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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 4,450 | $242.8K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,445 | $242.6K | 0.04% | +400+9.9% | Added |
| Garrison Point Advisors, LLC | 4,440 | $242.3K | 0.19% | +100+2.3% | Added |
| Winthrop Advisory Group LLC | 4,440 | $242.3K | 0.04% | −100−2.2% | Reduced |
| Proequities, Inc. | 4,427 | $241.6K | 0.02% | −283−6.0% | Reduced |
| Conservest Capital Advisors, Inc. | 4,420 | $241.2K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,382 | $239.1K | 0.01% | +5+0.1% | Added |
| First Heartland Consultants, Inc. | 4,373 | $239.0K | 0.03% | −165−3.6% | Reduced |
| Clear Creek Financial Management, LLC | 4,361 | $238.0K | 0.04% | −447−9.3% | Reduced |
| Weiss Asset Management LP | 4,296 | $234.4K | 0.02% | −5,174−54.6% | Reduced |
| ASB Consultores, LLC | 4,290 | $234.1K | 0.09% | −3,312−43.6% | Reduced |
| Canvas Wealth Advisors, LLC | 4,529 | $231.6K | 0.10% | −180−3.8% | Reduced |
| Diligent Investors, LLC | 4,242 | $231.5K | 0.07% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 4,220 | $230.3K | 0.18% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,190 | $228.6K | 0.08% | +30+0.7% | Added |
| Sculati Wealth Management, LLC | 4,180 | $228.1K | 0.12% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,171 | $227.6K | 0.05% | −4,000−49.0% | Reduced |
| Indie Asset Partners, LLC | 4,160 | $227.0K | 0.23% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,154 | $226.7K | 0.00% | +14+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 4,143 | $226.1K | 0.08% | +95+2.3% | Added |
| Ausdal Financial Partners, Inc. | 4,140 | $225.9K | 0.03% | +204+5.2% | Added |
| Seven Mile Advisory | 4,132 | $225.5K | 0.24% | +40+1.0% | Added |
| Pinebridge Investments, L.P. | 3,028 | $224.5K | 0.00% | −13,046−81.2% | Reduced |
| Wealthspire Advisors, LLC | 4,110 | $224.3K | 0.00% | +484+13.3% | Added |
| Miracle Mile Advisors, LLC | 4,104 | $224.0K | 0.01% | +4,104 | New |
| Optimum Investment Advisors | 4,095 | $223.5K | 0.11% | −45−1.1% | Reduced |
| Larson Financial Group LLC | 4,091 | $223.2K | 0.02% | −2,852−41.1% | Reduced |
| First Citizens Bank & Trust Co | 4,081 | $222.7K | 0.00% | +4,081 | New |
| AdvisorNet Financial, Inc | 4,070 | $222.1K | 0.02% | −120−2.9% | Reduced |
| Abbrea Capital, LLC | 4,061 | $222.0K | 0.04% | 00.0% | Unchanged |
| SRS Investment Management, LLC | 4,066 | $221.9K | 0.00% | 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 |
| Henshaw Capital LLC | 4,052 | $221.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 4,036 | $220.2K | 0.00% | +35+0.9% | Added |
| LVW Advisors, LLC | 4,031 | $220.0K | 0.05% | −922−18.6% | Reduced |
| Grey Street Capital, LLC | 4,027 | $219.8K | 0.13% | −10−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 3,975 | $217.0K | 0.02% | +210+5.6% | Added |
| Andra AP-fonden | 2,900 | $215.0K | 0.01% | −14,600−83.4% | Reduced |
| Stanley-Laman Group, Ltd. | 3,913 | $213.5K | 0.04% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,849 | $210.0K | 0.01% | −319−7.7% | Reduced |
| Accuvest Global Advisors | 3,850 | $210.0K | 0.12% | −5,836−60.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,782 | $206.4K | 0.01% | −3,049−44.6% | Reduced |
| National Wealth Management Group, LLC | 3,781 | $206.3K | 0.22% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,780 | $206.3K | 0.01% | −219−5.5% | Reduced |
| Doliver Advisors, LP | 3,765 | $205.5K | 0.06% | −180−4.6% | Reduced |
| Sargent Investment Group, LLC | 3,760 | $205.2K | 0.05% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,756 | $205.0K | 0.02% | −20−0.5% | Reduced |
