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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 1,330 | $103.0K | 0.02% | +37+2.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,370 | $106.7K | 0.03% | +1,370 | New |
| Avion Wealth | 1,376 | $107.0K | 0.03% | +40+3.0% | Added |
| POM Investment Strategies, LLC | 1,380 | $107.5K | 0.10% | +1,380 | New |
| Tortoise Investment Management, LLC | 1,402 | $109.2K | 0.01% | −400−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,407 | $109.6K | 0.01% | −1,874−57.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,450 | $113.0K | 0.03% | +1,450 | New |
| Cullen/Frost Bankers, Inc. | 1,475 | $114.9K | 0.00% | −4,966−77.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,510 | $117.6K | 0.03% | +10+0.7% | Added |
| NBC Securities, Inc. | 1,579 | $123.0K | 0.01% | −335−17.5% | Reduced |
| Stephens Investment Management Group LLC | 1,588 | $123.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,589 | $123.8K | 0.00% | −23−1.4% | Reduced |
| Bartlett & Co. LLC | 1,570 | $124.0K | 0.00% | +70+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,570 | $124.2K | 0.00% | +70+4.7% | Added |
| Rise Advisors, LLC | 1,615 | $125.8K | 0.09% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,627 | $126.7K | 0.03% | −373−18.7% | Reduced |
| Massmutual Trust Co FSB | 1,650 | $128.5K | 0.00% | +350+26.9% | Added |
| Beacon Capital Management, LLC | 2,431 | $132.7K | 0.04% | +454+23.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,755 | $140.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,815 | $141.4K | 0.06% | +15+0.8% | Added |
| MCF Advisors LLC | 1,840 | $143.3K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,676 | $144.9K | 0.03% | +4,676 | New |
| Tobam | 1,880 | $147.0K | 0.01% | −23,205−92.5% | Reduced |
| Laurion Capital Management LP | 1,900 | $148.0K | 0.01% | −10,958−85.2% | Reduced |
| Banque Cantonale Vaudoise | 1,946 | $151.0K | 0.01% | −60−3.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,946 | $152.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,950 | $152.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,972 | $154.0K | 0.00% | −4,538−69.7% | Reduced |
| Tradition Wealth Management, LLC | 2,007 | $156.0K | 0.02% | +140+7.5% | Added |
| New England Capital Financial Advisors LLC | 2,011 | $156.7K | 0.09% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,024 | $157.7K | 0.02% | +93+4.8% | Added |
| Jamison Private Wealth Management, Inc. | 2,110 | $164.4K | 0.03% | −830−28.2% | Reduced |
| Hallmark Capital Management Inc | 2,150 | $167.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,160 | $168.3K | 0.12% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,175 | $169.4K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 2,210 | $172.2K | 0.05% | −10−0.5% | Reduced |
| Pacifica Partners Inc. | 2,310 | $172.6K | 0.08% | +550+31.3% | Added |
| Tidemark, LLC | 2,233 | $174.0K | 0.11% | +2,233 | New |
| Marathon Trading Investment Management LLC | 2,287 | $178.2K | 0.03% | −483−17.4% | Reduced |
| Hollencrest Capital Management | 2,290 | $178.4K | 0.02% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,305 | $179.6K | 0.08% | +2,305 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,614 | $187.7K | 0.00% | −411−13.6% | Reduced |
| GeoWealth Management, LLC | 2,483 | $193.0K | 0.02% | +2,483 | New |
| EMC Capital Management | 2,500 | $195.0K | 0.13% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,532 | $197.2K | 0.02% | +1,682+197.9% | Added |
| SRS Capital Advisors, Inc. | 2,549 | $198.6K | 0.02% | −179−6.6% | Reduced |
| WealthPLAN Partners, LLC | 2,570 | $200.2K | 0.02% | +2,570 | New |
| Willis Johnson & Associates, Inc. | 2,579 | $200.9K | 0.02% | +2,579 | New |
| Davy Global Fund Management Ltd | 2,582 | $201.1K | 0.02% | +2,582 | New |
