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, Q1 2024
Institutional positions in Shopify Inc. as of Mar 31, 2024. 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
- 1,222
- +24 vs. Q4 2023
- Shares held
- 798.0M
- −11.2M (−1.4%) vs. Q4 2023
- Total value
- $61.5B
- −$1.53B (−2.4%) vs. Q4 2023
- New holders
- 125
- 445 more added
- Sold out
- 101
- 438 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Research & Advisory Group, Inc. | 220 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 225 | $17.0K | 0.01% | +15+7.1% | Added |
| Scarborough Advisors, LLC | 230 | $17.7K | 0.01% | −40−14.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 236 | $18.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 239 | $18.4K | 0.00% | +109+83.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 240 | $18.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 241 | $18.6K | 0.00% | +20+9.0% | Added |
| Smithfield Trust Co | 242 | $19.0K | 0.00% | +142+142.0% | Added |
| TD Private Client Wealth LLC | 250 | $19.3K | 0.00% | −10−3.8% | Reduced |
| Pingora Partners LLC | 250 | $19.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $19.3K | 0.01% | +250 | New |
| Horrell Capital Management, Inc. | 257 | $20.0K | 0.01% | +2+0.8% | Added |
| Ronald Blue Trust, Inc. | 271 | $20.9K | 0.00% | −1,068−79.8% | Reduced |
| Benjamin Edwards Inc | 273 | $21.0K | 0.00% | −49−15.2% | Reduced |
| GAMMA Investing LLC | 291 | $22.5K | 0.00% | +13+4.7% | Added |
| Ameritas Investment Partners, Inc. | 295 | $22.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $23.2K | 0.00% | −129−30.1% | Reduced |
| Barrett & Company, Inc. | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 302 | $23.3K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 309 | $24.2K | 0.01% | −6−1.9% | Reduced |
| Key Financial Inc | 320 | $24.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 325 | $25.1K | 0.01% | +325 | New |
| Rosenberg Matthew Hamilton | 322 | $25.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 347 | $26.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 348 | $27.1K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 357 | $27.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 360 | $27.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 373 | $29.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 368 | $29.9K | 0.02% | +27+7.9% | Added |
| Your Advocates Ltd., LLP | 400 | $30.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 407 | $31.4K | 0.00% | +11+2.8% | Added |
| Baldwin Brothers Inc | 447 | $34.5K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 452 | $34.9K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 588 | $36.7K | 0.01% | +588 | New |
| Laurel Wealth Advisors LLC | 480 | $37.0K | 0.01% | +470+4,700.0% | Added |
| Activest Wealth Management | 494 | $38.1K | 0.02% | +94+23.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 499 | $38.5K | 0.00% | −8,200−94.3% | Reduced |
| HM Payson & Co | 500 | $38.6K | 0.00% | −310−38.3% | Reduced |
| Old Point Trust & Financial Services N A | 500 | $38.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $38.6K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 504 | $38.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 518 | $40.0K | 0.02% | +180+53.3% | Added |
| Raleigh Capital Management Inc. | 530 | $40.9K | 0.02% | +10+1.9% | Added |
| McClarren Financial Advisors, Inc. | 520 | $41.0K | 0.03% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 546 | $42.1K | 0.06% | +546 | New |
| Fernwood Investment Management, LLC | 550 | $42.4K | 0.01% | +550 | New |
| Carmichael Hill & Associates, Inc. | 553 | $42.7K | 0.02% | +10+1.8% | Added |
| Caldwell Trust Co | 583 | $45.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 581 | $45.0K | 0.00% | −1,365−70.1% | Reduced |
| GW&K Investment Management, LLC | 580 | $45.0K | 0.00% | +580 | New |
| Truvestments Capital LLC | 600 | $46.3K | 0.02% | −110−15.5% | Reduced |
| Salem Investment Counselors Inc | 600 | $46.3K | 0.00% | −6−1.0% | Reduced |
| Coston, McIsaac & Partners | 620 | $47.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 623 | $48.1K | 0.01% | +88+16.4% | Added |
| MUFG Securities (Canada), Ltd. | 627 | $48.4K | 0.01% | +627 | New |
| Sittner & Nelson, LLC | 634 | $48.9K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 640 | $49.4K | 0.04% | −75−10.5% | Reduced |
| Park Circle Co | 650 | $50.2K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 658 | $50.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 673 | $51.9K | 0.00% | +25+3.9% | Added |
| JCIC Asset Management Inc. | 680 | $52.5K | 0.02% | −100−12.8% | Reduced |
| DecisionPoint Financial, LLC | 750 | $53.5K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 734 | $56.6K | 0.01% | −161−18.0% | Reduced |
| Washington Trust Advisors, Inc. | 736 | $56.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 740 | $57.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 770 | $59.4K | 0.00% | −252−24.7% | Reduced |
| Colonial Trust Advisors | 781 | $60.3K | 0.01% | +661+550.8% | Added |
| Northwest Investment Counselors, LLC | 797 | $61.5K | 0.01% | +797 | New |
| Trifecta Capital Advisors, LLC | 800 | $61.7K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 840 | $64.8K | 0.05% | +40+5.0% | Added |
| Highline Wealth Partners LLC | 850 | $65.6K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 882 | $68.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 886 | $68.3K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 957 | $73.9K | 0.01% | +77+8.8% | Added |
| American National Bank | 970 | $74.9K | 0.01% | +870+870.0% | Added |
| Wolff Wiese Magana LLC | 973 | $75.1K | 0.06% | +47+5.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $77.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $77.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $77.2K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 1,028 | $79.3K | 0.00% | −50−4.6% | Reduced |
| Main Street Group, LTD | 1,050 | $82.0K | 0.04% | +80+8.2% | Added |
| Provenance Wealth Advisors, LLC | 1,074 | $82.9K | 0.01% | +424+65.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,079 | $83.3K | 0.00% | −510−32.1% | Reduced |
| LifeSteps Financial, Inc. | 1,080 | $83.3K | 0.06% | +1,080 | New |
| Orion Capital Management LLC | 1,095 | $84.5K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,100 | $84.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,103 | $85.1K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,110 | $85.7K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,120 | $86.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $88.7K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,166 | $90.0K | 0.00% | −309−20.9% | Reduced |
| Strengthening Families & Communities, LLC | 1,190 | $92.0K | 0.05% | +546+84.8% | Added |
| Toth Financial Advisory Corp | 1,230 | $94.9K | 0.01% | −20−1.6% | Reduced |
| CKW Financial Group | 1,220 | $95.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,243 | $95.9K | 0.01% | +1,243 | New |
| Vima LLC | 2,022 | $96.9K | 0.11% | +1,763+680.7% | Added |
| HHM Wealth Advisors, LLC | 1,261 | $97.3K | 0.02% | 00.0% | Unchanged |