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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 10,697 | $770.2K | 0.02% | +760+7.6% | Added |
| Advisory Resource Group | 9,913 | $765.0K | 0.18% | −476−4.6% | Reduced |
| Marcum Wealth, LLC | 9,912 | $764.9K | 0.08% | +306+3.2% | Added |
| Perigon Wealth Management, LLC | 9,797 | $756.0K | 0.02% | −8−0.1% | Reduced |
| Zullo Investment Group, Inc. | 9,765 | $753.6K | 0.35% | −1,000−9.3% | Reduced |
| Kesler, Norman & Wride, LLC | 9,708 | $749.2K | 0.16% | +142+1.5% | Added |
| Lake Street Financial LLC | 9,675 | $746.6K | 0.10% | +1,705+21.4% | Added |
| Crewe Advisors LLC | 9,449 | $729.2K | 0.08% | +9,449 | New |
| Evergreen Capital Management LLC | 9,307 | $718.2K | 0.03% | +527+6.0% | Added |
| Baldwin Investment Management, LLC | 9,222 | $711.7K | 0.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 9,197 | $709.7K | 0.08% | +189+2.1% | Added |
| Pinebridge Investments, L.P. | 6,790 | $709.6K | 0.01% | −2,332−25.6% | Reduced |
| Mission Wealth Management, LP | 9,154 | $706.4K | 0.02% | +55+0.6% | Added |
| Confluence Investment Management LLC | 9,058 | $699.0K | 0.01% | +242+2.7% | Added |
| Avestar Capital, LLC | 9,006 | $695.0K | 0.08% | +585+6.9% | Added |
| Legacy Financial Advisors, Inc. | 8,964 | $691.8K | 0.12% | +247+2.8% | Added |
| Arcadia Investment Management Corp | 8,910 | $687.6K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,884 | $685.6K | 0.06% | +611+7.4% | Added |
| Private Trust Co NA | 8,816 | $680.3K | 0.07% | −667−7.0% | Reduced |
| National Philanthropic Trust | 8,710 | $672.2K | 0.01% | −249−2.8% | Reduced |
| Moser Wealth Advisors, LLC | 8,626 | $665.7K | 0.37% | +1,315+18.0% | Added |
| Financial Advisory Service, Inc. | 8,603 | $663.9K | 0.06% | −1,850−17.7% | Reduced |
| PDS Planning, Inc | 8,579 | $662.0K | 0.07% | +225+2.7% | Added |
| Fifth Third Bancorp | 8,546 | $659.5K | 0.00% | +332+4.0% | Added |
| Laurion Capital Management LP | 8,525 | $657.9K | 0.02% | +6,625+348.7% | Added |
| Great Diamond Partners, LLC | 8,509 | $656.6K | 0.15% | +1,690+24.8% | Added |
| Element Pointe Advisors, LLC | 8,483 | $654.6K | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,370 | $650.9K | 0.03% | +296+3.7% | Added |
| Roberts Capital Advisors, LLC | 8,423 | $650.0K | 0.62% | +8,423 | New |
| Valmark Advisers, Inc. | 8,358 | $645.0K | 0.01% | +365+4.6% | Added |
| Baader Bank INC | 8,250 | $636.7K | 0.05% | +1,746+26.8% | Added |
| TFC Financial Management | 8,181 | $631.3K | 0.11% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 8,155 | $629.0K | 0.32% | +3,690+82.6% | Added |
| Capital Advisors Inc | 8,143 | $628.4K | 0.01% | −1,140−12.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,103 | $625.0K | 0.07% | +3,625+81.0% | Added |
| X-Square Capital, LLC | 8,481 | $624.0K | 0.30% | −3,846−31.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,062 | $622.1K | 0.17% | +20+0.2% | Added |
| River Street Advisors LLC | 8,027 | $619.4K | 0.42% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 8,026 | $619.4K | 0.01% | +1,982+32.8% | Added |
| Schwartz Investment Counsel Inc | 8,000 | $617.4K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,981 | $615.9K | 0.03% | −214−2.6% | Reduced |
| Johnson Investment Counsel Inc | 7,980 | $615.8K | 0.01% | +1,950+32.3% | Added |
| United Capital Financial Advisers, LLC | 7,980 | $615.8K | 0.01% | −733−8.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,974 | $615.4K | 0.02% | +558+7.5% | Added |
| Abbot Financial Management, Inc. | 7,932 | $612.1K | 0.34% | +502+6.8% | Added |
| Manchester Capital Management LLC | 7,900 | $609.6K | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,885 | $608.5K | 0.13% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 7,862 | $606.0K | 0.02% | +557+7.6% | Added |
