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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 6,102 | $470.9K | 0.04% | −1,160−16.0% | Reduced |
| Boston Private Wealth LLC | 6,115 | $471.9K | 0.01% | −1,106−15.3% | Reduced |
| WMS Partners, LLC | 6,125 | $472.7K | 0.03% | +152+2.5% | Added |
| Moseley Investment Management Inc | 6,140 | $473.8K | 0.24% | +1,268+26.0% | Added |
| AA Financial Advisors, LLC | 6,146 | $474.3K | 0.19% | +6,146 | New |
| Greenleaf Trust | 6,156 | $475.1K | 0.00% | +6,156 | New |
| SeaCrest Wealth Management, LLC | 6,195 | $478.1K | 0.06% | +382+6.6% | Added |
| Lincoln National Corp | 6,226 | $480.4K | 0.01% | −1,681−21.3% | Reduced |
| Syon Capital LLC | 6,254 | $482.6K | 0.05% | −2,865−31.4% | Reduced |
| Lazari Capital Management, Inc. | 6,270 | $483.9K | 0.26% | −295−4.5% | Reduced |
| BluePath Capital Management, LLC | 6,327 | $488.3K | 0.38% | −297−4.5% | Reduced |
| Focused Wealth Management, Inc | 6,338 | $489.1K | 0.08% | +100+1.6% | Added |
| Strategic Blueprint, LLC | 6,350 | $490.0K | 0.03% | +352+5.9% | Added |
| Evoke Wealth, LLC | 6,365 | $491.2K | 0.01% | +6,365 | New |
| Evercore Wealth Management, LLC | 6,390 | $493.1K | 0.01% | −2,875−31.0% | Reduced |
| Wealth Architects, LLC | 6,399 | $493.8K | 0.07% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 6,400 | $493.9K | 0.47% | −752−10.5% | Reduced |
| Change Path, LLC | 6,392 | $494.0K | 0.02% | +2,456+62.4% | Added |
| Prio Wealth Limited Partnership | 6,425 | $495.8K | 0.01% | −745−10.4% | Reduced |
| Creative Financial Designs Inc | 6,450 | $497.7K | 0.05% | −3,145−32.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,454 | $498.1K | 0.04% | −547−7.8% | Reduced |
| Accredited Investors Inc. | 6,460 | $498.5K | 0.03% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 8,600 | $499.1K | 0.15% | +8,600 | New |
| UBS Oconnor LLC | 6,500 | $501.6K | 0.01% | +6,500 | New |
| Clear Creek Financial Management, LLC | 6,501 | $501.7K | 0.06% | +2,282+54.1% | Added |
| HBK Sorce Advisory LLC | 6,511 | $502.5K | 0.02% | +266+4.3% | Added |
| LexAurum Advisors, LLC | 6,553 | $505.7K | 0.13% | +10.0% | Added |
| Vanguard Capital Wealth Advisors | 6,600 | $509.3K | 0.36% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,600 | $510.0K | 0.01% | −4,544−40.8% | Reduced |
| Mayflower Financial Advisors, LLC | 6,623 | $511.1K | 0.09% | −167−2.5% | Reduced |
| Fiduciary Alliance LLC | 6,557 | $512.7K | 0.09% | +3,690+128.7% | Added |
| Regatta Capital Group, LLC | 6,668 | $514.6K | 0.12% | −475−6.6% | Reduced |
| Lakeridge Wealth Management LLC | 6,749 | $520.8K | 0.34% | −300−4.3% | Reduced |
| Hilltop Holdings Inc. | 6,770 | $522.4K | 0.06% | −196−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 6,832 | $527.2K | 0.08% | −1,084−13.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,848 | $528.5K | 0.01% | −68−1.0% | Reduced |
| Sivia Capital Partners, LLC | 6,901 | $532.5K | 0.36% | +448+6.9% | Added |
| Harbour Capital Advisors, LLC | 6,825 | $533.2K | 0.13% | +1,350+24.7% | Added |
| XR Securities LLC | 6,947 | $536.1K | 0.16% | +6,947 | New |
| Zhang Financial LLC | 6,971 | $538.0K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 6,987 | $539.2K | 0.13% | +70+1.0% | Added |
| Aigen Investment Management, LP | 6,992 | $539.4K | 0.12% | −4,101−37.0% | Reduced |
| Nadler Financial Group, Inc. | 7,023 | $542.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 7,055 | $544.4K | 0.04% | +1,626+30.0% | Added |
| Diversify Advisory Services, LLC | 6,966 | $544.7K | 0.03% | +6,966 | New |
| IHT Wealth Management, LLC | 7,064 | $545.1K | 0.02% | −14,653−67.5% | Reduced |
| Gagnon Securities LLC | 7,066 | $545.3K | 0.13% | −250−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 7,069 | $545.5K | 0.01% | −2,075−22.7% | Reduced |
| Armistice Capital, LLC | 7,119 | $549.4K | 0.01% | +753+11.8% | Added |
| Wealth Effects LLC | 7,145 | $551.4K | 0.20% | −1,830−20.4% | Reduced |
