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, Q2 2024
Institutional positions in Shopify Inc. as of Jun 30, 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
- 1,213
- +7 vs. Q1 2024
- Shares held
- 812.4M
- +16.5M (+2.1%) vs. Q1 2024
- Total value
- $53.8B
- −$7.51B (−12.3%) vs. Q1 2024
- New holders
- 150
- 536 more added
- Sold out
- 143
- 353 more reduced
16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clarity Wealth Advisors, LLC | 4,960 | $327.6K | 0.11% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 4,699 | $327.6K | 0.25% | +300+6.8% | Added |
| Oxford Financial Group Ltd | 4,976 | $328.7K | 0.02% | +986+24.7% | Added |
| LM Advisors LLC | 4,975 | $329.0K | 0.00% | +81+1.7% | Added |
| Westmount Partners, LLC | 5,092 | $329.1K | 0.11% | +135+2.7% | Added |
| Clay Northam Wealth Management, LLC | 5,005 | $330.6K | 0.25% | −340−6.4% | Reduced |
| Buckingham Strategic Partners | 5,009 | $330.8K | 0.01% | +1,485+42.1% | Added |
| Callan Capital, LLC | 5,015 | $331.2K | 0.03% | +114+2.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,051 | $333.6K | 0.06% | +2,200+77.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,060 | $334.2K | 0.03% | +5,060 | New |
| KRS Capital Management, LLC | 5,065 | $334.5K | 0.25% | −315−5.9% | Reduced |
| Boston Private Wealth LLC | 5,094 | $336.5K | 0.01% | −1,021−16.7% | Reduced |
| Redwood Financial Network Corp | 5,094 | $336.5K | 0.28% | −90−1.7% | Reduced |
| State of Wyoming | 5,126 | $338.7K | 0.06% | +1,720+50.5% | Added |
| Conservest Capital Advisors, Inc. | 4,420 | $341.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,224 | $345.0K | 0.01% | +201+4.0% | Added |
| Readystate Asset Management LP | 5,240 | $346.1K | 0.02% | +5,240 | New |
| Y.D. More Investments Ltd | 5,244 | $346.4K | 0.04% | −316−5.7% | Reduced |
| Creative Financial Designs Inc | 5,250 | $346.8K | 0.03% | −1,200−18.6% | Reduced |
| Kovack Advisors, Inc. | 5,333 | $352.2K | 0.04% | +5,333 | New |
| West Family Investments, Inc. | 5,335 | $352.4K | 0.11% | +25+0.5% | Added |
| PSI Advisors, LLC | 5,344 | $353.0K | 0.11% | +144+2.8% | Added |
| Alan B. Lancz & Associates, Inc. | 5,350 | $353.4K | 0.35% | +5,350 | New |
| Pachira Investments Inc. | 5,352 | $353.5K | 0.31% | −20.0% | Reduced |
| Clarius Group, LLC | 5,422 | $358.1K | 0.03% | −416−7.1% | Reduced |
| Guardian Asset Advisors, LLC | 5,422 | $358.1K | 0.26% | +118+2.2% | Added |
| Congress Park Capital LLC | 5,425 | $358.3K | 0.14% | +5,425 | New |
| Avaii Wealth Management, LLC | 5,427 | $358.5K | 0.20% | +5,427 | New |
| Kozak & Associates, Inc. | 5,410 | $361.0K | 0.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 5,470 | $361.3K | 0.08% | +1,670+43.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,475 | $361.6K | 0.03% | −7,625−58.2% | Reduced |
| NorthRock Partners, LLC | 5,478 | $361.8K | 0.01% | +162+3.0% | Added |
| Cornerstone Enterprises, LLC | 5,506 | $363.7K | 0.24% | +755+15.9% | Added |
| SeaCrest Wealth Management, LLC | 5,525 | $364.9K | 0.04% | −670−10.8% | Reduced |
| Regatta Capital Group, LLC | 5,548 | $366.4K | 0.08% | −1,120−16.8% | Reduced |
| Capital Investment Advisors, LLC | 5,557 | $367.0K | 0.01% | +2,442+78.4% | Added |
| Umb Bank N A | 5,570 | $367.9K | 0.01% | −7,303−56.7% | Reduced |
| Syon Capital LLC | 5,577 | $368.4K | 0.03% | −677−10.8% | Reduced |
| Midwest Professional Planners, LTD. | 5,583 | $368.8K | 0.12% | +741+15.3% | Added |
| J. Safra Sarasin Holding AG | 5,625 | $371.5K | 0.01% | +5,625 | New |
| 180 Wealth Advisors, LLC | 5,726 | $374.0K | 0.06% | +5,726 | New |
| TBH Global Asset Management, LLC | 5,670 | $374.5K | 0.08% | +21+0.4% | Added |
| Investment House LLC | 5,690 | $375.8K | 0.02% | +375+7.1% | Added |
| SlateStone Wealth, LLC | 5,695 | $376.0K | 0.04% | +5,695 | New |
| Gill Capital Partners, LLC | 5,696 | $376.2K | 0.15% | +220+4.0% | Added |
| Doliver Advisors, LP | 5,703 | $376.7K | 0.11% | +2,172+61.5% | Added |
| Aptus Capital Advisors, LLC | 5,744 | $379.4K | 0.01% | +255+4.6% | Added |
