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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 6,460 | $498.5K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 6,454 | $498.1K | 0.04% | −547−7.8% | Reduced |
| Creative Financial Designs Inc | 6,450 | $497.7K | 0.05% | −3,145−32.8% | Reduced |
| Prio Wealth Limited Partnership | 6,425 | $495.8K | 0.01% | −745−10.4% | Reduced |
| Change Path, LLC | 6,392 | $494.0K | 0.02% | +2,456+62.4% | Added |
| Legacy Advisory Services, LLC | 6,400 | $493.9K | 0.47% | −752−10.5% | Reduced |
| Wealth Architects, LLC | 6,399 | $493.8K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 6,390 | $493.1K | 0.01% | −2,875−31.0% | Reduced |
| Evoke Wealth, LLC | 6,365 | $491.2K | 0.01% | +6,365 | New |
| Strategic Blueprint, LLC | 6,350 | $490.0K | 0.03% | +352+5.9% | Added |
| Focused Wealth Management, Inc | 6,338 | $489.1K | 0.08% | +100+1.6% | Added |
| BluePath Capital Management, LLC | 6,327 | $488.3K | 0.38% | −297−4.5% | Reduced |
| Lazari Capital Management, Inc. | 6,270 | $483.9K | 0.26% | −295−4.5% | Reduced |
| Syon Capital LLC | 6,254 | $482.6K | 0.05% | −2,865−31.4% | Reduced |
| Lincoln National Corp | 6,226 | $480.4K | 0.01% | −1,681−21.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,195 | $478.1K | 0.06% | +382+6.6% | Added |
| Greenleaf Trust | 6,156 | $475.1K | 0.00% | +6,156 | New |
| AA Financial Advisors, LLC | 6,146 | $474.3K | 0.19% | +6,146 | New |
| Moseley Investment Management Inc | 6,140 | $473.8K | 0.24% | +1,268+26.0% | Added |
| WMS Partners, LLC | 6,125 | $472.7K | 0.03% | +152+2.5% | Added |
| Boston Private Wealth LLC | 6,115 | $471.9K | 0.01% | −1,106−15.3% | Reduced |
| Arkadios Wealth Advisors | 6,102 | $470.9K | 0.04% | −1,160−16.0% | Reduced |
| Edgestream Partners, L.P. | 6,083 | $469.4K | 0.02% | +2,905+91.4% | Added |
| CIBC World Markets Corp | 6,000 | $463.0K | 0.00% | +6,000 | New |
| Family Wealth Group, LLC | 5,970 | $460.7K | 0.50% | −85−1.4% | Reduced |
| Rede Wealth, LLC | 5,934 | $457.9K | 0.19% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 5,909 | $456.0K | 0.19% | −110−1.8% | Reduced |
| Marks Group Wealth Management, Inc | 5,890 | $454.5K | 0.05% | +180+3.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,880 | $453.8K | 0.10% | −1,955−25.0% | Reduced |
| Clarius Group, LLC | 5,838 | $450.5K | 0.03% | −1,082−15.6% | Reduced |
| Bokf, NA | 5,722 | $447.4K | 0.01% | +337+6.3% | Added |
| Juncture Wealth Strategies, LLC | 5,794 | $447.1K | 0.19% | +5,794 | New |
| TBH Global Asset Management, LLC | 5,649 | $436.0K | 0.09% | +1,700+43.0% | Added |
| Latitude Advisors, LLC | 5,648 | $435.8K | 0.27% | +301+5.6% | Added |
| Grey Street Capital, LLC | 5,628 | $434.3K | 0.06% | +1,601+39.8% | Added |
| Interchange Capital Partners, LLC | 5,611 | $433.4K | 0.29% | −784−12.3% | Reduced |
| Correct Capital Wealth Management | 5,614 | $433.2K | 0.10% | +75+1.4% | Added |
| Dakota Wealth Management | 5,607 | $432.7K | 0.01% | +1,449+34.8% | Added |
| Garner Asset Management Corp | 5,592 | $432.0K | 0.22% | +82+1.5% | Added |
| Western Wealth Management, LLC | 5,598 | $432.0K | 0.03% | −406−6.8% | Reduced |
| Vise Technologies, Inc. | 5,567 | $429.6K | 0.08% | +45+0.8% | Added |
| Advisor Resource Council | 5,510 | $429.2K | 0.18% | −13,589−71.2% | Reduced |
| Intrua Financial, LLC | 5,561 | $429.1K | 0.07% | +90+1.6% | Added |
| Y.D. More Investments Ltd | 5,560 | $429.1K | 0.08% | +884+18.9% | Added |
| FDx Advisors, Inc. | 5,556 | $429.0K | 0.07% | −11,397−67.2% | Reduced |
| Barlow Wealth Partners, Inc. | 6,125 | $428.8K | 0.06% | −2,500−29.0% | Reduced |
| Wealth Alliance | 5,524 | $426.3K | 0.06% | −1,308−19.1% | Reduced |
| Rhumbline Advisers | 5,522 | $426.1K | 0.00% | −35−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 5,489 | $423.6K | 0.01% | +505+10.1% | Added |
