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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 25,854 | $2.01M | 0.01% | −1,489−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 26,004 | $2.03M | 0.06% | +1,363+5.5% | Added |
| Evolutionary Tree Capital Management, LLC | 26,064 | $2.03M | 2.24% | +26,064 | New |
| Wetherby Asset Management Inc | 26,103 | $2.03M | 0.11% | +24+0.1% | Added |
| Wellington Shields & Co., LLC | 26,213 | $2.04M | 0.75% | −3,897−12.9% | Reduced |
| Strategic Advisors LLC | 26,304 | $2.05M | 0.39% | −20−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 25,435 | $2.05M | 0.09% | −112−0.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 26,521 | $2.07M | 0.40% | −653−2.4% | Reduced |
| JustInvest LLC | 26,746 | $2.08M | 0.05% | +1,176+4.6% | Added |
| Vident Advisory, LLC | 26,837 | $2.09M | 0.05% | −1,515−5.3% | Reduced |
| SWS Partners | 27,188 | $2.12M | 0.69% | −438−1.6% | Reduced |
| Ratan Capital Management LP | 27,200 | $2.12M | 1.38% | −22,800−45.6% | Reduced |
| Alps Advisors Inc | 27,419 | $2.14M | 0.02% | −5,526−16.8% | Reduced |
| Boyd Watterson Asset Management LLC | 27,652 | $2.15M | 0.85% | +1,243+4.7% | Added |
| Gotham Asset Management, LLC | 27,953 | $2.18M | 0.04% | +23,307+501.7% | Added |
| IFP Advisors, Inc | 28,384 | $2.21M | 0.10% | +20,152+244.8% | Added |
| Park Avenue Securities LLC | 28,439 | $2.21M | 0.03% | +1,557+5.8% | Added |
| Trium Capital LLP | 28,622 | $2.23M | 0.18% | −11,396−28.5% | Reduced |
| Exchange Traded Concepts, LLC | 28,812 | $2.24M | 0.06% | +7,672+36.3% | Added |
| Walleye Capital LLC | 28,853 | $2.25M | 0.03% | −138,518−82.8% | Reduced |
| Penserra Capital Management LLC | 29,017 | $2.26M | 0.04% | +1,642+6.0% | Added |
| Strategic Planning Group, LLC | 29,161 | $2.27M | 0.75% | +29,161 | New |
| Norris Financial Group, LLC | 29,235 | $2.28M | 1.38% | −340−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29,479 | $2.30M | 0.11% | −272−0.9% | Reduced |
| Mutual Advisors, LLC | 30,161 | $2.35M | 0.08% | +1,639+5.7% | Added |
| Grand Jean Capital Management Inc | 30,550 | $2.38M | 0.71% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 30,708 | $2.39M | 0.45% | +20,026+187.5% | Added |
| LGT Group Foundation | 30,312 | $2.40M | 0.05% | −11,623−27.7% | Reduced |
| Resolute Wealth Strategies, LLC | 31,130 | $2.43M | 1.65% | −50−0.2% | Reduced |
| Riverpark Capital Management LLC | 31,156 | $2.43M | 3.71% | −2,704−8.0% | Reduced |
| Independent Advisor Alliance | 31,210 | $2.43M | 0.09% | +3,204+11.4% | Added |
| Private Advisor Group, LLC | 31,572 | $2.46M | 0.02% | +2,208+7.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 31,172 | $2.47M | 0.08% | −88,687−74.0% | Reduced |
| Beacon Pointe Advisors, LLC | 31,768 | $2.47M | 0.03% | −1,016−3.1% | Reduced |
| Biondo Investment Advisors, LLC | 31,794 | $2.48M | 0.42% | −100.0% | Reduced |
| Credit Agricole S A | 32,000 | $2.49M | 0.05% | −6,504−16.9% | Reduced |
| Abn Amro Investment Solutions | 32,015 | $2.49M | 0.04% | −37,633−54.0% | Reduced |
| William Blair Investment Management, LLC | 32,069 | $2.50M | 0.01% | −45,638−58.7% | Reduced |
| Harbor Capital Advisors, Inc. | 32,800 | $2.56M | 0.50% | +2,974+10.0% | Added |
| Acadian Asset Management LLC | 33,091 | $2.58M | 0.01% | +23,751+254.3% | Added |
| Regal Investment Advisors LLC | 33,118 | $2.58M | 0.20% | +694+2.1% | Added |
| MSA Advisors, LLC | 33,190 | $2.59M | 0.90% | +33,190 | New |
| Weaver Capital Management LLC | 33,282 | $2.59M | 1.05% | +33,282 | New |
| Calamos Wealth Management LLC | 33,579 | $2.62M | 0.16% | +7,993+31.2% | Added |
| Insigneo Advisory Services, LLC | 33,711 | $2.63M | 0.37% | +1,550+4.8% | Added |
| Bailard, Inc. | 33,910 | $2.64M | 0.08% | +33,910 | New |
| Kestra Private Wealth Services, LLC | 33,964 | $2.65M | 0.07% | −161−0.5% | Reduced |
| Wahed Invest LLC | 33,944 | $2.66M | 0.75% | +3,200+10.4% | Added |
| Acorn Financial Advisory Services Inc | 34,335 | $2.67M | 0.47% | −29,882−46.5% | Reduced |
| Degroof Petercam Asset Management | 34,590 | $2.69M | 0.04% | +34,590 | New |
