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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 2,006 | $109.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,000 | $109.1K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,011 | $109.7K | 0.08% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,032 | $110.9K | 0.09% | +2,032 | New |
| Hallmark Capital Management Inc | 2,150 | $117.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,160 | $117.9K | 0.10% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,175 | $118.7K | 0.01% | +1,010+86.7% | Added |
| NVWM, LLC | 2,220 | $121.1K | 0.04% | +300+15.6% | Added |
| Hollencrest Capital Management | 2,290 | $125.0K | 0.01% | −182−7.4% | Reduced |
| Beacon Capital Management, LLC | 1,977 | $127.7K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 2,500 | $136.0K | 0.10% | +100+4.2% | Added |
| Garden State Investment Advisory Services LLC | 2,563 | $139.9K | 0.07% | −1,930−43.0% | Reduced |
| Global Financial Private Client, LLC | 2,709 | $146.3K | 0.08% | +5+0.2% | Added |
| Flaharty Asset Management, LLC | 2,690 | $146.8K | 0.02% | +2,690 | New |
| SRS Capital Advisors, Inc. | 2,728 | $148.9K | 0.02% | −404−12.9% | Reduced |
| Marathon Trading Investment Management LLC | 2,770 | $151.2K | 0.12% | +2,770 | New |
| Axiom Investors LLC | 2,890 | $157.7K | 0.00% | +2,890 | New |
| Jamison Private Wealth Management, Inc. | 2,940 | $160.4K | 0.03% | +2,940 | New |
| Chilton Capital Management LLC | 3,010 | $164.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,025 | $165.1K | 0.00% | −244−7.5% | Reduced |
| Magellan Asset Management Ltd | 3,043 | $166.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,050 | $167.0K | 0.01% | −100−3.2% | Reduced |
| Tyler-Stone Wealth Management | 3,060 | $167.0K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,121 | $170.3K | 0.00% | +19+0.6% | Added |
| EverSource Wealth Advisors, LLC | 3,281 | $179.0K | 0.02% | −227−6.5% | Reduced |
| Acima Private Wealth, LLC | 3,368 | $183.8K | 0.08% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 3,679 | $200.8K | 0.60% | −624−14.5% | Reduced |
| Evermay Wealth Management LLC | 3,700 | $201.9K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,732 | $202.2K | 0.06% | −530−12.4% | Reduced |
| Advisory Research Inc | 3,705 | $202.2K | 0.03% | −5,766−60.9% | Reduced |
| Vantage Financial Partners, LLC | 3,720 | $203.0K | 0.08% | +3,720 | New |
| Benedict Financial Advisors Inc | 3,730 | $203.5K | 0.06% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,756 | $205.0K | 0.02% | −20−0.5% | Reduced |
| Sargent Investment Group, LLC | 3,760 | $205.2K | 0.05% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,765 | $205.5K | 0.06% | −180−4.6% | Reduced |
| Wealthcare Advisory Partners LLC | 3,780 | $206.3K | 0.01% | −219−5.5% | Reduced |
| National Wealth Management Group, LLC | 3,781 | $206.3K | 0.22% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,782 | $206.4K | 0.01% | −3,049−44.6% | Reduced |
| Accuvest Global Advisors | 3,850 | $210.0K | 0.12% | −5,836−60.3% | Reduced |
| Wealthsource Partners, LLC | 3,849 | $210.0K | 0.01% | −319−7.7% | Reduced |
| Stanley-Laman Group, Ltd. | 3,913 | $213.5K | 0.04% | 00.0% | Unchanged |
| Andra AP-fonden | 2,900 | $215.0K | 0.01% | −14,600−83.4% | Reduced |
| Van Hulzen Asset Management, LLC | 3,975 | $217.0K | 0.02% | +210+5.6% | Added |
| Grey Street Capital, LLC | 4,027 | $219.8K | 0.13% | −10−0.2% | Reduced |
| LVW Advisors, LLC | 4,031 | $220.0K | 0.05% | −922−18.6% | Reduced |
| Whittier Trust Co | 4,036 | $220.2K | 0.00% | +35+0.9% | Added |
| Henshaw Capital LLC | 4,052 | $221.1K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,062 | $221.7K | 0.07% | −320−7.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,062 | $221.7K | 0.04% | 00.0% | Unchanged |
