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 |
|---|---|---|---|---|---|
| StoneCrest Wealth Management, Inc. | 14,936 | $1.16M | 1.12% | +14,936 | New |
| STRS Ohio | 14,849 | $1.16M | 0.00% | +5,118+52.6% | Added |
| Farther Finance Advisors, LLC | 14,746 | $1.15M | 0.08% | +9,237+167.7% | Added |
| Ieq Capital, LLC | 14,724 | $1.15M | 0.02% | +2,773+23.2% | Added |
| Means Investment Co., Inc. | 14,377 | $1.12M | 0.16% | +171+1.2% | Added |
| Harbour Investments, Inc. | 14,347 | $1.12M | 0.05% | +654+4.8% | Added |
| MAI Capital Management | 14,141 | $1.10M | 0.01% | +734+5.5% | Added |
| Ancora Advisors, LLC | 14,010 | $1.09M | 0.03% | −450−3.1% | Reduced |
| JFG Wealth Management, LLC | 14,000 | $1.09M | 0.31% | +14,000 | New |
| Veriti Management LLC | 13,942 | $1.09M | 0.10% | +2,901+26.3% | Added |
| Wealth Management Partners, LLC | 13,922 | $1.08M | 0.60% | +126+0.9% | Added |
| Great Valley Advisor Group, Inc. | 13,871 | $1.08M | 0.04% | +583+4.4% | Added |
| Prudential Financial Inc | 13,756 | $1.07M | 0.00% | −1,445−9.5% | Reduced |
| Clare Market Investments LLC | 13,752 | $1.07M | 0.37% | +829+6.4% | Added |
| BOCHK Asset Management Ltd | 13,600 | $1.06M | 0.65% | +13,600 | New |
| Corrado Advisors, LLC | 13,595 | $1.06M | 0.87% | 00.0% | Unchanged |
| Kennedy Investment Group | 13,550 | $1.06M | 0.59% | −530−3.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 13,546 | $1.06M | 0.19% | +1,230+10.0% | Added |
| Main Street Financial Solutions, LLC | 13,545 | $1.06M | 0.14% | −1,560−10.3% | Reduced |
| Prosperity Wealth Management, Inc. | 13,530 | $1.05M | 0.69% | −3,705−21.5% | Reduced |
| Roundview Capital LLC | 13,529 | $1.05M | 0.10% | +960+7.6% | Added |
| Baker Tilly Wealth Management, LLC | 13,511 | $1.05M | 0.17% | −2,590−16.1% | Reduced |
| DMG Group, LLC | 13,502 | $1.05M | 0.99% | +3,814+39.4% | Added |
| Qtron Investments LLC | 13,180 | $1.03M | 0.17% | +13,180 | New |
| Watershed Private Wealth LLC | 13,130 | $1.02M | 0.57% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,890 | $1.00M | 0.09% | +160+1.3% | Added |
| MWA Asset Management | 12,850 | $1.00M | 0.83% | +530+4.3% | Added |
| ICA Group Wealth Management, LLC | 12,740 | $992.4K | 0.22% | +1,182+10.2% | Added |
| Perennial Investment Advisors, LLC | 12,564 | $978.7K | 0.16% | −565−4.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 12,560 | $978.4K | 0.60% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 12,533 | $976.3K | 0.04% | +2,213+21.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,389 | $965.1K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12,350 | $962.1K | 0.43% | +1,850+17.6% | Added |
| X-Square Capital, LLC | 12,327 | $960.0K | 0.53% | −160−1.3% | Reduced |
| Richelieu Gestion PLC | 12,252 | $954.0K | 0.85% | −18,632−60.3% | Reduced |
| Merit Financial Group, LLC | 12,201 | $950.5K | 0.03% | −609−4.8% | Reduced |
| CFM Wealth Partners LLC | 12,160 | $947.3K | 0.21% | +12,160 | New |
| Pinebridge Investments, L.P. | 9,122 | $941.0K | 0.01% | +6,094+201.3% | Added |
| AtonRa Partners | 12,067 | $940.0K | 1.87% | −2,317−16.1% | Reduced |
| Confluence Wealth Services, Inc. | 12,038 | $937.8K | 0.10% | +7,000+138.9% | Added |
| Douglass Winthrop Advisors, LLC | 12,035 | $937.5K | 0.02% | +12,035 | New |
| Griffin Asset Management, Inc. | 11,905 | $927.4K | 0.12% | +1,700+16.7% | Added |
| Intellectus Partners, LLC | 11,842 | $922.5K | 0.27% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 11,837 | $922.1K | 0.29% | +11,837 | New |
| Woodstock Corp | 11,790 | $918.4K | 0.11% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,767 | $916.6K | 0.16% | −87−0.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 11,700 | $911.4K | 0.01% | +11,700 | New |
| Resources Investment Advisors, LLC. | 11,684 | $910.2K | 0.02% | +1,106+10.5% | Added |
| Gladstone Institutional Advisory LLC | 11,664 | $908.6K | 0.05% | −3,640−23.8% | Reduced |
