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, Q3 2023
Institutional positions in Shopify Inc. as of Sep 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
- 1,081
- −37 vs. Q2 2023
- Shares held
- 776.9M
- −5.49M (−0.7%) vs. Q2 2023
- Total value
- $42.6B
- −$7.98B (−15.8%) vs. Q2 2023
- New holders
- 97
- 391 more added
- Sold out
- 134
- 380 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 341 | $18.6K | 0.02% | −50−12.8% | Reduced |
| GoalVest Advisory LLC | 347 | $18.9K | 0.01% | −300−46.4% | Reduced |
| Armstrong Advisory Group, Inc | 348 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 350 | $19.1K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 354 | $19.3K | 0.00% | −4,252−92.3% | Reduced |
| Arrow Financial Corp | 360 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 365 | $19.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 367 | $20.0K | 0.01% | +212+136.8% | Added |
| Ritter Daniher Financial Advisory LLC | 367 | $20.0K | 0.01% | +217+144.7% | Added |
| NewSquare Capital LLC | 370 | $20.2K | 0.00% | −370−50.0% | Reduced |
| Zions Bancorporation, N.A. | 386 | $21.1K | 0.00% | −10−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 391 | $21.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 399 | $21.8K | 0.01% | +77+23.9% | Added |
| Pin Oak Investment Advisors Inc | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 417 | $22.8K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 419 | $23.0K | 0.02% | +4+1.0% | Added |
| Financial Management Professionals, Inc. | 421 | $23.0K | 0.00% | +45+12.0% | Added |
| Hexagon Capital Partners LLC | 422 | $23.0K | 0.01% | −15−3.4% | Reduced |
| First Manhattan Co | 430 | $23.5K | 0.00% | −450−51.1% | Reduced |
| New Millennium Group LLC | 430 | $23.5K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 431 | $24.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 445 | $24.3K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 452 | $24.7K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $27.3K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 504 | $27.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 520 | $28.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 520 | $28.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 540 | $29.5K | 0.01% | +210+63.6% | Added |
| Carmichael Hill & Associates, Inc. | 543 | $29.6K | 0.01% | +8+1.5% | Added |
| Carmel Capital Partners, LLC | 600 | $32.7K | 0.01% | −330−35.5% | Reduced |
| Benjamin Edwards Inc | 612 | $33.0K | 0.01% | −138−18.4% | Reduced |
| Coston, McIsaac & Partners | 620 | $33.0K | 0.01% | +120+24.0% | Added |
| Activest Wealth Management | 608 | $33.2K | 0.02% | +608 | New |
| Concord Wealth Partners | 629 | $34.3K | 0.01% | +29+4.8% | Added |
| Sittner & Nelson, LLC | 634 | $34.6K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 640 | $34.9K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 650 | $35.5K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 658 | $35.9K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 688 | $37.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 680 | $37.1K | 0.02% | +680 | New |
| RVW Wealth, LLC | 700 | $38.2K | 0.00% | +700 | New |
| Washington Trust Advisors, Inc. | 736 | $40.2K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 750 | $40.9K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 750 | $40.9K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 751 | $41.0K | 0.01% | +149+24.8% | Added |
| Gradient Investments LLC | 778 | $42.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 850 | $46.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 850 | $46.4K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 850 | $46.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 855 | $46.7K | 0.01% | −329−27.8% | Reduced |
| JFS Wealth Advisors, LLC | 862 | $47.0K | 0.00% | −16−1.8% | Reduced |
| Asset Management One Co.,Ltd. | 864 | $47.1K | 0.00% | +864 | New |
| RFP Financial Group LLC | 886 | $48.3K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 895 | $48.8K | 0.01% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 900 | $49.1K | 0.01% | −29,950−97.1% | Reduced |
| Chesapeake Asset Management LLC | 900 | $49.1K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 904 | $49.3K | 0.00% | −60−6.2% | Reduced |
| Northwest Investment Counselors, LLC | 967 | $52.8K | 0.01% | +47+5.1% | Added |
| Trust Co of Vermont | 1,000 | $54.6K | 0.00% | −50−4.8% | Reduced |
| M&R Capital Management Inc | 1,000 | $54.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $54.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $55.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,050 | $57.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,060 | $57.8K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,075 | $58.7K | 0.02% | +275+34.4% | Added |
| Stonebridge Capital Advisors LLC | 1,080 | $58.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,081 | $59.0K | 0.01% | +50+4.8% | Added |
| Old Second National Bank of Aurora | 1,110 | $60.6K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,120 | $61.1K | 0.02% | +1,000+833.3% | Added |
| Orion Capital Management LLC | 1,220 | $66.6K | 0.04% | +1,220 | New |
| CKW Financial Group | 1,220 | $67.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,230 | $67.1K | 0.03% | −59−4.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,250 | $68.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,500 | $70.4K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,300 | $70.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,300 | $70.9K | 0.00% | +145+12.6% | Added |
| Valley National Advisers Inc | 1,293 | $71.0K | 0.01% | +283+28.0% | Added |
| Avion Wealth | 1,336 | $72.0K | 0.02% | −47−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,338 | $73.0K | 0.00% | +17+1.3% | Added |
| Toth Financial Advisory Corp | 1,378 | $75.2K | 0.01% | −4,123−75.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,462 | $79.8K | 0.00% | −12,510−89.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $81.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 1,580 | $85.3K | 0.02% | +1,580 | New |
| Stephens Investment Management Group LLC | 1,588 | $86.7K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,599 | $87.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,612 | $88.0K | 0.00% | −36−2.2% | Reduced |
| Rise Advisors, LLC | 1,615 | $88.1K | 0.07% | −170−9.5% | Reduced |
| Provenance Wealth Advisors, LLC | 1,650 | $90.0K | 0.01% | +1,650 | New |
| Pacifica Partners Inc. | 1,760 | $91.7K | 0.05% | −90−4.9% | Reduced |
| Abound Wealth Management | 1,800 | $98.2K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,802 | $98.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,840 | $100.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,867 | $102.0K | 0.01% | −512−21.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,892 | $103.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,914 | $104.0K | 0.01% | +1,914 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,755 | $104.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,931 | $105.4K | 0.02% | +1,034+115.3% | Added |
| Harvest Fund Management Co., Ltd | 1,946 | $106.0K | 0.02% | −2,450−55.7% | Reduced |
| TSFG, LLC | 1,950 | $106.0K | 0.04% | 00.0% | Unchanged |