| First Horizon Advisors, Inc. | 5,390 | $415.9K | 0.01% | +1,187+28.2% | Added |
| KRS Capital Management, LLC | 5,380 | $415.2K | 0.33% | +850+18.8% | Added |
| Pachira Investments Inc. | 5,354 | $413.2K | 0.34% | −1,730−24.4% | Reduced |
| IPG Investment Advisors LLC | 5,351 | $412.9K | 0.09% | +430+8.7% | Added |
| Clay Northam Wealth Management, LLC | 5,345 | $412.5K | 0.33% | −110−2.0% | Reduced |
| NorthRock Partners, LLC | 5,316 | $410.2K | 0.02% | −62−1.2% | Reduced |
| Investment House LLC | 5,315 | $410.2K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,310 | $409.8K | 0.13% | +138+2.7% | Added |
| Guardian Asset Advisors, LLC | 5,304 | $409.3K | 0.34% | +370+7.5% | Added |
| Alliance Wealth Advisors, LLC | 5,302 | $409.2K | 0.12% | +644+13.8% | Added |
| Gilliland Jeter Wealth Management LLC | 5,286 | $407.9K | 0.14% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 5,208 | $401.9K | 0.01% | +68+1.3% | Added |
| PSI Advisors, LLC | 5,200 | $401.3K | 0.15% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 5,184 | $400.1K | 0.35% | −30−0.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,052 | $389.9K | 0.05% | +5,052 | New |
| Nwam LLC | 5,031 | $387.7K | 0.03% | −2,509−33.3% | Reduced |
| Pinnacle Associates Ltd | 5,023 | $387.6K | 0.01% | +1,509+42.9% | Added |
| JFG Wealth Management, LLC | 5,000 | $385.9K | 0.10% | −9,000−64.3% | Reduced |
| Gill Capital Partners, LLC | 5,476 | $384.4K | 0.16% | +10+0.2% | Added |
| JGP Wealth Management, LLC | 4,967 | $383.3K | 0.06% | −429−8.0% | Reduced |
| First Bank & Trust | 4,960 | $382.8K | 0.08% | −5,580−52.9% | Reduced |
| Clarity Wealth Advisors, LLC | 4,960 | $382.8K | 0.13% | −15−0.3% | Reduced |
| Westmount Partners, LLC | 4,957 | $382.5K | 0.14% | 00.0% | Unchanged |
| Essex LLC | 4,947 | $381.8K | 0.09% | +4,947 | New |
| Sandy Spring Bank | 4,927 | $380.2K | 0.02% | +362+7.9% | Added |
| First Command Advisory Services, Inc. | 4,920 | $379.7K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,906 | $378.6K | 0.06% | −145−2.9% | Reduced |
| Centurion Wealth Management LLC | 4,903 | $378.4K | 0.15% | +151+3.2% | Added |
| Callan Capital, LLC | 4,901 | $378.2K | 0.03% | +17+0.3% | Added |
| Seven Post Investment Office LP | 4,900 | $378.1K | 0.09% | 00.0% | Unchanged |
| LM Advisors LLC | 4,894 | $378.0K | 0.06% | −400−7.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,248 | $377.8K | 0.21% | +2,168+70.4% | Added |
| PFG Investments, LLC | 4,890 | $377.4K | 0.02% | +2,225+83.5% | Added |
| AlphaQ Advisors LLC | 4,884 | $376.9K | 0.23% | +4,884 | New |
| Strategic Financial Concepts, LLC | 4,877 | $376.4K | 0.09% | +4,877 | New |
| Ashton Thomas Private Wealth, LLC | 4,858 | $374.9K | 0.02% | −159−3.2% | Reduced |
| Guardian Capital Advisors LP | 5,320 | $374.2K | 0.04% | −2,050−27.8% | Reduced |
| Circle Wealth Management, LLC | 4,847 | $374.0K | 0.01% | +14+0.3% | Added |
| Midwest Professional Planners, LTD. | 4,842 | $373.7K | 0.13% | +1,166+31.7% | Added |
| Oxinas Partners Wealth Management LLC | 4,823 | $372.2K | 0.24% | −374−7.2% | Reduced |
| Cornerstone Enterprises, LLC | 4,751 | $371.5K | 0.27% | +4,751 | New |
| Montgomery Investment Management Inc | 4,800 | $370.4K | 0.14% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,785 | $369.3K | 0.05% | +250+5.5% | Added |
| Geneos Wealth Management Inc. | 4,773 | $368.3K | 0.02% | −8−0.2% | Reduced |
| Nemes Rush Group LLC | 4,751 | $366.6K | 0.05% | +40+0.8% | Added |
| Sand Hill Global Advisors, LLC | 4,725 | $364.6K | 0.02% | −2,076−30.5% | Reduced |
| McIlrath & Eck, LLC | 4,690 | $361.9K | 0.06% | −233−4.7% | Reduced |
| Coastline Trust Co | 4,690 | $361.9K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,650 | $358.8K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,715 | $354.9K | 0.02% | −38−0.8% | Reduced |
| Optimum Investment Advisors | 4,595 | $354.6K | 0.16% | 00.0% | Unchanged |