| Sequoia Financial Advisors, LLC | 34,679 | $2.70M | 0.03% | +19,977+135.9% | Added |
| Bank of Nova Scotia Trust Co | 34,685 | $2.70M | 0.30% | −75−0.2% | Reduced |
| Squarepoint Ops LLC | 34,946 | $2.72M | 0.01% | +11,754+50.7% | Added |
| Daiwa Securities Group Inc. | 10,905 | $2.75M | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 35,590 | $2.77M | 0.01% | −37,789−51.5% | Reduced |
| Asset Management One Co.,Ltd. | 35,488 | $2.81M | 0.01% | +34,624+4,007.4% | Added |
| Nicholas Investment Partners, LP | 36,085 | $2.81M | 0.33% | 00.0% | Unchanged |
| Brighton Jones LLC | 36,101 | $2.81M | 0.12% | −674−1.8% | Reduced |
| Assenagon Asset Management S.A. | 36,064 | $2.82M | 0.01% | −560−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,364 | $2.83M | 0.04% | +12,201+50.5% | Added |
| Avantax Advisory Services, Inc. | 36,477 | $2.84M | 0.03% | −2,919−7.4% | Reduced |
| Brinker Capital Investments, LLC | 37,272 | $2.90M | 0.03% | +12,704+51.7% | Added |
| Orion Portfolio Solutions, LLC | 37,272 | $2.90M | 0.03% | +12,704+51.7% | Added |
| Nomura Holdings Inc | 37,194 | $2.90M | 0.03% | −1,542−4.0% | Reduced |
| Montrusco Bolton Investments Inc. | 37,295 | $2.92M | 0.04% | −3,247−8.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 37,482 | $2.92M | 0.69% | +6,585+21.3% | Added |
| Logan Capital Management Inc | 37,831 | $2.95M | 0.14% | −708−1.8% | Reduced |
| JS Capital Management LLC | 38,000 | $2.96M | 0.35% | −162,000−81.0% | Reduced |
| RiverPark Advisors, LLC | 38,077 | $2.97M | 2.73% | −7,448−16.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 38,127 | $2.97M | 0.92% | +573+1.5% | Added |
| Caliber Wealth Management, LLC | 38,224 | $2.98M | 1.75% | +382+1.0% | Added |
| Moody Lynn & Lieberson, LLC | 38,878 | $3.03M | 0.23% | −5,911−13.2% | Reduced |
| Sepio Capital, LP | 38,986 | $3.04M | 0.26% | −6,806−14.9% | Reduced |
| Financial Avengers, Inc. | 39,253 | $3.06M | 1.84% | +120+0.3% | Added |
| Shell Asset Management Co | 39,130 | $3.06M | 0.14% | −10,520−21.2% | Reduced |
| Maryland State Retirement & Pension System | 39,786 | $3.10M | 0.06% | +334+0.8% | Added |
| Baker Avenue Asset Management, LP | 40,304 | $3.14M | 0.14% | +12,304+43.9% | Added |
| Campbell & CO Investment Adviser LLC | 40,444 | $3.15M | 0.28% | +40,444 | New |
| Moloney Securities Asset Management, LLC | 41,615 | $3.24M | 0.52% | −4,240−9.2% | Reduced |
| Steel Peak Wealth Management LLC | 41,667 | $3.25M | 0.19% | −7,296−14.9% | Reduced |
| Resolute Partners Group | 42,330 | $3.30M | 0.43% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 42,779 | $3.33M | 0.85% | −392−0.9% | Reduced |
| Captrust Financial Advisors | 43,461 | $3.39M | 0.01% | +6,763+18.4% | Added |
| United Services Automobile Association | 43,731 | $3.40M | 0.08% | +4,464+11.4% | Added |
| Mercer Global Advisors Inc | 44,199 | $3.44M | 0.01% | +1,060+2.5% | Added |
| Procyon Private Wealth Partners, LLC | 44,315 | $3.45M | 0.29% | +646+1.5% | Added |
| China Universal Asset Management Co., Ltd. | 44,505 | $3.47M | 0.67% | +23,900+116.0% | Added |
| Blueshift Asset Management, LLC | 45,262 | $3.53M | 1.87% | +19,385+74.9% | Added |
| Cerity Partners LLC | 45,582 | $3.55M | 0.01% | +22,689+99.1% | Added |
| Davenport & Co LLC | 45,785 | $3.57M | 0.02% | −1,297−2.8% | Reduced |
| Westside Investment Management, Inc. | 46,360 | $3.61M | 0.92% | +840+1.8% | Added |
| Assetmark, Inc | 46,379 | $3.61M | 0.01% | +5,743+14.1% | Added |
| Alerus Financial NA | 46,863 | $3.65M | 0.30% | −11,834−20.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 48,031 | $3.74M | 0.39% | +4,933+11.4% | Added |
| Venture Visionary Partners LLC | 48,052 | $3.74M | 0.20% | −969−2.0% | Reduced |
| Financial Advocates Investment Management | 48,181 | $3.75M | 0.25% | +1,105+2.3% | Added |
| Parkwood LLC | 48,262 | $3.76M | 0.60% | +4,132+9.4% | Added |
| Flagship Harbor Advisors, LLC | 48,372 | $3.77M | 0.27% | −1,188−2.4% | Reduced |
| Signaturefd, LLC | 48,861 | $3.81M | 0.09% | −1,437−2.9% | Reduced |
| GWM Advisors LLC | 48,225 | $3.81M | 0.04% | −16,275−25.2% | Reduced |