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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 6,181 | $481.5K | 0.03% | −1,010−14.0% | Reduced |
| Garner Asset Management Corp | 5,510 | $482.2K | 0.25% | +5,510 | New |
| Harvest Investment Services, LLC | 6,229 | $485.2K | 0.22% | +6,229 | New |
| Focused Wealth Management, Inc | 6,238 | $485.9K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,245 | $486.5K | 0.02% | −106−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 6,339 | $493.8K | 0.00% | +1,000+18.7% | Added |
| Armistice Capital, LLC | 6,366 | $495.9K | 0.01% | +6,366 | New |
| Interchange Capital Partners, LLC | 6,395 | $497.0K | 0.37% | −1,300−16.9% | Reduced |
| Baader Bank INC | 6,504 | $497.9K | 0.04% | −9,914−60.4% | Reduced |
| Wealth Architects, LLC | 6,399 | $498.5K | 0.07% | +8+0.1% | Added |
| True North Advisors, LLC | 6,447 | $502.2K | 0.13% | +6,447 | New |
| Sivia Capital Partners, LLC | 6,453 | $502.7K | 0.38% | +6,453 | New |
| Accredited Investors Inc. | 6,460 | $503.2K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,479 | $504.7K | 0.02% | +6,479 | New |
| Lindbrook Capital, LLC | 6,550 | $510.3K | 0.05% | +471+7.7% | Added |
| LexAurum Advisors, LLC | 6,552 | $510.4K | 0.13% | −40−0.6% | Reduced |
| Lazari Capital Management, Inc. | 6,565 | $511.4K | 0.29% | −4,340−39.8% | Reduced |
| Vanguard Capital Wealth Advisors | 6,600 | $514.1K | 0.42% | 00.0% | Unchanged |
| CNB Bank | 6,765 | $527.0K | 0.28% | +977+16.9% | Added |
| Mayflower Financial Advisors, LLC | 6,790 | $528.9K | 0.07% | −378−5.3% | Reduced |
| Sand Hill Global Advisors, LLC | 6,801 | $529.8K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,819 | $531.2K | 0.13% | −403−5.6% | Reduced |
| Wealth Alliance | 6,832 | $532.2K | 0.07% | +1,440+26.7% | Added |
| Colony Group, LLC | 6,836 | $533.0K | 0.01% | +6,836 | New |
| BluePath Capital Management, LLC | 6,624 | $537.2K | 0.47% | +6,624 | New |
| Traynor Capital Management, Inc. | 6,906 | $537.9K | 0.06% | −148−2.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,916 | $538.8K | 0.02% | −20.0% | Reduced |
| Clarius Group, LLC | 6,920 | $538.8K | 0.04% | +1,980+40.1% | Added |
| O'Dell Group, LLC | 6,917 | $538.8K | 0.14% | +115+1.7% | Added |
| Hilltop Holdings Inc. | 6,966 | $542.7K | 0.06% | +600+9.4% | Added |
| Zhang Financial LLC | 6,971 | $543.0K | 0.05% | +939+15.6% | Added |
| Boothbay Fund Management, LLC | 6,973 | $543.2K | 0.02% | +6,973 | New |
| Marex Group plc | 6,979 | $543.7K | 0.02% | −1,950−21.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,001 | $545.4K | 0.05% | −281−3.9% | Reduced |
| Nadler Financial Group, Inc. | 7,023 | $547.1K | 0.07% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,993 | $548.0K | 0.01% | −1,143−14.0% | Reduced |
| Lakeridge Wealth Management LLC | 7,049 | $549.1K | 0.40% | +7,049 | New |
| Pachira Investments Inc. | 7,084 | $551.8K | 0.49% | +146+2.1% | Added |
| Dynamic Advisor Solutions LLC | 7,416 | $552.6K | 0.02% | −185−2.4% | Reduced |
| Regatta Capital Group, LLC | 7,143 | $556.5K | 0.15% | −846−10.6% | Reduced |
| Waypoint Wealth Partners Inc. | 7,150 | $557.0K | 0.17% | 00.0% | Unchanged |
| BBR Partners, LLC | 7,151 | $557.1K | 0.06% | +582+8.9% | Added |
| Legacy Advisory Services, LLC | 7,152 | $557.1K | 0.59% | +7,152 | New |
| Prio Wealth Limited Partnership | 7,170 | $558.5K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,221 | $562.5K | 0.01% | +282+4.1% | Added |
| Arkadios Wealth Advisors | 7,262 | $565.7K | 0.05% | −3,204−30.6% | Reduced |
| Davis-Rea Ltd. | 7,265 | $567.4K | 0.29% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,291 | $568.0K | 0.20% | +7,291 | New |
| Compagnie Lombard Odier SCmA | 7,300 | $568.7K | 0.01% | −1,150−13.6% | Reduced |
| Gulf International Bank (UK) Ltd | 7,305 | $569.0K | 0.02% | −1,610−18.1% | Reduced |