| SRS Investment Management, LLC | 4,066 | $221.9K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,061 | $222.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,070 | $222.1K | 0.02% | −120−2.9% | Reduced |
| First Citizens Bank & Trust Co | 4,081 | $222.7K | 0.00% | +4,081 | New |
| Larson Financial Group LLC | 4,091 | $223.2K | 0.02% | −2,852−41.1% | Reduced |
| Optimum Investment Advisors | 4,095 | $223.5K | 0.11% | −45−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 4,104 | $224.0K | 0.01% | +4,104 | New |
| Wealthspire Advisors, LLC | 4,110 | $224.3K | 0.00% | +484+13.3% | Added |
| Pinebridge Investments, L.P. | 3,028 | $224.5K | 0.00% | −13,046−81.2% | Reduced |
| Seven Mile Advisory | 4,132 | $225.5K | 0.24% | +40+1.0% | Added |
| Ausdal Financial Partners, Inc. | 4,140 | $225.9K | 0.03% | +204+5.2% | Added |
| Oak Harbor Wealth Partners, LLC | 4,143 | $226.1K | 0.08% | +95+2.3% | Added |
| Evercore Wealth Management, LLC | 4,154 | $226.7K | 0.00% | +14+0.3% | Added |
| Indie Asset Partners, LLC | 4,160 | $227.0K | 0.23% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,171 | $227.6K | 0.05% | −4,000−49.0% | Reduced |
| Sculati Wealth Management, LLC | 4,180 | $228.1K | 0.12% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,190 | $228.6K | 0.08% | +30+0.7% | Added |
| Fortune Financial Advisors, LLC | 4,220 | $230.3K | 0.18% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,242 | $231.5K | 0.07% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4,529 | $231.6K | 0.10% | −180−3.8% | Reduced |
| ASB Consultores, LLC | 4,290 | $234.1K | 0.09% | −3,312−43.6% | Reduced |
| Weiss Asset Management LP | 4,296 | $234.4K | 0.02% | −5,174−54.6% | Reduced |
| Clear Creek Financial Management, LLC | 4,361 | $238.0K | 0.04% | −447−9.3% | Reduced |
| First Heartland Consultants, Inc. | 4,373 | $239.0K | 0.03% | −165−3.6% | Reduced |
| Forum Financial Management, LP | 4,382 | $239.1K | 0.01% | +5+0.1% | Added |
| Conservest Capital Advisors, Inc. | 4,420 | $241.2K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 4,427 | $241.6K | 0.02% | −283−6.0% | Reduced |
| Winthrop Advisory Group LLC | 4,440 | $242.3K | 0.04% | −100−2.2% | Reduced |
| Garrison Point Advisors, LLC | 4,440 | $242.3K | 0.19% | +100+2.3% | Added |
| Guardian Wealth Advisors, LLC | 4,445 | $242.6K | 0.04% | +400+9.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,450 | $242.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,455 | $243.1K | 0.03% | −4,954−52.7% | Reduced |
| Csenge Advisory Group | 4,503 | $245.7K | 0.02% | +203+4.7% | Added |
| Heritage Investors Management Corp | 4,500 | $246.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,515 | $246.4K | 0.00% | +318+7.6% | Added |
| Capital Investment Advisory Services, LLC | 4,521 | $246.7K | 0.02% | +4,521 | New |
| First Horizon Advisors, Inc. | 4,558 | $248.7K | 0.01% | −923−16.8% | Reduced |
| HBW Advisory Services LLC | 4,564 | $249.0K | 0.05% | −210−4.4% | Reduced |
| Centurion Wealth Management LLC | 4,568 | $249.3K | 0.12% | +1,274+38.7% | Added |
| Gateway Advisory, LLC | 4,579 | $249.9K | 0.05% | +128+2.9% | Added |
| Grassi Investment Management | 4,580 | $250.0K | 0.03% | +900+24.5% | Added |
| Bokf, NA | 5,318 | $251.0K | 0.01% | −12,398−70.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,611 | $251.6K | 0.09% | +189+4.3% | Added |
| Gotham Asset Management, LLC | 4,646 | $253.5K | 0.01% | −4,841−51.0% | Reduced |
| Claro Advisors LLC | 4,648 | $253.6K | 0.06% | −246−5.0% | Reduced |
| Nations Financial Group Inc, | 4,689 | $255.9K | 0.03% | +299+6.8% | Added |
| Compass Wealth Management LLC | 4,690 | $255.9K | 0.08% | −50−1.1% | Reduced |
| Ashford Capital Management Inc | 4,700 | $256.5K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,708 | $256.9K | 0.03% | −50−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,708 | $256.9K | 0.06% | +135+3.0% | Added |
| Clarity Wealth Advisors, LLC | 4,745 | $258.9K | 0.12% | 00.0% | Unchanged |