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 |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 11,000 | $726.5K | 0.16% | +11,000 | New |
| Menard Financial Group LLC | 10,991 | $726.0K | 0.52% | +233+2.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 10,733 | $722.8K | 0.37% | +5,485+104.5% | Added |
| Creekmur Asset Management LLC | 10,809 | $713.9K | 0.18% | +132+1.2% | Added |
| Conway Capital Management, Inc. | 10,776 | $711.8K | 0.36% | −4,325−28.6% | Reduced |
| Axiom Advisory, LLC | 10,710 | $710.4K | 0.01% | +10,710 | New |
| Fiduciary Alliance LLC | 10,731 | $708.9K | 0.12% | +4,174+63.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,718 | $707.9K | 0.37% | −2,000−15.7% | Reduced |
| Marcum Wealth, LLC | 10,645 | $703.1K | 0.07% | +733+7.4% | Added |
| Three Seasons Wealth, LLC | 10,601 | $700.2K | 0.39% | +10,601 | New |
| Cardiff Park Advisors, LLC | 10,523 | $695.0K | 0.07% | +140+1.3% | Added |
| Evergreen Capital Management LLC | 10,508 | $694.1K | 0.03% | +1,201+12.9% | Added |
| Kercheville Advisors, LLC | 10,485 | $692.5K | 0.30% | −16,750−61.5% | Reduced |
| Pacer Advisors, Inc. | 10,471 | $691.6K | 0.00% | −405−3.7% | Reduced |
| Aigen Investment Management, LP | 10,352 | $683.8K | 0.13% | +3,360+48.1% | Added |
| Valmark Advisers, Inc. | 10,299 | $680.2K | 0.01% | +1,941+23.2% | Added |
| Legacy Financial Advisors, Inc. | 10,288 | $679.5K | 0.12% | +1,324+14.8% | Added |
| BluePointe Capital Management, LLC | 10,270 | $678.3K | 0.45% | −1,148−10.1% | Reduced |
| Tectonic Advisors LLC | 10,211 | $674.4K | 0.05% | +6,455+171.9% | Added |
| Global Retirement Partners, LLC | 10,202 | $673.8K | 0.02% | +203+2.0% | Added |
| RMR Wealth Builders | 10,153 | $670.6K | 0.08% | −906−8.2% | Reduced |
| Crewe Advisors LLC | 10,113 | $668.0K | 0.07% | +664+7.0% | Added |
| Diversify Advisory Services, LLC | 10,097 | $667.7K | 0.04% | +3,131+44.9% | 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 |
| Angeles Investment Advisors, LLC | 9,989 | $659.8K | 0.03% | +2,575+34.7% | Added |
| WSFS Capital Management, LLC | 9,897 | $653.7K | 0.04% | +9,897 | New |
| EP Wealth Advisors, LLC | 9,894 | $653.5K | 0.01% | −1,907−16.2% | Reduced |
| Wallace Advisory Group, LLC | 9,875 | $652.2K | 0.47% | +9,875 | New |
| Roberts Capital Advisors, LLC | 8,423 | $650.0K | 0.62% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,252 | $647.0K | 0.03% | +10,252 | New |
| Capital Markets Trading UK LLP | 9,683 | $640.0K | 0.47% | −8,149−45.7% | Reduced |
| Gotham Asset Management, LLC | 9,574 | $632.4K | 0.01% | +1,789+23.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,462 | $625.0K | 0.03% | +9,462 | New |
| Brookstone Capital Management | 9,632 | $624.3K | 0.01% | +1,986+26.0% | Added |
| Kesler, Norman & Wride, LLC | 9,358 | $618.1K | 0.13% | −350−3.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,328 | $616.1K | 0.06% | +131+1.4% | Added |
| Great Diamond Partners, LLC | 9,307 | $614.7K | 0.14% | +798+9.4% | Added |
| Moser Wealth Advisors, LLC | 9,296 | $614.0K | 0.33% | +670+7.8% | Added |
| Confluence Investment Management LLC | 9,265 | $612.0K | 0.01% | +207+2.3% | Added |
| Capital Advisors Inc | 9,243 | $610.5K | 0.01% | +1,100+13.5% | Added |
| Private Portfolio Partners LLC | 9,231 | $609.7K | 0.50% | +1,475+19.0% | Added |
| Baldwin Investment Management, LLC | 9,208 | $608.2K | 0.08% | −14−0.2% | Reduced |
| Zullo Investment Group, Inc. | 9,200 | $607.7K | 0.27% | −565−5.8% | 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 |
| Grandview Asset Management LLC | 8,980 | $593.0K | 0.35% | −1,605−15.2% | Reduced |
| LBMC Investment Advisors, LLC | 8,950 | $591.1K | 0.05% | +8,950 | New |
| Vise Technologies, Inc. | 8,939 | $590.4K | 0.10% | +3,372+60.6% | Added |
| Arcadia Investment Management Corp | 8,910 | $588.5K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,810 | $581.9K | 0.02% | −8,372−48.7% | Reduced |
