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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 8,625 | $671.9K | 0.10% | +8,625 | New |
| Wealthfront Advisers LLC | 8,691 | $677.0K | 0.00% | +754+9.5% | Added |
| United Capital Financial Advisers, LLC | 8,713 | $678.7K | 0.01% | +1,867+27.3% | Added |
| Legacy Financial Advisors, Inc. | 8,717 | $679.1K | 0.13% | +62+0.7% | Added |
| Evergreen Capital Management LLC | 8,780 | $684.0K | 0.03% | −217−2.4% | Reduced |
| Principal Securities, Inc. | 8,806 | $686.0K | 0.03% | +8,806 | New |
| Confluence Investment Management LLC | 8,816 | $686.8K | 0.01% | −509−5.5% | Reduced |
| Toroso Investments, LLC | 8,854 | $689.7K | 0.02% | −1,454−14.1% | Reduced |
| Arcadia Investment Management Corp | 8,910 | $694.1K | 0.13% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 8,921 | $694.9K | 0.16% | −550−5.8% | Reduced |
| Eventide Asset Management, LLC | 8,951 | $697.3K | 0.01% | −4,419−33.1% | Reduced |
| National Philanthropic Trust | 8,959 | $697.9K | 0.02% | +8,959 | New |
| Wealth Effects LLC | 8,975 | $699.2K | 0.26% | −1,045−10.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,144 | $701.5K | 0.02% | +2,666+41.2% | Added |
| Sound View Wealth Advisors Group, LLC | 9,008 | $701.7K | 0.08% | −19−0.2% | Reduced |
| Mission Wealth Management, LP | 9,099 | $708.8K | 0.02% | −450−4.7% | Reduced |
| Syon Capital LLC | 9,119 | $710.4K | 0.07% | +3,311+57.0% | Added |
| Baldwin Investment Management, LLC | 9,222 | $718.4K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 9,265 | $721.7K | 0.01% | +5,111+123.0% | Added |
| Capital Advisors Inc | 9,283 | $723.1K | 0.02% | +153+1.7% | Added |
| Private Trust Co NA | 9,483 | $738.7K | 0.09% | +2,007+26.8% | Added |
| Kesler, Norman & Wride, LLC | 9,566 | $745.2K | 0.17% | +62+0.7% | Added |
| Ameritas Advisory Services, LLC | 8,737 | $745.4K | 0.04% | −9,414−51.9% | Reduced |
| Creative Financial Designs Inc | 9,595 | $747.5K | 0.08% | −35−0.4% | Reduced |
| Marcum Wealth, LLC | 9,606 | $748.3K | 0.08% | +1,201+14.3% | Added |
| Global Retirement Partners, LLC | 9,236 | $751.1K | 0.03% | −187−2.0% | Reduced |
| RMR Wealth Builders | 9,727 | $757.7K | 0.11% | −2,960−23.3% | Reduced |
| Integrated Advisors Network LLC | 9,755 | $759.9K | 0.04% | +2,055+26.7% | Added |
| Evanson Asset Management, LLC | 9,760 | $760.3K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 9,805 | $763.8K | 0.02% | +111+1.1% | Added |
| Atomi Financial Group, Inc. | 9,816 | $764.7K | 0.11% | +9,816 | New |
| Menard Financial Group LLC | 9,861 | $768.2K | 0.95% | +1,697+20.8% | Added |
| NewEdge Wealth, LLC | 9,937 | $774.1K | 0.02% | +2,771+38.7% | Added |
| Capital Markets Trading UK LLP | 10,056 | $783.0K | 0.58% | +10,056 | New |
| RSM US Wealth Management LLC | 10,096 | $786.5K | 0.02% | +895+9.7% | Added |
| Ninepoint Partners LP | 10,338 | $805.3K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 10,368 | $807.7K | 0.09% | +10,368 | New |
| Advisory Resource Group | 10,389 | $809.3K | 0.20% | −1,202−10.4% | Reduced |
| Savant Capital, LLC | 10,425 | $812.1K | 0.01% | +181+1.8% | Added |
| Tower Research Capital LLC (TRC) | 10,439 | $813.2K | 0.01% | +8,977+614.0% | Added |
| Nilsine Partners, LLC | 10,442 | $813.4K | 0.13% | −2,483−19.2% | Reduced |
| Financial Advisory Service, Inc. | 10,453 | $814.3K | 0.08% | −950−8.3% | Reduced |
| Cravens & Co Advisors, LLC | 10,537 | $820.8K | 0.71% | −144−1.3% | Reduced |
| First Bank & Trust | 10,540 | $821.1K | 0.20% | −1,269−10.7% | Reduced |
| Portside Wealth Group, LLC | 10,658 | $830.3K | 0.15% | +1,375+14.8% | Added |
| Sawtooth Solutions, LLC | 10,705 | $833.9K | 0.02% | +1,608+17.7% | Added |
| Zullo Investment Group, Inc. | 10,765 | $838.6K | 0.43% | +200+1.9% | Added |
| Bleakley Financial Group, LLC | 10,778 | $839.6K | 0.03% | +1,681+18.5% | Added |
| Grandview Asset Management LLC | 10,970 | $855.0K | 0.45% | −440−3.9% | Reduced |
| Empowered Funds, LLC | 11,014 | $858.0K | 0.02% | +632+6.1% | Added |
