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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 9,630 | $525.5K | 0.06% | −190−1.9% | Reduced |
| Zweig-DiMenna Associates LLC | 9,582 | $522.9K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,549 | $521.1K | 0.02% | −24−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 9,504 | $518.6K | 0.13% | +955+11.2% | Added |
| Private Portfolio Partners LLC | 9,471 | $516.8K | 0.13% | −70−0.7% | Reduced |
| SevenOneSeven Capital Management | 8,275 | $515.9K | 1.20% | +404+5.1% | Added |
| Acadian Asset Management LLC | 9,340 | $509.0K | 0.00% | +3,089+49.4% | Added |
| Confluence Investment Management LLC | 9,325 | $508.9K | 0.01% | +224+2.5% | Added |
| Portside Wealth Group, LLC | 9,283 | $507.0K | 0.10% | +1,240+15.4% | Added |
| Tacita Capital Inc | 9,245 | $506.2K | 0.40% | +55+0.6% | Added |
| Baldwin Investment Management, LLC | 9,222 | $503.2K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,201 | $502.1K | 0.02% | −860−8.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,143 | $498.9K | 0.02% | +1,988+27.8% | Added |
| Wesbanco Bank Inc | 9,138 | $498.7K | 0.02% | −1,346−12.8% | Reduced |
| Capital Advisors Inc | 9,130 | $498.2K | 0.01% | +400+4.6% | 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 |
| Global Retirement Partners, LLC | 9,423 | $495.5K | 0.02% | +319+3.5% | Added |
| Sound View Wealth Advisors Group, LLC | 9,027 | $492.6K | 0.06% | +451+5.3% | Added |
| Evergreen Capital Management LLC | 8,997 | $491.0K | 0.02% | +39+0.4% | Added |
| Marex Group plc | 8,929 | $487.3K | 0.07% | −3,013−25.2% | Reduced |
| Arcadia Investment Management Corp | 8,910 | $486.2K | 0.10% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,915 | $486.0K | 0.01% | −1,800−16.8% | Reduced |
| Legacy Capital Group California, Inc. | 8,822 | $481.4K | 0.21% | −299−3.3% | Reduced |
| Savoie Capital LLC | 8,700 | $474.8K | 0.12% | +8,700 | New |
| Legacy Financial Advisors, Inc. | 8,655 | $472.3K | 0.09% | +2,834+48.7% | Added |
| Prelude Capital Management, LLC | 8,621 | $470.4K | 0.04% | +8,621 | New |
| Ceera Investments, LLC | 8,620 | $470.4K | 0.26% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 8,599 | $469.2K | 0.15% | +116+1.4% | Added |
| Golden Green, Inc. | 8,586 | $468.5K | 0.49% | +345+4.2% | Added |
| Compagnie Lombard Odier SCmA | 8,450 | $461.1K | 0.01% | −4,050−32.4% | Reduced |
| Avestar Capital, LLC | 8,430 | $460.0K | 0.07% | −19−0.2% | Reduced |
| River Street Advisors LLC | 8,427 | $459.9K | 0.43% | +400+5.0% | Added |
| Legacy Wealth Asset Management, LLC | 8,416 | $459.3K | 0.17% | +8,416 | New |
| Marcum Wealth, LLC | 8,405 | $458.7K | 0.06% | −139−1.6% | Reduced |
| Oder Investment Management, LLC | 8,321 | $454.1K | 0.49% | +173+2.1% | Added |
| Fifth Third Bancorp | 8,295 | $452.7K | 0.00% | +200+2.5% | Added |
| IFP Advisors, Inc | 8,232 | $449.2K | 0.02% | +1,759+27.2% | Added |
| TFC Financial Management | 8,181 | $446.4K | 0.11% | +40+0.5% | Added |
| Swiss Life Asset Management Ltd | 8,136 | $445.7K | 0.01% | 00.0% | Unchanged |
| Menard Financial Group LLC | 8,164 | $445.5K | 0.64% | +3,947+93.6% | Added |
| Beverly Hills Private Wealth, LLC | 8,141 | $444.3K | 0.13% | −45−0.5% | Reduced |
| WMG Financial Advisors, LLC | 8,050 | $439.3K | 0.37% | −7,150−47.0% | Reduced |
| PDS Planning, Inc | 8,045 | $439.0K | 0.06% | +132+1.7% | Added |
| Woodard & Co Asset Management Group Inc | 8,032 | $438.3K | 0.15% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 8,000 | $436.6K | 0.02% | −1,350−14.4% | Reduced |
| Regatta Capital Group, LLC | 7,989 | $436.0K | 0.14% | −1,571−16.4% | Reduced |
| Lake Street Financial LLC | 8,145 | $433.3K | 0.08% | −75−0.9% | Reduced |
| Wealthfront Advisers LLC | 7,937 | $433.1K | 0.00% | +3,971+100.1% | Added |
