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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 3,120 | $243.0K | 0.02% | +70+2.3% | Added |
| Blodgett Wealth Advisors, LLC | 3,125 | $243.4K | 0.25% | +3,125 | New |
| Miracle Mile Advisors, LLC | 3,128 | $243.7K | 0.01% | −976−23.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,130 | $243.8K | 0.06% | +3,130 | New |
| CoreCap Advisors, LLC | 3,133 | $244.1K | 0.02% | +3,133 | New |
| Consolidated Portfolio Review Corp | 3,140 | $244.6K | 0.06% | +3,140 | New |
| Secure Asset Management, LLC | 3,142 | $244.8K | 0.07% | +3,142 | New |
| Zacks Investment Management | 3,144 | $244.9K | 0.00% | +3,144 | New |
| Redhawk Wealth Advisors, Inc. | 3,144 | $244.9K | 0.05% | +3,144 | New |
| Prelude Capital Management, LLC | 3,147 | $245.2K | 0.02% | −5,474−63.5% | Reduced |
| Forte Capital LLC | 3,162 | $246.3K | 0.03% | +3,162 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,080 | $246.7K | 0.16% | +3,080 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,176 | $247.4K | 0.00% | +3,176 | New |
| Edgestream Partners, L.P. | 3,178 | $247.6K | 0.02% | −7,854−71.2% | Reduced |
| Diligent Investors, LLC | 3,182 | $247.9K | 0.07% | −1,060−25.0% | Reduced |
| Flaharty Asset Management, LLC | 3,190 | $248.5K | 0.04% | +500+18.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,203 | $249.5K | 0.17% | +3,203 | New |
| Fort Sheridan Advisors LLC | 3,210 | $250.1K | 0.05% | +3,210 | New |
| Coldstream Capital Management Inc | 3,216 | $250.5K | 0.01% | +3,216 | New |
| Moneta Group Investment Advisors LLC | 3,223 | $251.1K | 0.00% | +3,223 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,224 | $251.2K | 0.04% | +3,224 | New |
| Perkins Capital Management Inc | 3,250 | $253.0K | 0.22% | −2,200−40.4% | Reduced |
| Trueblood Wealth Management, LLC | 3,267 | $254.5K | 0.16% | +3,267 | New |
| Mainsail Financial Group, LLC | 3,180 | $255.4K | 0.20% | +3,180 | New |
| Fortis Capital Management LLC | 3,321 | $258.7K | 0.07% | +3,321 | New |
| FirstPurpose Wealth LLC | 3,321 | $258.7K | 0.10% | +3,321 | New |
| Hennion & Walsh Asset Management, Inc. | 3,327 | $259.2K | 0.01% | −455−12.0% | Reduced |
| Detalus Advisors, LLC | 3,345 | $260.6K | 0.10% | +3,345 | New |
| Level Four Advisory Services, LLC | 3,360 | $261.7K | 0.01% | +3,360 | New |
| Accurate Wealth Management, LLC | 3,227 | $262.4K | 0.08% | −505−13.5% | Reduced |
| Acima Private Wealth, LLC | 3,368 | $262.4K | 0.10% | 00.0% | Unchanged |
| Balentine LLC | 3,407 | $265.4K | 0.01% | +3,407 | New |
| Glenview Trust Co | 3,448 | $268.6K | 0.01% | +3,448 | New |
| Fox Run Management, L.L.C. | 3,456 | $269.2K | 0.07% | +3,456 | New |
| Greytown Advisors Inc. | 3,457 | $269.4K | 0.15% | +3,457 | New |
| New Insight Wealth Advisors | 3,465 | $269.9K | 0.18% | +3,465 | New |
| Doliver Advisors, LP | 3,475 | $270.7K | 0.08% | −290−7.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,475 | $270.7K | 0.11% | +3,475 | New |
| Schechter Investment Advisors, LLC | 3,502 | $272.8K | 0.02% | +3,502 | New |
| Pinnacle Associates Ltd | 3,514 | $273.7K | 0.00% | +3,514 | New |
| Claro Advisors LLC | 3,515 | $273.8K | 0.06% | −1,133−24.4% | Reduced |
| LVW Advisors, LLC | 3,535 | $275.4K | 0.05% | −496−12.3% | Reduced |
| Naples Global Advisors, LLC | 3,539 | $275.7K | 0.03% | +3,539 | New |
| NFP Retirement, Inc. | 3,544 | $276.1K | 0.05% | +3,544 | New |
| Wealthspire Advisors, LLC | 3,560 | $277.3K | 0.00% | −550−13.4% | Reduced |
| Ewa, LLC | 3,357 | $278.4K | 0.14% | +3,357 | New |
| Ridgewood Investments LLC | 3,595 | $280.1K | 0.17% | +3,595 | New |
| CastleKnight Management LP | 3,600 | $280.4K | 0.04% | −10,000−73.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,615 | $281.5K | 0.12% | +3,615 | New |
| Soltis Investment Advisors LLC | 3,631 | $282.8K | 0.03% | +3,631 | New |