| Pacer Advisors, Inc. | 11,082 | $863.3K | 0.00% | +90+0.8% | Added |
| Aigen Investment Management, LP | 11,093 | $863.6K | 0.15% | +4,109+58.8% | Added |
| Engineers Gate Manager LP | 11,144 | $868.1K | 0.02% | −14,898−57.2% | Reduced |
| Venturi Wealth Management, LLC | 11,192 | $871.9K | 0.06% | +27+0.2% | Added |
| Umb Bank N A | 11,193 | $871.9K | 0.01% | −71,795−86.5% | Reduced |
| Cornerstone Wealth Management, LLC | 11,259 | $877.1K | 0.08% | −89−0.8% | Reduced |
| Masso Torrence Wealth Management Inc. | 11,299 | $880.2K | 0.60% | 00.0% | Unchanged |
| Allworth Financial LP | 11,412 | $889.0K | 0.01% | −357−3.0% | Reduced |
| BluePointe Capital Management, LLC | 11,418 | $889.5K | 0.68% | +11,418 | New |
| CAPROCK Group, Inc. | 11,506 | $896.3K | 0.06% | −6,788−37.1% | Reduced |
| UniSuper Management Pty Ltd | 8,700 | $897.5K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 11,544 | $899.3K | 0.23% | +11,544 | New |
| Robertson Stephens Wealth Management, LLC | 11,619 | $905.1K | 0.06% | +100+0.9% | Added |
| Axxcess Wealth Management, LLC | 11,636 | $906.4K | 0.03% | −919−7.3% | Reduced |
| EP Wealth Advisors, LLC | 11,641 | $906.8K | 0.01% | −40−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,664 | $908.6K | 0.05% | −3,640−23.8% | Reduced |
| Resources Investment Advisors, LLC. | 11,684 | $910.2K | 0.02% | +1,106+10.5% | Added |
| ArrowMark Colorado Holdings LLC | 11,700 | $911.4K | 0.01% | +11,700 | New |
| Souders Financial Advisors | 11,767 | $916.6K | 0.16% | −87−0.7% | Reduced |
| Woodstock Corp | 11,790 | $918.4K | 0.11% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 11,837 | $922.1K | 0.29% | +11,837 | New |
| Intellectus Partners, LLC | 11,842 | $922.5K | 0.27% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 11,905 | $927.4K | 0.12% | +1,700+16.7% | Added |
| Douglass Winthrop Advisors, LLC | 12,035 | $937.5K | 0.02% | +12,035 | New |
| Confluence Wealth Services, Inc. | 12,038 | $937.8K | 0.10% | +7,000+138.9% | Added |
| AtonRa Partners | 12,067 | $940.0K | 1.87% | −2,317−16.1% | Reduced |
| Pinebridge Investments, L.P. | 9,122 | $941.0K | 0.01% | +6,094+201.3% | Added |
| CFM Wealth Partners LLC | 12,160 | $947.3K | 0.21% | +12,160 | New |
| Merit Financial Group, LLC | 12,201 | $950.5K | 0.03% | −609−4.8% | Reduced |
| Richelieu Gestion PLC | 12,252 | $954.0K | 0.85% | −18,632−60.3% | Reduced |
| X-Square Capital, LLC | 12,327 | $960.0K | 0.53% | −160−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12,350 | $962.1K | 0.43% | +1,850+17.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,389 | $965.1K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 12,533 | $976.3K | 0.04% | +2,213+21.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,560 | $978.4K | 0.60% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,564 | $978.7K | 0.16% | −565−4.3% | Reduced |
| ICA Group Wealth Management, LLC | 12,740 | $992.4K | 0.22% | +1,182+10.2% | Added |
| MWA Asset Management | 12,850 | $1.00M | 0.83% | +530+4.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,890 | $1.00M | 0.09% | +160+1.3% | Added |
| Watershed Private Wealth LLC | 13,130 | $1.02M | 0.57% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,180 | $1.03M | 0.17% | +13,180 | New |
| DMG Group, LLC | 13,502 | $1.05M | 0.99% | +3,814+39.4% | Added |
| Baker Tilly Wealth Management, LLC | 13,511 | $1.05M | 0.17% | −2,590−16.1% | Reduced |
| Roundview Capital LLC | 13,529 | $1.05M | 0.10% | +960+7.6% | Added |
| Prosperity Wealth Management, Inc. | 13,530 | $1.05M | 0.69% | −3,705−21.5% | Reduced |
| Main Street Financial Solutions, LLC | 13,545 | $1.06M | 0.14% | −1,560−10.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 13,546 | $1.06M | 0.19% | +1,230+10.0% | Added |
| Kennedy Investment Group | 13,550 | $1.06M | 0.59% | −530−3.8% | Reduced |
| Corrado Advisors, LLC | 13,595 | $1.06M | 0.87% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 13,600 | $1.06M | 0.65% | +13,600 | New |