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 |
|---|---|---|---|---|---|
| Kercheville Advisors, LLC | 9,440 | $609.8K | 0.37% | +1,225+14.9% | Added |
| Harbor Investment Advisory, LLC | 9,409 | $607.8K | 0.08% | −482−4.9% | Reduced |
| Schwartz Investment Counsel Inc | 9,350 | $604.0K | 0.03% | 00.0% | Unchanged |
| Geneva Partners, LLC | 9,250 | $597.5K | 0.39% | +9,250 | New |
| Baldwin Investment Management, LLC | 9,222 | $595.7K | 0.10% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 9,196 | $594.1K | 0.00% | −273−2.9% | Reduced |
| Tacita Capital Inc | 9,190 | $594.0K | 0.44% | +9,190 | New |
| Woodward Diversified Capital, LLC | 9,150 | $591.1K | 0.45% | +9,150 | New |
| Legacy Capital Group California, Inc. | 9,121 | $589.2K | 0.24% | +9,121 | New |
| Global Retirement Partners, LLC | 9,104 | $588.1K | 0.03% | +194+2.2% | Added |
| Confluence Investment Management LLC | 9,101 | $587.9K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,009 | $582.0K | 0.03% | +3,941+77.8% | Added |
| Interchange Capital Partners, LLC | 9,765 | $580.9K | 0.44% | −1,263−11.5% | Reduced |
| Evergreen Capital Management LLC | 8,958 | $578.7K | 0.02% | +54+0.6% | Added |
| Arcadia Investment Management Corp | 8,910 | $575.6K | 0.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,780 | $567.2K | 0.02% | −1,615−15.5% | Reduced |
| Capital Advisors Inc | 8,730 | $564.0K | 0.01% | +438+5.3% | Added |
| Evanson Asset Management, LLC | 8,631 | $557.6K | 0.05% | +518+6.4% | Added |
| Ceera Investments, LLC | 8,620 | $556.9K | 0.32% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,576 | $554.0K | 0.07% | −138−1.6% | Reduced |
| Coastal Investment Advisors, Inc. | 8,550 | $552.3K | 0.12% | −553−6.1% | Reduced |
| Kesler, Norman & Wride, LLC | 8,549 | $552.3K | 0.13% | +505+6.3% | Added |
| Marcum Wealth, LLC | 8,544 | $551.9K | 0.06% | +1,145+15.5% | Added |
| Element Pointe Advisors, LLC | 8,483 | $548.0K | 0.18% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,470 | $547.2K | 0.07% | −960−10.2% | Reduced |
| Axxcess Wealth Management, LLC | 8,451 | $545.9K | 0.04% | −1,624−16.1% | Reduced |
| Avestar Capital, LLC | 8,449 | $545.8K | 0.09% | +49+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 8,425 | $544.3K | 0.01% | +665+8.6% | Added |
| Guardian Capital Advisors LP | 8,400 | $538.4K | 0.06% | −14,100−62.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,325 | $537.8K | 0.04% | −470−5.3% | Reduced |
| DMG Group, LLC | 8,260 | $533.6K | 0.53% | −276−3.2% | Reduced |
| Golden Green, Inc. | 8,241 | $532.4K | 0.58% | +8,241 | New |
| Lake Street Financial LLC | 8,220 | $531.0K | 0.09% | −1,135−12.1% | Reduced |
| Investment House LLC | 8,175 | $528.1K | 0.04% | −50−0.6% | Reduced |
| IPG Investment Advisors LLC | 8,171 | $527.8K | 0.12% | +8,171 | New |
| Swiss Life Asset Management Ltd | 8,136 | $526.8K | 0.01% | −1,684−17.1% | Reduced |
| Oder Investment Management, LLC | 8,148 | $526.4K | 0.58% | −1,971−19.5% | Reduced |
| TFC Financial Management | 8,141 | $525.9K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,119 | $524.5K | 0.03% | −27−0.3% | Reduced |
| Fifth Third Bancorp | 8,095 | $522.9K | 0.00% | +273+3.5% | Added |
| Lindbrook Capital, LLC | 8,077 | $521.8K | 0.06% | +127+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,057 | $520.5K | 0.05% | +7+0.1% | Added |
| Summit Trail Advisors, LLC | 8,055 | $520.4K | 0.02% | −5−0.1% | Reduced |
| Portside Wealth Group, LLC | 8,043 | $519.6K | 0.10% | +8,043 | New |
| Woodard & Co Asset Management Group Inc | 8,032 | $518.9K | 0.17% | +12+0.1% | Added |
| River Street Advisors LLC | 8,027 | $518.5K | 0.49% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,987 | $516.0K | 0.01% | −14,561−64.6% | Reduced |
| Bleakley Financial Group, LLC | 7,987 | $516.0K | 0.02% | +1,154+16.9% | Added |
| Buckingham Strategic Wealth, LLC | 7,948 | $513.4K | 0.01% | −9−0.1% | Reduced |
| PDS Planning, Inc | 7,913 | $511.2K | 0.07% | +1,507+23.5% | Added |
