Shopify Inc.

SHOP

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001594805

SEC filings (opens in a new tab)

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, Q4 2023

Institutional positions in Shopify Inc. as of Dec 31, 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: 1,214; +145 vs. Q3 2023
Shares held: 809.8M; +33.7M (+4.3%) vs. Q3 2023
Total value: $63.1B; +$20.6B (+48.3%) vs. Q3 2023
New holders: 251; 364 more added
Sold out: 106; 420 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,214 institutions

Value heldQ4 2023: $63.1B

Institutions holding SHOP and their total value by quarter
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, Q4 2023

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2023.

Institutions holding SHOP in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Householder Group Estate & Retirement Specialist, LLC	2	$0	0.00%	+2	New
Impact Partnership Wealth, LLC	1	$70	0.00%	−120−99.2%	Reduced
Rakuten Securities, Inc.	1	$78	0.00%	+1	New
Front Row Advisors LLC	3	$234	0.00%	−26−89.7%	Reduced
True Wealth Design, LLC	6	$468	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	7	$545	0.00%	−19−73.1%	Reduced
Blume Capital Management, Inc.	8	$624	0.00%	00.0%	Unchanged
ORG Partners LLC	10	$779	0.00%	−11,223−99.9%	Reduced
St Germain D J Co Inc	10	$779	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	10	$779	0.00%	00.0%	Unchanged
Gordian Capital Singapore Pte Ltd	10	$779	0.00%	00.0%	Unchanged
Castleview Partners, LLC	12	$935	0.00%	00.0%	Unchanged
Caption Management, LLC	15	$1.17K	0.00%	−26,885−99.9%	Reduced
Nalls Sherbakoff Group, LLC	15	$1.17K	0.00%	−15−50.0%	Reduced
Duncker Streett & Co Inc	20	$1.56K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	20	$1.56K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	24	$1.87K	0.00%	+24	New
FWL Investment Management, LLC	25	$1.95K	0.00%	−15−37.5%	Reduced
Motco	25	$1.95K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	25	$1.98K	0.00%	+25	New
New Millennium Group LLC	30	$2.34K	0.00%	−400−93.0%	Reduced
Prestige Wealth Management Group LLC	30	$2.34K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	30	$2.34K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	30	$2.34K	0.00%	00.0%	Unchanged
Lam Group, Inc.	30	$2.34K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	32	$2.49K	0.00%	00.0%	Unchanged
Colonial Trust Co	33	$2.62K	0.00%	+33	New
Thompson Investment Management, Inc.	40	$3.12K	0.00%	00.0%	Unchanged
First Financial Corp	40	$3.12K	0.00%	00.0%	Unchanged
NBT Bank N A	40	$3.12K	0.00%	+40	New
Atwood & Palmer Inc	40	$3.12K	0.00%	+40	New
American Capital Advisory, LLC	40	$3.12K	0.00%	+40	New
Arlington Trust Co LLC	41	$3.19K	0.00%	−85−67.5%	Reduced
Macroview Investment Management LLC	42	$3.27K	0.00%	−160−79.2%	Reduced
PayPay Securities Corp	44	$3.48K	0.17%	−43−49.4%	Reduced
Eagle Bay Advisors LLC	50	$3.90K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	50	$3.90K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$3.90K	0.00%	00.0%	Unchanged
REAP Financial Group, LLC	50	$3.90K	0.00%	+50	New
Resources Management Corp	50	$4.00K	0.00%	00.0%	Unchanged
Tower View Investment Management & Research LLC	50	$4.00K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	50	$4.00K	0.00%	+50	New
Bear Mountain Capital, Inc.	50	$4.07K	0.00%	+50	New
