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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 6,592 | $359.7K | 0.11% | +187+2.9% | Added |
| BBR Partners, LLC | 6,569 | $358.5K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 6,510 | $354.0K | 0.01% | +417+6.8% | Added |
| Foundations Investment Advisors, LLC | 6,478 | $353.5K | 0.01% | −454−6.5% | Reduced |
| Octavia Wealth Advisors, LLC | 6,465 | $352.8K | 0.07% | +880+15.8% | Added |
| Accredited Investors Inc. | 6,460 | $352.5K | 0.03% | −300−4.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,441 | $351.5K | 0.01% | −1,984−23.5% | Reduced |
| Wealth Architects, LLC | 6,391 | $348.8K | 0.06% | −32−0.5% | 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 |
| HBK Sorce Advisory LLC | 6,351 | $346.6K | 0.02% | −4,130−39.4% | Reduced |
| WMS Partners, LLC | 6,332 | $345.5K | 0.03% | −28−0.4% | Reduced |
| FNY Investment Advisers, LLC | 6,297 | $343.0K | 0.20% | +297+5.0% | Added |
| Regions Financial Corp | 6,258 | $341.5K | 0.00% | −44,823−87.7% | Reduced |
| Focused Wealth Management, Inc | 6,238 | $340.4K | 0.06% | +3,813+157.2% | Added |
| StoneX Group Inc. | 6,149 | $335.6K | 0.04% | −24,240−79.8% | Reduced |
| Strategic Blueprint, LLC | 6,129 | $334.5K | 0.03% | +337+5.8% | Added |
| Lindbrook Capital, LLC | 6,079 | $331.7K | 0.04% | −1,998−24.7% | Reduced |
| Zhang Financial LLC | 6,032 | $331.5K | 0.03% | −190−3.1% | Reduced |
| Aptus Capital Advisors, LLC | 5,999 | $327.4K | 0.01% | +1,410+30.7% | Added |
| Rede Wealth, LLC | 5,934 | $323.8K | 0.16% | −206−3.4% | Reduced |
| Johnson Investment Counsel Inc | 5,930 | $323.6K | 0.00% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,860 | $319.8K | 0.36% | 00.0% | Unchanged |
| Syon Capital LLC | 5,808 | $316.9K | 0.04% | +5,808 | New |
| CNB Bank | 5,788 | $315.9K | 0.19% | +354+6.5% | Added |
| Holistic Financial Partners | 5,721 | $312.2K | 0.21% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,708 | $311.5K | 0.22% | +270+5.0% | Added |
| Clay Northam Wealth Management, LLC | 5,635 | $307.5K | 0.31% | +485+9.4% | Added |
| Rhumbline Advisers | 5,604 | $305.8K | 0.00% | +375+7.2% | Added |
| Capital Investment Advisors, LLC | 5,579 | $304.4K | 0.01% | +189+3.5% | Added |
| Centaurus Financial, Inc. | 5,507 | $301.0K | 0.03% | +478+9.5% | Added |
| Column Capital Advisors, LLC | 5,514 | $300.9K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,509 | $300.6K | 0.05% | +183+3.4% | Added |
| InterOcean Capital Group, LLC | 5,505 | $300.4K | 0.01% | +528+10.6% | Added |
| JGP Wealth Management, LLC | 5,447 | $297.3K | 0.05% | +591+12.2% | Added |
| Perkins Capital Management Inc | 5,450 | $297.0K | 0.29% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,406 | $295.0K | 0.13% | 00.0% | Unchanged |
| Wealth Alliance | 5,392 | $294.2K | 0.05% | +563+11.7% | Added |
| Oxinas Partners Wealth Management LLC | 5,380 | $293.6K | 0.22% | −13−0.2% | Reduced |
| Moseley Investment Management Inc | 5,378 | $293.5K | 0.18% | −122−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 5,360 | $292.5K | 0.02% | +157+3.0% | Added |
| Silvercrest Asset Management Group LLC | 5,339 | $291.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5,410 | $290.2K | 0.11% | 00.0% | Unchanged |
| Investment House LLC | 5,315 | $290.0K | 0.02% | −2,860−35.0% | Reduced |
| Lake Hills Wealth Management, LLC | 5,285 | $288.4K | 0.29% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 5,250 | $286.5K | 0.23% | +416+8.6% | Added |
| West Family Investments, Inc. | 5,239 | $285.9K | 0.10% | +67+1.3% | Added |
| Nemes Rush Group LLC | 5,228 | $285.3K | 0.05% | +1,391+36.3% | Added |
