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 |
|---|---|---|---|---|---|
| Mainsail Financial Group, LLC | 3,180 | $245.4K | 0.17% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,179 | $245.5K | 0.02% | −837,949−99.6% | Reduced |
| Jones Financial Companies LLLP | 3,187 | $245.9K | 0.00% | +2,828+787.7% | Added |
| Ascent Wealth Partners, LLC | 3,202 | $247.1K | 0.04% | −21,135−86.8% | Reduced |
| Fort Sheridan Advisors LLC | 3,210 | $247.7K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,221 | $248.6K | 0.02% | +2,611+428.0% | Added |
| Tudor Investment Corp Et Al | 3,229 | $249.2K | 0.00% | +3,229 | New |
| Diligent Investors, LLC | 3,232 | $249.4K | 0.06% | +50+1.6% | Added |
| First Affirmative Financial Network | 3,233 | $249.5K | 0.18% | +3,233 | New |
| Brown Brothers Harriman & Co | 3,237 | $249.8K | 0.00% | +137+4.4% | Added |
| Redhawk Wealth Advisors, Inc. | 3,246 | $250.5K | 0.04% | +102+3.2% | Added |
| Worth Asset Management, LLC | 3,250 | $250.8K | 0.15% | −960−22.8% | Reduced |
| Bright Financial Advisors, Inc. | 3,530 | $251.7K | 0.20% | +3,530 | New |
| Kingswood Wealth Advisors, LLC | 3,294 | $254.2K | 0.03% | −938−22.2% | Reduced |
| Summit Global Investments | 3,303 | $255.0K | 0.02% | +3,303 | New |
| Tradition Wealth Management, LLC | 3,322 | $256.4K | 0.03% | +1,315+65.5% | Added |
| TFB Advisors LLC | 3,642 | $256.4K | 0.09% | +742+25.6% | Added |
| Zacks Investment Management | 3,332 | $257.1K | 0.00% | +188+6.0% | Added |
| National Wealth Management Group, LLC | 3,341 | $257.8K | 0.20% | −350−9.5% | Reduced |
| Detalus Advisors, LLC | 3,345 | $258.1K | 0.09% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,350 | $258.5K | 0.09% | −125−3.6% | Reduced |
| Summit Trail Advisors, LLC | 3,350 | $258.5K | 0.01% | +304+10.0% | Added |
| Holistic Financial Partners | 3,365 | $259.7K | 0.13% | +275+8.9% | Added |
| Acima Private Wealth, LLC | 3,368 | $259.9K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,360 | $261.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,406 | $262.9K | 0.04% | +2,843+505.0% | Added |
| Tyche Wealth Partners LLC | 3,420 | $263.9K | 0.06% | −340−9.0% | Reduced |
| Wealthspire Advisors, LLC | 3,421 | $264.0K | 0.00% | −139−3.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,441 | $265.5K | 0.01% | +3,441 | New |
| Miracle Mile Advisors, LLC | 3,444 | $265.8K | 0.01% | +316+10.1% | Added |
| Balentine LLC | 3,456 | $266.7K | 0.01% | +49+1.4% | Added |
| New Insight Wealth Advisors | 3,465 | $267.4K | 0.17% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,481 | $268.6K | 0.05% | −54−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 2,559 | $268.7K | 0.00% | −664−20.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,500 | $270.1K | 0.04% | +3,500 | New |
| Buckingham Strategic Partners | 3,524 | $271.9K | 0.01% | +3,524 | New |
| Doliver Advisors, LP | 3,531 | $272.5K | 0.08% | +56+1.6% | Added |
| Avidian Wealth Solutions, LLC | 3,535 | $272.8K | 0.01% | −925−20.7% | Reduced |
| Coldstream Capital Management Inc | 3,538 | $273.0K | 0.01% | +322+10.0% | Added |
| Glenview Trust Co | 3,548 | $273.8K | 0.01% | +100+2.9% | Added |
| Flputnam Investment Management Co | 3,549 | $273.9K | 0.01% | +692+24.2% | Added |
| Evermay Wealth Management LLC | 3,550 | $274.0K | 0.04% | −150−4.1% | Reduced |
| Csenge Advisory Group | 3,561 | $274.8K | 0.02% | −1,195−25.1% | Reduced |
| Ridgewood Investments LLC | 3,595 | $277.4K | 0.15% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,600 | $277.8K | 0.00% | −3,700−50.7% | Reduced |
| Ashford Capital Management Inc | 3,600 | $277.8K | 0.04% | −1,000−21.7% | Reduced |
| Fountainhead AM, LLC | 3,630 | $280.1K | 0.07% | −90−2.4% | Reduced |
| Sargent Investment Group, LLC | 3,631 | $280.2K | 0.06% | −129−3.4% | Reduced |
| Trueblood Wealth Management, LLC | 3,633 | $280.4K | 0.16% | +366+11.2% | Added |
