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 |
|---|---|---|---|---|---|
| Gagnon Securities LLC | 7,042 | $384.3K | 0.10% | −20−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,047 | $384.6K | 0.03% | +2,726+63.1% | Added |
| Traynor Capital Management, Inc. | 7,054 | $384.9K | 0.05% | +2,549+56.6% | Added |
| Lincoln National Corp | 7,113 | $388.2K | 0.01% | −637−8.2% | Reduced |
| Valmark Advisers, Inc. | 7,119 | $388.5K | 0.01% | +219+3.2% | Added |
| Waypoint Wealth Partners Inc. | 7,150 | $390.2K | 0.14% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,166 | $391.0K | 0.01% | +2,356+49.0% | Added |
| Mayflower Financial Advisors, LLC | 7,168 | $391.2K | 0.06% | +148+2.1% | Added |
| Prio Wealth Limited Partnership | 7,170 | $391.3K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 7,191 | $392.4K | 0.03% | +100+1.4% | Added |
| Quadrant Capital Group LLC | 7,198 | $392.8K | 0.04% | +314+4.6% | Added |
| Raymond James Trust N.A. | 7,204 | $393.1K | 0.01% | +823+12.9% | Added |
| Great Diamond Partners, LLC | 7,222 | $394.1K | 0.11% | +334+4.8% | Added |
| Pine Valley Investments Ltd Liability Co | 7,282 | $397.4K | 0.04% | −221−2.9% | Reduced |
| Davis-Rea Ltd. | 7,265 | $397.8K | 0.22% | −5−0.1% | Reduced |
| DFPG Investments, LLC | 6,632 | $400.4K | 0.04% | −330−4.7% | Reduced |
| Moser Wealth Advisors, LLC | 7,341 | $400.6K | 0.28% | +1,061+16.9% | Added |
| Moors & Cabot, Inc. | 7,345 | $400.8K | 0.03% | −774−9.5% | Reduced |
| Virtue Capital Management, LLC | 6,245 | $402.4K | 0.07% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 7,450 | $406.5K | 0.64% | +150+2.1% | Added |
| Brown, Lisle/Cummings, Inc. | 7,450 | $406.5K | 0.18% | +500+7.2% | Added |
| Private Trust Co NA | 7,476 | $408.0K | 0.05% | +10+0.1% | Added |
| GM Advisory Group, Inc. | 7,520 | $410.4K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 7,523 | $411.8K | 0.00% | −266−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,601 | $414.8K | 0.02% | +3,281+75.9% | Added |
| Integrated Advisors Network LLC | 7,700 | $420.2K | 0.03% | −8,277−51.8% | Reduced |
| Interchange Capital Partners, LLC | 7,695 | $420.7K | 0.33% | −2,070−21.2% | Reduced |
| Angeles Investment Advisors, LLC | 7,827 | $427.1K | 0.03% | +7,827 | New |
| Guardian Capital Advisors LP | 7,850 | $428.0K | 0.05% | −550−6.5% | Reduced |
| Summit Trail Advisors, LLC | 7,876 | $429.8K | 0.02% | −179−2.2% | Reduced |
| Manchester Capital Management LLC | 7,900 | $431.1K | 0.06% | −570−6.7% | Reduced |
| Wealthfront Advisers LLC | 7,937 | $433.1K | 0.00% | +3,971+100.1% | Added |
| Lake Street Financial LLC | 8,145 | $433.3K | 0.08% | −75−0.9% | Reduced |
| Regatta Capital Group, LLC | 7,989 | $436.0K | 0.14% | −1,571−16.4% | Reduced |
| Schwartz Investment Counsel Inc | 8,000 | $436.6K | 0.02% | −1,350−14.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,032 | $438.3K | 0.15% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,045 | $439.0K | 0.06% | +132+1.7% | Added |
| WMG Financial Advisors, LLC | 8,050 | $439.3K | 0.37% | −7,150−47.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,141 | $444.3K | 0.13% | −45−0.5% | Reduced |
| Menard Financial Group LLC | 8,164 | $445.5K | 0.64% | +3,947+93.6% | Added |
| Swiss Life Asset Management Ltd | 8,136 | $445.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 8,181 | $446.4K | 0.11% | +40+0.5% | Added |
| IFP Advisors, Inc | 8,232 | $449.2K | 0.02% | +1,759+27.2% | Added |
| Fifth Third Bancorp | 8,295 | $452.7K | 0.00% | +200+2.5% | Added |
| Oder Investment Management, LLC | 8,321 | $454.1K | 0.49% | +173+2.1% | Added |
| Marcum Wealth, LLC | 8,405 | $458.7K | 0.06% | −139−1.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,416 | $459.3K | 0.17% | +8,416 | New |
| River Street Advisors LLC | 8,427 | $459.9K | 0.43% | +400+5.0% | Added |
| Avestar Capital, LLC | 8,430 | $460.0K | 0.07% | −19−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 8,450 | $461.1K | 0.01% | −4,050−32.4% | Reduced |
