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 |
|---|---|---|---|---|---|
| Lynwood Capital Management Inc. | 1,700 | $131.2K | 0.78% | +1,700 | New |
| Wolverine Asset Management LLC | 1,654 | $127.6K | 0.00% | +1,654 | New |
| Gleason Group, Inc. | 1,627 | $125.6K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,588 | $122.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,550 | $121.4K | 0.05% | −760−32.9% | Reduced |
| NBC Securities, Inc. | 1,579 | $121.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,555 | $120.0K | 0.06% | −60−3.7% | Reduced |
| PFS Partners, LLC | 1,527 | $117.8K | 0.08% | −633−29.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,655 | $116.8K | 0.00% | −100−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,500 | $115.8K | 0.00% | −70−4.5% | Reduced |
| Valley National Advisers Inc | 1,482 | $114.0K | 0.02% | +152+11.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,406 | $109.0K | 0.00% | −566−28.7% | Reduced |
| Tortoise Investment Management, LLC | 1,402 | $108.2K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 1,385 | $106.9K | 0.04% | +610+78.7% | Added |
| POM Investment Strategies, LLC | 1,380 | $106.5K | 0.09% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,370 | $105.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,336 | $104.0K | 0.03% | −40−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,320 | $101.9K | 0.00% | +17+1.3% | Added |
| Formidable Asset Management, LLC | 1,316 | $101.6K | 0.02% | +1,316 | New |
| Bank of New Hampshire | 1,300 | $100.3K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,291 | $99.6K | 0.04% | −16−1.2% | Reduced |
| Tobam | 1,275 | $98.0K | 0.01% | −605−32.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,261 | $97.3K | 0.02% | 00.0% | Unchanged |
| Vima LLC | 2,022 | $96.9K | 0.11% | +1,763+680.7% | Added |
| Centiva Capital, LP | 1,243 | $95.9K | 0.01% | +1,243 | New |
| CKW Financial Group | 1,220 | $95.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,230 | $94.9K | 0.01% | −20−1.6% | Reduced |
| Strengthening Families & Communities, LLC | 1,190 | $92.0K | 0.05% | +546+84.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,166 | $90.0K | 0.00% | −309−20.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $88.7K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,120 | $86.4K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,110 | $85.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,103 | $85.1K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,100 | $84.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,095 | $84.5K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,080 | $83.3K | 0.06% | +1,080 | New |
| Edmond de Rothschild Holding S.A. | 1,079 | $83.3K | 0.00% | −510−32.1% | Reduced |
| Provenance Wealth Advisors, LLC | 1,074 | $82.9K | 0.01% | +424+65.2% | Added |
| Main Street Group, LTD | 1,050 | $82.0K | 0.04% | +80+8.2% | Added |
| First Foundation Advisors | 1,028 | $79.3K | 0.00% | −50−4.6% | Reduced |
| Trust Co of Vermont | 1,000 | $77.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $77.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $77.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 973 | $75.1K | 0.06% | +47+5.1% | Added |
| American National Bank | 970 | $74.9K | 0.01% | +870+870.0% | Added |
| JFS Wealth Advisors, LLC | 957 | $73.9K | 0.01% | +77+8.8% | Added |
| RFP Financial Group LLC | 886 | $68.3K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 882 | $68.1K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 850 | $65.6K | 0.03% | 00.0% | Unchanged |
| Planning Capital Management Corp | 840 | $64.8K | 0.05% | +40+5.0% | Added |
| Trifecta Capital Advisors, LLC | 800 | $61.7K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 797 | $61.5K | 0.01% | +797 | New |
| Colonial Trust Advisors | 781 | $60.3K | 0.01% | +661+550.8% | Added |
| Central Trust Co | 770 | $59.4K | 0.00% | −252−24.7% | Reduced |
| First Manhattan Co | 740 | $57.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 736 | $56.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 734 | $56.6K | 0.01% | −161−18.0% | Reduced |
| DecisionPoint Financial, LLC | 750 | $53.5K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 680 | $52.5K | 0.02% | −100−12.8% | Reduced |
| Johnson Financial Group, Inc. | 673 | $51.9K | 0.00% | +25+3.9% | Added |
| Anchor Investment Management, LLC | 658 | $50.8K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 650 | $50.2K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 640 | $49.4K | 0.04% | −75−10.5% | Reduced |
| Sittner & Nelson, LLC | 634 | $48.9K | 0.02% | 00.0% | Unchanged |
| MUFG Securities (Canada), Ltd. | 627 | $48.4K | 0.01% | +627 | New |
| Hexagon Capital Partners LLC | 623 | $48.1K | 0.01% | +88+16.4% | Added |
| Coston, McIsaac & Partners | 620 | $47.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 600 | $46.3K | 0.02% | −110−15.5% | Reduced |
| Salem Investment Counselors Inc | 600 | $46.3K | 0.00% | −6−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 581 | $45.0K | 0.00% | −1,365−70.1% | Reduced |
| GW&K Investment Management, LLC | 580 | $45.0K | 0.00% | +580 | New |
| Caldwell Trust Co | 583 | $45.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 553 | $42.7K | 0.02% | +10+1.8% | Added |
| Fernwood Investment Management, LLC | 550 | $42.4K | 0.01% | +550 | New |
| Redmont Wealth Advisors LLC | 546 | $42.1K | 0.06% | +546 | New |
| McClarren Financial Advisors, Inc. | 520 | $41.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 530 | $40.9K | 0.02% | +10+1.9% | Added |
| Private Wealth Management Group, LLC | 518 | $40.0K | 0.02% | +180+53.3% | Added |
| Annapolis Financial Services, LLC | 504 | $38.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $38.6K | 0.00% | −310−38.3% | Reduced |
| Old Point Trust & Financial Services N A | 500 | $38.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $38.6K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 499 | $38.5K | 0.00% | −8,200−94.3% | Reduced |
| Activest Wealth Management | 494 | $38.1K | 0.02% | +94+23.5% | Added |
| Laurel Wealth Advisors LLC | 480 | $37.0K | 0.01% | +470+4,700.0% | Added |
| Continuum Advisory, LLC | 588 | $36.7K | 0.01% | +588 | New |
| Gs Investments, Inc. | 452 | $34.9K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 447 | $34.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 407 | $31.4K | 0.00% | +11+2.8% | Added |
| Your Advocates Ltd., LLP | 400 | $30.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 368 | $29.9K | 0.02% | +27+7.9% | Added |
| Financial Management Professionals, Inc. | 373 | $29.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 360 | $27.8K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 357 | $27.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 348 | $27.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 347 | $26.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 322 | $25.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 325 | $25.1K | 0.01% | +325 | New |
| Key Financial Inc | 320 | $24.7K | 0.01% | 00.0% | Unchanged |