| PSI Advisors, LLC | 5,200 | $283.8K | 0.12% | −150−2.8% | Reduced |
| Vise Technologies, Inc. | 5,156 | $281.4K | 0.07% | −304−5.6% | Reduced |
| Geneos Wealth Management Inc. | 5,151 | $281.1K | 0.01% | +940+22.3% | Added |
| Landscape Capital Management, L.L.C. | 5,150 | $281.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Advisors, LLC | 5,067 | $276.5K | 0.02% | +83+1.7% | Added |
| FFT Wealth Management LLC | 5,050 | $275.6K | 0.04% | −50−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 5,038 | $274.9K | 0.05% | −51−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,034 | $274.7K | 0.02% | −200−3.8% | Reduced |
| Redwood Financial Network Corp | 5,021 | $274.0K | 0.29% | −48−0.9% | Reduced |
| Advisory Services & Investments, LLC | 5,017 | $273.8K | 0.24% | +914+22.3% | Added |
| Westmount Partners, LLC | 5,007 | $273.2K | 0.12% | +72+1.5% | Added |
| 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 |
| Teamwork Financial Advisors, LLC | 4,963 | $270.8K | 0.04% | +4,963 | New |
| Advanced Research Investment Solutions, LLC | 4,960 | $270.7K | 0.18% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,942 | $269.7K | 0.02% | +29+0.6% | Added |
| Clarius Group, LLC | 4,940 | $269.6K | 0.03% | +4,940 | New |
| McIlrath & Eck, LLC | 4,922 | $268.6K | 0.05% | −46−0.9% | Reduced |
| First Command Advisory Services, Inc. | 4,920 | $268.5K | 0.00% | +4,920 | New |
| Leeward Financial Partners, LLC | 4,919 | $268.4K | 0.15% | +4,919 | New |
| Verus Capital Partners, LLC | 4,915 | $268.2K | 0.04% | −543−9.9% | Reduced |
| Seven Post Investment Office LP | 4,900 | $267.4K | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,895 | $267.1K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,875 | $266.0K | 0.01% | +224+4.8% | Added |
| Powell Investment Advisors, LLC | 4,835 | $263.8K | 0.16% | +4,835 | New |
| PFG Advisors | 4,809 | $262.4K | 0.02% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 4,800 | $261.9K | 0.09% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 4,787 | $261.2K | 0.08% | +4,787 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,770 | $260.3K | 0.02% | +120+2.6% | Added |
| O'Neil Global Advisors, Inc. | 4,773 | $260.0K | 0.24% | −7,447−60.9% | Reduced |
| Clarity Wealth Advisors, LLC | 4,745 | $258.9K | 0.12% | 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 |
| Ashford Capital Management Inc | 4,700 | $256.5K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,690 | $255.9K | 0.08% | −50−1.1% | Reduced |
| Nations Financial Group Inc, | 4,689 | $255.9K | 0.03% | +299+6.8% | Added |
| Claro Advisors LLC | 4,648 | $253.6K | 0.06% | −246−5.0% | Reduced |
| Gotham Asset Management, LLC | 4,646 | $253.5K | 0.01% | −4,841−51.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,611 | $251.6K | 0.09% | +189+4.3% | Added |
| Bokf, NA | 5,318 | $251.0K | 0.01% | −12,398−70.0% | Reduced |
| Grassi Investment Management | 4,580 | $250.0K | 0.03% | +900+24.5% | Added |
| Gateway Advisory, LLC | 4,579 | $249.9K | 0.05% | +128+2.9% | Added |
| Centurion Wealth Management LLC | 4,568 | $249.3K | 0.12% | +1,274+38.7% | Added |
| HBW Advisory Services LLC | 4,564 | $249.0K | 0.05% | −210−4.4% | Reduced |
| First Horizon Advisors, Inc. | 4,558 | $248.7K | 0.01% | −923−16.8% | Reduced |
| Capital Investment Advisory Services, LLC | 4,521 | $246.7K | 0.02% | +4,521 | New |
| HB Wealth Management, LLC | 4,515 | $246.4K | 0.00% | +318+7.6% | Added |
| Heritage Investors Management Corp | 4,500 | $246.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,503 | $245.7K | 0.02% | +203+4.7% | Added |
| Harbor Investment Advisory, LLC | 4,455 | $243.1K | 0.03% | −4,954−52.7% | Reduced |