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 |
|---|---|---|---|---|---|
| Clare Market Investments LLC | 13,752 | $1.07M | 0.37% | +829+6.4% | Added |
| Prudential Financial Inc | 13,756 | $1.07M | 0.00% | −1,445−9.5% | Reduced |
| Great Valley Advisor Group, Inc. | 13,871 | $1.08M | 0.04% | +583+4.4% | Added |
| Wealth Management Partners, LLC | 13,922 | $1.08M | 0.60% | +126+0.9% | Added |
| Veriti Management LLC | 13,942 | $1.09M | 0.10% | +2,901+26.3% | Added |
| JFG Wealth Management, LLC | 14,000 | $1.09M | 0.31% | +14,000 | New |
| Ancora Advisors, LLC | 14,010 | $1.09M | 0.03% | −450−3.1% | Reduced |
| MAI Capital Management | 14,141 | $1.10M | 0.01% | +734+5.5% | Added |
| Harbour Investments, Inc. | 14,347 | $1.12M | 0.05% | +654+4.8% | Added |
| Means Investment Co., Inc. | 14,377 | $1.12M | 0.16% | +171+1.2% | Added |
| Ieq Capital, LLC | 14,724 | $1.15M | 0.02% | +2,773+23.2% | Added |
| Farther Finance Advisors, LLC | 14,746 | $1.15M | 0.08% | +9,237+167.7% | Added |
| STRS Ohio | 14,849 | $1.16M | 0.00% | +5,118+52.6% | Added |
| StoneCrest Wealth Management, Inc. | 14,936 | $1.16M | 1.12% | +14,936 | New |
| Conway Capital Management, Inc. | 15,000 | $1.17M | 0.75% | +1,475+10.9% | Added |
| Financial Perspectives, Inc | 15,051 | $1.17M | 0.48% | −2,720−15.3% | Reduced |
| BlueMar Capital Management, LLC | 15,065 | $1.17M | 1.77% | −7,415−33.0% | Reduced |
| Arete Wealth Advisors, LLC | 15,113 | $1.18M | 0.09% | +15,113 | New |
| International Assets Investment Management, LLC | 15,258 | $1.19M | 0.15% | −2,384−13.5% | Reduced |
| Woodward Diversified Capital, LLC | 15,297 | $1.19M | 0.75% | −1,400−8.4% | Reduced |
| Petra Financial Advisors Inc | 15,602 | $1.22M | 1.01% | −785−4.8% | Reduced |
| Snowden Capital Advisors LLC | 15,641 | $1.22M | 0.05% | −3,987−20.3% | Reduced |
| Sigma Planning Corp | 15,895 | $1.24M | 0.10% | −7,169−31.1% | Reduced |
| CAP Partners, LLC | 15,902 | $1.24M | 1.23% | +15,902 | New |
| Dantai Capital Ltd | 15,940 | $1.24M | 1.57% | +15,940 | New |
| LMR Partners LLP | 15,982 | $1.24M | 0.03% | −1,428−8.2% | Reduced |
| Ontario Teachers Pension Plan Board | 16,236 | $1.26M | 0.01% | −17,466−51.8% | Reduced |
| Empower Advisory Group, LLC | 16,383 | $1.28M | 0.01% | +93+0.6% | Added |
| Group One Trading, L.P. | 16,505 | $1.29M | 0.04% | +16,505 | New |
| Claret Asset Management Corp | 16,542 | $1.29M | 0.23% | +1,500+10.0% | Added |
| UBS Asset Management Americas Inc | 16,600 | $1.29M | 0.00% | +16,600 | New |
| Valeo Financial Advisors, LLC | 16,704 | $1.30M | 0.05% | −7,504−31.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 16,727 | $1.30M | 0.33% | +854+5.4% | Added |
| Gables Capital Management Inc. | 16,790 | $1.31M | 0.81% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 16,953 | $1.32M | 0.10% | +1,926+12.8% | Added |
| Washburn Capital Management, Inc. | 17,095 | $1.33M | 1.00% | +670+4.1% | Added |
| Intrinsic Value Partners, LLC | 17,173 | $1.34M | 1.56% | −533−3.0% | Reduced |
| Cypress Wealth Services, LLC | 17,307 | $1.35M | 0.34% | +30.0% | Added |
| Newbridge Financial Services Group, Inc. | 17,340 | $1.35M | 0.66% | −1,105−6.0% | Reduced |
| HighPoint Advisor Group LLC | 17,229 | $1.35M | 0.10% | +17,229 | New |
| Fairfield, Bush & Co. | 17,535 | $1.37M | 0.80% | +1,270+7.8% | Added |
| Bouvel Investment Partners, LLC | 17,642 | $1.37M | 0.64% | +758+4.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,700 | $1.38M | 1.15% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,885 | $1.39M | 0.01% | −10,576−37.2% | Reduced |
| Montag A & Associates Inc | 17,896 | $1.39M | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,010 | $1.40M | 0.08% | +2,447+15.7% | Added |
| Integrated Wealth Concepts LLC | 18,250 | $1.42M | 0.02% | −820−4.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,255 | $1.42M | 0.19% | +4,542+33.1% | Added |
| Knollwood Investment Advisory, LLC | 18,390 | $1.43M | 0.30% | +18,390 | New |
