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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 8,603 | $663.9K | 0.06% | −1,850−17.7% | Reduced |
| Moser Wealth Advisors, LLC | 8,626 | $665.7K | 0.37% | +1,315+18.0% | Added |
| National Philanthropic Trust | 8,710 | $672.2K | 0.01% | −249−2.8% | Reduced |
| Private Trust Co NA | 8,816 | $680.3K | 0.07% | −667−7.0% | Reduced |
| Icon Wealth Advisors, LLC | 8,884 | $685.6K | 0.06% | +611+7.4% | Added |
| Arcadia Investment Management Corp | 8,910 | $687.6K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 8,964 | $691.8K | 0.12% | +247+2.8% | Added |
| Avestar Capital, LLC | 9,006 | $695.0K | 0.08% | +585+6.9% | Added |
| Confluence Investment Management LLC | 9,058 | $699.0K | 0.01% | +242+2.7% | Added |
| Mission Wealth Management, LP | 9,154 | $706.4K | 0.02% | +55+0.6% | Added |
| Pinebridge Investments, L.P. | 6,790 | $709.6K | 0.01% | −2,332−25.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,197 | $709.7K | 0.08% | +189+2.1% | Added |
| Baldwin Investment Management, LLC | 9,222 | $711.7K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,307 | $718.2K | 0.03% | +527+6.0% | Added |
| Crewe Advisors LLC | 9,449 | $729.2K | 0.08% | +9,449 | New |
| Lake Street Financial LLC | 9,675 | $746.6K | 0.10% | +1,705+21.4% | Added |
| Kesler, Norman & Wride, LLC | 9,708 | $749.2K | 0.16% | +142+1.5% | Added |
| Zullo Investment Group, Inc. | 9,765 | $753.6K | 0.35% | −1,000−9.3% | Reduced |
| Perigon Wealth Management, LLC | 9,797 | $756.0K | 0.02% | −8−0.1% | Reduced |
| Marcum Wealth, LLC | 9,912 | $764.9K | 0.08% | +306+3.2% | Added |
| Advisory Resource Group | 9,913 | $765.0K | 0.18% | −476−4.6% | Reduced |
| NewEdge Wealth, LLC | 10,697 | $770.2K | 0.02% | +760+7.6% | Added |
| Global Retirement Partners, LLC | 9,999 | $771.6K | 0.03% | +763+8.3% | Added |
| Newbridge Financial Services Group, Inc. | 10,000 | $771.7K | 0.34% | −7,340−42.3% | Reduced |
| Cypress Capital, LLC | 10,000 | $771.7K | 0.21% | +10,000 | New |
| Evanson Asset Management, LLC | 10,045 | $775.2K | 0.06% | +285+2.9% | Added |
| Cravens & Co Advisors, LLC | 10,313 | $795.9K | 0.66% | −224−2.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,367 | $800.0K | 0.01% | +1,884+22.2% | Added |
| Cardiff Park Advisors, LLC | 10,383 | $801.3K | 0.08% | +15+0.1% | Added |
| Marex Group plc | 10,429 | $804.8K | 0.03% | +3,450+49.4% | Added |
| Integrated Advisors Network LLC | 10,446 | $806.1K | 0.04% | +691+7.1% | Added |
| Gladstone Institutional Advisory LLC | 10,467 | $807.7K | 0.04% | −1,197−10.3% | Reduced |
| Savant Capital, LLC | 10,542 | $813.5K | 0.01% | +117+1.1% | Added |
| Concurrent Investment Advisors, LLC | 10,544 | $813.7K | 0.03% | +2,932+38.5% | Added |
| Grandview Asset Management LLC | 10,585 | $817.0K | 0.37% | −385−3.5% | Reduced |
| Creekmur Asset Management LLC | 10,677 | $823.9K | 0.28% | −1,160−9.8% | Reduced |
| Savoie Capital LLC | 10,700 | $825.7K | 0.12% | +10,700 | New |
| Menard Financial Group LLC | 10,758 | $830.2K | 0.70% | +897+9.1% | Added |
| Keystone Investors Pte Ltd | 10,781 | $832.0K | 0.07% | +10,781 | New |
| Axxcess Wealth Management, LLC | 10,836 | $836.2K | 0.02% | −800−6.9% | Reduced |
| Pacer Advisors, Inc. | 10,876 | $839.3K | 0.00% | −206−1.9% | Reduced |
| Blueshift Asset Management, LLC | 10,906 | $841.6K | 0.44% | −34,356−75.9% | Reduced |
| Intellectus Partners, LLC | 10,992 | $848.2K | 0.22% | −850−7.2% | Reduced |
| Venturi Wealth Management, LLC | 11,042 | $852.1K | 0.05% | −150−1.3% | Reduced |
| RMR Wealth Builders | 11,059 | $853.4K | 0.10% | +1,332+13.7% | Added |
| Griffin Asset Management, Inc. | 11,115 | $857.7K | 0.10% | −790−6.6% | Reduced |
| Souders Financial Advisors | 11,152 | $860.6K | 0.14% | −615−5.2% | Reduced |
| GM Advisory Group, Inc. | 11,157 | $861.0K | 0.06% | +3,757+50.8% | Added |
| Main Street Financial Solutions, LLC | 11,177 | $862.5K | 0.09% | −2,368−17.5% | Reduced |
| Principal Securities, Inc. | 11,266 | $869.4K | 0.03% | +2,460+27.9% | Added |