| Powell Investment Advisors, LLC | 3,635 | $280.5K | 0.15% | −1,200−24.8% | Reduced |
| Gilbert & Cook, Inc. | 3,649 | $281.6K | 0.04% | +3,649 | New |
| Sapient Capital LLC | 3,656 | $282.1K | 0.01% | −2,470−40.3% | Reduced |
| Pinnacle Financial Partners Inc | 3,696 | $285.2K | 0.01% | +2,646+252.0% | Added |
| FFT Wealth Management LLC | 3,700 | $285.5K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,713 | $286.5K | 0.01% | −680−15.5% | Reduced |
| Tectonic Advisors LLC | 3,756 | $289.9K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,761 | $290.2K | 0.03% | +222+6.3% | Added |
| NFP Retirement, Inc. | 3,763 | $290.4K | 0.03% | +219+6.2% | Added |
| Sculati Wealth Management, LLC | 3,780 | $291.7K | 0.13% | −200−5.0% | Reduced |
| Breakwater Capital Group | 3,800 | $293.2K | 0.07% | −11−0.3% | Reduced |
| AQR Capital Management LLC | 3,807 | $293.8K | 0.00% | +3,807 | New |
| Forum Financial Management, LP | 3,807 | $293.8K | 0.01% | −316−7.7% | Reduced |
| Cornerstone Wealth Group, LLC | 3,812 | $294.2K | 0.03% | −250−6.2% | Reduced |
| Canvas Wealth Advisors, LLC | 4,246 | $294.7K | 0.10% | +467+12.4% | Added |
| American Money Management, LLC | 3,820 | $294.8K | 0.06% | −1,150−23.1% | Reduced |
| Fortis Capital Management LLC | 3,833 | $295.8K | 0.08% | +512+15.4% | Added |
| Institute for Wealth Management, LLC. | 3,839 | $296.3K | 0.04% | −1,056−21.6% | Reduced |
| Accuvest Global Advisors | 3,850 | $297.0K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,849 | $297.0K | 0.01% | +1,366+55.0% | Added |
| Round Rock Advisors, LLC | 3,880 | $299.4K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,899 | $300.9K | 0.02% | −65−1.6% | Reduced |
| Pembroke Management, LTD | 2,881 | $301.1K | 0.04% | +136+5.0% | Added |
| Virtue Capital Management, LLC | 4,281 | $301.6K | 0.05% | −159−3.6% | Reduced |
| Tyler-Stone Wealth Management | 3,910 | $301.7K | 0.13% | +50+1.3% | Added |
| Secure Asset Management, LLC | 3,913 | $302.0K | 0.07% | +771+24.5% | Added |
| Guardian Wealth Advisors, LLC | 3,925 | $302.9K | 0.04% | −10−0.3% | Reduced |
| Indie Asset Partners, LLC | 3,955 | $305.2K | 0.27% | −25−0.6% | Reduced |
| Clearstead Advisors, LLC | 5,204 | $305.9K | 0.02% | +170+3.4% | Added |
| Oxford Financial Group Ltd | 3,990 | $307.9K | 0.02% | −200−4.8% | Reduced |
| Pinnacle Family Advisors, LLC | 3,994 | $308.2K | 0.16% | +3,994 | New |
| Simon Quick Advisors, LLC | 4,024 | $310.5K | 0.02% | +4,024 | New |
| Regions Financial Corp | 4,034 | $311.3K | 0.00% | −536−11.7% | Reduced |
| Henshaw Capital LLC | 4,052 | $312.7K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5,410 | $312.8K | 0.08% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,051 | $313.0K | 0.03% | −284−6.6% | Reduced |
| Essex Financial Services, Inc. | 4,057 | $313.1K | 0.03% | −609−13.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,063 | $313.5K | 0.03% | +4,063 | New |
| Schechter Investment Advisors, LLC | 4,065 | $313.7K | 0.02% | +563+16.1% | Added |
| SRS Investment Management, LLC | 4,066 | $313.8K | 0.00% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 4,080 | $314.9K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,080 | $314.9K | 0.05% | +856+26.6% | Added |
| AdvisorNet Financial, Inc | 4,090 | $315.6K | 0.03% | +20+0.5% | Added |
| Objectivity Squared, LLC | 4,399 | $316.6K | 0.28% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,139 | $319.0K | 0.04% | +79+1.9% | Added |
| Toroso Investments, LLC | 4,146 | $319.9K | 0.01% | −4,708−53.2% | Reduced |
| Wolverine Trading, LLC | 4,149 | $320.2K | 0.00% | −154,669−97.4% | Reduced |
| Harbor Investment Advisory, LLC | 4,158 | $320.9K | 0.03% | −67−1.6% | Reduced |
| Seven Mile Advisory | 4,169 | $321.7K | 0.24% | +15+0.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,178 | $322.4K | 0.18% | −485−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,178 | $322.4K | 0.03% | +162+4.0% | Added |