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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 4,218 | $325.5K | 0.21% | −20.0% | Reduced |
| Soltis Investment Advisors LLC | 4,238 | $327.0K | 0.04% | +607+16.7% | Added |
| Ceera Investments, LLC | 4,270 | $329.5K | 0.14% | −4,350−50.5% | Reduced |
| Weiss Asset Management LP | 4,296 | $331.5K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,326 | $333.8K | 0.19% | +4,326 | New |
| Grassi Investment Management | 4,330 | $334.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,340 | $334.9K | 0.01% | +219+5.3% | Added |
| Whittier Trust Co | 4,356 | $336.1K | 0.00% | +600+16.0% | Added |
| S. R. Schill & Associates | 4,413 | $340.6K | 0.15% | +4,413 | New |
| Conservest Capital Advisors, Inc. | 4,420 | $341.1K | 0.03% | 00.0% | Unchanged |
| White Pine Investment CO | 4,465 | $345.0K | 0.10% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 4,483 | $346.0K | 0.09% | +753+20.2% | Added |
| GTS Securities LLC | 4,489 | $346.4K | 0.01% | −17,251−79.4% | Reduced |
| Compass Wealth Management LLC | 4,490 | $346.5K | 0.09% | −100−2.2% | Reduced |
| Heritage Investors Management Corp | 4,500 | $347.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,498 | $347.1K | 0.04% | −325−6.7% | Reduced |
| PFG Advisors | 4,529 | $349.5K | 0.03% | −250−5.2% | Reduced |
| Nations Financial Group Inc, | 4,549 | $351.0K | 0.03% | −290−6.0% | Reduced |
| Verus Capital Partners, LLC | 4,559 | $351.8K | 0.04% | −86−1.9% | Reduced |
| Garrison Point Advisors, LLC | 4,560 | $351.9K | 0.23% | +20+0.4% | Added |
| Glenmede Trust Co NA | 4,561 | $352.0K | 0.00% | +580+14.6% | Added |
| HBW Advisory Services LLC | 4,544 | $354.0K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,595 | $354.6K | 0.16% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,715 | $354.9K | 0.02% | −38−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,650 | $358.8K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,690 | $361.9K | 0.06% | −233−4.7% | Reduced |
| Coastline Trust Co | 4,690 | $361.9K | 0.04% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,725 | $364.6K | 0.02% | −2,076−30.5% | Reduced |
| Nemes Rush Group LLC | 4,751 | $366.6K | 0.05% | +40+0.8% | Added |
| Geneos Wealth Management Inc. | 4,773 | $368.3K | 0.02% | −8−0.2% | Reduced |
| Winthrop Advisory Group LLC | 4,785 | $369.3K | 0.05% | +250+5.5% | Added |
| Montgomery Investment Management Inc | 4,800 | $370.4K | 0.14% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 4,751 | $371.5K | 0.27% | +4,751 | New |
| Oxinas Partners Wealth Management LLC | 4,823 | $372.2K | 0.24% | −374−7.2% | Reduced |
| Midwest Professional Planners, LTD. | 4,842 | $373.7K | 0.13% | +1,166+31.7% | Added |
| Circle Wealth Management, LLC | 4,847 | $374.0K | 0.01% | +14+0.3% | Added |
| Guardian Capital Advisors LP | 5,320 | $374.2K | 0.04% | −2,050−27.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,858 | $374.9K | 0.02% | −159−3.2% | Reduced |
| Strategic Financial Concepts, LLC | 4,877 | $376.4K | 0.09% | +4,877 | New |
| AlphaQ Advisors LLC | 4,884 | $376.9K | 0.23% | +4,884 | New |
| PFG Investments, LLC | 4,890 | $377.4K | 0.02% | +2,225+83.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,248 | $377.8K | 0.21% | +2,168+70.4% | Added |
| LM Advisors LLC | 4,894 | $378.0K | 0.06% | −400−7.6% | Reduced |
| Seven Post Investment Office LP | 4,900 | $378.1K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 4,901 | $378.2K | 0.03% | +17+0.3% | Added |
| Centurion Wealth Management LLC | 4,903 | $378.4K | 0.15% | +151+3.2% | Added |
| Teamwork Financial Advisors, LLC | 4,906 | $378.6K | 0.06% | −145−2.9% | Reduced |
| First Command Advisory Services, Inc. | 4,920 | $379.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,927 | $380.2K | 0.02% | +362+7.9% | Added |
| Essex LLC | 4,947 | $381.8K | 0.09% | +4,947 | New |
