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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 4,540 | $353.7K | 0.25% | +100+2.3% | Added |
| Winthrop Advisory Group LLC | 4,535 | $353.3K | 0.06% | +95+2.1% | Added |
| KRS Capital Management, LLC | 4,530 | $352.9K | 0.33% | −550−10.8% | Reduced |
| Heritage Investors Management Corp | 4,500 | $351.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,478 | $349.0K | 0.04% | −29,812−86.9% | Reduced |
| White Pine Investment CO | 4,465 | $348.0K | 0.11% | +4,465 | New |
| Aspen Investment Management Inc | 4,465 | $348.0K | 0.19% | +4,465 | New |
| Avidian Wealth Solutions, LLC | 4,460 | $347.4K | 0.02% | −900−16.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,451 | $346.7K | 0.07% | −257−5.5% | Reduced |
| Conservest Capital Advisors, Inc. | 4,420 | $344.3K | 0.04% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 4,399 | $342.7K | 0.34% | +4,399 | New |
| Avantax Planning Partners, Inc. | 4,393 | $342.2K | 0.01% | +4,393 | New |
| Leeward Financial Partners, LLC | 4,367 | $340.2K | 0.16% | −552−11.2% | Reduced |
| First Heartland Consultants, Inc. | 4,335 | $338.0K | 0.04% | −38−0.9% | Reduced |
| Grassi Investment Management | 4,330 | $337.0K | 0.04% | −250−5.5% | Reduced |
| Weiss Asset Management LP | 4,296 | $334.7K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,290 | $334.2K | 0.11% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,263 | $332.1K | 0.07% | −2,554−37.5% | Reduced |
| Virtue Capital Management, LLC | 4,440 | $331.3K | 0.07% | −1,805−28.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,232 | $329.7K | 0.04% | +4,232 | New |
| Harbor Investment Advisory, LLC | 4,225 | $329.1K | 0.04% | −230−5.2% | Reduced |
| Fortune Financial Advisors, LLC | 4,220 | $328.7K | 0.23% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,219 | $328.7K | 0.05% | −142−3.3% | Reduced |
| Worth Asset Management, LLC | 4,210 | $328.0K | 0.23% | −1,040−19.8% | Reduced |
| First Horizon Advisors, Inc. | 4,203 | $327.4K | 0.01% | −355−7.8% | Reduced |
| Oxford Financial Group Ltd | 4,190 | $326.4K | 0.02% | −5,610−57.2% | Reduced |
| Dakota Wealth Management | 4,158 | $323.9K | 0.01% | +4,158 | New |
| Seven Mile Advisory | 4,154 | $323.6K | 0.28% | +22+0.5% | Added |
| Forum Financial Management, LP | 4,123 | $321.2K | 0.01% | −259−5.9% | Reduced |
| Wealthcare Advisory Partners LLC | 4,121 | $321.0K | 0.01% | +341+9.0% | Added |
| Wedmont Private Capital | 4,116 | $319.8K | 0.03% | +4,116 | New |
| Blue Zone Wealth Advisors, LLC | 4,080 | $317.8K | 0.13% | +4,080 | New |
| AdvisorNet Financial, Inc | 4,070 | $317.1K | 0.03% | 00.0% | Unchanged |
| SRS Investment Management, LLC | 4,066 | $316.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,062 | $316.4K | 0.05% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,060 | $316.0K | 0.05% | −10.0% | Reduced |
| Henshaw Capital LLC | 4,052 | $315.7K | 0.02% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 4,027 | $313.7K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,016 | $312.8K | 0.03% | +4,016 | New |
| Glenmede Trust Co NA | 3,981 | $310.1K | 0.00% | +3,981 | New |
| Sculati Wealth Management, LLC | 3,980 | $310.0K | 0.14% | −200−4.8% | Reduced |
| Indie Asset Partners, LLC | 3,980 | $310.0K | 0.28% | −180−4.3% | Reduced |
| Belpointe Asset Management LLC | 3,964 | $308.8K | 0.03% | +3,964 | New |
| TBH Global Asset Management, LLC | 3,949 | $307.7K | 0.06% | +3,949 | New |
| Canvas Wealth Advisors, LLC | 3,779 | $307.6K | 0.11% | −750−16.6% | Reduced |
| Change Path, LLC | 3,936 | $307.0K | 0.02% | +3,936 | New |
| Guardian Wealth Advisors, LLC | 3,935 | $306.5K | 0.05% | −510−11.5% | Reduced |
| Breakwater Capital Group | 3,811 | $305.9K | 0.09% | +3,811 | New |
| Prostatis Group LLC | 3,890 | $303.0K | 0.13% | +3,890 | New |
