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 |
|---|---|---|---|---|---|
| Tobam | 1,275 | $98.0K | 0.01% | −605−32.2% | Reduced |
| Kelly Financial Services LLC | 1,291 | $99.6K | 0.04% | −16−1.2% | Reduced |
| Bank of New Hampshire | 1,300 | $100.3K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,316 | $101.6K | 0.02% | +1,316 | New |
| Whittier Trust Co of Nevada Inc | 1,320 | $101.9K | 0.00% | +17+1.3% | Added |
| Avion Wealth | 1,336 | $104.0K | 0.03% | −40−2.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,370 | $105.7K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,380 | $106.5K | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 1,385 | $106.9K | 0.04% | +610+78.7% | Added |
| Tortoise Investment Management, LLC | 1,402 | $108.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,406 | $109.0K | 0.00% | −566−28.7% | Reduced |
| Valley National Advisers Inc | 1,482 | $114.0K | 0.02% | +152+11.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,500 | $115.8K | 0.00% | −70−4.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,655 | $116.8K | 0.00% | −100−5.7% | Reduced |
| PFS Partners, LLC | 1,527 | $117.8K | 0.08% | −633−29.3% | Reduced |
| Rise Advisors, LLC | 1,555 | $120.0K | 0.06% | −60−3.7% | Reduced |
| NBC Securities, Inc. | 1,579 | $121.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,550 | $121.4K | 0.05% | −760−32.9% | Reduced |
| Stephens Investment Management Group LLC | 1,588 | $122.5K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,627 | $125.6K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,654 | $127.6K | 0.00% | +1,654 | New |
| Lynwood Capital Management Inc. | 1,700 | $131.2K | 0.78% | +1,700 | New |
| Cambridge Trust Co | 1,790 | $138.1K | 0.01% | +1,425+390.4% | Added |
| Asset Dedication, LLC | 1,808 | $139.0K | 0.01% | −1,312−42.1% | Reduced |
| CoreCap Advisors, LLC | 1,835 | $141.6K | 0.01% | −1,298−41.4% | Reduced |
| Abound Wealth Management | 1,835 | $141.6K | 0.05% | +20+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,905 | $147.0K | 0.02% | −627−24.8% | Reduced |
| TSFG, LLC | 1,950 | $150.0K | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 4,750 | $152.5K | 0.01% | +3,700+352.4% | Added |
| Massmutual Trust Co FSB | 2,019 | $155.8K | 0.00% | +369+22.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,202 | $162.1K | 0.06% | −1,413−39.1% | Reduced |
| Hilltop National Bank | 2,105 | $162.4K | 0.06% | +2,105 | New |
| Jamison Private Wealth Management, Inc. | 2,110 | $162.8K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,120 | $163.6K | 0.01% | +280+15.2% | Added |
| Hallmark Capital Management Inc | 2,150 | $165.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,175 | $167.8K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,871 | $168.9K | 0.01% | +1,871 | New |
| Hollencrest Capital Management | 2,205 | $170.2K | 0.01% | −85−3.7% | Reduced |
| NVWM, LLC | 2,210 | $170.5K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,439 | $171.2K | 0.01% | +1,032+73.3% | Added |
| Tidemark, LLC | 2,233 | $172.3K | 0.10% | 00.0% | Unchanged |
| BNP Paribas | 2,284 | $176.7K | 0.01% | +2,284 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,400 | $185.2K | 0.00% | −214−8.2% | Reduced |
| EMC Capital Management | 2,500 | $193.0K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,540 | $196.0K | 0.02% | −9−0.4% | Reduced |
| Rye Brook Capital LLC | 2,620 | $202.0K | 0.12% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,640 | $203.7K | 0.11% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,650 | $204.5K | 0.03% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 2,653 | $204.7K | 0.21% | +2,653 | New |
| Ausdal Financial Partners, Inc. | 2,680 | $206.8K | 0.02% | −271−9.2% | Reduced |