| V-Square Quantitative Management LLC | 5,790 | $605.1K | 0.10% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,818 | $603.3K | 0.01% | +116+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 7,813 | $602.9K | 0.17% | −119−1.5% | Reduced |
| Traynor Capital Management, Inc. | 7,804 | $602.2K | 0.06% | +898+13.0% | Added |
| Gotham Asset Management, LLC | 7,785 | $600.8K | 0.01% | −20,168−72.1% | Reduced |
| Tacita Capital Inc | 7,775 | $600.3K | 0.42% | −40−0.5% | Reduced |
| Private Portfolio Partners LLC | 7,756 | $598.5K | 0.12% | −1,165−13.1% | Reduced |
| Quadrant Capital Group LLC | 7,752 | $598.2K | 0.05% | +381+5.2% | Added |
| Verdence Capital Advisors LLC | 7,738 | $597.1K | 0.05% | −69−0.9% | Reduced |
| Brookstone Capital Management | 7,646 | $590.1K | 0.01% | +260+3.5% | Added |
| Lindbrook Capital, LLC | 7,535 | $581.5K | 0.05% | +985+15.0% | Added |
| Viawealth, LLC | 7,524 | $580.6K | 0.36% | −300−3.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,450 | $574.9K | 0.20% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,414 | $572.1K | 0.03% | −422−5.4% | Reduced |
| Oder Investment Management, LLC | 7,399 | $571.0K | 0.53% | −507−6.4% | Reduced |
| Everhart Financial Group, Inc. | 7,380 | $569.5K | 0.17% | +89+1.2% | Added |
| CNB Bank | 7,373 | $569.0K | 0.28% | +608+9.0% | Added |
| HB Wealth Management, LLC | 7,358 | $567.8K | 0.01% | +1,841+33.4% | Added |
| StoneX Group Inc. | 7,336 | $566.1K | 0.05% | −565−7.2% | Reduced |
| Fiera Capital Corp | 7,157 | $555.1K | 0.00% | −452−5.9% | Reduced |
| Strategic Advisors LLC | 7,188 | $554.7K | 0.11% | −19,116−72.7% | Reduced |
| Davis-Rea Ltd. | 7,150 | $552.0K | 0.25% | −115−1.6% | Reduced |
| BBR Partners, LLC | 7,151 | $551.8K | 0.04% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 7,150 | $551.8K | 0.16% | 00.0% | Unchanged |
| Wealth Effects LLC | 7,145 | $551.4K | 0.20% | −1,830−20.4% | Reduced |
| Armistice Capital, LLC | 7,119 | $549.4K | 0.01% | +753+11.8% | Added |
| Foundations Investment Advisors, LLC | 7,069 | $545.5K | 0.01% | −2,075−22.7% | Reduced |
| Gagnon Securities LLC | 7,066 | $545.3K | 0.13% | −250−3.4% | Reduced |
| IHT Wealth Management, LLC | 7,064 | $545.1K | 0.02% | −14,653−67.5% | Reduced |
| Diversify Advisory Services, LLC | 6,966 | $544.7K | 0.03% | +6,966 | New |
| Proequities, Inc. | 7,055 | $544.4K | 0.04% | +1,626+30.0% | Added |
| Nadler Financial Group, Inc. | 7,023 | $542.0K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,992 | $539.4K | 0.12% | −4,101−37.0% | Reduced |
| O'Dell Group, LLC | 6,987 | $539.2K | 0.13% | +70+1.0% | Added |
| Zhang Financial LLC | 6,971 | $538.0K | 0.04% | 00.0% | Unchanged |
| XR Securities LLC | 6,947 | $536.1K | 0.16% | +6,947 | New |
| Harbour Capital Advisors, LLC | 6,825 | $533.2K | 0.13% | +1,350+24.7% | Added |
| Sivia Capital Partners, LLC | 6,901 | $532.5K | 0.36% | +448+6.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,848 | $528.5K | 0.01% | −68−1.0% | Reduced |
| Octavia Wealth Advisors, LLC | 6,832 | $527.2K | 0.08% | −1,084−13.7% | Reduced |
| Hilltop Holdings Inc. | 6,770 | $522.4K | 0.06% | −196−2.8% | Reduced |
| Lakeridge Wealth Management LLC | 6,749 | $520.8K | 0.34% | −300−4.3% | Reduced |
| Regatta Capital Group, LLC | 6,668 | $514.6K | 0.12% | −475−6.6% | Reduced |
| Fiduciary Alliance LLC | 6,557 | $512.7K | 0.09% | +3,690+128.7% | Added |
| Mayflower Financial Advisors, LLC | 6,623 | $511.1K | 0.09% | −167−2.5% | Reduced |
| Engineers Gate Manager LP | 6,600 | $510.0K | 0.01% | −4,544−40.8% | Reduced |
| Vanguard Capital Wealth Advisors | 6,600 | $509.3K | 0.36% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,553 | $505.7K | 0.13% | +10.0% | Added |
| HBK Sorce Advisory LLC | 6,511 | $502.5K | 0.02% | +266+4.3% | Added |
| Clear Creek Financial Management, LLC | 6,501 | $501.7K | 0.06% | +2,282+54.1% | Added |
| UBS Oconnor LLC | 6,500 | $501.6K | 0.01% | +6,500 | New |
| Watts Gwilliam & Co., LLC | 8,600 | $499.1K | 0.15% | +8,600 | New |