| Round Rock Advisors, LLC | 3,880 | $302.3K | 0.08% | +3,880 | New |
| Tyler-Stone Wealth Management | 3,860 | $300.7K | 0.15% | +800+26.1% | Added |
| Van Hulzen Asset Management, LLC | 3,845 | $300.0K | 0.02% | −130−3.3% | Reduced |
| Accuvest Global Advisors | 3,850 | $299.9K | 0.32% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,760 | $292.9K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,760 | $292.9K | 0.07% | +3,760 | New |
| Tectonic Advisors LLC | 3,756 | $292.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,756 | $292.6K | 0.00% | −280−6.9% | Reduced |
| Benedict Financial Advisors Inc | 3,730 | $290.6K | 0.08% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 3,720 | $289.8K | 0.08% | +3,720 | New |
| FFT Wealth Management LLC | 3,700 | $288.2K | 0.02% | −1,350−26.7% | Reduced |
| Evermay Wealth Management LLC | 3,700 | $288.2K | 0.05% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,691 | $287.5K | 0.28% | −90−2.4% | Reduced |
| Midwest Professional Planners, LTD. | 3,676 | $286.4K | 0.11% | +3,676 | New |
| Pembroke Management, LTD | 2,745 | $283.2K | 0.04% | +2,745 | New |
| Soltis Investment Advisors LLC | 3,631 | $282.8K | 0.03% | +3,631 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,615 | $281.5K | 0.12% | +3,615 | New |
| CastleKnight Management LP | 3,600 | $280.4K | 0.04% | −10,000−73.5% | Reduced |
| Ridgewood Investments LLC | 3,595 | $280.1K | 0.17% | +3,595 | New |
| Ewa, LLC | 3,357 | $278.4K | 0.14% | +3,357 | New |
| Wealthspire Advisors, LLC | 3,560 | $277.3K | 0.00% | −550−13.4% | Reduced |
| NFP Retirement, Inc. | 3,544 | $276.1K | 0.05% | +3,544 | New |
| Naples Global Advisors, LLC | 3,539 | $275.7K | 0.03% | +3,539 | New |
| LVW Advisors, LLC | 3,535 | $275.4K | 0.05% | −496−12.3% | Reduced |
| Claro Advisors LLC | 3,515 | $273.8K | 0.06% | −1,133−24.4% | Reduced |
| Pinnacle Associates Ltd | 3,514 | $273.7K | 0.00% | +3,514 | New |
| Schechter Investment Advisors, LLC | 3,502 | $272.8K | 0.02% | +3,502 | New |
| Doliver Advisors, LP | 3,475 | $270.7K | 0.08% | −290−7.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,475 | $270.7K | 0.11% | +3,475 | New |
| New Insight Wealth Advisors | 3,465 | $269.9K | 0.18% | +3,465 | New |
| Greytown Advisors Inc. | 3,457 | $269.4K | 0.15% | +3,457 | New |
| Fox Run Management, L.L.C. | 3,456 | $269.2K | 0.07% | +3,456 | New |
| Glenview Trust Co | 3,448 | $268.6K | 0.01% | +3,448 | New |
| Balentine LLC | 3,407 | $265.4K | 0.01% | +3,407 | New |
| Acima Private Wealth, LLC | 3,368 | $262.4K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,227 | $262.4K | 0.08% | −505−13.5% | Reduced |
| Level Four Advisory Services, LLC | 3,360 | $261.7K | 0.01% | +3,360 | New |
| Detalus Advisors, LLC | 3,345 | $260.6K | 0.10% | +3,345 | New |
| Hennion & Walsh Asset Management, Inc. | 3,327 | $259.2K | 0.01% | −455−12.0% | Reduced |
| FirstPurpose Wealth LLC | 3,321 | $258.7K | 0.10% | +3,321 | New |
| Fortis Capital Management LLC | 3,321 | $258.7K | 0.07% | +3,321 | New |
| Mainsail Financial Group, LLC | 3,180 | $255.4K | 0.20% | +3,180 | New |
| Trueblood Wealth Management, LLC | 3,267 | $254.5K | 0.16% | +3,267 | New |
| Perkins Capital Management Inc | 3,250 | $253.0K | 0.22% | −2,200−40.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,224 | $251.2K | 0.04% | +3,224 | New |
| Moneta Group Investment Advisors LLC | 3,223 | $251.1K | 0.00% | +3,223 | New |
| Coldstream Capital Management Inc | 3,216 | $250.5K | 0.01% | +3,216 | New |
| Fort Sheridan Advisors LLC | 3,210 | $250.1K | 0.05% | +3,210 | New |
| Paces Ferry Wealth Advisors, LLC | 3,203 | $249.5K | 0.17% | +3,203 | New |
| Flaharty Asset Management, LLC | 3,190 | $248.5K | 0.04% | +500+18.6% | Added |
| Diligent Investors, LLC | 3,182 | $247.9K | 0.07% | −1,060−25.0% | Reduced |