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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,570 | $124.2K | 0.00% | +70+4.7% | Added |
| Bartlett & Co. LLC | 1,570 | $124.0K | 0.00% | +70+4.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,589 | $123.8K | 0.00% | −23−1.4% | Reduced |
| Stephens Investment Management Group LLC | 1,588 | $123.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,579 | $123.0K | 0.01% | −335−17.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,510 | $117.6K | 0.03% | +10+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,475 | $114.9K | 0.00% | −4,966−77.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,450 | $113.0K | 0.03% | +1,450 | New |
| EverSource Wealth Advisors, LLC | 1,407 | $109.6K | 0.01% | −1,874−57.1% | Reduced |
| Tortoise Investment Management, LLC | 1,402 | $109.2K | 0.01% | −400−22.2% | Reduced |
| POM Investment Strategies, LLC | 1,380 | $107.5K | 0.10% | +1,380 | New |
| Avion Wealth | 1,376 | $107.0K | 0.03% | +40+3.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,370 | $106.7K | 0.03% | +1,370 | New |
| Valley National Advisers Inc | 1,330 | $103.0K | 0.02% | +37+2.9% | Added |
| Kelly Financial Services LLC | 1,307 | $101.8K | 0.04% | +77+6.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,303 | $101.5K | 0.00% | −35−2.6% | Reduced |
| Bank of New Hampshire | 1,300 | $101.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,261 | $98.2K | 0.02% | +11+0.9% | Added |
| Toth Financial Advisory Corp | 1,250 | $97.4K | 0.01% | −128−9.3% | Reduced |
| CKW Financial Group | 1,220 | $95.0K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,182 | $92.5K | 0.00% | −710−37.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $89.5K | 0.04% | +1,150 | New |
| Sugarloaf Wealth Management, LLC | 1,120 | $87.2K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,110 | $86.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,103 | $85.9K | 0.02% | +1,103 | New |
| Ramirez Asset Management, Inc. | 1,100 | $85.7K | 0.02% | +1,100 | New |
| Orion Capital Management LLC | 1,095 | $85.3K | 0.05% | −125−10.2% | Reduced |
| Sound Income Strategies, LLC | 1,090 | $84.9K | 0.01% | +1,000+1,111.1% | Added |
| First Foundation Advisors | 1,078 | $84.0K | 0.00% | +1,078 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1,050 | $81.8K | 0.00% | −3,400−76.4% | Reduced |
| Pinnacle Financial Partners Inc | 1,050 | $81.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,022 | $79.6K | 0.00% | +118+13.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $78.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $77.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $77.9K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 970 | $75.6K | 0.03% | +970 | New |
| Ronald Blue Trust, Inc. | 1,339 | $73.0K | 0.00% | +1,129+537.6% | Added |
| Wolff Wiese Magana LLC | 926 | $72.1K | 0.07% | +76+8.9% | Added |
| Greatmark Investment Partners, Inc. | 908 | $70.7K | 0.01% | +8+0.9% | Added |
| Chesapeake Asset Management LLC | 900 | $70.1K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 895 | $69.7K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 886 | $69.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 882 | $68.7K | 0.02% | +437+98.2% | Added |
| JFS Wealth Advisors, LLC | 880 | $68.6K | 0.01% | +18+2.1% | Added |
| Highline Wealth Partners LLC | 850 | $66.2K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 810 | $63.1K | 0.00% | +610+305.0% | Added |
| Trifecta Capital Advisors, LLC | 800 | $62.3K | 0.02% | −275−25.6% | Reduced |
| Planning Capital Management Corp | 800 | $62.3K | 0.05% | +800 | New |
| JCIC Asset Management Inc. | 780 | $60.8K | 0.03% | +100+14.7% | Added |
| Gradient Investments LLC | 778 | $60.6K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 775 | $60.4K | 0.02% | +775 | New |
| Bourgeon Capital Management LLC | 750 | $58.4K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 750 | $58.4K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 740 | $57.6K | 0.00% | +310+72.1% | Added |
| Washington Trust Advisors, Inc. | 736 | $57.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 715 | $55.7K | 0.05% | +715 | New |
| Truvestments Capital LLC | 710 | $55.3K | 0.02% | −350−33.0% | Reduced |
| Rockbridge Investment Management, LCC | 702 | $54.7K | 0.01% | +702 | New |
| Vestor Capital, LLC | 693 | $54.0K | 0.01% | +693 | New |
| Anchor Investment Management, LLC | 658 | $51.3K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 650 | $50.6K | 0.01% | −1,000−60.6% | Reduced |
| Park Circle Co | 650 | $50.6K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 648 | $50.5K | 0.00% | +8+1.3% | Added |
| Strengthening Families & Communities, LLC | 644 | $50.2K | 0.03% | +534+485.5% | Added |
| Sittner & Nelson, LLC | 634 | $49.4K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 620 | $48.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 610 | $47.5K | 0.00% | −3,481−85.1% | Reduced |
| Salem Investment Counselors Inc | 606 | $47.2K | 0.00% | +556+1,112.0% | Added |
| Greenwood Gearhart Inc | 600 | $46.7K | 0.00% | +600 | New |
| Caldwell Trust Co | 583 | $45.4K | 0.01% | −272−31.8% | Reduced |
| State of Wyoming | 563 | $43.9K | 0.01% | +23+4.3% | Added |
| Carmichael Hill & Associates, Inc. | 543 | $42.3K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 535 | $41.7K | 0.01% | +113+26.8% | Added |
| McClarren Financial Advisors, Inc. | 520 | $41.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 520 | $40.5K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 504 | $39.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 500 | $39.0K | 0.01% | −500−50.0% | Reduced |
| S.A. Mason LLC | 500 | $39.0K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $39.0K | 0.02% | +500 | New |
| Gs Investments, Inc. | 452 | $35.2K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 450 | $35.1K | 0.02% | +350+350.0% | Added |
| Baldwin Brothers Inc | 447 | $34.8K | 0.00% | +147+49.0% | Added |
| Strategic Investment Solutions, Inc. | 435 | $33.9K | 0.01% | +435 | New |
| Concord Wealth Partners | 429 | $33.4K | 0.01% | −200−31.8% | Reduced |
| Activest Wealth Management | 400 | $31.2K | 0.02% | −208−34.2% | Reduced |
| Your Advocates Ltd., LLP | 400 | $31.2K | 0.01% | +391+4,344.4% | Added |
| Pin Oak Investment Advisors Inc | 400 | $31.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 396 | $30.8K | 0.00% | +10+2.6% | Added |
| Financial Management Professionals, Inc. | 373 | $29.0K | 0.00% | −48−11.4% | Reduced |
| Cambridge Trust Co | 365 | $28.4K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 360 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 359 | $28.0K | 0.00% | +359 | New |
| DSM Capital Partners LLC | 357 | $27.8K | 0.00% | +357 | New |
| SJS Investment Consulting Inc. | 350 | $27.3K | 0.01% | +130+59.1% | Added |
| Armstrong Advisory Group, Inc | 348 | $27.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 347 | $27.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 341 | $26.5K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 340 | $26.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 338 | $26.3K | 0.01% | +338 | New |
| BFSG, LLC | 330 | $25.7K | 0.00% | +330 | New |