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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 647,367 | $50.4M | 0.91% | −708,077−52.2% | Reduced |
| AMF Pensionsforsakring AB | 688,779 | $53.8M | 0.46% | +163,538+31.1% | Added |
| Aviva PLC | 691,052 | $54.0M | 0.19% | +86,635+14.3% | Added |
| State of Tennessee, Treasury Department | 717,635 | $56.1M | 0.22% | +18,740+2.7% | Added |
| Whale Rock Capital Management LLC | 725,554 | $56.5M | 1.01% | +725,554 | New |
| Macquarie Group Ltd | 742,719 | $57.9M | 0.07% | +655,429+750.9% | Added |
| Kodai Capital Management LP | 746,214 | $58.1M | 1.18% | +746,214 | New |
| Mirae Asset Global Investments Co., Ltd. | 749,559 | $58.4M | 0.12% | +59,279+8.6% | Added |
| Corton Capital Inc. | 750,000 | $58.4M | 18.59% | 00.0% | Unchanged |
| Polen Capital Management LLC | 779,876 | $60.8M | 0.15% | −22,774−2.8% | Reduced |
| Citadel Advisors LLC | 838,147 | $65.3M | 0.07% | +72,459+9.5% | Added |
| Cidel Asset Management Inc | 841,128 | $65.8M | 2.82% | −2000.0% | Reduced |
| First Trust Advisors LP | 854,423 | $66.6M | 0.07% | −76,656−8.2% | Reduced |
| Millennium Management LLC | 882,317 | $68.7M | 0.07% | +596,623+208.8% | Added |
| Envestnet Asset Management Inc | 893,034 | $69.6M | 0.03% | +65,514+7.9% | Added |
| Triasima Portfolio Management inc. | 901,420 | $70.3M | 5.81% | +675+0.1% | Added |
| Granite Bay Wealth Management, LLC | 1,108,196 | $70.8M | 0.63% | +12,835+1.2% | Added |
| Jane Street Group, LLC | 918,279 | $71.5M | 0.09% | −39,923−4.2% | Reduced |
| Toronto Dominion Bank | 925,056 | $72.1M | 0.10% | −56,319−5.7% | Reduced |
| APG Asset Management N.V. | 1,021,407 | $72.3M | 0.14% | +102,436+11.1% | Added |
| Rathbone Brothers plc | 929,666 | $72.4M | 0.47% | +12,885+1.4% | Added |
| Great West Life Assurance Co | 941,714 | $73.2M | 0.16% | +65,363+7.5% | Added |
| Addenda Capital Inc. | 733,742 | $75.7M | 2.96% | +4,697+0.6% | Added |
| Alberta Investment Management Corp | 974,337 | $76.1M | 0.72% | +50,548+5.5% | Added |
| Raymond James & Associates | 1,008,854 | $78.6M | 0.06% | +66,967+7.1% | Added |
| Natixis Advisors, L.P. | 1,010,757 | $78.7M | 0.21% | −40,183−3.8% | Reduced |
| SEI Investments Co | 1,011,976 | $78.8M | 0.13% | +300,088+42.2% | Added |
| Man Group plc | 1,043,415 | $81.3M | 0.23% | – | – |
| LPL Financial LLC | 1,079,174 | $84.1M | 0.05% | +65,086+6.4% | Added |
| New York State Common Retirement Fund | 1,080,941 | $84.2M | 0.12% | +83,416+8.4% | Added |
| Korea Investment CORP | 1,119,653 | $87.6M | 0.23% | +574,618+105.4% | Added |
| Bessemer Group Inc | 1,140,593 | $88.9M | 0.17% | +16,506+1.5% | Added |
| UBS Group AG | 1,143,982 | $89.1M | 0.04% | −476,075−29.4% | Reduced |
| Amundi | 1,208,463 | $96.8M | 0.04% | +41,981+3.6% | Added |
| Public Investment Fund | 1,250,000 | $97.4M | 0.28% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,288,390 | $100.4M | 0.24% | −109,734−7.8% | Reduced |
| Pictet Asset Management Holding SA | 1,336,202 | $104.1M | 0.11% | +718,009+116.1% | Added |
| Hudson Bay Capital Management LP | 1,410,000 | $109.8M | 0.96% | +510,000+56.7% | Added |
| Gilder Gagnon Howe & Co LLC | 1,418,035 | $110.5M | 1.52% | +49,361+3.6% | Added |
| Deutsche Bank AG | 1,451,219 | $113.0M | 0.06% | +49,746+3.5% | Added |
| Federated Hermes, Inc. | 1,535,321 | $119.6M | 0.30% | +114,710+8.1% | Added |
| Wells Fargo & Company | 1,536,701 | $119.7M | 0.03% | +25,262+1.7% | Added |
| Quadrature Capital Ltd | 1,557,800 | $121.5M | 2.19% | +307,000+24.5% | Added |
| Russell Investments Group, Ltd. | 1,556,443 | $121.5M | 0.22% | +186,969+13.7% | Added |
| Holocene Advisors, LP | 1,584,061 | $123.4M | 0.48% | +469,840+42.2% | Added |
| Strategy Capital LLC | 1,617,859 | $126.0M | 13.70% | −109,597−6.3% | Reduced |
| Ameriprise Financial Inc | 1,601,248 | $126.1M | 0.04% | −555,510−25.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,622,497 | $126.9M | 0.17% | −267,732−14.2% | Reduced |
| Agf Management Ltd | 1,630,314 | $127.1M | 0.75% | +332,021+25.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,639,121 | $127.7M | 0.36% | −70,939−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 1,672,288 | $130.1M | 0.26% | +653,793+64.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,721,085 | $134.6M | 0.34% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 1,798,234 | $140.0M | 1.14% | −1,604,457−47.2% | Reduced |
