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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 7,033 | $464.5K | 0.02% | +522+8.0% | Added |
| Clear Creek Financial Management, LLC | 7,043 | $465.2K | 0.06% | +542+8.3% | Added |
| GeoWealth Management, LLC | 7,089 | $468.2K | 0.02% | +3,240+84.2% | Added |
| Vanguard Capital Wealth Advisors | 7,100 | $469.0K | 0.32% | +500+7.6% | Added |
| Coastal Investment Advisors, Inc. | 7,108 | $469.5K | 0.09% | −777−9.9% | Reduced |
| Perigon Wealth Management, LLC | 7,130 | $470.9K | 0.01% | −2,667−27.2% | Reduced |
| Driehaus Capital Management LLC | 7,134 | $471.2K | 0.00% | −892−11.1% | Reduced |
| Davis-Rea Ltd. | 7,150 | $472.2K | 0.24% | 00.0% | Unchanged |
| Tacita Capital Inc | 7,160 | $472.9K | 0.33% | −615−7.9% | Reduced |
| Hilltop Holdings Inc. | 7,170 | $473.6K | 0.06% | +400+5.9% | Added |
| Brown, Lisle/Cummings, Inc. | 7,270 | $480.2K | 0.16% | −180−2.4% | Reduced |
| Marks Group Wealth Management, Inc | 7,311 | $482.9K | 0.05% | +1,421+24.1% | Added |
| Correct Capital Wealth Management | 7,311 | $482.9K | 0.11% | +1,697+30.2% | Added |
| Gagnon Securities LLC | 7,315 | $483.2K | 0.11% | +249+3.5% | Added |
| Fox Run Management, L.L.C. | 7,349 | $485.4K | 0.09% | +7,349 | New |
| Peapack Gladstone Financial Corp | 7,389 | $488.0K | 0.01% | +7,389 | New |
| Triumph Capital Management | 7,430 | $490.8K | 0.19% | +4,725+174.7% | Added |
| Everhart Financial Group, Inc. | 7,445 | $491.7K | 0.13% | +65+0.9% | Added |
| Pinebridge Investments, L.P. | 5,450 | $492.7K | 0.00% | −1,340−19.7% | Reduced |
| IHT Wealth Management, LLC | 7,461 | $492.8K | 0.02% | +397+5.6% | Added |
| ASB Consultores, LLC | 7,469 | $493.3K | 0.18% | −4,742−38.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,619 | $503.2K | 0.02% | −4,076−34.9% | Reduced |
| Gulf International Bank (UK) Ltd | 7,642 | $505.0K | 0.01% | −220−2.8% | Reduced |
| Johnson Investment Counsel Inc | 7,729 | $510.5K | 0.01% | −251−3.1% | Reduced |
| Dakota Wealth Management | 7,759 | $512.5K | 0.01% | +2,152+38.4% | Added |
| Quadrant Capital Group LLC | 7,770 | $513.2K | 0.04% | +18+0.2% | Added |
| Bokf, NA | 7,794 | $514.8K | 0.01% | +2,072+36.2% | Added |
| StoneX Group Inc. | 7,812 | $516.0K | 0.04% | +476+6.5% | Added |
| Traynor Capital Management, Inc. | 7,845 | $518.2K | 0.04% | +41+0.5% | Added |
| Manchester Capital Management LLC | 7,880 | $520.5K | 0.06% | −20−0.3% | Reduced |
| CNB Bank | 7,929 | $523.7K | 0.25% | +556+7.5% | Added |
| Viawealth, LLC | 7,939 | $524.4K | 0.33% | +415+5.5% | Added |
| Legacy Wealth Asset Management, LLC | 7,973 | $526.6K | 0.15% | +160+2.0% | Added |
| Canvas Wealth Advisors, LLC | 8,896 | $526.6K | 0.16% | +4,650+109.5% | Added |
| Schwartz Investment Counsel Inc | 8,000 | $528.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 8,004 | $528.7K | 0.03% | +949+13.5% | Added |
| Woodard & Co Asset Management Group Inc | 8,050 | $531.7K | 0.13% | −12−0.1% | Reduced |
| Focused Wealth Management, Inc | 8,051 | $531.8K | 0.08% | +1,713+27.0% | Added |
| Fifth Third Bancorp | 8,096 | $534.7K | 0.00% | −450−5.3% | Reduced |
| Optiver Holding B.V. | 8,153 | $538.5K | 0.01% | −191,034−95.9% | Reduced |
| O'Dell Group, LLC | 6,987 | $539.2K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,172 | $539.8K | 0.00% | +192+2.4% | Added |
| TFC Financial Management | 8,181 | $540.4K | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,193 | $541.1K | 0.02% | +219+2.7% | Added |
| Benedict Financial Advisors Inc | 8,316 | $549.3K | 0.14% | +3,833+85.5% | Added |
| River Street Advisors LLC | 8,327 | $550.0K | 0.34% | +300+3.7% | Added |
| Oder Investment Management, LLC | 8,341 | $550.9K | 0.50% | +942+12.7% | Added |
| Institute for Wealth Management, LLC. | 8,385 | $553.8K | 0.07% | +4,546+118.4% | Added |
| Ashton Thomas Securities, LLC | 8,021 | $554.6K | 0.13% | +8,021 | New |
