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 |
|---|---|---|---|---|---|
| O'Neil Global Advisors, Inc. | 4,773 | $260.0K | 0.24% | −7,447−60.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,770 | $260.3K | 0.02% | +120+2.6% | Added |
| Spouting Rock Asset Management, LLC | 4,787 | $261.2K | 0.08% | +4,787 | New |
| Montgomery Investment Management Inc | 4,800 | $261.9K | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 4,809 | $262.4K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,835 | $263.8K | 0.16% | +4,835 | New |
| Sandy Spring Bank | 4,875 | $266.0K | 0.01% | +224+4.8% | Added |
| Institute for Wealth Management, LLC. | 4,895 | $267.1K | 0.05% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 4,900 | $267.4K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,915 | $268.2K | 0.04% | −543−9.9% | Reduced |
| Leeward Financial Partners, LLC | 4,919 | $268.4K | 0.15% | +4,919 | New |
| First Command Advisory Services, Inc. | 4,920 | $268.5K | 0.00% | +4,920 | New |
| McIlrath & Eck, LLC | 4,922 | $268.6K | 0.05% | −46−0.9% | Reduced |
| Clarius Group, LLC | 4,940 | $269.6K | 0.03% | +4,940 | New |
| Clearstead Advisors, LLC | 4,942 | $269.7K | 0.02% | +29+0.6% | Added |
| Advanced Research Investment Solutions, LLC | 4,960 | $270.7K | 0.18% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,963 | $270.8K | 0.04% | +4,963 | New |
| Nichols & Pratt Advisers LLP | 5,000 | $272.9K | 0.02% | −5,000−50.0% | Reduced |
| Northside Capital Management, LLC | 5,000 | $272.9K | 0.06% | +5,000 | New |
| Westmount Partners, LLC | 5,007 | $273.2K | 0.12% | +72+1.5% | Added |
| Advisory Services & Investments, LLC | 5,017 | $273.8K | 0.24% | +914+22.3% | Added |
| Redwood Financial Network Corp | 5,021 | $274.0K | 0.29% | −48−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,034 | $274.7K | 0.02% | −200−3.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,038 | $274.9K | 0.05% | −51−1.0% | Reduced |
| FFT Wealth Management LLC | 5,050 | $275.6K | 0.04% | −50−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 5,067 | $276.5K | 0.02% | +83+1.7% | Added |
| KRS Capital Management, LLC | 5,080 | $277.2K | 0.30% | −400−7.3% | Reduced |
| American Money Management, LLC | 5,080 | $277.2K | 0.07% | +140+2.8% | Added |
| Landscape Capital Management, L.L.C. | 5,150 | $281.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,151 | $281.1K | 0.01% | +940+22.3% | Added |
| Vise Technologies, Inc. | 5,156 | $281.4K | 0.07% | −304−5.6% | Reduced |
| PSI Advisors, LLC | 5,200 | $283.8K | 0.12% | −150−2.8% | Reduced |
| Nemes Rush Group LLC | 5,228 | $285.3K | 0.05% | +1,391+36.3% | Added |
| West Family Investments, Inc. | 5,239 | $285.9K | 0.10% | +67+1.3% | Added |
| Worth Asset Management, LLC | 5,250 | $286.5K | 0.23% | +416+8.6% | Added |
| Lake Hills Wealth Management, LLC | 5,285 | $288.4K | 0.29% | 00.0% | Unchanged |
| Investment House LLC | 5,315 | $290.0K | 0.02% | −2,860−35.0% | Reduced |
| Kozak & Associates, Inc. | 5,410 | $290.2K | 0.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,339 | $291.3K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,360 | $292.5K | 0.02% | +157+3.0% | Added |
| Moseley Investment Management Inc | 5,378 | $293.5K | 0.18% | −122−2.2% | Reduced |
| Oxinas Partners Wealth Management LLC | 5,380 | $293.6K | 0.22% | −13−0.2% | Reduced |
| Wealth Alliance | 5,392 | $294.2K | 0.05% | +563+11.7% | Added |
| Gill Capital Partners, LLC | 5,406 | $295.0K | 0.13% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 5,450 | $297.0K | 0.29% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,447 | $297.3K | 0.05% | +591+12.2% | Added |
| InterOcean Capital Group, LLC | 5,505 | $300.4K | 0.01% | +528+10.6% | Added |
| Farther Finance Advisors, LLC | 5,509 | $300.6K | 0.05% | +183+3.4% | Added |
| Column Capital Advisors, LLC | 5,514 | $300.9K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,507 | $301.0K | 0.03% | +478+9.5% | Added |