| Diligent Investors, LLC | 5,752 | $379.9K | 0.09% | +2,520+78.0% | Added |
| Rede Wealth, LLC | 5,774 | $381.4K | 0.35% | −160−2.7% | Reduced |
| Garrison Point Advisors, LLC | 5,785 | $382.1K | 0.25% | +1,225+26.9% | Added |
| Sandy Spring Bank | 5,822 | $384.5K | 0.02% | +895+18.2% | Added |
| Moseley Investment Management Inc | 5,830 | $385.1K | 0.18% | −310−5.0% | Reduced |
| First Horizon Advisors, Inc. | 5,831 | $385.1K | 0.01% | +441+8.2% | Added |
| Lantern Wealth Advisors, LLC | 5,950 | $393.0K | 0.28% | +5,950 | New |
| Garner Asset Management Corp | 5,952 | $393.0K | 0.19% | +360+6.4% | Added |
| Pine Valley Investments Ltd Liability Co | 5,953 | $393.2K | 0.03% | −501−7.8% | Reduced |
| Pensionmark Financial Group, LLC | 5,975 | $394.6K | 0.02% | +5,975 | New |
| BBR Partners, LLC | 6,000 | $396.3K | 0.03% | −1,151−16.1% | Reduced |
| Latitude Advisors, LLC | 6,028 | $398.1K | 0.24% | +380+6.7% | Added |
| Beverly Hills Private Wealth, LLC | 6,035 | $398.6K | 0.09% | +155+2.6% | Added |
| WMS Partners, LLC | 6,037 | $398.7K | 0.03% | −88−1.4% | Reduced |
| Americana Partners, LLC | 6,047 | $399.4K | 0.03% | +6,047 | New |
| Two Sigma Investments, LP | 6,074 | $401.2K | 0.00% | −73,605−92.4% | Reduced |
| Mission Wealth Management, LP | 6,084 | $401.8K | 0.01% | −3,070−33.5% | Reduced |
| Stratos Wealth Advisors, LLC | 6,115 | $403.9K | 0.02% | +6,115 | New |
| Henshaw Capital LLC | 6,149 | $406.1K | 0.02% | +2,097+51.8% | Added |
| AA Financial Advisors, LLC | 6,188 | $408.7K | 0.14% | +42+0.7% | Added |
| Blue Barn Wealth, LLC | 6,214 | $410.4K | 0.23% | +6,214 | New |
| Prio Wealth Limited Partnership | 6,255 | $413.1K | 0.01% | −170−2.6% | Reduced |
| Family Wealth Group, LLC | 6,272 | $414.3K | 0.42% | +302+5.1% | Added |
| BluePath Capital Management, LLC | 6,277 | $414.6K | 0.30% | −50−0.8% | Reduced |
| Change Path, LLC | 6,297 | $416.0K | 0.02% | −95−1.5% | Reduced |
| Legacy Advisory Services, LLC | 6,300 | $416.1K | 0.38% | −100−1.6% | Reduced |
| Strategic Blueprint, LLC | 6,302 | $416.2K | 0.03% | −48−0.8% | Reduced |
| Xcel Wealth Management, LLC | 6,358 | $419.9K | 0.13% | +6,358 | New |
| Central Pacific Bank - Trust Division | 6,361 | $420.1K | 0.05% | −6,980−52.3% | Reduced |
| Foundations Investment Advisors, LLC | 6,383 | $421.6K | 0.01% | −686−9.7% | Reduced |
| Davy Global Fund Management Ltd | 6,441 | $425.4K | 0.05% | +6,441 | New |
| Lazari Capital Management, Inc. | 6,447 | $425.8K | 0.19% | +177+2.8% | Added |
| Accredited Investors Inc. | 6,460 | $426.7K | 0.03% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 6,559 | $433.2K | 0.26% | −190−2.8% | Reduced |
| Sivia Capital Partners, LLC | 6,560 | $433.3K | 0.29% | −341−4.9% | Reduced |
| LexAurum Advisors, LLC | 6,580 | $434.6K | 0.11% | +27+0.4% | Added |
| Alpha Cubed Investments, LLC | 6,599 | $435.9K | 0.02% | −197,473−96.8% | Reduced |
| MONECO Advisors, LLC | 6,618 | $437.1K | 0.06% | +6,618 | New |
| Harbour Capital Advisors, LLC | 6,775 | $437.9K | 0.10% | −50−0.7% | Reduced |
| NBC Securities, Inc. | 6,662 | $440.0K | 0.04% | +5,083+321.9% | Added |
| Gilbert & Cook, Inc. | 6,685 | $441.5K | 0.06% | +3,036+83.2% | Added |
| Pembroke Management, LTD | 4,913 | $444.2K | 0.06% | +2,032+70.5% | Added |
| GFG Capital, LLC | 6,731 | $444.6K | 0.12% | +6,731 | New |
| Main Street Financial Solutions, LLC | 6,842 | $451.9K | 0.04% | −4,335−38.8% | Reduced |
| Octavia Wealth Advisors, LLC | 6,843 | $452.0K | 0.06% | +11+0.2% | Added |
| Fiera Capital Corp | 6,924 | $457.8K | 0.00% | −233−3.3% | Reduced |
| Zhang Financial LLC | 6,971 | $460.4K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 6,972 | $460.5K | 0.06% | +1,448+26.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,980 | $461.0K | 0.17% | −3,020−30.2% | Reduced |
| Lindbrook Capital, LLC | 6,988 | $461.5K | 0.04% | −547−7.3% | Reduced |
| PFG Investments, LLC | 6,995 | $462.0K | 0.03% | +2,105+43.0% | Added |
| Catalytic Wealth RIA, LLC | 7,003 | $462.5K | 0.09% | +7,003 | New |
| Nadler Financial Group, Inc. | 7,023 | $463.9K | 0.05% | 00.0% | Unchanged |