| Waypoint Wealth Partners Inc. | 7,150 | $551.8K | 0.16% | 00.0% | Unchanged |
| BBR Partners, LLC | 7,151 | $551.8K | 0.04% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 7,150 | $552.0K | 0.25% | −115−1.6% | Reduced |
| Strategic Advisors LLC | 7,188 | $554.7K | 0.11% | −19,116−72.7% | Reduced |
| Fiera Capital Corp | 7,157 | $555.1K | 0.00% | −452−5.9% | Reduced |
| StoneX Group Inc. | 7,336 | $566.1K | 0.05% | −565−7.2% | Reduced |
| HB Wealth Management, LLC | 7,358 | $567.8K | 0.01% | +1,841+33.4% | Added |
| CNB Bank | 7,373 | $569.0K | 0.28% | +608+9.0% | Added |
| Everhart Financial Group, Inc. | 7,380 | $569.5K | 0.17% | +89+1.2% | Added |
| Oder Investment Management, LLC | 7,399 | $571.0K | 0.53% | −507−6.4% | Reduced |
| Angeles Investment Advisors, LLC | 7,414 | $572.1K | 0.03% | −422−5.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,450 | $574.9K | 0.20% | 00.0% | Unchanged |
| Viawealth, LLC | 7,524 | $580.6K | 0.36% | −300−3.8% | Reduced |
| Lindbrook Capital, LLC | 7,535 | $581.5K | 0.05% | +985+15.0% | Added |
| Brookstone Capital Management | 7,646 | $590.1K | 0.01% | +260+3.5% | Added |
| Verdence Capital Advisors LLC | 7,738 | $597.1K | 0.05% | −69−0.9% | Reduced |
| Quadrant Capital Group LLC | 7,752 | $598.2K | 0.05% | +381+5.2% | Added |
| Private Portfolio Partners LLC | 7,756 | $598.5K | 0.12% | −1,165−13.1% | Reduced |
| Tacita Capital Inc | 7,775 | $600.3K | 0.42% | −40−0.5% | Reduced |
| Gotham Asset Management, LLC | 7,785 | $600.8K | 0.01% | −20,168−72.1% | Reduced |
| Traynor Capital Management, Inc. | 7,804 | $602.2K | 0.06% | +898+13.0% | Added |
| Legacy Wealth Asset Management, LLC | 7,813 | $602.9K | 0.17% | −119−1.5% | Reduced |
| Raymond James Trust N.A. | 7,818 | $603.3K | 0.01% | +116+1.5% | Added |
| V-Square Quantitative Management LLC | 5,790 | $605.1K | 0.10% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 7,862 | $606.0K | 0.02% | +557+7.6% | Added |
| Coastal Investment Advisors, Inc. | 7,885 | $608.5K | 0.13% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,900 | $609.6K | 0.08% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 7,932 | $612.1K | 0.34% | +502+6.8% | Added |
| Dynamic Advisor Solutions LLC | 7,974 | $615.4K | 0.02% | +558+7.5% | Added |
| United Capital Financial Advisers, LLC | 7,980 | $615.8K | 0.01% | −733−8.4% | Reduced |
| Johnson Investment Counsel Inc | 7,980 | $615.8K | 0.01% | +1,950+32.3% | Added |
| Moors & Cabot, Inc. | 7,981 | $615.9K | 0.03% | −214−2.6% | Reduced |
| Schwartz Investment Counsel Inc | 8,000 | $617.4K | 0.02% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 8,026 | $619.4K | 0.01% | +1,982+32.8% | Added |
| River Street Advisors LLC | 8,027 | $619.4K | 0.42% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 8,062 | $622.1K | 0.17% | +20+0.2% | Added |
| X-Square Capital, LLC | 8,481 | $624.0K | 0.30% | −3,846−31.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,103 | $625.0K | 0.07% | +3,625+81.0% | Added |
| Capital Advisors Inc | 8,143 | $628.4K | 0.01% | −1,140−12.3% | Reduced |
| Aspen Investment Management Inc | 8,155 | $629.0K | 0.32% | +3,690+82.6% | Added |
| TFC Financial Management | 8,181 | $631.3K | 0.11% | 00.0% | Unchanged |
| Baader Bank INC | 8,250 | $636.7K | 0.05% | +1,746+26.8% | Added |
| Valmark Advisers, Inc. | 8,358 | $645.0K | 0.01% | +365+4.6% | Added |
| Roberts Capital Advisors, LLC | 8,423 | $650.0K | 0.62% | +8,423 | New |
| J.W. Cole Advisors, Inc. | 8,370 | $650.9K | 0.03% | +296+3.7% | Added |
| Element Pointe Advisors, LLC | 8,483 | $654.6K | 0.17% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 8,509 | $656.6K | 0.15% | +1,690+24.8% | Added |
| Laurion Capital Management LP | 8,525 | $657.9K | 0.02% | +6,625+348.7% | Added |
| Fifth Third Bancorp | 8,546 | $659.5K | 0.00% | +332+4.0% | Added |
| PDS Planning, Inc | 8,579 | $662.0K | 0.07% | +225+2.7% | Added |