| Pembroke Management, LTD | 2,745 | $283.2K | 0.04% | +2,745 | New |
| Midwest Professional Planners, LTD. | 3,676 | $286.4K | 0.11% | +3,676 | New |
| National Wealth Management Group, LLC | 3,691 | $287.5K | 0.28% | −90−2.4% | Reduced |
| FFT Wealth Management LLC | 3,700 | $288.2K | 0.02% | −1,350−26.7% | Reduced |
| Evermay Wealth Management LLC | 3,700 | $288.2K | 0.05% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 3,720 | $289.8K | 0.08% | +3,720 | New |
| Benedict Financial Advisors Inc | 3,730 | $290.6K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 3,756 | $292.6K | 0.00% | −280−6.9% | Reduced |
| Tectonic Advisors LLC | 3,756 | $292.6K | 0.02% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,760 | $292.9K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,760 | $292.9K | 0.07% | +3,760 | New |
| Accuvest Global Advisors | 3,850 | $299.9K | 0.32% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,845 | $300.0K | 0.02% | −130−3.3% | Reduced |
| Tyler-Stone Wealth Management | 3,860 | $300.7K | 0.15% | +800+26.1% | Added |
| Round Rock Advisors, LLC | 3,880 | $302.3K | 0.08% | +3,880 | New |
| Prostatis Group LLC | 3,890 | $303.0K | 0.13% | +3,890 | New |
| Breakwater Capital Group | 3,811 | $305.9K | 0.09% | +3,811 | New |
| Guardian Wealth Advisors, LLC | 3,935 | $306.5K | 0.05% | −510−11.5% | Reduced |
| Change Path, LLC | 3,936 | $307.0K | 0.02% | +3,936 | New |
| Canvas Wealth Advisors, LLC | 3,779 | $307.6K | 0.11% | −750−16.6% | Reduced |
| TBH Global Asset Management, LLC | 3,949 | $307.7K | 0.06% | +3,949 | New |
| Belpointe Asset Management LLC | 3,964 | $308.8K | 0.03% | +3,964 | New |
| Sculati Wealth Management, LLC | 3,980 | $310.0K | 0.14% | −200−4.8% | Reduced |
| Indie Asset Partners, LLC | 3,980 | $310.0K | 0.28% | −180−4.3% | Reduced |
| Glenmede Trust Co NA | 3,981 | $310.1K | 0.00% | +3,981 | New |
| Checchi Capital Advisers, LLC | 4,016 | $312.8K | 0.03% | +4,016 | New |
| Grey Street Capital, LLC | 4,027 | $313.7K | 0.15% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,052 | $315.7K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,060 | $316.0K | 0.05% | −10.0% | Reduced |
| Cornerstone Wealth Group, LLC | 4,062 | $316.4K | 0.05% | 00.0% | Unchanged |
| SRS Investment Management, LLC | 4,066 | $316.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,070 | $317.1K | 0.03% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 4,080 | $317.8K | 0.13% | +4,080 | New |
| Wedmont Private Capital | 4,116 | $319.8K | 0.03% | +4,116 | New |
| Wealthcare Advisory Partners LLC | 4,121 | $321.0K | 0.01% | +341+9.0% | Added |
| Forum Financial Management, LP | 4,123 | $321.2K | 0.01% | −259−5.9% | Reduced |
| Seven Mile Advisory | 4,154 | $323.6K | 0.28% | +22+0.5% | Added |
| Dakota Wealth Management | 4,158 | $323.9K | 0.01% | +4,158 | New |
| Oxford Financial Group Ltd | 4,190 | $326.4K | 0.02% | −5,610−57.2% | Reduced |
| First Horizon Advisors, Inc. | 4,203 | $327.4K | 0.01% | −355−7.8% | Reduced |
| Worth Asset Management, LLC | 4,210 | $328.0K | 0.23% | −1,040−19.8% | Reduced |
| Clear Creek Financial Management, LLC | 4,219 | $328.7K | 0.05% | −142−3.3% | Reduced |
| Fortune Financial Advisors, LLC | 4,220 | $328.7K | 0.23% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,225 | $329.1K | 0.04% | −230−5.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,232 | $329.7K | 0.04% | +4,232 | New |
| Virtue Capital Management, LLC | 4,440 | $331.3K | 0.07% | −1,805−28.9% | Reduced |
| XTX Topco Ltd | 4,263 | $332.1K | 0.07% | −2,554−37.5% | Reduced |
| ASB Consultores, LLC | 4,290 | $334.2K | 0.11% | 00.0% | Unchanged |
| Weiss Asset Management LP | 4,296 | $334.7K | 0.02% | 00.0% | Unchanged |
| Grassi Investment Management | 4,330 | $337.0K | 0.04% | −250−5.5% | Reduced |