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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 7,311 | $482.9K | 0.05% | +1,421+24.1% | Added |
| Brown, Lisle/Cummings, Inc. | 7,270 | $480.2K | 0.16% | −180−2.4% | Reduced |
| Hilltop Holdings Inc. | 7,170 | $473.6K | 0.06% | +400+5.9% | Added |
| Tacita Capital Inc | 7,160 | $472.9K | 0.33% | −615−7.9% | Reduced |
| Davis-Rea Ltd. | 7,150 | $472.2K | 0.24% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 7,134 | $471.2K | 0.00% | −892−11.1% | Reduced |
| Perigon Wealth Management, LLC | 7,130 | $470.9K | 0.01% | −2,667−27.2% | Reduced |
| Coastal Investment Advisors, Inc. | 7,108 | $469.5K | 0.09% | −777−9.9% | Reduced |
| Vanguard Capital Wealth Advisors | 7,100 | $469.0K | 0.32% | +500+7.6% | Added |
| GeoWealth Management, LLC | 7,089 | $468.2K | 0.02% | +3,240+84.2% | Added |
| Clear Creek Financial Management, LLC | 7,043 | $465.2K | 0.06% | +542+8.3% | Added |
| HBK Sorce Advisory LLC | 7,033 | $464.5K | 0.02% | +522+8.0% | Added |
| Nadler Financial Group, Inc. | 7,023 | $463.9K | 0.05% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,003 | $462.5K | 0.09% | +7,003 | New |
| PFG Investments, LLC | 6,995 | $462.0K | 0.03% | +2,105+43.0% | Added |
| Lindbrook Capital, LLC | 6,988 | $461.5K | 0.04% | −547−7.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,980 | $461.0K | 0.17% | −3,020−30.2% | Reduced |
| Wealth Alliance | 6,972 | $460.5K | 0.06% | +1,448+26.2% | Added |
| Zhang Financial LLC | 6,971 | $460.4K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 6,924 | $457.8K | 0.00% | −233−3.3% | Reduced |
| Octavia Wealth Advisors, LLC | 6,843 | $452.0K | 0.06% | +11+0.2% | Added |
| Main Street Financial Solutions, LLC | 6,842 | $451.9K | 0.04% | −4,335−38.8% | Reduced |
| GFG Capital, LLC | 6,731 | $444.6K | 0.12% | +6,731 | New |
| Pembroke Management, LTD | 4,913 | $444.2K | 0.06% | +2,032+70.5% | Added |
| Gilbert & Cook, Inc. | 6,685 | $441.5K | 0.06% | +3,036+83.2% | Added |
| NBC Securities, Inc. | 6,662 | $440.0K | 0.04% | +5,083+321.9% | Added |
| Harbour Capital Advisors, LLC | 6,775 | $437.9K | 0.10% | −50−0.7% | Reduced |
| MONECO Advisors, LLC | 6,618 | $437.1K | 0.06% | +6,618 | New |
| Alpha Cubed Investments, LLC | 6,599 | $435.9K | 0.02% | −197,473−96.8% | Reduced |
| LexAurum Advisors, LLC | 6,580 | $434.6K | 0.11% | +27+0.4% | Added |
| Sivia Capital Partners, LLC | 6,560 | $433.3K | 0.29% | −341−4.9% | Reduced |
| Lakeridge Wealth Management LLC | 6,559 | $433.2K | 0.26% | −190−2.8% | Reduced |
| Accredited Investors Inc. | 6,460 | $426.7K | 0.03% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 6,447 | $425.8K | 0.19% | +177+2.8% | Added |
| Davy Global Fund Management Ltd | 6,441 | $425.4K | 0.05% | +6,441 | New |
| Foundations Investment Advisors, LLC | 6,383 | $421.6K | 0.01% | −686−9.7% | Reduced |
| Central Pacific Bank - Trust Division | 6,361 | $420.1K | 0.05% | −6,980−52.3% | Reduced |
| Xcel Wealth Management, LLC | 6,358 | $419.9K | 0.13% | +6,358 | New |
| Strategic Blueprint, LLC | 6,302 | $416.2K | 0.03% | −48−0.8% | Reduced |
| Legacy Advisory Services, LLC | 6,300 | $416.1K | 0.38% | −100−1.6% | Reduced |
| Change Path, LLC | 6,297 | $416.0K | 0.02% | −95−1.5% | Reduced |
| BluePath Capital Management, LLC | 6,277 | $414.6K | 0.30% | −50−0.8% | Reduced |
| Family Wealth Group, LLC | 6,272 | $414.3K | 0.42% | +302+5.1% | Added |
| Prio Wealth Limited Partnership | 6,255 | $413.1K | 0.01% | −170−2.6% | Reduced |
| Blue Barn Wealth, LLC | 6,214 | $410.4K | 0.23% | +6,214 | New |
| AA Financial Advisors, LLC | 6,188 | $408.7K | 0.14% | +42+0.7% | Added |
| Henshaw Capital LLC | 6,149 | $406.1K | 0.02% | +2,097+51.8% | Added |
| Stratos Wealth Advisors, LLC | 6,115 | $403.9K | 0.02% | +6,115 | New |
| Mission Wealth Management, LP | 6,084 | $401.8K | 0.01% | −3,070−33.5% | Reduced |