| Benedict Financial Advisors Inc | 3,730 | $203.5K | 0.06% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,720 | $203.0K | 0.08% | +3,720 | New |
| Advisory Research Inc | 3,705 | $202.2K | 0.03% | −5,766−60.9% | Reduced |
| Accurate Wealth Management, LLC | 3,732 | $202.2K | 0.06% | −530−12.4% | Reduced |
| Evermay Wealth Management LLC | 3,700 | $201.9K | 0.04% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 3,679 | $200.8K | 0.60% | −624−14.5% | Reduced |
| Acima Private Wealth, LLC | 3,368 | $183.8K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,281 | $179.0K | 0.02% | −227−6.5% | Reduced |
| Brown Brothers Harriman & Co | 3,121 | $170.3K | 0.00% | +19+0.6% | Added |
| 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 |
| Magellan Asset Management Ltd | 3,043 | $166.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,025 | $165.1K | 0.00% | −244−7.5% | Reduced |
| Chilton Capital Management LLC | 3,010 | $164.3K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,940 | $160.4K | 0.03% | +2,940 | New |
| Axiom Investors LLC | 2,890 | $157.7K | 0.00% | +2,890 | New |
| Marathon Trading Investment Management LLC | 2,770 | $151.2K | 0.12% | +2,770 | New |
| SRS Capital Advisors, Inc. | 2,728 | $148.9K | 0.02% | −404−12.9% | Reduced |
| Flaharty Asset Management, LLC | 2,690 | $146.8K | 0.02% | +2,690 | New |
| Global Financial Private Client, LLC | 2,709 | $146.3K | 0.08% | +5+0.2% | Added |
| Garden State Investment Advisory Services LLC | 2,563 | $139.9K | 0.07% | −1,930−43.0% | Reduced |
| EMC Capital Management | 2,500 | $136.0K | 0.10% | +100+4.2% | Added |
| Beacon Capital Management, LLC | 1,977 | $127.7K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,290 | $125.0K | 0.01% | −182−7.4% | Reduced |
| NVWM, LLC | 2,220 | $121.1K | 0.04% | +300+15.6% | Added |
| Pittenger & Anderson Inc | 2,175 | $118.7K | 0.01% | +1,010+86.7% | Added |
| PFS Partners, LLC | 2,160 | $117.9K | 0.10% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,150 | $117.3K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,032 | $110.9K | 0.09% | +2,032 | New |
| New England Capital Financial Advisors LLC | 2,011 | $109.7K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,000 | $109.1K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,006 | $109.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,946 | $106.0K | 0.02% | −2,450−55.7% | Reduced |
| TSFG, LLC | 1,950 | $106.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,931 | $105.4K | 0.02% | +1,034+115.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,755 | $104.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,914 | $104.0K | 0.01% | +1,914 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,892 | $103.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,867 | $102.0K | 0.01% | −512−21.5% | Reduced |
| MCF Advisors LLC | 1,840 | $100.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,802 | $98.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,800 | $98.2K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,760 | $91.7K | 0.05% | −90−4.9% | Reduced |
| Provenance Wealth Advisors, LLC | 1,650 | $90.0K | 0.01% | +1,650 | New |
| Rise Advisors, LLC | 1,615 | $88.1K | 0.07% | −170−9.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,612 | $88.0K | 0.00% | −36−2.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,599 | $87.0K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,588 | $86.7K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 1,580 | $85.3K | 0.02% | +1,580 | New |
| Bartlett & Co. LLC | 1,500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,500 | $81.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,462 | $79.8K | 0.00% | −12,510−89.5% | Reduced |