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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 27,652 | $2.15M | 0.85% | +1,243+4.7% | Added |
| Alps Advisors Inc | 27,419 | $2.14M | 0.02% | −5,526−16.8% | Reduced |
| Ratan Capital Management LP | 27,200 | $2.12M | 1.38% | −22,800−45.6% | Reduced |
| SWS Partners | 27,188 | $2.12M | 0.69% | −438−1.6% | Reduced |
| Vident Advisory, LLC | 26,837 | $2.09M | 0.05% | −1,515−5.3% | Reduced |
| JustInvest LLC | 26,746 | $2.08M | 0.05% | +1,176+4.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 26,521 | $2.07M | 0.40% | −653−2.4% | Reduced |
| Chicago Partners Investment Group LLC | 25,435 | $2.05M | 0.09% | −112−0.4% | Reduced |
| Strategic Advisors LLC | 26,304 | $2.05M | 0.39% | −20−0.1% | Reduced |
| Wellington Shields & Co., LLC | 26,213 | $2.04M | 0.75% | −3,897−12.9% | Reduced |
| Wetherby Asset Management Inc | 26,103 | $2.03M | 0.11% | +24+0.1% | Added |
| Evolutionary Tree Capital Management, LLC | 26,064 | $2.03M | 2.24% | +26,064 | New |
| Kingsview Wealth Management, LLC | 26,004 | $2.03M | 0.06% | +1,363+5.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,854 | $2.01M | 0.01% | −1,489−5.4% | Reduced |
| Apexium Financial, LP | 25,790 | $2.01M | 0.14% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 25,623 | $2.00M | 0.07% | −284−1.1% | Reduced |
| Spire Wealth Management | 24,763 | $1.98M | 0.07% | −3,139−11.3% | Reduced |
| Jeppson Wealth Management, LLC | 25,246 | $1.97M | 0.81% | −30−0.1% | Reduced |
| Once Capital Management, LLC | 25,000 | $1.95M | 1.40% | +25,000 | New |
| Churchill Management Corp | 24,816 | $1.93M | 0.03% | −4,568−15.5% | Reduced |
| Legal Advantage Investments, Inc. | 24,510 | $1.91M | 1.15% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,419 | $1.90M | 0.06% | −416−1.7% | Reduced |
| Ascent Wealth Partners, LLC | 24,337 | $1.90M | 0.31% | +575+2.4% | Added |
| Capstone Triton Financial Group, LLC | 24,030 | $1.87M | 1.37% | −1,490−5.8% | Reduced |
| Bristlecone Advisors, LLC | 23,878 | $1.86M | 0.19% | −703−2.9% | Reduced |
| Credential Qtrade Securities Inc. | 23,727 | $1.85M | 0.11% | −3,977−14.4% | Reduced |
| Keybank National Association | 23,573 | $1.84M | 0.01% | +129+0.6% | Added |
| Stratos Wealth Partners, LTD. | 23,437 | $1.83M | 0.03% | +4,660+24.8% | Added |
| M&T Bank Corp | 23,265 | $1.81M | 0.01% | −689−2.9% | Reduced |
| Anthracite Investment Company, Inc. | 23,000 | $1.79M | 1.15% | +23,000 | New |
| Parallel Advisors, LLC | 22,774 | $1.77M | 0.05% | −3,463−13.2% | Reduced |
| Legacy Capital Group California, Inc. | 22,752 | $1.77M | 0.69% | +13,930+157.9% | Added |
| Cigna Investments Inc | 22,598 | $1.77M | 0.37% | +157+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 22,677 | $1.77M | 0.03% | +4,623+25.6% | Added |
| Wedbush Securities Inc | 22,628 | $1.76M | 0.08% | −2,008−8.2% | Reduced |
| We Are One Seven, LLC | 22,623 | $1.76M | 0.10% | +8,067+55.4% | Added |
| Avitas Wealth Management LLC | 22,104 | $1.72M | 0.29% | +284+1.3% | Added |
| Seaport Global Advisors, LLC | 22,062 | $1.72M | 4.12% | +18,383+499.7% | Added |
| Oppenheimer & Co Inc | 22,000 | $1.71M | 0.03% | −5,239−19.2% | Reduced |
| Good Life Advisors, LLC | 21,844 | $1.70M | 0.17% | +445+2.1% | Added |
| GTS Securities LLC | 21,740 | $1.69M | 0.04% | +21,740 | New |
| IHT Wealth Management, LLC | 21,717 | $1.69M | 0.08% | −1,358−5.9% | Reduced |
| Malaga Cove Capital, LLC | 21,545 | $1.68M | 0.71% | −81−0.4% | Reduced |
| Quantinno Capital Management LP | 21,543 | $1.68M | 0.06% | +5,996+38.6% | Added |
| Kercheville Advisors, LLC | 21,385 | $1.67M | 0.94% | +8,600+67.3% | Added |
| CWM, LLC | 21,118 | $1.65M | 0.01% | −22,656−51.8% | Reduced |
| Eqis Capital Management, Inc. | 21,103 | $1.64M | 0.13% | +7,279+52.7% | Added |
| Yousif Capital Management, LLC | 21,095 | $1.64M | 0.02% | +3,700+21.3% | Added |
| Stephens Inc | 21,093 | $1.64M | 0.03% | +966+4.8% | Added |