| EP Wealth Advisors, LLC | 11,641 | $906.8K | 0.01% | −40−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 11,636 | $906.4K | 0.03% | −919−7.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,619 | $905.1K | 0.06% | +100+0.9% | Added |
| Quadcap Wealth Management, LLC | 11,544 | $899.3K | 0.23% | +11,544 | New |
| UniSuper Management Pty Ltd | 8,700 | $897.5K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,506 | $896.3K | 0.06% | −6,788−37.1% | Reduced |
| BluePointe Capital Management, LLC | 11,418 | $889.5K | 0.68% | +11,418 | New |
| Allworth Financial LP | 11,412 | $889.0K | 0.01% | −357−3.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 11,299 | $880.2K | 0.60% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,259 | $877.1K | 0.08% | −89−0.8% | Reduced |
| Umb Bank N A | 11,193 | $871.9K | 0.01% | −71,795−86.5% | Reduced |
| Venturi Wealth Management, LLC | 11,192 | $871.9K | 0.06% | +27+0.2% | Added |
| Engineers Gate Manager LP | 11,144 | $868.1K | 0.02% | −14,898−57.2% | Reduced |
| Aigen Investment Management, LP | 11,093 | $863.6K | 0.15% | +4,109+58.8% | Added |
| Pacer Advisors, Inc. | 11,082 | $863.3K | 0.00% | +90+0.8% | Added |
| Empowered Funds, LLC | 11,014 | $858.0K | 0.02% | +632+6.1% | Added |
| Grandview Asset Management LLC | 10,970 | $855.0K | 0.45% | −440−3.9% | Reduced |
| Bleakley Financial Group, LLC | 10,778 | $839.6K | 0.03% | +1,681+18.5% | Added |
| Zullo Investment Group, Inc. | 10,765 | $838.6K | 0.43% | +200+1.9% | Added |
| Sawtooth Solutions, LLC | 10,705 | $833.9K | 0.02% | +1,608+17.7% | Added |
| Portside Wealth Group, LLC | 10,658 | $830.3K | 0.15% | +1,375+14.8% | Added |
| First Bank & Trust | 10,540 | $821.1K | 0.20% | −1,269−10.7% | Reduced |
| Cravens & Co Advisors, LLC | 10,537 | $820.8K | 0.71% | −144−1.3% | Reduced |
| Financial Advisory Service, Inc. | 10,453 | $814.3K | 0.08% | −950−8.3% | Reduced |
| Nilsine Partners, LLC | 10,442 | $813.4K | 0.13% | −2,483−19.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,439 | $813.2K | 0.01% | +8,977+614.0% | Added |
| Savant Capital, LLC | 10,425 | $812.1K | 0.01% | +181+1.8% | Added |
| Advisory Resource Group | 10,389 | $809.3K | 0.20% | −1,202−10.4% | Reduced |
| Cardiff Park Advisors, LLC | 10,368 | $807.7K | 0.09% | +10,368 | New |
| Ninepoint Partners LP | 10,338 | $805.3K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,096 | $786.5K | 0.02% | +895+9.7% | Added |
| Capital Markets Trading UK LLP | 10,056 | $783.0K | 0.58% | +10,056 | New |
| NewEdge Wealth, LLC | 9,937 | $774.1K | 0.02% | +2,771+38.7% | Added |
| Menard Financial Group LLC | 9,861 | $768.2K | 0.95% | +1,697+20.8% | Added |
| Atomi Financial Group, Inc. | 9,816 | $764.7K | 0.11% | +9,816 | New |
| Perigon Wealth Management, LLC | 9,805 | $763.8K | 0.02% | +111+1.1% | Added |
| Evanson Asset Management, LLC | 9,760 | $760.3K | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 9,755 | $759.9K | 0.04% | +2,055+26.7% | Added |
| RMR Wealth Builders | 9,727 | $757.7K | 0.11% | −2,960−23.3% | Reduced |
| Global Retirement Partners, LLC | 9,236 | $751.1K | 0.03% | −187−2.0% | Reduced |
| Marcum Wealth, LLC | 9,606 | $748.3K | 0.08% | +1,201+14.3% | Added |
| Creative Financial Designs Inc | 9,595 | $747.5K | 0.08% | −35−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 8,737 | $745.4K | 0.04% | −9,414−51.9% | Reduced |
| Kesler, Norman & Wride, LLC | 9,566 | $745.2K | 0.17% | +62+0.7% | Added |
| Private Trust Co NA | 9,483 | $738.7K | 0.09% | +2,007+26.8% | Added |
| Capital Advisors Inc | 9,283 | $723.1K | 0.02% | +153+1.7% | Added |
| Evercore Wealth Management, LLC | 9,265 | $721.7K | 0.01% | +5,111+123.0% | Added |
| Baldwin Investment Management, LLC | 9,222 | $718.4K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 9,119 | $710.4K | 0.07% | +3,311+57.0% | Added |
| Mission Wealth Management, LP | 9,099 | $708.8K | 0.02% | −450−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,008 | $701.7K | 0.08% | −19−0.2% | Reduced |