| Manchester Capital Management LLC | 7,900 | $431.1K | 0.06% | −570−6.7% | Reduced |
| Summit Trail Advisors, LLC | 7,876 | $429.8K | 0.02% | −179−2.2% | Reduced |
| Guardian Capital Advisors LP | 7,850 | $428.0K | 0.05% | −550−6.5% | Reduced |
| Angeles Investment Advisors, LLC | 7,827 | $427.1K | 0.03% | +7,827 | New |
| Interchange Capital Partners, LLC | 7,695 | $420.7K | 0.33% | −2,070−21.2% | Reduced |
| Integrated Advisors Network LLC | 7,700 | $420.2K | 0.03% | −8,277−51.8% | Reduced |
| Dynamic Advisor Solutions LLC | 7,601 | $414.8K | 0.02% | +3,281+75.9% | Added |
| Fiera Capital Corp | 7,523 | $411.8K | 0.00% | −266−3.4% | Reduced |
| GM Advisory Group, Inc. | 7,520 | $410.4K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 7,476 | $408.0K | 0.05% | +10+0.1% | Added |
| 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 |
| Virtue Capital Management, LLC | 6,245 | $402.4K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,345 | $400.8K | 0.03% | −774−9.5% | Reduced |
| Moser Wealth Advisors, LLC | 7,341 | $400.6K | 0.28% | +1,061+16.9% | Added |
| DFPG Investments, LLC | 6,632 | $400.4K | 0.04% | −330−4.7% | Reduced |
| Davis-Rea Ltd. | 7,265 | $397.8K | 0.22% | −5−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,282 | $397.4K | 0.04% | −221−2.9% | Reduced |
| Great Diamond Partners, LLC | 7,222 | $394.1K | 0.11% | +334+4.8% | Added |
| Raymond James Trust N.A. | 7,204 | $393.1K | 0.01% | +823+12.9% | Added |
| Quadrant Capital Group LLC | 7,198 | $392.8K | 0.04% | +314+4.6% | Added |
| BLB&B Advisors, LLC | 7,191 | $392.4K | 0.03% | +100+1.4% | Added |
| Prio Wealth Limited Partnership | 7,170 | $391.3K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 7,168 | $391.2K | 0.06% | +148+2.1% | Added |
| NewEdge Wealth, LLC | 7,166 | $391.0K | 0.01% | +2,356+49.0% | Added |
| Waypoint Wealth Partners Inc. | 7,150 | $390.2K | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,119 | $388.5K | 0.01% | +219+3.2% | Added |
| Lincoln National Corp | 7,113 | $388.2K | 0.01% | −637−8.2% | Reduced |
| Traynor Capital Management, Inc. | 7,054 | $384.9K | 0.05% | +2,549+56.6% | Added |
| Vestmark Advisory Solutions, Inc. | 7,047 | $384.6K | 0.03% | +2,726+63.1% | Added |
| Gagnon Securities LLC | 7,042 | $384.3K | 0.10% | −20−0.3% | Reduced |
| Nadler Financial Group, Inc. | 7,023 | $383.2K | 0.06% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,000 | $382.0K | 0.15% | 00.0% | Unchanged |
| Brookstone Capital Management | 7,368 | $381.9K | 0.01% | −642−8.0% | Reduced |
| Aigen Investment Management, LP | 6,984 | $381.2K | 0.07% | −14,776−67.9% | Reduced |
| Boston Private Wealth LLC | 6,939 | $378.7K | 0.01% | −429−5.8% | Reduced |
| Pachira Investments Inc. | 6,938 | $378.6K | 0.43% | +1,319+23.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,918 | $377.5K | 0.01% | +26+0.4% | Added |
| Transcend Wealth Collective, LLC | 6,867 | $374.7K | 0.04% | +1,751+34.2% | Added |
| United Capital Financial Advisers, LLC | 6,846 | $373.6K | 0.00% | +374+5.8% | Added |
| XTX Topco Ltd | 6,817 | $372.0K | 0.06% | −6,531−48.9% | Reduced |
| Icon Wealth Partners, LLC | 6,817 | $372.0K | 0.04% | −496−6.8% | Reduced |
| O'Dell Group, LLC | 6,802 | $371.2K | 0.11% | +10.0% | Added |
| Sand Hill Global Advisors, LLC | 6,801 | $371.1K | 0.02% | +544+8.7% | Added |
| Capital Asset Advisory Services LLC | 6,817 | $369.8K | 0.03% | −365−5.1% | Reduced |
| World Equity Group, Inc. | 6,753 | $368.5K | 0.08% | −621−8.4% | Reduced |
| Abbot Financial Management, Inc. | 6,718 | $366.6K | 0.25% | +400+6.3% | Added |
| Colony Group LLC | 6,711 | $366.0K | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 6,684 | $364.7K | 0.01% | +1,906+39.9% | Added |
| Verdence Capital Advisors LLC | 6,677 | $364.4K | 0.04% | +6,677 | New |
| Vanguard Capital Wealth Advisors | 6,600 | $360.2K | 0.33% | 00.0% | Unchanged |