| Highland Capital Management, LLC | 20,880 | $1.63M | 0.10% | −650−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20,685 | $1.61M | 0.03% | +6,311+43.9% | Added |
| Winton Group Ltd | 20,285 | $1.58M | 0.12% | −13,044−39.1% | Reduced |
| Camden Capital, LLC | 20,062 | $1.56M | 0.16% | +763+4.0% | Added |
| Weinberger Asset Management, Inc | 20,000 | $1.56M | 0.80% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,977 | $1.56M | 0.02% | −4,307−17.7% | Reduced |
| Wellington Shields Capital Management, LLC | 19,800 | $1.54M | 0.19% | −7,400−27.2% | Reduced |
| Left Brain Wealth Management, LLC | 19,534 | $1.52M | 0.88% | +1,661+9.3% | Added |
| Pitcairn Co | 19,396 | $1.51M | 0.11% | −2,868−12.9% | Reduced |
| MUFG Securities EMEA plc | 19,356 | $1.51M | 0.13% | −2,746−12.4% | Reduced |
| Advisor Resource Council | 19,099 | $1.49M | 0.17% | +19,099 | New |
| ABN AMRO Bank N.V. | 18,663 | $1.47M | 0.02% | −6,858−26.9% | Reduced |
| Oppenheimer Asset Management Inc. | 18,809 | $1.47M | 0.02% | +5,204+38.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 18,604 | $1.45M | 0.09% | −3,092−14.3% | Reduced |
| Alta Wealth Advisors LLC | 18,488 | $1.44M | 0.80% | +390+2.2% | Added |
| Sunbelt Securities, Inc. | 18,418 | $1.43M | 0.18% | +729+4.1% | Added |
| Knollwood Investment Advisory, LLC | 18,390 | $1.43M | 0.30% | +18,390 | New |
| Lombard Odier Asset Management (Switzerland) SA | 18,255 | $1.42M | 0.19% | +4,542+33.1% | Added |
| Integrated Wealth Concepts LLC | 18,250 | $1.42M | 0.02% | −820−4.3% | Reduced |
| Independent Financial Group, LLC | 18,010 | $1.40M | 0.08% | +2,447+15.7% | Added |
| Montag A & Associates Inc | 17,896 | $1.39M | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,885 | $1.39M | 0.01% | −10,576−37.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,700 | $1.38M | 1.15% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 17,642 | $1.37M | 0.64% | +758+4.5% | Added |
| Fairfield, Bush & Co. | 17,535 | $1.37M | 0.80% | +1,270+7.8% | Added |
| HighPoint Advisor Group LLC | 17,229 | $1.35M | 0.10% | +17,229 | New |
| Newbridge Financial Services Group, Inc. | 17,340 | $1.35M | 0.66% | −1,105−6.0% | Reduced |
| Cypress Wealth Services, LLC | 17,307 | $1.35M | 0.34% | +30.0% | Added |
| Intrinsic Value Partners, LLC | 17,173 | $1.34M | 1.56% | −533−3.0% | Reduced |
| Washburn Capital Management, Inc. | 17,095 | $1.33M | 1.00% | +670+4.1% | Added |
| FDx Advisors, Inc. | 16,953 | $1.32M | 0.10% | +1,926+12.8% | Added |
| Gables Capital Management Inc. | 16,790 | $1.31M | 0.81% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16,727 | $1.30M | 0.33% | +854+5.4% | Added |
| Valeo Financial Advisors, LLC | 16,704 | $1.30M | 0.05% | −7,504−31.0% | Reduced |
| UBS Asset Management Americas Inc | 16,600 | $1.29M | 0.00% | +16,600 | New |
| Claret Asset Management Corp | 16,542 | $1.29M | 0.23% | +1,500+10.0% | Added |
| Group One Trading, L.P. | 16,505 | $1.29M | 0.04% | +16,505 | New |
| Empower Advisory Group, LLC | 16,383 | $1.28M | 0.01% | +93+0.6% | Added |
| Ontario Teachers Pension Plan Board | 16,236 | $1.26M | 0.01% | −17,466−51.8% | Reduced |
| LMR Partners LLP | 15,982 | $1.24M | 0.03% | −1,428−8.2% | Reduced |
| Dantai Capital Ltd | 15,940 | $1.24M | 1.57% | +15,940 | New |
| CAP Partners, LLC | 15,902 | $1.24M | 1.23% | +15,902 | New |
| Sigma Planning Corp | 15,895 | $1.24M | 0.10% | −7,169−31.1% | Reduced |
| Snowden Capital Advisors LLC | 15,641 | $1.22M | 0.05% | −3,987−20.3% | Reduced |
| Petra Financial Advisors Inc | 15,602 | $1.22M | 1.01% | −785−4.8% | Reduced |
| Woodward Diversified Capital, LLC | 15,297 | $1.19M | 0.75% | −1,400−8.4% | Reduced |
| International Assets Investment Management, LLC | 15,258 | $1.19M | 0.15% | −2,384−13.5% | Reduced |
| Arete Wealth Advisors, LLC | 15,113 | $1.18M | 0.09% | +15,113 | New |
| BlueMar Capital Management, LLC | 15,065 | $1.17M | 1.77% | −7,415−33.0% | Reduced |
| Financial Perspectives, Inc | 15,051 | $1.17M | 0.48% | −2,720−15.3% | Reduced |
| Conway Capital Management, Inc. | 15,000 | $1.17M | 0.75% | +1,475+10.9% | Added |