| Two Sigma Investments, LP | 6,074 | $401.2K | 0.00% | −73,605−92.4% | Reduced |
| Americana Partners, LLC | 6,047 | $399.4K | 0.03% | +6,047 | New |
| WMS Partners, LLC | 6,037 | $398.7K | 0.03% | −88−1.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,035 | $398.6K | 0.09% | +155+2.6% | Added |
| Latitude Advisors, LLC | 6,028 | $398.1K | 0.24% | +380+6.7% | Added |
| BBR Partners, LLC | 6,000 | $396.3K | 0.03% | −1,151−16.1% | Reduced |
| Pensionmark Financial Group, LLC | 5,975 | $394.6K | 0.02% | +5,975 | New |
| Pine Valley Investments Ltd Liability Co | 5,953 | $393.2K | 0.03% | −501−7.8% | Reduced |
| Garner Asset Management Corp | 5,952 | $393.0K | 0.19% | +360+6.4% | Added |
| Lantern Wealth Advisors, LLC | 5,950 | $393.0K | 0.28% | +5,950 | New |
| First Horizon Advisors, Inc. | 5,831 | $385.1K | 0.01% | +441+8.2% | Added |
| Moseley Investment Management Inc | 5,830 | $385.1K | 0.18% | −310−5.0% | Reduced |
| Sandy Spring Bank | 5,822 | $384.5K | 0.02% | +895+18.2% | Added |
| Garrison Point Advisors, LLC | 5,785 | $382.1K | 0.25% | +1,225+26.9% | Added |
| Rede Wealth, LLC | 5,774 | $381.4K | 0.35% | −160−2.7% | Reduced |
| Diligent Investors, LLC | 5,752 | $379.9K | 0.09% | +2,520+78.0% | Added |
| Aptus Capital Advisors, LLC | 5,744 | $379.4K | 0.01% | +255+4.6% | Added |
| Doliver Advisors, LP | 5,703 | $376.7K | 0.11% | +2,172+61.5% | Added |
| Gill Capital Partners, LLC | 5,696 | $376.2K | 0.15% | +220+4.0% | Added |
| SlateStone Wealth, LLC | 5,695 | $376.0K | 0.04% | +5,695 | New |
| Investment House LLC | 5,690 | $375.8K | 0.02% | +375+7.1% | Added |
| TBH Global Asset Management, LLC | 5,670 | $374.5K | 0.08% | +21+0.4% | Added |
| 180 Wealth Advisors, LLC | 5,726 | $374.0K | 0.06% | +5,726 | New |
| J. Safra Sarasin Holding AG | 5,625 | $371.5K | 0.01% | +5,625 | New |
| Midwest Professional Planners, LTD. | 5,583 | $368.8K | 0.12% | +741+15.3% | Added |
| Syon Capital LLC | 5,577 | $368.4K | 0.03% | −677−10.8% | Reduced |
| Umb Bank N A | 5,570 | $367.9K | 0.01% | −7,303−56.7% | Reduced |
| Capital Investment Advisors, LLC | 5,557 | $367.0K | 0.01% | +2,442+78.4% | Added |
| Regatta Capital Group, LLC | 5,548 | $366.4K | 0.08% | −1,120−16.8% | Reduced |
| SeaCrest Wealth Management, LLC | 5,525 | $364.9K | 0.04% | −670−10.8% | Reduced |
| Cornerstone Enterprises, LLC | 5,506 | $363.7K | 0.24% | +755+15.9% | Added |
| NorthRock Partners, LLC | 5,478 | $361.8K | 0.01% | +162+3.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,475 | $361.6K | 0.03% | −7,625−58.2% | Reduced |
| Breakwater Capital Group | 5,470 | $361.3K | 0.08% | +1,670+43.9% | Added |
| Kozak & Associates, Inc. | 5,410 | $361.0K | 0.09% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,427 | $358.5K | 0.20% | +5,427 | New |
| Congress Park Capital LLC | 5,425 | $358.3K | 0.14% | +5,425 | New |
| Guardian Asset Advisors, LLC | 5,422 | $358.1K | 0.26% | +118+2.2% | Added |
| Clarius Group, LLC | 5,422 | $358.1K | 0.03% | −416−7.1% | Reduced |
| Pachira Investments Inc. | 5,352 | $353.5K | 0.31% | −20.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,350 | $353.4K | 0.35% | +5,350 | New |
| PSI Advisors, LLC | 5,344 | $353.0K | 0.11% | +144+2.8% | Added |
| West Family Investments, Inc. | 5,335 | $352.4K | 0.11% | +25+0.5% | Added |
| Kovack Advisors, Inc. | 5,333 | $352.2K | 0.04% | +5,333 | New |
| Creative Financial Designs Inc | 5,250 | $346.8K | 0.03% | −1,200−18.6% | Reduced |
| Y.D. More Investments Ltd | 5,244 | $346.4K | 0.04% | −316−5.7% | Reduced |
| Readystate Asset Management LP | 5,240 | $346.1K | 0.02% | +5,240 | New |
| Pinnacle Associates Ltd | 5,224 | $345.0K | 0.01% | +201+4.0% | Added |
| Conservest Capital Advisors, Inc. | 4,420 | $341.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 5,126 | $338.7K | 0.06% | +1,720+50.5% | Added |
| Redwood Financial Network Corp | 5,094 | $336.5K | 0.28% | −90−1.7% | Reduced |