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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 282 | $22.0K | 0.02% | +282 | New |
| GAMMA Investing LLC | 278 | $22.3K | 0.01% | +278 | New |
| Cape Investment Advisory, Inc. | 287 | $22.4K | 0.01% | +27+10.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 290 | $22.6K | 0.01% | +290 | New |
| Ameritas Investment Partners, Inc. | 295 | $23.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $23.4K | 0.00% | −70−18.9% | Reduced |
| Barrett & Company, Inc. | 300 | $23.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $23.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 302 | $23.5K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 315 | $24.5K | 0.01% | −35−10.0% | Reduced |
| Key Financial Inc | 320 | $24.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 322 | $25.0K | 0.01% | −290−47.4% | Reduced |
| Rosenberg Matthew Hamilton | 322 | $25.1K | 0.01% | −77−19.3% | Reduced |
| Coppell Advisory Solutions LLC | 322 | $25.1K | 0.01% | +322 | New |
| BFSG, LLC | 330 | $25.7K | 0.00% | +330 | New |
| Private Wealth Management Group, LLC | 338 | $26.3K | 0.01% | +338 | New |
| Baystate Wealth Management LLC | 340 | $26.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 341 | $26.5K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 347 | $27.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 348 | $27.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 350 | $27.3K | 0.01% | +130+59.1% | Added |
| DSM Capital Partners LLC | 357 | $27.8K | 0.00% | +357 | New |
| Jones Financial Companies LLLP | 359 | $28.0K | 0.00% | +359 | New |
| Arrow Financial Corp | 360 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 365 | $28.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 373 | $29.0K | 0.00% | −48−11.4% | Reduced |
| Zions Bancorporation, N.A. | 396 | $30.8K | 0.00% | +10+2.6% | Added |
| Pin Oak Investment Advisors Inc | 400 | $31.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 400 | $31.2K | 0.02% | −208−34.2% | Reduced |
| Your Advocates Ltd., LLP | 400 | $31.2K | 0.01% | +391+4,344.4% | Added |
| Concord Wealth Partners | 429 | $33.4K | 0.01% | −200−31.8% | Reduced |
| Strategic Investment Solutions, Inc. | 435 | $33.9K | 0.01% | +435 | New |
| Baldwin Brothers Inc | 447 | $34.8K | 0.00% | +147+49.0% | Added |
| Global Trust Asset Management, LLC | 450 | $35.1K | 0.02% | +350+350.0% | Added |
| Gs Investments, Inc. | 452 | $35.2K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 500 | $39.0K | 0.01% | −500−50.0% | Reduced |
| S.A. Mason LLC | 500 | $39.0K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $39.0K | 0.02% | +500 | New |
| Annapolis Financial Services, LLC | 504 | $39.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 520 | $40.5K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 520 | $41.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 535 | $41.7K | 0.01% | +113+26.8% | Added |
| Carmichael Hill & Associates, Inc. | 543 | $42.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 563 | $43.9K | 0.01% | +23+4.3% | Added |
| Caldwell Trust Co | 583 | $45.4K | 0.01% | −272−31.8% | Reduced |
| Greenwood Gearhart Inc | 600 | $46.7K | 0.00% | +600 | New |
| Salem Investment Counselors Inc | 606 | $47.2K | 0.00% | +556+1,112.0% | Added |
| Larson Financial Group LLC | 610 | $47.5K | 0.00% | −3,481−85.1% | Reduced |
| Coston, McIsaac & Partners | 620 | $48.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 634 | $49.4K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 644 | $50.2K | 0.03% | +534+485.5% | Added |
| Johnson Financial Group, Inc. | 648 | $50.5K | 0.00% | +8+1.3% | Added |
| Provenance Wealth Advisors, LLC | 650 | $50.6K | 0.01% | −1,000−60.6% | Reduced |
| Park Circle Co | 650 | $50.6K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 658 | $51.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 693 | $54.0K | 0.01% | +693 | New |
| Rockbridge Investment Management, LCC | 702 | $54.7K | 0.01% | +702 | New |
| Truvestments Capital LLC | 710 | $55.3K | 0.02% | −350−33.0% | Reduced |
| Caitlin John, LLC | 715 | $55.7K | 0.05% | +715 | New |
| Washington Trust Advisors, Inc. | 736 | $57.3K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 740 | $57.6K | 0.00% | +310+72.1% | Added |
| Bourgeon Capital Management LLC | 750 | $58.4K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 750 | $58.4K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 775 | $60.4K | 0.02% | +775 | New |
| Gradient Investments LLC | 778 | $60.6K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 780 | $60.8K | 0.03% | +100+14.7% | Added |
| Trifecta Capital Advisors, LLC | 800 | $62.3K | 0.02% | −275−25.6% | Reduced |
| Planning Capital Management Corp | 800 | $62.3K | 0.05% | +800 | New |
| HM Payson & Co | 810 | $63.1K | 0.00% | +610+305.0% | Added |
| Highline Wealth Partners LLC | 850 | $66.2K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 880 | $68.6K | 0.01% | +18+2.1% | Added |
| JJJ Advisors Inc. | 882 | $68.7K | 0.02% | +437+98.2% | Added |
| RFP Financial Group LLC | 886 | $69.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 895 | $69.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 900 | $70.1K | 0.06% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 908 | $70.7K | 0.01% | +8+0.9% | Added |
| Wolff Wiese Magana LLC | 926 | $72.1K | 0.07% | +76+8.9% | Added |
| Ronald Blue Trust, Inc. | 1,339 | $73.0K | 0.00% | +1,129+537.6% | Added |
| Main Street Group, LTD | 970 | $75.6K | 0.03% | +970 | New |
| Trust Co of Vermont | 1,000 | $77.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $77.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $78.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,022 | $79.6K | 0.00% | +118+13.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,050 | $81.8K | 0.00% | −3,400−76.4% | Reduced |
| Pinnacle Financial Partners Inc | 1,050 | $81.8K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 1,078 | $84.0K | 0.00% | +1,078 | New |
| Sound Income Strategies, LLC | 1,090 | $84.9K | 0.01% | +1,000+1,111.1% | Added |
| Orion Capital Management LLC | 1,095 | $85.3K | 0.05% | −125−10.2% | Reduced |
| Ramirez Asset Management, Inc. | 1,100 | $85.7K | 0.02% | +1,100 | New |
| CVA Family Office, LLC | 1,103 | $85.9K | 0.02% | +1,103 | New |
| Old Second National Bank of Aurora | 1,110 | $86.5K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,120 | $87.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $89.5K | 0.04% | +1,150 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,182 | $92.5K | 0.00% | −710−37.5% | Reduced |
| CKW Financial Group | 1,220 | $95.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,250 | $97.4K | 0.01% | −128−9.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,261 | $98.2K | 0.02% | +11+0.9% | Added |
| Bank of New Hampshire | 1,300 | $101.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,303 | $101.5K | 0.00% | −35−2.6% | Reduced |
| Kelly Financial Services LLC | 1,307 | $101.8K | 0.04% | +77+6.3% | Added |