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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 4,544 | $354.0K | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,561 | $352.0K | 0.00% | +580+14.6% | Added |
| Garrison Point Advisors, LLC | 4,560 | $351.9K | 0.23% | +20+0.4% | Added |
| Verus Capital Partners, LLC | 4,559 | $351.8K | 0.04% | −86−1.9% | Reduced |
| Nations Financial Group Inc, | 4,549 | $351.0K | 0.03% | −290−6.0% | Reduced |
| PFG Advisors | 4,529 | $349.5K | 0.03% | −250−5.2% | Reduced |
| Capital Investment Advisory Services, LLC | 4,498 | $347.1K | 0.04% | −325−6.7% | Reduced |
| Heritage Investors Management Corp | 4,500 | $347.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,490 | $346.5K | 0.09% | −100−2.2% | Reduced |
| GTS Securities LLC | 4,489 | $346.4K | 0.01% | −17,251−79.4% | Reduced |
| Benedict Financial Advisors Inc | 4,483 | $346.0K | 0.09% | +753+20.2% | Added |
| White Pine Investment CO | 4,465 | $345.0K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 4,420 | $341.1K | 0.03% | 00.0% | Unchanged |
| S. R. Schill & Associates | 4,413 | $340.6K | 0.15% | +4,413 | New |
| Whittier Trust Co | 4,356 | $336.1K | 0.00% | +600+16.0% | Added |
| Wealthcare Advisory Partners LLC | 4,340 | $334.9K | 0.01% | +219+5.3% | Added |
| Grassi Investment Management | 4,330 | $334.0K | 0.03% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,326 | $333.8K | 0.19% | +4,326 | New |
| Weiss Asset Management LP | 4,296 | $331.5K | 0.02% | 00.0% | Unchanged |
| Ceera Investments, LLC | 4,270 | $329.5K | 0.14% | −4,350−50.5% | Reduced |
| Soltis Investment Advisors LLC | 4,238 | $327.0K | 0.04% | +607+16.7% | Added |
| Fortune Financial Advisors, LLC | 4,218 | $325.5K | 0.21% | −20.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,178 | $322.4K | 0.18% | −485−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,178 | $322.4K | 0.03% | +162+4.0% | Added |
| Seven Mile Advisory | 4,169 | $321.7K | 0.24% | +15+0.4% | Added |
| Harbor Investment Advisory, LLC | 4,158 | $320.9K | 0.03% | −67−1.6% | Reduced |
| Wolverine Trading, LLC | 4,149 | $320.2K | 0.00% | −154,669−97.4% | Reduced |
| Toroso Investments, LLC | 4,146 | $319.9K | 0.01% | −4,708−53.2% | Reduced |
| Abbrea Capital, LLC | 4,139 | $319.0K | 0.04% | +79+1.9% | Added |
| Objectivity Squared, LLC | 4,399 | $316.6K | 0.28% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,090 | $315.6K | 0.03% | +20+0.5% | Added |
| Blue Zone Wealth Advisors, LLC | 4,080 | $314.9K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,080 | $314.9K | 0.05% | +856+26.6% | Added |
| SRS Investment Management, LLC | 4,066 | $313.8K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,065 | $313.7K | 0.02% | +563+16.1% | Added |
| Resonant Capital Advisors, LLC | 4,063 | $313.5K | 0.03% | +4,063 | New |
| Essex Financial Services, Inc. | 4,057 | $313.1K | 0.03% | −609−13.1% | Reduced |
| First Heartland Consultants, Inc. | 4,051 | $313.0K | 0.03% | −284−6.6% | Reduced |
| Kozak & Associates, Inc. | 5,410 | $312.8K | 0.08% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,052 | $312.7K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 4,034 | $311.3K | 0.00% | −536−11.7% | Reduced |
| Simon Quick Advisors, LLC | 4,024 | $310.5K | 0.02% | +4,024 | New |
| Pinnacle Family Advisors, LLC | 3,994 | $308.2K | 0.16% | +3,994 | New |
| Oxford Financial Group Ltd | 3,990 | $307.9K | 0.02% | −200−4.8% | Reduced |
| Clearstead Advisors, LLC | 5,204 | $305.9K | 0.02% | +170+3.4% | Added |
| Indie Asset Partners, LLC | 3,955 | $305.2K | 0.27% | −25−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,925 | $302.9K | 0.04% | −10−0.3% | Reduced |
| Secure Asset Management, LLC | 3,913 | $302.0K | 0.07% | +771+24.5% | Added |
| Tyler-Stone Wealth Management | 3,910 | $301.7K | 0.13% | +50+1.3% | Added |
| Virtue Capital Management, LLC | 4,281 | $301.6K | 0.05% | −159−3.6% | Reduced |