| Prosperity Financial Group, Inc. | 2,680 | $206.8K | 0.13% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,680 | $206.8K | 0.00% | +2,680 | New |
| Kirtland Hills Capital Management, LLC | 3,347 | $207.2K | 0.18% | +3,347 | New |
| FineMark National Bank & Trust | 2,708 | $209.0K | 0.01% | +2,708 | New |
| Guerra Pan Advisors, LLC | 2,713 | $209.4K | 0.19% | +128+5.0% | Added |
| Willis Johnson & Associates, Inc. | 2,728 | $210.5K | 0.02% | +149+5.8% | Added |
| YHB Investment Advisors, Inc. | 2,730 | $210.7K | 0.02% | +25+0.9% | Added |
| Banque Cantonale Vaudoise | 2,735 | $211.0K | 0.01% | +789+40.5% | Added |
| Ballentine Partners, LLC | 2,737 | $211.2K | 0.00% | +2,737 | New |
| Triumph Capital Management | 2,705 | $211.5K | 0.09% | −81−2.9% | Reduced |
| Global Financial Private Client, LLC | 2,709 | $211.8K | 0.09% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,750 | $212.2K | 0.20% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,833 | $212.2K | 0.02% | −1,283−31.2% | Reduced |
| Solidarilty Wealth, LLC | 2,752 | $212.4K | 0.07% | −30−1.1% | Reduced |
| Norden Group LLC | 2,758 | $212.8K | 0.04% | +2,758 | New |
| Claro Advisors LLC | 2,765 | $213.4K | 0.04% | −750−21.3% | Reduced |
| Fort Point Capital Partners LLC | 2,804 | $216.4K | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,815 | $217.2K | 0.01% | +156+5.9% | Added |
| Spinnaker Trust | 2,837 | $218.9K | 0.01% | 00.0% | Unchanged |
| Hartline Investment Corp | 2,851 | $220.0K | 0.04% | −2,716−48.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,851 | $220.0K | 0.04% | −1,600−35.9% | Reduced |
| Horst & Graben Wealth Management LLC | 2,856 | $220.4K | 0.04% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,861 | $220.8K | 0.02% | +2,861 | New |
| Accurate Wealth Management, LLC | 3,222 | $224.5K | 0.07% | −5−0.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,935 | $226.5K | 0.15% | −268−8.4% | Reduced |
| Beacon Capital Management, LLC | 2,937 | $226.6K | 0.05% | +506+20.8% | Added |
| Evolution Wealth Advisors, LLC | 2,945 | $227.3K | 0.04% | +135+4.8% | Added |
| Greytown Advisors Inc. | 2,983 | $230.3K | 0.13% | −474−13.7% | Reduced |
| WT Wealth Management | 2,984 | $230.3K | 0.08% | −35−1.2% | Reduced |
| Leeward Financial Partners, LLC | 2,995 | $231.1K | 0.10% | −1,372−31.4% | Reduced |
| Magellan Asset Management Ltd | 2,996 | $231.2K | 0.00% | −47−1.5% | Reduced |
| CRA Financial Services, LLC | 2,996 | $231.2K | 0.05% | −34−1.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,000 | $231.5K | 0.21% | −125−4.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,000 | $231.5K | 0.05% | +1,490+98.7% | Added |
| SP Asset Management LLC | 3,000 | $231.5K | 0.02% | +3,000 | New |
| Perkins Capital Management Inc | 3,000 | $232.0K | 0.19% | −250−7.7% | Reduced |
| Chilton Capital Management LLC | 3,010 | $232.3K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 3,012 | $232.4K | 0.12% | +3,012 | New |
| DLK Investment Management, LLC | 3,030 | $233.8K | 0.10% | 00.0% | Unchanged |
| Maven Securities LTD | 3,048 | $235.2K | 0.01% | +3,048 | New |
| GFS Advisors, LLC | 3,077 | $237.0K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,097 | $239.0K | 0.08% | +3,097 | New |
| Van Hulzen Asset Management, LLC | 3,105 | $240.0K | 0.02% | −740−19.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,111 | $240.1K | 0.00% | −65−2.0% | Reduced |
| Capital Investment Advisors, LLC | 3,115 | $240.4K | 0.01% | +2+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 3,130 | $241.5K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 3,136 | $242.0K | 0.03% | +3,136 | New |
| FirstPurpose Wealth LLC | 3,368 | $242.4K | 0.09% | +47+1.4% | Added |
| Garden State Investment Advisory Services LLC | 3,138 | $243.0K | 0.09% | −1,550−33.1% | Reduced |
| Forte Capital LLC | 3,162 | $244.0K | 0.03% | 00.0% | Unchanged |