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 |
|---|---|---|---|---|---|
| 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 |
| Detalus Advisors, LLC | 3,345 | $258.1K | 0.09% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,341 | $257.8K | 0.20% | −350−9.5% | Reduced |
| Zacks Investment Management | 3,332 | $257.1K | 0.00% | +188+6.0% | Added |
| TFB Advisors LLC | 3,642 | $256.4K | 0.09% | +742+25.6% | Added |
| Tradition Wealth Management, LLC | 3,322 | $256.4K | 0.03% | +1,315+65.5% | Added |
| Summit Global Investments | 3,303 | $255.0K | 0.02% | +3,303 | New |
| Kingswood Wealth Advisors, LLC | 3,294 | $254.2K | 0.03% | −938−22.2% | Reduced |
| Bright Financial Advisors, Inc. | 3,530 | $251.7K | 0.20% | +3,530 | New |
| Worth Asset Management, LLC | 3,250 | $250.8K | 0.15% | −960−22.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,246 | $250.5K | 0.04% | +102+3.2% | Added |
| Brown Brothers Harriman & Co | 3,237 | $249.8K | 0.00% | +137+4.4% | Added |
| First Affirmative Financial Network | 3,233 | $249.5K | 0.18% | +3,233 | New |
| Diligent Investors, LLC | 3,232 | $249.4K | 0.06% | +50+1.6% | Added |
| Tudor Investment Corp Et Al | 3,229 | $249.2K | 0.00% | +3,229 | New |
| Larson Financial Group LLC | 3,221 | $248.6K | 0.02% | +2,611+428.0% | Added |
| Fort Sheridan Advisors LLC | 3,210 | $247.7K | 0.05% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,202 | $247.1K | 0.04% | −21,135−86.8% | Reduced |
| Jones Financial Companies LLLP | 3,187 | $245.9K | 0.00% | +2,828+787.7% | Added |
| Cidel Asset Management Inc | 3,179 | $245.5K | 0.02% | −837,949−99.6% | Reduced |
| Mainsail Financial Group, LLC | 3,180 | $245.4K | 0.17% | 00.0% | Unchanged |
| Forte Capital LLC | 3,162 | $244.0K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,138 | $243.0K | 0.09% | −1,550−33.1% | Reduced |
| FirstPurpose Wealth LLC | 3,368 | $242.4K | 0.09% | +47+1.4% | Added |
| Keel Point, LLC | 3,136 | $242.0K | 0.03% | +3,136 | New |
| Wealth Alliance Advisory Group, LLC | 3,130 | $241.5K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,115 | $240.4K | 0.01% | +2+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,111 | $240.1K | 0.00% | −65−2.0% | Reduced |
| Van Hulzen Asset Management, LLC | 3,105 | $240.0K | 0.02% | −740−19.2% | Reduced |
| Balboa Wealth Partners | 3,097 | $239.0K | 0.08% | +3,097 | New |
| GFS Advisors, LLC | 3,077 | $237.0K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 3,048 | $235.2K | 0.01% | +3,048 | New |
| DLK Investment Management, LLC | 3,030 | $233.8K | 0.10% | 00.0% | Unchanged |
| Scientech Research LLC | 3,012 | $232.4K | 0.12% | +3,012 | New |
| Chilton Capital Management LLC | 3,010 | $232.3K | 0.01% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 3,000 | $232.0K | 0.19% | −250−7.7% | 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 |
| 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 |
| Leeward Financial Partners, LLC | 2,995 | $231.1K | 0.10% | −1,372−31.4% | Reduced |
| WT Wealth Management | 2,984 | $230.3K | 0.08% | −35−1.2% | Reduced |
| Greytown Advisors Inc. | 2,983 | $230.3K | 0.13% | −474−13.7% | Reduced |
| Evolution Wealth Advisors, LLC | 2,945 | $227.3K | 0.04% | +135+4.8% | Added |
| Beacon Capital Management, LLC | 2,937 | $226.6K | 0.05% | +506+20.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,935 | $226.5K | 0.15% | −268−8.4% | Reduced |