| Pembroke Management, LTD | 2,881 | $301.1K | 0.04% | +136+5.0% | Added |
| Belpointe Asset Management LLC | 3,899 | $300.9K | 0.02% | −65−1.6% | Reduced |
| Round Rock Advisors, LLC | 3,880 | $299.4K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,849 | $297.0K | 0.01% | +1,366+55.0% | Added |
| Accuvest Global Advisors | 3,850 | $297.0K | 0.13% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,839 | $296.3K | 0.04% | −1,056−21.6% | Reduced |
| Fortis Capital Management LLC | 3,833 | $295.8K | 0.08% | +512+15.4% | Added |
| American Money Management, LLC | 3,820 | $294.8K | 0.06% | −1,150−23.1% | Reduced |
| Canvas Wealth Advisors, LLC | 4,246 | $294.7K | 0.10% | +467+12.4% | Added |
| Cornerstone Wealth Group, LLC | 3,812 | $294.2K | 0.03% | −250−6.2% | Reduced |
| Forum Financial Management, LP | 3,807 | $293.8K | 0.01% | −316−7.7% | Reduced |
| AQR Capital Management LLC | 3,807 | $293.8K | 0.00% | +3,807 | New |
| Breakwater Capital Group | 3,800 | $293.2K | 0.07% | −11−0.3% | Reduced |
| Sculati Wealth Management, LLC | 3,780 | $291.7K | 0.13% | −200−5.0% | Reduced |
| NFP Retirement, Inc. | 3,763 | $290.4K | 0.03% | +219+6.2% | Added |
| Naples Global Advisors, LLC | 3,761 | $290.2K | 0.03% | +222+6.3% | Added |
| Tectonic Advisors LLC | 3,756 | $289.9K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,713 | $286.5K | 0.01% | −680−15.5% | Reduced |
| FFT Wealth Management LLC | 3,700 | $285.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,696 | $285.2K | 0.01% | +2,646+252.0% | Added |
| Sapient Capital LLC | 3,656 | $282.1K | 0.01% | −2,470−40.3% | Reduced |
| Gilbert & Cook, Inc. | 3,649 | $281.6K | 0.04% | +3,649 | New |
| Powell Investment Advisors, LLC | 3,635 | $280.5K | 0.15% | −1,200−24.8% | Reduced |
| Trueblood Wealth Management, LLC | 3,633 | $280.4K | 0.16% | +366+11.2% | Added |
| Sargent Investment Group, LLC | 3,631 | $280.2K | 0.06% | −129−3.4% | Reduced |
| Fountainhead AM, LLC | 3,630 | $280.1K | 0.07% | −90−2.4% | Reduced |
| Compagnie Lombard Odier SCmA | 3,600 | $277.8K | 0.00% | −3,700−50.7% | Reduced |
| Ashford Capital Management Inc | 3,600 | $277.8K | 0.04% | −1,000−21.7% | Reduced |
| Ridgewood Investments LLC | 3,595 | $277.4K | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,561 | $274.8K | 0.02% | −1,195−25.1% | Reduced |
| Evermay Wealth Management LLC | 3,550 | $274.0K | 0.04% | −150−4.1% | Reduced |
| Flputnam Investment Management Co | 3,549 | $273.9K | 0.01% | +692+24.2% | Added |
| Glenview Trust Co | 3,548 | $273.8K | 0.01% | +100+2.9% | Added |
| Coldstream Capital Management Inc | 3,538 | $273.0K | 0.01% | +322+10.0% | Added |
| Avidian Wealth Solutions, LLC | 3,535 | $272.8K | 0.01% | −925−20.7% | Reduced |
| Doliver Advisors, LP | 3,531 | $272.5K | 0.08% | +56+1.6% | Added |
| Buckingham Strategic Partners | 3,524 | $271.9K | 0.01% | +3,524 | New |
| Lombard Odier Asset Management (USA) Corp | 3,500 | $270.1K | 0.04% | +3,500 | New |
| Moneta Group Investment Advisors LLC | 2,559 | $268.7K | 0.00% | −664−20.6% | Reduced |
| LVW Advisors, LLC | 3,481 | $268.6K | 0.05% | −54−1.5% | Reduced |
| New Insight Wealth Advisors | 3,465 | $267.4K | 0.17% | 00.0% | Unchanged |
| Balentine LLC | 3,456 | $266.7K | 0.01% | +49+1.4% | Added |
| Miracle Mile Advisors, LLC | 3,444 | $265.8K | 0.01% | +316+10.1% | Added |
| Cassaday & Co Wealth Management LLC | 3,441 | $265.5K | 0.01% | +3,441 | New |
| Wealthspire Advisors, LLC | 3,421 | $264.0K | 0.00% | −139−3.9% | Reduced |
| Tyche Wealth Partners LLC | 3,420 | $263.9K | 0.06% | −340−9.0% | Reduced |
| State of Wyoming | 3,406 | $262.9K | 0.04% | +2,843+505.0% | Added |
| Level Four Advisory Services, LLC | 3,360 | $261.7K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,368 | $259.9K | 0.10% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,365 | $259.7K | 0.13% | +275+8.9% | Added |