| Capital Investment Advisors, LLC | 5,579 | $304.4K | 0.01% | +189+3.5% | Added |
| Rhumbline Advisers | 5,604 | $305.8K | 0.00% | +375+7.2% | Added |
| Clay Northam Wealth Management, LLC | 5,635 | $307.5K | 0.31% | +485+9.4% | Added |
| Latitude Advisors, LLC | 5,708 | $311.5K | 0.22% | +270+5.0% | Added |
| Holistic Financial Partners | 5,721 | $312.2K | 0.21% | 00.0% | Unchanged |
| CNB Bank | 5,788 | $315.9K | 0.19% | +354+6.5% | Added |
| Syon Capital LLC | 5,808 | $316.9K | 0.04% | +5,808 | New |
| Alan B. Lancz & Associates, Inc. | 5,860 | $319.8K | 0.36% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,930 | $323.6K | 0.00% | 00.0% | Unchanged |
| Rede Wealth, LLC | 5,934 | $323.8K | 0.16% | −206−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,999 | $327.4K | 0.01% | +1,410+30.7% | Added |
| Zhang Financial LLC | 6,032 | $331.5K | 0.03% | −190−3.1% | Reduced |
| Lindbrook Capital, LLC | 6,079 | $331.7K | 0.04% | −1,998−24.7% | Reduced |
| Strategic Blueprint, LLC | 6,129 | $334.5K | 0.03% | +337+5.8% | Added |
| StoneX Group Inc. | 6,149 | $335.6K | 0.04% | −24,240−79.8% | Reduced |
| Focused Wealth Management, Inc | 6,238 | $340.4K | 0.06% | +3,813+157.2% | Added |
| Regions Financial Corp | 6,258 | $341.5K | 0.00% | −44,823−87.7% | Reduced |
| FNY Investment Advisers, LLC | 6,297 | $343.0K | 0.20% | +297+5.0% | Added |
| WMS Partners, LLC | 6,332 | $345.5K | 0.03% | −28−0.4% | Reduced |
| HBK Sorce Advisory LLC | 6,351 | $346.6K | 0.02% | −4,130−39.4% | Reduced |
| Hilltop Holdings Inc. | 6,366 | $347.4K | 0.04% | −209−3.2% | Reduced |
| Viawealth, LLC | 6,366 | $347.4K | 0.26% | +1,141+21.8% | Added |
| Wealth Architects, LLC | 6,391 | $348.8K | 0.06% | −32−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,441 | $351.5K | 0.01% | −1,984−23.5% | Reduced |
| Accredited Investors Inc. | 6,460 | $352.5K | 0.03% | −300−4.4% | Reduced |
| Octavia Wealth Advisors, LLC | 6,465 | $352.8K | 0.07% | +880+15.8% | Added |
| Foundations Investment Advisors, LLC | 6,478 | $353.5K | 0.01% | −454−6.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,510 | $354.0K | 0.01% | +417+6.8% | Added |
| BBR Partners, LLC | 6,569 | $358.5K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,592 | $359.7K | 0.11% | +187+2.9% | Added |
| Vanguard Capital Wealth Advisors | 6,600 | $360.2K | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,677 | $364.4K | 0.04% | +6,677 | New |
| Circle Wealth Management, LLC | 6,684 | $364.7K | 0.01% | +1,906+39.9% | Added |
| Colony Group LLC | 6,711 | $366.0K | 0.01% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 6,718 | $366.6K | 0.25% | +400+6.3% | Added |
| World Equity Group, Inc. | 6,753 | $368.5K | 0.08% | −621−8.4% | Reduced |
| Capital Asset Advisory Services LLC | 6,817 | $369.8K | 0.03% | −365−5.1% | Reduced |
| Sand Hill Global Advisors, LLC | 6,801 | $371.1K | 0.02% | +544+8.7% | Added |
| O'Dell Group, LLC | 6,802 | $371.2K | 0.11% | +10.0% | Added |
| Icon Wealth Partners, LLC | 6,817 | $372.0K | 0.04% | −496−6.8% | Reduced |
| XTX Topco Ltd | 6,817 | $372.0K | 0.06% | −6,531−48.9% | Reduced |
| United Capital Financial Advisers, LLC | 6,846 | $373.6K | 0.00% | +374+5.8% | Added |
| Transcend Wealth Collective, LLC | 6,867 | $374.7K | 0.04% | +1,751+34.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,918 | $377.5K | 0.01% | +26+0.4% | Added |
| Pachira Investments Inc. | 6,938 | $378.6K | 0.43% | +1,319+23.5% | Added |
| Boston Private Wealth LLC | 6,939 | $378.7K | 0.01% | −429−5.8% | Reduced |
| Aigen Investment Management, LP | 6,984 | $381.2K | 0.07% | −14,776−67.9% | Reduced |
| Brookstone Capital Management | 7,368 | $381.9K | 0.01% | −642−8.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,000 | $382.0K | 0.15% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 7,023 | $383.2K | 0.06% | 00.0% | Unchanged |