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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 3,178 | $247.6K | 0.02% | −7,854−71.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,176 | $247.4K | 0.00% | +3,176 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,080 | $246.7K | 0.16% | +3,080 | New |
| Forte Capital LLC | 3,162 | $246.3K | 0.03% | +3,162 | New |
| Prelude Capital Management, LLC | 3,147 | $245.2K | 0.02% | −5,474−63.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,144 | $244.9K | 0.05% | +3,144 | New |
| Zacks Investment Management | 3,144 | $244.9K | 0.00% | +3,144 | New |
| Secure Asset Management, LLC | 3,142 | $244.8K | 0.07% | +3,142 | New |
| Consolidated Portfolio Review Corp | 3,140 | $244.6K | 0.06% | +3,140 | New |
| CoreCap Advisors, LLC | 3,133 | $244.1K | 0.02% | +3,133 | New |
| Wealth Alliance Advisory Group, LLC | 3,130 | $243.8K | 0.06% | +3,130 | New |
| Miracle Mile Advisors, LLC | 3,128 | $243.7K | 0.01% | −976−23.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,125 | $243.4K | 0.25% | +3,125 | New |
| Asset Dedication, LLC | 3,120 | $243.0K | 0.02% | +70+2.3% | Added |
| Capital Investment Advisors, LLC | 3,113 | $242.5K | 0.01% | −2,466−44.2% | Reduced |
| Brown Brothers Harriman & Co | 3,100 | $241.5K | 0.00% | −21−0.7% | Reduced |
| Holistic Financial Partners | 3,090 | $240.7K | 0.14% | −2,631−46.0% | Reduced |
| GFS Advisors, LLC | 3,077 | $240.0K | 0.04% | +3,077 | New |
| Laidlaw Wealth Management LLC | 3,076 | $239.6K | 0.09% | −986−24.3% | Reduced |
| Elite Wealth Management, Inc. | 3,065 | $238.8K | 0.07% | +3,065 | New |
| Constellation Investimentos e Participacoes Ltda | 3,061 | $238.5K | 0.08% | +3,061 | New |
| Summit Trail Advisors, LLC | 3,046 | $237.3K | 0.01% | −4,830−61.3% | Reduced |
| Magellan Asset Management Ltd | 3,043 | $237.1K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,037 | $236.6K | 0.03% | −8,482−73.6% | Reduced |
| CRA Financial Services, LLC | 3,030 | $236.0K | 0.06% | +3,030 | New |
| DLK Investment Management, LLC | 3,030 | $236.0K | 0.11% | +3,030 | New |
| WT Wealth Management | 3,019 | $235.2K | 0.09% | +3,019 | New |
| Chilton Capital Management LLC | 3,010 | $234.5K | 0.01% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,000 | $233.7K | 0.02% | −2,000−40.0% | Reduced |
| Wealthsource Partners, LLC | 2,987 | $232.7K | 0.02% | −862−22.4% | Reduced |
| Azimuth Capital Investment Management LLC | 2,978 | $232.0K | 0.01% | +2,978 | New |
| Formula Growth Ltd | 2,961 | $230.7K | 0.07% | −77,039−96.3% | Reduced |
| Ausdal Financial Partners, Inc. | 2,951 | $229.9K | 0.03% | −1,189−28.7% | Reduced |
| TFB Advisors LLC | 2,900 | $225.9K | 0.12% | +2,900 | New |
| Azzad Asset Management Inc | 2,894 | $225.4K | 0.03% | +2,894 | New |
| Fiduciary Alliance LLC | 2,867 | $223.3K | 0.04% | +2,867 | New |
| Flputnam Investment Management Co | 2,857 | $222.6K | 0.01% | +2,857 | New |
| Sciencast Management LP | 2,856 | $222.5K | 0.12% | +2,856 | New |
| Horst & Graben Wealth Management LLC | 2,856 | $222.5K | 0.05% | +2,856 | New |
| Spinnaker Trust | 2,837 | $221.0K | 0.02% | +2,837 | New |
| Evolution Wealth Advisors, LLC | 2,810 | $218.9K | 0.04% | +2,810 | New |
| Fort Point Capital Partners LLC | 2,804 | $218.4K | 0.03% | +2,804 | New |
| Values First Advisors, Inc. | 2,804 | $218.4K | 0.13% | +2,804 | New |
| Kathmere Capital Management, LLC | 2,790 | $217.3K | 0.03% | +2,790 | New |
| Triumph Capital Management | 2,786 | $217.0K | 0.09% | +2,786 | New |
| Solidarilty Wealth, LLC | 2,782 | $216.7K | 0.08% | −11,150−80.0% | Reduced |
| Bridgeworth, LLC | 2,773 | $216.0K | 0.02% | +2,773 | New |
| Fairman Group, LLC | 2,750 | $214.2K | 0.20% | +2,750 | New |
| Fagan Associates, Inc. | 2,730 | $212.7K | 0.05% | +2,730 | New |