| Masso Torrence Wealth Management Inc. | 11,299 | $871.9K | 0.52% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,326 | $874.0K | 0.08% | +1,510+15.4% | Added |
| BluePointe Capital Management, LLC | 11,418 | $881.1K | 0.60% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 11,456 | $884.1K | 0.07% | +11,456 | New |
| Farther Finance Advisors, LLC | 11,340 | $886.6K | 0.05% | −3,406−23.1% | Reduced |
| RSM US Wealth Management LLC | 11,522 | $889.4K | 0.02% | +1,426+14.1% | Added |
| Quadcap Wealth Management, LLC | 11,561 | $892.2K | 0.20% | +17+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 11,619 | $896.6K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,631 | $897.6K | 0.05% | +125+1.1% | Added |
| Perennial Investment Advisors, LLC | 11,636 | $898.0K | 0.14% | −928−7.4% | Reduced |
| BlueMar Capital Management, LLC | 11,654 | $899.3K | 1.51% | −3,411−22.6% | Reduced |
| Resources Investment Advisors, LLC. | 11,668 | $900.4K | 0.01% | −16−0.1% | Reduced |
| SYSTM Wealth Solutions LLC | 11,686 | $901.8K | 0.11% | +8,649+284.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,695 | $902.5K | 0.03% | +3,242+38.4% | Added |
| ArrowMark Colorado Holdings LLC | 11,700 | $902.9K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 11,790 | $909.8K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 11,778 | $910.2K | 0.08% | −3,335−22.1% | Reduced |
| EP Wealth Advisors, LLC | 11,801 | $910.7K | 0.01% | +160+1.4% | Added |
| CWM, LLC | 11,836 | $913.0K | 0.00% | −9,282−44.0% | Reduced |
| Wealthfront Advisers LLC | 11,852 | $914.6K | 0.00% | +3,161+36.4% | Added |
| Confluence Wealth Services, Inc. | 12,009 | $926.7K | 0.08% | −29−0.2% | Reduced |
| ASB Consultores, LLC | 12,211 | $942.3K | 0.24% | +7,921+184.6% | Added |
| Portside Wealth Group, LLC | 12,214 | $942.6K | 0.17% | +1,556+14.6% | Added |
| Merit Financial Group, LLC | 12,784 | $951.9K | 0.02% | +583+4.8% | Added |
| Nilsine Partners, LLC | 12,336 | $952.0K | 0.13% | +1,894+18.1% | Added |
| Ontario Teachers Pension Plan Board | 12,403 | $961.9K | 0.01% | −3,833−23.6% | Reduced |
| Qtron Investments LLC | 12,547 | $968.9K | 0.14% | −633−4.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12,657 | $976.7K | 0.35% | +307+2.5% | Added |
| Empowered Funds, LLC | 12,708 | $980.7K | 0.02% | +1,694+15.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,718 | $981.4K | 0.53% | +158+1.3% | Added |
| Seaport Global Advisors, LLC | 12,825 | $989.7K | 2.01% | −9,237−41.9% | Reduced |
| BLB&B Advisors, LLC | 12,825 | $989.7K | 0.06% | +6,644+107.5% | Added |
| Umb Bank N A | 12,873 | $993.4K | 0.02% | +1,680+15.0% | Added |
| MWA Asset Management | 12,915 | $996.7K | 0.72% | +65+0.5% | Added |
| MUFG Securities EMEA plc | 12,977 | $1.00M | 0.09% | −6,379−33.0% | Reduced |
| Kennedy Investment Group | 13,000 | $1.00M | 0.54% | −550−4.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,058 | $1.01M | 0.18% | −453−3.4% | Reduced |
| Allworth Financial LP | 13,084 | $1.01M | 0.01% | +1,672+14.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,100 | $1.01M | 0.08% | +210+1.6% | Added |
| Watershed Private Wealth LLC | 13,130 | $1.01M | 0.45% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,132 | $1.01M | 0.05% | +743+6.0% | Added |
| ICA Group Wealth Management, LLC | 13,321 | $1.03M | 0.21% | +581+4.6% | Added |
| Sunbelt Securities, Inc. | 13,484 | $1.04M | 0.12% | −4,934−26.8% | Reduced |
| Central Pacific Bank - Trust Division | 13,341 | $1.04M | 0.13% | +13,341 | New |
| Cornerstone Wealth Management, LLC | 13,524 | $1.04M | 0.08% | +2,265+20.1% | Added |
| Roundview Capital LLC | 13,549 | $1.05M | 0.09% | +20+0.1% | Added |
| First Hawaiian Bank | 13,584 | $1.05M | 0.03% | +13,584 | New |
| Corrado Advisors, LLC | 13,595 | $1.05M | 0.69% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,601 | $1.06M | 0.04% | −2,103−12.6% | Reduced |
| Intrinsic Value Partners, LLC | 13,911 | $1.07M | 1.14% | −3,262−19.0% | Reduced |