| Element Pointe Advisors, LLC | 8,483 | $560.3K | 0.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,513 | $562.3K | 0.01% | +4,367+105.3% | Added |
| Marex Group plc | 8,525 | $563.1K | 0.02% | −1,904−18.3% | Reduced |
| Financial Advisory Service, Inc. | 8,583 | $566.9K | 0.05% | −20−0.2% | Reduced |
| Geneos Wealth Management Inc. | 8,592 | $567.5K | 0.03% | +3,819+80.0% | Added |
| X-Square Capital, LLC | 8,646 | $571.0K | 0.26% | +165+1.9% | Added |
| PDS Planning, Inc | 8,664 | $572.3K | 0.06% | +85+1.0% | Added |
| Private Trust Co NA | 8,707 | $575.1K | 0.06% | −109−1.2% | Reduced |
| National Philanthropic Trust | 8,710 | $575.3K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,752 | $578.1K | 0.10% | +2,129+32.1% | Added |
| HB Wealth Management, LLC | 8,769 | $579.2K | 0.01% | +1,411+19.2% | Added |
| Legacy Capital Group California, Inc. | 8,777 | $579.7K | 0.21% | −13,409−60.4% | Reduced |
| IFP Advisors, Inc | 8,810 | $581.9K | 0.02% | −8,372−48.7% | Reduced |
| Arcadia Investment Management Corp | 8,910 | $588.5K | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,939 | $590.4K | 0.10% | +3,372+60.6% | Added |
| LBMC Investment Advisors, LLC | 8,950 | $591.1K | 0.05% | +8,950 | New |
| Grandview Asset Management LLC | 8,980 | $593.0K | 0.35% | −1,605−15.2% | Reduced |
| Lake Street Financial LLC | 9,075 | $599.4K | 0.08% | −600−6.2% | Reduced |
| Relative Value Partners Group, LLC | 9,075 | $599.4K | 0.08% | +9,075 | New |
| Zullo Investment Group, Inc. | 9,200 | $607.7K | 0.27% | −565−5.8% | Reduced |
| Baldwin Investment Management, LLC | 9,208 | $608.2K | 0.08% | −14−0.2% | Reduced |
| Private Portfolio Partners LLC | 9,231 | $609.7K | 0.50% | +1,475+19.0% | Added |
| Capital Advisors Inc | 9,243 | $610.5K | 0.01% | +1,100+13.5% | Added |
| Confluence Investment Management LLC | 9,265 | $612.0K | 0.01% | +207+2.3% | Added |
| Moser Wealth Advisors, LLC | 9,296 | $614.0K | 0.33% | +670+7.8% | Added |
| Great Diamond Partners, LLC | 9,307 | $614.7K | 0.14% | +798+9.4% | Added |
| Sound View Wealth Advisors Group, LLC | 9,328 | $616.1K | 0.06% | +131+1.4% | Added |
| Kesler, Norman & Wride, LLC | 9,358 | $618.1K | 0.13% | −350−3.6% | Reduced |
| Brookstone Capital Management | 9,632 | $624.3K | 0.01% | +1,986+26.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,462 | $625.0K | 0.03% | +9,462 | New |
| Gotham Asset Management, LLC | 9,574 | $632.4K | 0.01% | +1,789+23.0% | Added |
| Capital Markets Trading UK LLP | 9,683 | $640.0K | 0.47% | −8,149−45.7% | Reduced |
| Pallas Capital Advisors LLC | 10,252 | $647.0K | 0.03% | +10,252 | New |
| Roberts Capital Advisors, LLC | 8,423 | $650.0K | 0.62% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 9,875 | $652.2K | 0.47% | +9,875 | New |
| EP Wealth Advisors, LLC | 9,894 | $653.5K | 0.01% | −1,907−16.2% | Reduced |
| WSFS Capital Management, LLC | 9,897 | $653.7K | 0.04% | +9,897 | New |
| Angeles Investment Advisors, LLC | 9,989 | $659.8K | 0.03% | +2,575+34.7% | Added |
| Miura Global Management, LLC | 10,000 | $660.5K | 0.64% | −25,000−71.4% | Reduced |
| Cypress Capital, LLC | 10,000 | $660.5K | 0.18% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,097 | $667.7K | 0.04% | +3,131+44.9% | Added |
| Crewe Advisors LLC | 10,113 | $668.0K | 0.07% | +664+7.0% | Added |
| RMR Wealth Builders | 10,153 | $670.6K | 0.08% | −906−8.2% | Reduced |
| Global Retirement Partners, LLC | 10,202 | $673.8K | 0.02% | +203+2.0% | Added |
| Tectonic Advisors LLC | 10,211 | $674.4K | 0.05% | +6,455+171.9% | Added |
| BluePointe Capital Management, LLC | 10,270 | $678.3K | 0.45% | −1,148−10.1% | Reduced |
| Legacy Financial Advisors, Inc. | 10,288 | $679.5K | 0.12% | +1,324+14.8% | Added |
| Valmark Advisers, Inc. | 10,299 | $680.2K | 0.01% | +1,941+23.2% | Added |
| Aigen Investment Management, LP | 10,352 | $683.8K | 0.13% | +3,360+48.1% | Added |
| Pacer Advisors, Inc. | 10,471 | $691.6K | 0.00% | −405−3.7% | Reduced |
| Kercheville Advisors, LLC | 10,485 | $692.5K | 0.30% | −16,750−61.5% | Reduced |