| Golden Green, Inc. | 8,586 | $468.5K | 0.49% | +345+4.2% | Added |
| Element Pointe Advisors, LLC | 8,599 | $469.2K | 0.15% | +116+1.4% | Added |
| Ceera Investments, LLC | 8,620 | $470.4K | 0.26% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,621 | $470.4K | 0.04% | +8,621 | New |
| Legacy Financial Advisors, Inc. | 8,655 | $472.3K | 0.09% | +2,834+48.7% | Added |
| Savoie Capital LLC | 8,700 | $474.8K | 0.12% | +8,700 | New |
| Legacy Capital Group California, Inc. | 8,822 | $481.4K | 0.21% | −299−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 8,915 | $486.0K | 0.01% | −1,800−16.8% | Reduced |
| Arcadia Investment Management Corp | 8,910 | $486.2K | 0.10% | 00.0% | Unchanged |
| Marex Group plc | 8,929 | $487.3K | 0.07% | −3,013−25.2% | Reduced |
| Evergreen Capital Management LLC | 8,997 | $491.0K | 0.02% | +39+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 9,027 | $492.6K | 0.06% | +451+5.3% | Added |
| Global Retirement Partners, LLC | 9,423 | $495.5K | 0.02% | +319+3.5% | Added |
| Sawtooth Solutions, LLC | 9,097 | $496.4K | 0.02% | +1,110+13.9% | Added |
| Bleakley Financial Group, LLC | 9,097 | $496.4K | 0.02% | +1,110+13.9% | Added |
| Capital Advisors Inc | 9,130 | $498.2K | 0.01% | +400+4.6% | Added |
| Wesbanco Bank Inc | 9,138 | $498.7K | 0.02% | −1,346−12.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,143 | $498.9K | 0.02% | +1,988+27.8% | Added |
| RSM US Wealth Management LLC | 9,201 | $502.1K | 0.02% | −860−8.5% | Reduced |
| Baldwin Investment Management, LLC | 9,222 | $503.2K | 0.08% | 00.0% | Unchanged |
| Tacita Capital Inc | 9,245 | $506.2K | 0.40% | +55+0.6% | Added |
| Portside Wealth Group, LLC | 9,283 | $507.0K | 0.10% | +1,240+15.4% | Added |
| Confluence Investment Management LLC | 9,325 | $508.9K | 0.01% | +224+2.5% | Added |
| Acadian Asset Management LLC | 9,340 | $509.0K | 0.00% | +3,089+49.4% | Added |
| SevenOneSeven Capital Management | 8,275 | $515.9K | 1.20% | +404+5.1% | Added |
| Private Portfolio Partners LLC | 9,471 | $516.8K | 0.13% | −70−0.7% | Reduced |
| Kesler, Norman & Wride, LLC | 9,504 | $518.6K | 0.13% | +955+11.2% | Added |
| Mission Wealth Management, LP | 9,549 | $521.1K | 0.02% | −24−0.3% | Reduced |
| Zweig-DiMenna Associates LLC | 9,582 | $522.9K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9,630 | $525.5K | 0.06% | −190−1.9% | Reduced |
| DMG Group, LLC | 9,688 | $528.7K | 0.54% | +1,428+17.3% | Added |
| Perigon Wealth Management, LLC | 9,694 | $529.0K | 0.02% | +914+10.4% | Added |
| Evanson Asset Management, LLC | 9,760 | $532.6K | 0.05% | +1,129+13.1% | Added |
| STRS Ohio | 9,731 | $533.0K | 0.00% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 9,800 | $534.8K | 0.05% | −100−1.0% | Reduced |
| Zenyatta Capital Management LP | 10,000 | $545.7K | 0.30% | +10,000 | New |
| Lynwood Capital Management Inc. | 10,000 | $545.7K | 1.44% | +10,000 | New |
| Lumina Fund Management LLC | 10,000 | $546.0K | 0.26% | 00.0% | Unchanged |
| Wealth Effects LLC | 10,020 | $546.8K | 0.27% | +75+0.8% | Added |
| Coastal Investment Advisors, Inc. | 8,550 | $552.3K | 0.13% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 10,205 | $556.9K | 0.08% | +220+2.2% | Added |
| Savant Capital, LLC | 10,244 | $559.0K | 0.01% | +166+1.6% | Added |
| Magnetar Financial LLC | 10,299 | $562.0K | 0.01% | +5,822+130.0% | Added |
| Toroso Investments, LLC | 10,308 | $562.5K | 0.02% | +80+0.8% | Added |
| Ritholtz Wealth Management | 10,320 | $563.2K | 0.03% | +763+8.0% | Added |
| Ninepoint Partners LP | 10,338 | $564.1K | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,382 | $566.5K | 0.02% | +366+3.7% | Added |
| Arkadios Wealth Advisors | 10,466 | $571.1K | 0.05% | −1,319−11.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10,500 | $573.0K | 0.31% | +10,500 | New |
| Zullo Investment Group, Inc. | 10,565 | $576.5K | 0.34% | −475−4.3% | Reduced |