| Sunbelt Securities, Inc. | 18,418 | $1.43M | 0.18% | +729+4.1% | Added |
| Alta Wealth Advisors LLC | 18,488 | $1.44M | 0.80% | +390+2.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 18,604 | $1.45M | 0.09% | −3,092−14.3% | Reduced |
| Oppenheimer Asset Management Inc. | 18,809 | $1.47M | 0.02% | +5,204+38.3% | Added |
| ABN AMRO Bank N.V. | 18,663 | $1.47M | 0.02% | −6,858−26.9% | Reduced |
| Advisor Resource Council | 19,099 | $1.49M | 0.17% | +19,099 | New |
| MUFG Securities EMEA plc | 19,356 | $1.51M | 0.13% | −2,746−12.4% | Reduced |
| Pitcairn Co | 19,396 | $1.51M | 0.11% | −2,868−12.9% | Reduced |
| Left Brain Wealth Management, LLC | 19,534 | $1.52M | 0.88% | +1,661+9.3% | Added |
| Wellington Shields Capital Management, LLC | 19,800 | $1.54M | 0.19% | −7,400−27.2% | Reduced |
| Lido Advisors, LLC | 19,977 | $1.56M | 0.02% | −4,307−17.7% | Reduced |
| Weinberger Asset Management, Inc | 20,000 | $1.56M | 0.80% | 00.0% | Unchanged |
| Camden Capital, LLC | 20,062 | $1.56M | 0.16% | +763+4.0% | Added |
| Winton Group Ltd | 20,285 | $1.58M | 0.12% | −13,044−39.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20,685 | $1.61M | 0.03% | +6,311+43.9% | Added |
| Highland Capital Management, LLC | 20,880 | $1.63M | 0.10% | −650−3.0% | Reduced |
| Stephens Inc | 21,093 | $1.64M | 0.03% | +966+4.8% | Added |
| Yousif Capital Management, LLC | 21,095 | $1.64M | 0.02% | +3,700+21.3% | Added |
| Eqis Capital Management, Inc. | 21,103 | $1.64M | 0.13% | +7,279+52.7% | Added |
| CWM, LLC | 21,118 | $1.65M | 0.01% | −22,656−51.8% | Reduced |
| Kercheville Advisors, LLC | 21,385 | $1.67M | 0.94% | +8,600+67.3% | Added |
| Quantinno Capital Management LP | 21,543 | $1.68M | 0.06% | +5,996+38.6% | Added |
| Malaga Cove Capital, LLC | 21,545 | $1.68M | 0.71% | −81−0.4% | Reduced |
| IHT Wealth Management, LLC | 21,717 | $1.69M | 0.08% | −1,358−5.9% | Reduced |
| GTS Securities LLC | 21,740 | $1.69M | 0.04% | +21,740 | New |
| Good Life Advisors, LLC | 21,844 | $1.70M | 0.17% | +445+2.1% | Added |
| Oppenheimer & Co Inc | 22,000 | $1.71M | 0.03% | −5,239−19.2% | Reduced |
| Seaport Global Advisors, LLC | 22,062 | $1.72M | 4.12% | +18,383+499.7% | Added |
| Avitas Wealth Management LLC | 22,104 | $1.72M | 0.29% | +284+1.3% | Added |
| We Are One Seven, LLC | 22,623 | $1.76M | 0.10% | +8,067+55.4% | Added |
| Wedbush Securities Inc | 22,628 | $1.76M | 0.08% | −2,008−8.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,677 | $1.77M | 0.03% | +4,623+25.6% | Added |
| Cigna Investments Inc | 22,598 | $1.77M | 0.37% | +157+0.7% | Added |
| Legacy Capital Group California, Inc. | 22,752 | $1.77M | 0.69% | +13,930+157.9% | Added |
| Parallel Advisors, LLC | 22,774 | $1.77M | 0.05% | −3,463−13.2% | Reduced |
| Anthracite Investment Company, Inc. | 23,000 | $1.79M | 1.15% | +23,000 | New |
| M&T Bank Corp | 23,265 | $1.81M | 0.01% | −689−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 23,437 | $1.83M | 0.03% | +4,660+24.8% | Added |
| Keybank National Association | 23,573 | $1.84M | 0.01% | +129+0.6% | Added |
| Credential Qtrade Securities Inc. | 23,727 | $1.85M | 0.11% | −3,977−14.4% | Reduced |
| Bristlecone Advisors, LLC | 23,878 | $1.86M | 0.19% | −703−2.9% | Reduced |
| Capstone Triton Financial Group, LLC | 24,030 | $1.87M | 1.37% | −1,490−5.8% | Reduced |
| Ascent Wealth Partners, LLC | 24,337 | $1.90M | 0.31% | +575+2.4% | Added |
| Prospera Financial Services Inc | 24,419 | $1.90M | 0.06% | −416−1.7% | Reduced |
| Legal Advantage Investments, Inc. | 24,510 | $1.91M | 1.15% | 00.0% | Unchanged |
| Churchill Management Corp | 24,816 | $1.93M | 0.03% | −4,568−15.5% | Reduced |
| Once Capital Management, LLC | 25,000 | $1.95M | 1.40% | +25,000 | New |
| Jeppson Wealth Management, LLC | 25,246 | $1.97M | 0.81% | −30−0.1% | Reduced |
| Spire Wealth Management | 24,763 | $1.98M | 0.07% | −3,139−11.3% | Reduced |
| Stonegate Investment Group, LLC | 25,623 | $2.00M | 0.07% | −284−1.1% | Reduced |
| Apexium Financial, LP | 25,790 | $2.01M | 0.14% | 00.0% | Unchanged |