| Accurate Wealth Management, LLC | 3,222 | $224.5K | 0.07% | −5−0.2% | Reduced |
| Parcion Private Wealth LLC | 2,861 | $220.8K | 0.02% | +2,861 | New |
| Horst & Graben Wealth Management LLC | 2,856 | $220.4K | 0.04% | 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 |
| Spinnaker Trust | 2,837 | $218.9K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,815 | $217.2K | 0.01% | +156+5.9% | Added |
| Fort Point Capital Partners LLC | 2,804 | $216.4K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,765 | $213.4K | 0.04% | −750−21.3% | Reduced |
| Norden Group LLC | 2,758 | $212.8K | 0.04% | +2,758 | New |
| Solidarilty Wealth, LLC | 2,752 | $212.4K | 0.07% | −30−1.1% | Reduced |
| Wedmont Private Capital | 2,833 | $212.2K | 0.02% | −1,283−31.2% | Reduced |
| Fairman Group, LLC | 2,750 | $212.2K | 0.20% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,709 | $211.8K | 0.09% | 00.0% | Unchanged |
| Triumph Capital Management | 2,705 | $211.5K | 0.09% | −81−2.9% | Reduced |
| Ballentine Partners, LLC | 2,737 | $211.2K | 0.00% | +2,737 | New |
| Banque Cantonale Vaudoise | 2,735 | $211.0K | 0.01% | +789+40.5% | Added |
| YHB Investment Advisors, Inc. | 2,730 | $210.7K | 0.02% | +25+0.9% | Added |
| Willis Johnson & Associates, Inc. | 2,728 | $210.5K | 0.02% | +149+5.8% | Added |
| Guerra Pan Advisors, LLC | 2,713 | $209.4K | 0.19% | +128+5.0% | Added |
| FineMark National Bank & Trust | 2,708 | $209.0K | 0.01% | +2,708 | New |
| Kirtland Hills Capital Management, LLC | 3,347 | $207.2K | 0.18% | +3,347 | 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 |
| Davies Financial Advisors, Inc. | 2,653 | $204.7K | 0.21% | +2,653 | New |
| Burns J W & Co Inc | 2,650 | $204.5K | 0.03% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,640 | $203.7K | 0.11% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 2,620 | $202.0K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,540 | $196.0K | 0.02% | −9−0.4% | Reduced |
| EMC Capital Management | 2,500 | $193.0K | 0.12% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,400 | $185.2K | 0.00% | −214−8.2% | Reduced |
| BNP Paribas | 2,284 | $176.7K | 0.01% | +2,284 | New |
| Tidemark, LLC | 2,233 | $172.3K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,439 | $171.2K | 0.01% | +1,032+73.3% | Added |
| NVWM, LLC | 2,210 | $170.5K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,205 | $170.2K | 0.01% | −85−3.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,871 | $168.9K | 0.01% | +1,871 | New |
| Pittenger & Anderson Inc | 2,175 | $167.8K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,150 | $165.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,120 | $163.6K | 0.01% | +280+15.2% | Added |
| Jamison Private Wealth Management, Inc. | 2,110 | $162.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 2,105 | $162.4K | 0.06% | +2,105 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,202 | $162.1K | 0.06% | −1,413−39.1% | Reduced |
| Massmutual Trust Co FSB | 2,019 | $155.8K | 0.00% | +369+22.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,750 | $152.5K | 0.01% | +3,700+352.4% | Added |
| TSFG, LLC | 1,950 | $150.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,905 | $147.0K | 0.02% | −627−24.8% | 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 |
| Asset Dedication, LLC | 1,808 | $139.0K | 0.01% | −1,312−42.1% | Reduced |
| Cambridge Trust Co | 1,790 | $138.1K | 0.01% | +1,425+390.4% | Added |