Financial Synergies Wealth Advisors, Inc.	130	$4.51K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	60	$4.53K	0.00%	+30+100.0%	Added
Frazier Financial Advisors, LLC	59	$4.60K	0.00%	+59	New
Pension & Wealth Management Advisors, Inc.	60	$4.67K	0.00%	−30−33.3%	Reduced
Semmax Financial Advisors Inc.	62	$4.79K	0.00%	00.0%	Unchanged
Able Wealth Management LLC	67	$5.22K	0.00%	+67	New
Caldwell Sutter Capital, Inc.	70	$5.45K	0.00%	+70	New
Washington Trust Co	77	$6.00K	0.00%	+27+54.0%	Added
Bell Investment Advisors, Inc	80	$6.23K	0.00%	−33−29.2%	Reduced
C M Bidwell & Associates Ltd	80	$6.23K	0.00%	00.0%	Unchanged
Kiely Wealth Advisory Group, Inc.	80	$6.59K	0.00%	+80	New
Heritage Wealth Advisors	85	$6.62K	0.00%	+85	New
FinTrust Capital Advisors, LLC	85	$6.62K	0.00%	+85	New
Vermillion & White Wealth Management Group, LLC	85	$6.62K	0.01%	+85	New
Archer Investment Corp	90	$7.01K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	95	$7.40K	0.01%	00.0%	Unchanged
Addison Advisors LLC	99	$7.71K	0.00%	00.0%	Unchanged
Hartford Financial Management Inc.	100	$7.79K	0.00%	00.0%	Unchanged
Live Oak Investment Partners	–	$7.79K	0.01%	–	–
American National Bank	100	$7.79K	0.00%	+100	New
Smithfield Trust Co	100	$8.00K	0.00%	00.0%	Unchanged
Dakota Community Bank & Trust NA	106	$8.26K	0.05%	00.0%	Unchanged
Dunhill Financial, LLC	110	$8.57K	0.01%	+110	New
Colonial Trust Advisors	120	$9.35K	0.00%	−200−62.5%	Reduced
Mendota Financial Group, LLC	120	$9.35K	0.01%	+20+20.0%	Added
Retirement Group, LLC	123	$9.58K	0.00%	+80+186.0%	Added
Gould Capital, LLC	125	$9.74K	0.01%	00.0%	Unchanged
Covestor Ltd	127	$10.0K	0.01%	−30−19.1%	Reduced
Parkside Financial Bank & Trust	130	$10.1K	0.00%	+100+333.3%	Added
Rocky Mountain Advisers, LLC	140	$10.9K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	140	$10.9K	0.00%	+70+100.0%	Added
WealthCollab, LLC	140	$10.9K	0.01%	+140	New
VitalStone Financial, LLC	135	$11.0K	0.01%	−126−48.3%	Reduced
Ritter Daniher Financial Advisory LLC	150	$11.7K	0.00%	−217−59.1%	Reduced
Twin Lakes Capital Management, LLC	150	$11.7K	0.01%	00.0%	Unchanged
Bangor Savings Bank	152	$11.8K	0.00%	00.0%	Unchanged
Birchbrook, Inc.	152	$11.8K	0.01%	+152	New
AlphaMark Advisors, LLC	167	$13.0K	0.00%	00.0%	Unchanged
Sachetta, LLC	172	$13.4K	0.01%	+172	New
Tradewinds Capital Management, LLC	180	$14.0K	0.01%	+80+80.0%	Added
Naples Money Management LLC	180	$14.0K	0.01%	+180	New
Oliver Lagore Vanvalin Investment Group	200	$15.6K	0.01%	00.0%	Unchanged
Ogorek Anthony Joseph	210	$16.0K	0.01%	00.0%	Unchanged
City State Bank	200	$16.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	200	$16.0K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	210	$16.4K	0.01%	00.0%	Unchanged
Tucker Asset Management LLC	210	$16.4K	0.00%	+210	New
Investment Research & Advisory Group, Inc.	220	$17.1K	0.01%	00.0%	Unchanged
Stone House Investment Management, LLC	221	$17.2K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	236	$18.4K	0.00%	+151+177.6%	Added
Foster Dykema Cabot & Partners, LLC	240	$18.7K	0.00%	+240	New
Global Wealth Strategies & Associates	250	$19.5K	0.01%	00.0%	Unchanged
Pingora Partners LLC	250	$19.5K	0.02%	+250	New
Horrell Capital Management, Inc.	255	$20.0K	0.01%	00.0%	Unchanged
Vima LLC	259	$20.2K	0.05%	+259	New
TD Private Client Wealth LLC	260	$20.3K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	270	$21.0K	0.00%	+270	New