| Westmount Partners, LLC | 4,957 | $382.5K | 0.14% | 00.0% | Unchanged |
| First Bank & Trust | 4,960 | $382.8K | 0.08% | −5,580−52.9% | Reduced |
| Clarity Wealth Advisors, LLC | 4,960 | $382.8K | 0.13% | −15−0.3% | Reduced |
| JGP Wealth Management, LLC | 4,967 | $383.3K | 0.06% | −429−8.0% | Reduced |
| Gill Capital Partners, LLC | 5,476 | $384.4K | 0.16% | +10+0.2% | Added |
| JFG Wealth Management, LLC | 5,000 | $385.9K | 0.10% | −9,000−64.3% | Reduced |
| Pinnacle Associates Ltd | 5,023 | $387.6K | 0.01% | +1,509+42.9% | Added |
| Nwam LLC | 5,031 | $387.7K | 0.03% | −2,509−33.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,052 | $389.9K | 0.05% | +5,052 | New |
| Redwood Financial Network Corp | 5,184 | $400.1K | 0.35% | −30−0.6% | Reduced |
| PSI Advisors, LLC | 5,200 | $401.3K | 0.15% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 5,208 | $401.9K | 0.01% | +68+1.3% | Added |
| Gilliland Jeter Wealth Management LLC | 5,286 | $407.9K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,302 | $409.2K | 0.12% | +644+13.8% | Added |
| Guardian Asset Advisors, LLC | 5,304 | $409.3K | 0.34% | +370+7.5% | Added |
| West Family Investments, Inc. | 5,310 | $409.8K | 0.13% | +138+2.7% | Added |
| Investment House LLC | 5,315 | $410.2K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,316 | $410.2K | 0.02% | −62−1.2% | Reduced |
| Clay Northam Wealth Management, LLC | 5,345 | $412.5K | 0.33% | −110−2.0% | Reduced |
| IPG Investment Advisors LLC | 5,351 | $412.9K | 0.09% | +430+8.7% | Added |
| Pachira Investments Inc. | 5,354 | $413.2K | 0.34% | −1,730−24.4% | Reduced |
| KRS Capital Management, LLC | 5,380 | $415.2K | 0.33% | +850+18.8% | Added |
| First Horizon Advisors, Inc. | 5,390 | $415.9K | 0.01% | +1,187+28.2% | Added |
| Aptus Capital Advisors, LLC | 5,489 | $423.6K | 0.01% | +505+10.1% | Added |
| Rhumbline Advisers | 5,522 | $426.1K | 0.00% | −35−0.6% | Reduced |
| Wealth Alliance | 5,524 | $426.3K | 0.06% | −1,308−19.1% | Reduced |
| Barlow Wealth Partners, Inc. | 6,125 | $428.8K | 0.06% | −2,500−29.0% | Reduced |
| FDx Advisors, Inc. | 5,556 | $429.0K | 0.07% | −11,397−67.2% | Reduced |
| Y.D. More Investments Ltd | 5,560 | $429.1K | 0.08% | +884+18.9% | Added |
| Intrua Financial, LLC | 5,561 | $429.1K | 0.07% | +90+1.6% | Added |
| Advisor Resource Council | 5,510 | $429.2K | 0.18% | −13,589−71.2% | Reduced |
| Vise Technologies, Inc. | 5,567 | $429.6K | 0.08% | +45+0.8% | Added |
| Western Wealth Management, LLC | 5,598 | $432.0K | 0.03% | −406−6.8% | Reduced |
| Garner Asset Management Corp | 5,592 | $432.0K | 0.22% | +82+1.5% | Added |
| Dakota Wealth Management | 5,607 | $432.7K | 0.01% | +1,449+34.8% | Added |
| Correct Capital Wealth Management | 5,614 | $433.2K | 0.10% | +75+1.4% | Added |
| Interchange Capital Partners, LLC | 5,611 | $433.4K | 0.29% | −784−12.3% | Reduced |
| Grey Street Capital, LLC | 5,628 | $434.3K | 0.06% | +1,601+39.8% | Added |
| Latitude Advisors, LLC | 5,648 | $435.8K | 0.27% | +301+5.6% | Added |
| TBH Global Asset Management, LLC | 5,649 | $436.0K | 0.09% | +1,700+43.0% | Added |
| Juncture Wealth Strategies, LLC | 5,794 | $447.1K | 0.19% | +5,794 | New |
| Bokf, NA | 5,722 | $447.4K | 0.01% | +337+6.3% | Added |
| Clarius Group, LLC | 5,838 | $450.5K | 0.03% | −1,082−15.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,880 | $453.8K | 0.10% | −1,955−25.0% | Reduced |
| Marks Group Wealth Management, Inc | 5,890 | $454.5K | 0.05% | +180+3.2% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 5,909 | $456.0K | 0.19% | −110−1.8% | Reduced |
| Rede Wealth, LLC | 5,934 | $457.9K | 0.19% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 5,970 | $460.7K | 0.50% | −85−1.4% | Reduced |
| CIBC World Markets Corp | 6,000 | $463.0K | 0.00% | +6,000 | New |
| Edgestream Partners, L.P. | 6,083 | $469.4K | 0.02% | +2,905+91.4% | Added |