| Fiera Capital Corp | 7,789 | $504.1K | 0.00% | −268−3.3% | Reduced |
| Lincoln National Corp | 7,750 | $500.6K | 0.01% | −1,674−17.8% | Reduced |
| Brookstone Capital Management | 8,010 | $494.0K | 0.01% | +108+1.4% | Added |
| Capital Asset Advisory Services LLC | 7,182 | $491.6K | 0.03% | −1,563−17.9% | Reduced |
| ASB Consultores, LLC | 7,602 | $491.1K | 0.24% | −1,354−15.1% | Reduced |
| Change Path, LLC | 7,596 | $491.0K | 0.02% | −432−5.4% | Reduced |
| GM Advisory Group, Inc. | 7,520 | $485.8K | 0.04% | −11−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,503 | $484.7K | 0.05% | +3,000+66.6% | Added |
| Private Trust Co NA | 7,466 | $482.3K | 0.06% | +1,282+20.7% | Added |
| World Equity Group, Inc. | 7,374 | $476.4K | 0.14% | −53,771−87.9% | Reduced |
| Boston Private Wealth LLC | 7,368 | $476.0K | 0.01% | −160−2.1% | Reduced |
| DFPG Investments, LLC | 6,962 | $475.0K | 0.04% | +742+11.9% | Added |
| Beverly Hills Private Wealth, LLC | 8,186 | $474.2K | 0.08% | −440−5.1% | Reduced |
| Icon Wealth Partners, LLC | 7,313 | $472.4K | 0.05% | −2,386−24.6% | Reduced |
| Alterity Financial Group, LLC | 7,300 | $471.6K | 0.68% | −350−4.6% | Reduced |
| Davis-Rea Ltd. | 7,270 | $470.2K | 0.26% | −30−0.4% | Reduced |
| Jefferies Financial Group Inc. | 7,200 | $465.1K | 0.01% | −22,256−75.6% | Reduced |
| Prio Wealth Limited Partnership | 7,170 | $463.2K | 0.02% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 7,161 | $462.6K | 0.66% | +7,161 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,155 | $462.2K | 0.02% | −450−5.9% | Reduced |
| Waypoint Wealth Partners Inc. | 7,150 | $461.9K | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 7,091 | $458.1K | 0.03% | +6+0.1% | Added |
| Gagnon Securities LLC | 7,062 | $456.2K | 0.09% | −2,623−27.1% | Reduced |
| Nadler Financial Group, Inc. | 7,023 | $453.7K | 0.07% | −100−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 7,020 | $453.5K | 0.06% | +327+4.9% | Added |
| Bordeaux Wealth Advisors LLC | 7,000 | $452.2K | 0.19% | −1,000−12.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,950 | $449.0K | 0.20% | +1,250+21.9% | Added |
| Larson Financial Group LLC | 6,943 | $448.5K | 0.04% | −797−10.3% | Reduced |
| Foundations Investment Advisors, LLC | 6,932 | $447.8K | 0.01% | +512+8.0% | Added |
| Valmark Advisers, Inc. | 6,900 | $445.7K | 0.01% | −48−0.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,892 | $445.2K | 0.01% | +767+12.5% | Added |
| Great Diamond Partners, LLC | 6,888 | $445.0K | 0.12% | +545+8.6% | Added |
| Quadrant Capital Group LLC | 6,884 | $444.7K | 0.04% | −615−8.2% | Reduced |
| EFG Asset Management (North America) Corp. | 6,844 | $442.2K | 0.09% | +6,844 | New |
| Hennion & Walsh Asset Management, Inc. | 6,831 | $441.0K | 0.03% | −299−4.2% | Reduced |
| O'Dell Group, LLC | 6,801 | $439.3K | 0.12% | −220−3.1% | Reduced |
| Accredited Investors Inc. | 6,760 | $436.7K | 0.03% | −190−2.7% | Reduced |
| SevenOneSeven Capital Management | 7,871 | $435.0K | 0.98% | −126−1.6% | Reduced |
| Colony Group LLC | 6,711 | $434.0K | 0.01% | +6,711 | New |
| Vanguard Capital Wealth Advisors | 6,600 | $426.4K | 0.39% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,575 | $424.7K | 0.05% | −400−5.7% | Reduced |
| BBR Partners, LLC | 6,569 | $424.4K | 0.05% | −1,169−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,472 | $418.1K | 0.00% | −3,129−32.6% | Reduced |
| Wealth Architects, LLC | 6,423 | $414.9K | 0.07% | −3,277−33.8% | Reduced |
| LexAurum Advisors, LLC | 6,405 | $413.8K | 0.12% | −125−1.9% | Reduced |
| Raymond James Trust N.A. | 6,381 | $412.0K | 0.01% | −200−3.0% | Reduced |
| WMS Partners, LLC | 6,360 | $410.9K | 0.03% | −250−3.8% | Reduced |
| Abbot Financial Management, Inc. | 6,318 | $408.1K | 0.26% | −535−7.8% | Reduced |
| Moser Wealth Advisors, LLC | 6,280 | $405.7K | 0.27% | +6,280 | New |
| Sand Hill Global Advisors, LLC | 6,257 | $404.2K | 0.02% | +181+3.0% | Added |