| Moser Wealth Advisors, LLC | 7,311 | $569.5K | 0.36% | −30−0.4% | Reduced |
| Gagnon Securities LLC | 7,316 | $569.9K | 0.14% | +274+3.9% | Added |
| Quadrant Capital Group LLC | 7,371 | $574.2K | 0.05% | +173+2.4% | Added |
| ExodusPoint Capital Management, LP | 7,386 | $575.0K | 0.01% | −16,699−69.3% | Reduced |
| Brookstone Capital Management | 7,386 | $575.4K | 0.01% | +18+0.2% | Added |
| GM Advisory Group, Inc. | 7,400 | $576.5K | 0.04% | −120−1.6% | Reduced |
| Alterity Financial Group, LLC | 7,400 | $576.5K | 0.82% | −50−0.7% | Reduced |
| Abbot Financial Management, Inc. | 7,430 | $578.8K | 0.35% | +712+10.6% | Added |
| Guardian Capital Advisors LP | 7,370 | $579.9K | 0.06% | −480−6.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,450 | $580.4K | 0.22% | 00.0% | Unchanged |
| Nwam LLC | 7,540 | $587.4K | 0.05% | +7,540 | New |
| Concurrent Investment Advisors, LLC | 7,612 | $592.9K | 0.03% | +7,612 | New |
| Fiera Capital Corp | 7,609 | $594.3K | 0.00% | +86+1.1% | Added |
| V-Square Quantitative Management LLC | 5,790 | $597.3K | 0.14% | +5,790 | New |
| Raymond James Trust N.A. | 7,702 | $600.0K | 0.02% | +498+6.9% | Added |
| Verdence Capital Advisors LLC | 7,807 | $608.2K | 0.06% | +1,130+16.9% | Added |
| Viawealth, LLC | 7,824 | $609.5K | 0.42% | +1,458+22.9% | Added |
| Beverly Hills Private Wealth, LLC | 7,835 | $610.3K | 0.16% | −306−3.8% | Reduced |
| Tacita Capital Inc | 7,815 | $610.4K | 0.45% | −1,430−15.5% | Reduced |
| Angeles Investment Advisors, LLC | 7,836 | $610.4K | 0.04% | +9+0.1% | Added |
| Coastal Investment Advisors, Inc. | 7,885 | $614.2K | 0.14% | −665−7.8% | Reduced |
| Manchester Capital Management LLC | 7,900 | $615.4K | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 7,901 | $615.5K | 0.06% | +1,752+28.5% | Added |
| Oder Investment Management, LLC | 7,906 | $615.9K | 0.61% | −415−5.0% | Reduced |
| Lincoln National Corp | 7,907 | $615.9K | 0.01% | +794+11.2% | Added |
| Octavia Wealth Advisors, LLC | 7,916 | $616.7K | 0.11% | +1,451+22.4% | Added |
| Legacy Wealth Asset Management, LLC | 7,932 | $617.9K | 0.20% | −484−5.8% | Reduced |
| Lake Street Financial LLC | 7,970 | $620.9K | 0.10% | −175−2.1% | Reduced |
| Valmark Advisers, Inc. | 7,993 | $622.7K | 0.01% | +874+12.3% | Added |
| Schwartz Investment Counsel Inc | 8,000 | $623.2K | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 7,973 | $623.8K | 0.01% | −3,018−27.5% | Reduced |
| River Street Advisors LLC | 8,027 | $625.3K | 0.50% | −400−4.7% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,042 | $626.5K | 0.18% | +10+0.1% | Added |
| Seven Eight Capital, LP | 8,072 | $628.8K | 0.07% | −15,537−65.8% | Reduced |
| J.W. Cole Advisors, Inc. | 8,074 | $629.0K | 0.04% | +8,074 | New |
| TFC Financial Management | 8,181 | $637.3K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,195 | $638.4K | 0.04% | +850+11.6% | Added |
| Polymer Capital Management (HK) LTD | 8,200 | $638.8K | 0.22% | +8,200 | New |
| Fifth Third Bancorp | 8,214 | $639.9K | 0.00% | −81−1.0% | Reduced |
| Icon Wealth Advisors, LLC | 8,273 | $644.5K | 0.07% | +8,273 | New |
| AJOVista, LLC | 8,300 | $646.1K | 0.82% | +8,300 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,699 | $647.3K | 0.00% | +7,100+444.0% | Added |
| World Equity Group, Inc. | 7,533 | $649.1K | 0.13% | +780+11.6% | Added |
| PDS Planning, Inc | 8,354 | $650.8K | 0.07% | +309+3.8% | Added |
| Avestar Capital, LLC | 8,421 | $656.0K | 0.08% | −9−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,453 | $658.5K | 0.02% | −690−7.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,483 | $660.8K | 0.01% | −2,117−20.0% | Reduced |
| Element Pointe Advisors, LLC | 8,483 | $660.8K | 0.19% | −116−1.3% | Reduced |
| Magnetar Financial LLC | 8,537 | $665.0K | 0.02% | −1,762−17.1% | Reduced |
| Ceera Investments, LLC | 8,620 | $671.5K | 0.32% | 00.0% | Unchanged |