| Guerra Pan Advisors, LLC | 2,585 | $201.4K | 0.19% | +2,585 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,590 | $201.8K | 0.02% | +2,590 | New |
| Jefferies Financial Group Inc. | 2,596 | $202.2K | 0.00% | +2,596 | New |
| Family Management Corp | 2,600 | $202.5K | 0.04% | +2,600 | New |
| Rye Brook Capital LLC | 2,620 | $204.0K | 0.12% | +2,620 | New |
| MBL Wealth, LLC | 2,626 | $204.6K | 0.03% | +2,626 | New |
| Sage Capital Management, LLC | 2,640 | $205.7K | 0.12% | +2,640 | New |
| MONECO Advisors, LLC | 2,643 | $205.9K | 0.04% | +2,643 | New |
| Burns J W & Co Inc | 2,650 | $206.4K | 0.03% | +2,650 | New |
| WNY Asset Management, LLC | 2,653 | $206.7K | 0.03% | +2,653 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,655 | $206.8K | 0.24% | +2,655 | New |
| Signature Estate & Investment Advisors LLC | 2,659 | $207.0K | 0.01% | +2,659 | New |
| PFG Investments, LLC | 2,665 | $207.6K | 0.04% | +2,665 | New |
| Prosperity Financial Group, Inc. | 2,680 | $208.8K | 0.14% | +2,680 | New |
| YHB Investment Advisors, Inc. | 2,705 | $210.7K | 0.02% | +2,705 | New |
| Global Financial Private Client, LLC | 2,709 | $211.0K | 0.10% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 2,730 | $212.7K | 0.05% | +2,730 | New |
| Fairman Group, LLC | 2,750 | $214.2K | 0.20% | +2,750 | New |
| Bridgeworth, LLC | 2,773 | $216.0K | 0.02% | +2,773 | New |
| Solidarilty Wealth, LLC | 2,782 | $216.7K | 0.08% | −11,150−80.0% | Reduced |
| Triumph Capital Management | 2,786 | $217.0K | 0.09% | +2,786 | New |
| Kathmere Capital Management, LLC | 2,790 | $217.3K | 0.03% | +2,790 | New |
| Values First Advisors, Inc. | 2,804 | $218.4K | 0.13% | +2,804 | New |
| Fort Point Capital Partners LLC | 2,804 | $218.4K | 0.03% | +2,804 | New |
| Evolution Wealth Advisors, LLC | 2,810 | $218.9K | 0.04% | +2,810 | New |
| Spinnaker Trust | 2,837 | $221.0K | 0.02% | +2,837 | New |
| Sciencast Management LP | 2,856 | $222.5K | 0.12% | +2,856 | New |
| Horst & Graben Wealth Management LLC | 2,856 | $222.5K | 0.05% | +2,856 | New |
| Flputnam Investment Management Co | 2,857 | $222.6K | 0.01% | +2,857 | New |
| Fiduciary Alliance LLC | 2,867 | $223.3K | 0.04% | +2,867 | New |
| Azzad Asset Management Inc | 2,894 | $225.4K | 0.03% | +2,894 | New |
| TFB Advisors LLC | 2,900 | $225.9K | 0.12% | +2,900 | New |
| Ausdal Financial Partners, Inc. | 2,951 | $229.9K | 0.03% | −1,189−28.7% | Reduced |
| Formula Growth Ltd | 2,961 | $230.7K | 0.07% | −77,039−96.3% | Reduced |
| Azimuth Capital Investment Management LLC | 2,978 | $232.0K | 0.01% | +2,978 | New |
| Wealthsource Partners, LLC | 2,987 | $232.7K | 0.02% | −862−22.4% | Reduced |
| Nichols & Pratt Advisers LLP | 3,000 | $233.7K | 0.02% | −2,000−40.0% | Reduced |
| Chilton Capital Management LLC | 3,010 | $234.5K | 0.01% | 00.0% | Unchanged |
| WT Wealth Management | 3,019 | $235.2K | 0.09% | +3,019 | New |
| CRA Financial Services, LLC | 3,030 | $236.0K | 0.06% | +3,030 | New |
| DLK Investment Management, LLC | 3,030 | $236.0K | 0.11% | +3,030 | New |
| SYSTM Wealth Solutions LLC | 3,037 | $236.6K | 0.03% | −8,482−73.6% | Reduced |
| Magellan Asset Management Ltd | 3,043 | $237.1K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,046 | $237.3K | 0.01% | −4,830−61.3% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 3,061 | $238.5K | 0.08% | +3,061 | New |
| Elite Wealth Management, Inc. | 3,065 | $238.8K | 0.07% | +3,065 | New |
| Laidlaw Wealth Management LLC | 3,076 | $239.6K | 0.09% | −986−24.3% | Reduced |
| GFS Advisors, LLC | 3,077 | $240.0K | 0.04% | +3,077 | New |
| Holistic Financial Partners | 3,090 | $240.7K | 0.14% | −2,631−46.0% | Reduced |
| Brown Brothers Harriman & Co | 3,100 | $241.5K | 0.00% | −21−0.7% | Reduced |
| Capital Investment Advisors, LLC | 3,113 | $242.5K | 0.01% | −2,466−44.2% | Reduced |