HSBC Holdings PLC495,678$32.0M0.03%−1,423−0.3%Reduced
Citigroup Inc487,137$31.5M0.04%−118,252−19.5%Reduced
Korea Investment CORP464,313$30.0M0.08%−139,793−23.1%Reduced
Allianz Asset Management GmbH458,611$29.7M0.06%+152,566+49.9%Added
State Street Corp450,348$29.1M0.00%+35,666+8.6%Added
Aviva PLC437,079$28.3M0.12%+393,434+901.4%Added
NZS Capital, LLC437,237$28.2M1.41%−12,359−2.7%Reduced
Scotia Capital Inc.434,021$28.0M0.19%−58,756−11.9%Reduced
Intact Investment Management Inc.430,035$27.8M1.13%−128,918−23.1%Reduced
BIT Capital GmbH429,903$27.8M3.24%−20,467−4.5%Reduced
Dimensional Fund Advisors LP425,995$27.5M0.01%+48,248+12.8%Added
Advisors Asset Management, Inc.420,554$27.2M0.55%−9,881−2.3%Reduced
Raymond James Financial Services Advisors, Inc.409,929$26.5M0.05%+4,909+1.2%Added
Privium Fund Management B.V.415,000$26.5M7.62%−80,000−16.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)382,421$24.7M0.11%+30,707+8.7%Added
Commonwealth Equity Services, LLC378,102$24.4M0.05%−7,464−1.9%Reduced
Capital International Inc371,144$24.0M0.44%+262,208+240.7%Added
Ci Investments Inc.369,907$23.9M0.12%00.0%Unchanged
Blair William & Co351,598$22.7M0.08%+1,781+0.5%Added
Huntington National Bank345,077$22.3M0.21%+230+0.1%Added
Nepsis, Inc.344,524$22.3M6.86%−5,681−1.6%Reduced
Alliancebernstein L.P.342,490$22.1M0.01%+7,527+2.2%Added
Federation des caisses Desjardins du Quebec313,375$22.1M0.22%−16,260−4.9%Reduced
Vista Equity Partners Management, LLC330,895$21.4M0.48%+123,602+59.6%Added
Stifel Financial Corp325,975$21.1M0.03%+83,944+34.7%Added
J. Goldman & Co LP325,648$21.0M1.20%+45,863+16.4%Added
Guardian Capital LP318,320$20.6M0.66%−46,658−12.8%Reduced
Northwest & Ethical Investments L.P.318,415$20.6M0.66%−52,464−14.1%Reduced
Nishkama Capital, LLC317,646$20.5M3.77%+317,646New
SEI Investments Co311,213$20.1M0.04%−50,942−14.1%Reduced
BNP Paribas Arbitrage, SA308,613$19.9M0.04%−581,422−65.3%Reduced
Fred Alger Management, LLC307,555$19.9M0.10%+9,207+3.1%Added
Investment Management Corp of Ontario295,570$19.1M0.81%−96,430−24.6%Reduced
TD Waterhouse Canada Inc.234,859$19.0M0.19%+28,477+13.8%Added
Marsico Capital Management LLC290,883$18.8M0.75%+290,883New
Cobblestone Capital Advisors LLC283,546$18.3M1.29%+1,396+0.5%Added
La Financiere de L'Echiquier281,000$18.2M0.91%00.0%Unchanged
Capital Group Private Client Services, Inc.278,565$18.0M0.21%−4,572−1.6%Reduced
Greenlea Lane Capital Management, LLC262,880$17.0M6.19%−80,110−23.4%Reduced
Focus Financial Network, Inc.262,803$17.0M0.94%−74,761−22.1%Reduced
Cornerstone Capital, Inc.261,260$16.9M1.95%+56,427+27.5%Added
Hillsdale Investment Management Inc.256,900$16.6M1.53%−200−0.1%Reduced
Cambridge Investment Research Advisors, Inc.256,752$16.6M0.08%+13,305+5.5%Added
Equitable Trust Co256,728$16.6M1.27%−8,593−3.2%Reduced
Kayne Anderson Rudnick Investment Management LLC248,163$16.0M0.05%+248,154+2,757,266.7%Added
Perpetual Ltd242,884$15.7M0.13%+17,088+7.6%Added
Aquatic Capital Management LLC242,300$15.7M0.85%+108,200+80.7%Added
Stony Point Capital LLC239,016$15.4M5.01%+9,255+4.0%Added
Mariner, LLC234,267$15.1M0.04%−9,440−3.9%Reduced
Forsta Ap-Fonden230,400$14.9M0.16%−2,100−0.9%Reduced
Berkshire Capital Holdings Inc225,500$14.6M6.00%+63,510+39.2%Added
Ilmarinen Mutual Pension Insurance Co225,000$14.5M0.18%−25,000−10.0%Reduced
Gavilan Investment Partners LLC224,000$14.5M6.45%−80,155−26.4%Reduced
AXA S.A.222,814$14.4M0.05%+30,268+15.7%Added
Moore Capital Management, LP221,123$14.3M0.35%+221,123New
Thompson Siegel & Walmsley LLC217,540$14.1M0.22%+7,900+3.8%Added
Rockefeller Capital Management L.P.212,945$13.8M0.05%+19,699+10.2%Added
Principal Financial Group Inc210,875$13.6M0.01%−67,492−24.2%Reduced
Tybourne Capital Management (HK) Ltd209,410$13.5M1.46%−410,800−66.2%Reduced
Thrivent Financial for Lutherans207,004$13.4M0.03%−230,987−52.7%Reduced
AE Wealth Management LLC205,084$13.2M0.08%−28,451−12.2%Reduced
Creative Planning191,158$12.3M0.02%+11,551+6.4%Added
Titleist Asset Management, LLC188,451$12.2M2.39%+2,169+1.2%Added
Arthedge Capital Management, LLC188,000$12.1M9.96%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.177,823$11.3M0.36%−112,309−38.7%Reduced
Robeco Institutional Asset Management B.V.170,000$11.0M0.03%+25,000+17.2%Added
Henry James International Management, Inc.166,917$10.8M4.68%−13,097−7.3%Reduced
Allen Investment Management LLC165,010$10.7M0.16%+15,900+10.7%Added
Skandinaviska Enskilda Banken AB (publ)162,198$10.5M0.07%+24,374+17.7%Added
State of Michigan Retirement System160,000$10.3M0.06%00.0%Unchanged
Clear Street LLC160,000$10.3M0.25%+160,000New
USS Investment Management Ltd157,962$10.2M0.12%00.0%Unchanged