| Legacy Capital Group California, Inc. | 8,777 | $579.7K | 0.21% | −13,409−60.4% | Reduced |
| HB Wealth Management, LLC | 8,769 | $579.2K | 0.01% | +1,411+19.2% | Added |
| Mayflower Financial Advisors, LLC | 8,752 | $578.1K | 0.10% | +2,129+32.1% | Added |
| National Philanthropic Trust | 8,710 | $575.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 8,707 | $575.1K | 0.06% | −109−1.2% | Reduced |
| PDS Planning, Inc | 8,664 | $572.3K | 0.06% | +85+1.0% | Added |
| X-Square Capital, LLC | 8,646 | $571.0K | 0.26% | +165+1.9% | Added |
| Geneos Wealth Management Inc. | 8,592 | $567.5K | 0.03% | +3,819+80.0% | Added |
| Financial Advisory Service, Inc. | 8,583 | $566.9K | 0.05% | −20−0.2% | Reduced |
| Marex Group plc | 8,525 | $563.1K | 0.02% | −1,904−18.3% | Reduced |
| Toroso Investments, LLC | 8,513 | $562.3K | 0.01% | +4,367+105.3% | Added |
| Element Pointe Advisors, LLC | 8,483 | $560.3K | 0.14% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 8,021 | $554.6K | 0.13% | +8,021 | New |
| Institute for Wealth Management, LLC. | 8,385 | $553.8K | 0.07% | +4,546+118.4% | Added |
| Oder Investment Management, LLC | 8,341 | $550.9K | 0.50% | +942+12.7% | Added |
| River Street Advisors LLC | 8,327 | $550.0K | 0.34% | +300+3.7% | Added |
| Benedict Financial Advisors Inc | 8,316 | $549.3K | 0.14% | +3,833+85.5% | Added |
| Dynamic Advisor Solutions LLC | 8,193 | $541.1K | 0.02% | +219+2.7% | Added |
| TFC Financial Management | 8,181 | $540.4K | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,172 | $539.8K | 0.00% | +192+2.4% | Added |
| O'Dell Group, LLC | 6,987 | $539.2K | 0.13% | 00.0% | Unchanged |
| Optiver Holding B.V. | 8,153 | $538.5K | 0.01% | −191,034−95.9% | Reduced |
| Fifth Third Bancorp | 8,096 | $534.7K | 0.00% | −450−5.3% | Reduced |
| Focused Wealth Management, Inc | 8,051 | $531.8K | 0.08% | +1,713+27.0% | Added |
| Woodard & Co Asset Management Group Inc | 8,050 | $531.7K | 0.13% | −12−0.1% | Reduced |
| Proequities, Inc. | 8,004 | $528.7K | 0.03% | +949+13.5% | Added |
| Schwartz Investment Counsel Inc | 8,000 | $528.4K | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 8,896 | $526.6K | 0.16% | +4,650+109.5% | Added |
| Legacy Wealth Asset Management, LLC | 7,973 | $526.6K | 0.15% | +160+2.0% | Added |
| Viawealth, LLC | 7,939 | $524.4K | 0.33% | +415+5.5% | Added |
| CNB Bank | 7,929 | $523.7K | 0.25% | +556+7.5% | Added |
| Manchester Capital Management LLC | 7,880 | $520.5K | 0.06% | −20−0.3% | Reduced |
| Traynor Capital Management, Inc. | 7,845 | $518.2K | 0.04% | +41+0.5% | Added |
| StoneX Group Inc. | 7,812 | $516.0K | 0.04% | +476+6.5% | Added |
| Bokf, NA | 7,794 | $514.8K | 0.01% | +2,072+36.2% | Added |
| Quadrant Capital Group LLC | 7,770 | $513.2K | 0.04% | +18+0.2% | Added |
| Dakota Wealth Management | 7,759 | $512.5K | 0.01% | +2,152+38.4% | Added |
| Johnson Investment Counsel Inc | 7,729 | $510.5K | 0.01% | −251−3.1% | Reduced |
| Gulf International Bank (UK) Ltd | 7,642 | $505.0K | 0.01% | −220−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,619 | $503.2K | 0.02% | −4,076−34.9% | Reduced |
| ASB Consultores, LLC | 7,469 | $493.3K | 0.18% | −4,742−38.8% | Reduced |
| IHT Wealth Management, LLC | 7,461 | $492.8K | 0.02% | +397+5.6% | Added |
| Pinebridge Investments, L.P. | 5,450 | $492.7K | 0.00% | −1,340−19.7% | Reduced |
| Everhart Financial Group, Inc. | 7,445 | $491.7K | 0.13% | +65+0.9% | Added |
| Triumph Capital Management | 7,430 | $490.8K | 0.19% | +4,725+174.7% | Added |
| Peapack Gladstone Financial Corp | 7,389 | $488.0K | 0.01% | +7,389 | New |
| Fox Run Management, L.L.C. | 7,349 | $485.4K | 0.09% | +7,349 | New |
| Gagnon Securities LLC | 7,315 | $483.2K | 0.11% | +249+3.5% | Added |
| Correct Capital Wealth Management | 7,311 | $482.9K | 0.11% | +1,697+30.2% | Added |