| Polar Capital Holdings Plc | 2,003,722 | $156.1M | 1.08% | −3,566−0.2% | Reduced |
| Barton Investment Management | 2,089,533 | $162.8M | 21.34% | −8,638−0.4% | Reduced |
| Credit Suisse AG | 2,090,286 | $162.8M | 0.16% | +26,992+1.3% | Added |
| 1832 Asset Management L.P. | 2,171,176 | $169.1M | 0.32% | −44,508−2.0% | Reduced |
| Bamco Inc | 2,214,958 | $172.5M | 0.46% | +68,607+3.2% | Added |
| Massachusetts Financial Services Co | 2,382,200 | $185.6M | 0.06% | +60,177+2.6% | Added |
| Lord, Abbett & Co. LLC | 2,593,482 | $202.0M | 0.71% | −291,248−10.1% | Reduced |
| Zevenbergen Capital Investments LLC | 2,604,374 | $202.9M | 4.67% | −185,197−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 2,738,464 | $213.3M | 0.31% | +2,305,276+532.2% | Added |
| Marshall Wace, LLP | 2,755,152 | $214.6M | 0.41% | −1,002,925−26.7% | Reduced |
| Clearbridge Investments, LLC | 2,787,112 | $217.1M | 0.19% | +935,408+50.5% | Added |
| Ashe Capital Management, LP | 2,802,195 | $218.3M | 18.97% | −370,000−11.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,382,000 | $263.5M | 0.93% | +1,837,000+118.9% | Added |
| Invesco Ltd. | 3,828,629 | $298.3M | 0.07% | +1,722,388+81.8% | Added |
| Barclays PLC | 3,838,327 | $299.0M | 0.15% | −1,016,963−20.9% | Reduced |
| Swiss National Bank | 3,912,100 | $305.1M | 0.22% | −106,000−2.6% | Reduced |
| Select Equity Group, L.P. | 4,198,242 | $327.0M | 1.21% | −630,264−13.1% | Reduced |
| CIBC Asset Management Inc | 4,243,120 | $331.4M | 1.24% | +9,466+0.2% | Added |
| Mackenzie Financial Corp | 4,334,722 | $337.6M | 0.51% | +309,540+7.7% | Added |
| Geode Capital Management, LLC | 4,431,925 | $343.3M | 0.04% | +158,681+3.7% | Added |
| Jarislowsky, Fraser Ltd | 4,858,624 | $380.1M | 2.24% | −2,822,947−36.7% | Reduced |
| Scge Management, L.P. | 4,977,000 | $387.7M | 8.66% | −926,000−15.7% | Reduced |
| Bank of New York Mellon Corp | 5,271,818 | $410.7M | 0.08% | +277,296+5.6% | Added |
| Nikko Asset Management Americas, Inc. | 5,486,816 | $427.3M | 4.11% | −487,347−8.2% | Reduced |
| Nuveen Asset Management, LLC | 5,530,285 | $432.7M | 0.14% | +5,530,285 | New |
| Goldman Sachs Group Inc | 5,660,744 | $441.0M | 0.10% | +1,529,637+37.0% | Added |
| Canada Pension Plan Investment Board | 5,674,864 | $443.4M | 0.56% | +218,800+4.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 5,817,201 | $453.2M | 1.90% | +200,960+3.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,010,496 | $468.2M | 2.77% | −944,654−13.6% | Reduced |
| Legal & General Group Plc | 6,095,880 | $476.9M | 0.15% | −100,405−1.6% | Reduced |
| BlackRock Inc. | 6,149,719 | $479.1M | 0.01% | −514,349−7.7% | Reduced |
| Newlands Management Operations LLC | 6,325,050 | $492.7M | 4.52% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 6,416,115 | $499.8M | 0.78% | +1,606,482+33.4% | Added |
| CIBC World Markets Inc. | 6,974,065 | $543.3M | 1.54% | +658,783+10.4% | Added |
| GQG Partners LLC | 7,016,507 | $546.6M | 1.16% | +7,016,507 | New |
| Voya Investment Management LLC | 7,321,032 | $570.4M | 0.59% | −52,415−0.7% | Reduced |
| Bank of Nova Scotia | 7,337,219 | $571.4M | 1.07% | +2,196,956+42.7% | Added |
| National Bank of Canada | 7,811,676 | $576.6M | 1.05% | −26,515−0.3% | Reduced |
| TD Asset Management Inc | 7,749,238 | $606.0M | 0.60% | +645,143+9.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,956,442 | $619.5M | 2.89% | −380,162−4.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,369,221 | $652.6M | 0.48% | −495,430−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 8,558,248 | $667.2M | 0.40% | +692,331+8.8% | Added |
| Bank of America Corp | 8,886,795 | $692.3M | 0.08% | −590,667−6.2% | Reduced |
| Wellington Management Group LLP | 10,183,065 | $793.4M | 0.15% | −732,556−6.7% | Reduced |
| Franklin Resources Inc | 11,352,453 | $884.1M | 0.41% | −1,650,389−12.7% | Reduced |
| FIL Ltd | 13,303,001 | $1.04B | 1.09% | +238,596+1.8% | Added |
| Norges Bank | 13,467,565 | $1.05B | 0.18% | +472,434+3.6% | Added |