| Global Financial Private Client, LLC | 2,709 | $211.0K | 0.10% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,705 | $210.7K | 0.02% | +2,705 | New |
| Prosperity Financial Group, Inc. | 2,680 | $208.8K | 0.14% | +2,680 | New |
| PFG Investments, LLC | 2,665 | $207.6K | 0.04% | +2,665 | New |
| Signature Estate & Investment Advisors LLC | 2,659 | $207.0K | 0.01% | +2,659 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,655 | $206.8K | 0.24% | +2,655 | New |
| WNY Asset Management, LLC | 2,653 | $206.7K | 0.03% | +2,653 | New |
| Burns J W & Co Inc | 2,650 | $206.4K | 0.03% | +2,650 | New |
| MONECO Advisors, LLC | 2,643 | $205.9K | 0.04% | +2,643 | New |
| Sage Capital Management, LLC | 2,640 | $205.7K | 0.12% | +2,640 | New |
| MBL Wealth, LLC | 2,626 | $204.6K | 0.03% | +2,626 | New |
| Rye Brook Capital LLC | 2,620 | $204.0K | 0.12% | +2,620 | New |
| Family Management Corp | 2,600 | $202.5K | 0.04% | +2,600 | New |
| Jefferies Financial Group Inc. | 2,596 | $202.2K | 0.00% | +2,596 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,590 | $201.8K | 0.02% | +2,590 | New |
| Guerra Pan Advisors, LLC | 2,585 | $201.4K | 0.19% | +2,585 | New |
| Davy Global Fund Management Ltd | 2,582 | $201.1K | 0.02% | +2,582 | New |
| Willis Johnson & Associates, Inc. | 2,579 | $200.9K | 0.02% | +2,579 | New |
| WealthPLAN Partners, LLC | 2,570 | $200.2K | 0.02% | +2,570 | New |
| SRS Capital Advisors, Inc. | 2,549 | $198.6K | 0.02% | −179−6.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,532 | $197.2K | 0.02% | +1,682+197.9% | Added |
| EMC Capital Management | 2,500 | $195.0K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,483 | $193.0K | 0.02% | +2,483 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,614 | $187.7K | 0.00% | −411−13.6% | Reduced |
| All Terrain Financial Advisors, LLC | 2,305 | $179.6K | 0.08% | +2,305 | New |
| Hollencrest Capital Management | 2,290 | $178.4K | 0.02% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 2,287 | $178.2K | 0.03% | −483−17.4% | Reduced |
| Tidemark, LLC | 2,233 | $174.0K | 0.11% | +2,233 | New |
| Pacifica Partners Inc. | 2,310 | $172.6K | 0.08% | +550+31.3% | Added |
| NVWM, LLC | 2,210 | $172.2K | 0.05% | −10−0.5% | Reduced |
| Pittenger & Anderson Inc | 2,175 | $169.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 2,160 | $168.3K | 0.12% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,150 | $167.5K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,110 | $164.4K | 0.03% | −830−28.2% | Reduced |
| Glassman Wealth Services | 2,024 | $157.7K | 0.02% | +93+4.8% | Added |
| New England Capital Financial Advisors LLC | 2,011 | $156.7K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,007 | $156.0K | 0.02% | +140+7.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,972 | $154.0K | 0.00% | −4,538−69.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,946 | $152.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,950 | $152.0K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,946 | $151.0K | 0.01% | −60−3.0% | Reduced |
| Laurion Capital Management LP | 1,900 | $148.0K | 0.01% | −10,958−85.2% | Reduced |
| Tobam | 1,880 | $147.0K | 0.01% | −23,205−92.5% | Reduced |
| Y.D. More Investments Ltd | 4,676 | $144.9K | 0.03% | +4,676 | New |
| MCF Advisors LLC | 1,840 | $143.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,815 | $141.4K | 0.06% | +15+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,755 | $140.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,431 | $132.7K | 0.04% | +454+23.0% | Added |
| Massmutual Trust Co FSB | 1,650 | $128.5K | 0.00% | +350+26.9% | Added |
| Gleason Group, Inc. | 1,627 | $126.7K | 0.03% | −373−18.7% | Reduced |
| Rise Advisors, LLC | 1,615 | $125.8K | 0.09% | 00.0% | Unchanged |