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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 5,094 | $336.5K | 0.01% | −1,021−16.7% | Reduced |
| KRS Capital Management, LLC | 5,065 | $334.5K | 0.25% | −315−5.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,060 | $334.2K | 0.03% | +5,060 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,051 | $333.6K | 0.06% | +2,200+77.2% | Added |
| Callan Capital, LLC | 5,015 | $331.2K | 0.03% | +114+2.3% | Added |
| Buckingham Strategic Partners | 5,009 | $330.8K | 0.01% | +1,485+42.1% | Added |
| Clay Northam Wealth Management, LLC | 5,005 | $330.6K | 0.25% | −340−6.4% | Reduced |
| Westmount Partners, LLC | 5,092 | $329.1K | 0.11% | +135+2.7% | Added |
| LM Advisors LLC | 4,975 | $329.0K | 0.00% | +81+1.7% | Added |
| Oxford Financial Group Ltd | 4,976 | $328.7K | 0.02% | +986+24.7% | Added |
| Objectivity Squared, LLC | 4,699 | $327.6K | 0.25% | +300+6.8% | Added |
| Clarity Wealth Advisors, LLC | 4,960 | $327.6K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,931 | $325.7K | 0.01% | +591+13.6% | Added |
| First Command Advisory Services, Inc. | 4,920 | $325.0K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 4,912 | $324.4K | 0.02% | +4,912 | New |
| Keystone Wealth Services, LLC | 4,888 | $322.9K | 0.10% | +4,888 | New |
| Ridgewood Investments LLC | 4,858 | $320.9K | 0.16% | +1,263+35.1% | Added |
| Howland Capital Management LLC | 4,850 | $320.3K | 0.02% | +4,850 | New |
| Evanson Asset Management, LLC | 4,832 | $319.1K | 0.02% | −5,213−51.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,818 | $318.2K | 0.00% | +4,818 | New |
| Montgomery Investment Management Inc | 4,800 | $317.0K | 0.13% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,787 | $316.2K | 0.05% | −180−3.6% | Reduced |
| Bedel Financial Consulting, Inc. | 4,763 | $314.6K | 0.05% | +4,763 | New |
| Castleview Partners, LLC | 4,753 | $313.9K | 0.18% | +4,741+39,508.3% | Added |
| Guardian Capital Advisors LP | 4,795 | $313.1K | 0.03% | −525−9.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,730 | $312.4K | 0.02% | +80+1.7% | Added |
| Sand Hill Global Advisors, LLC | 4,725 | $312.1K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,725 | $312.1K | 0.03% | +227+5.0% | Added |
| Harbor Investment Advisory, LLC | 4,723 | $312.0K | 0.03% | +565+13.6% | Added |
| Coastline Trust Co | 4,690 | $309.8K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 4,647 | $306.9K | 0.07% | −300−6.1% | Reduced |
| Ausdal Financial Partners, Inc. | 4,620 | $305.2K | 0.03% | +1,940+72.4% | Added |
| Wealth Architects, LLC | 4,605 | $304.1K | 0.04% | −1,794−28.0% | Reduced |
| L & S Advisors Inc | 4,600 | $303.8K | 0.03% | +4,600 | New |
| Optimum Investment Advisors | 4,595 | $303.5K | 0.14% | 00.0% | Unchanged |
| Sciencast Management LP | 4,576 | $302.2K | 0.11% | +4,576 | New |
| HBW Advisory Services LLC | 4,572 | $302.0K | 0.05% | +28+0.6% | Added |
| DRW Securities, LLC | 4,559 | $301.3K | 0.02% | +4,559 | New |
| Nwam LLC | 4,556 | $300.9K | 0.09% | −475−9.4% | Reduced |
| Capital Asset Advisory Services LLC | 4,548 | $300.8K | 0.02% | −167−3.5% | Reduced |
| Nations Financial Group Inc, | 4,547 | $300.3K | 0.02% | −20.0% | Reduced |
| Compass Wealth Management LLC | 4,540 | $299.9K | 0.07% | +50+1.1% | Added |
| Soltis Investment Advisors LLC | 4,513 | $298.1K | 0.03% | +275+6.5% | Added |
| Heritage Investors Management Corp | 4,500 | $297.0K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,482 | $296.0K | 0.04% | +4,482 | New |
| PFG Advisors | 4,469 | $295.2K | 0.02% | −60−1.3% | Reduced |
| AdvisorNet Financial, Inc | 4,445 | $293.6K | 0.03% | +355+8.7% | Added |
| Seven Mile Advisory | 4,424 | $292.2K | 0.21% | +255+6.1% | Added |
| Salvus Wealth Management, LLC | 4,418 | $291.8K | 0.20% | +4,418 | New |
| Essex Financial Services, Inc. | 4,254 | $291.6K | 0.02% | +197+4.9% | Added |
| Nemes Rush Group LLC | 4,385 | $289.6K | 0.04% | −366−7.7% | Reduced |
| Whittier Trust Co | 4,356 | $287.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,340 | $286.7K | 0.00% | −1,182−21.4% | Reduced |
| Winthrop Advisory Group LLC | 4,325 | $285.7K | 0.04% | −460−9.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,314 | $284.9K | 0.03% | +1,020+31.0% | Added |
| McIlrath & Eck, LLC | 4,310 | $284.7K | 0.04% | −380−8.1% | Reduced |
| Ceera Investments, LLC | 4,270 | $282.0K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,262 | $281.5K | 0.02% | +84+2.0% | Added |
| New World Advisors LLC | 4,238 | $279.9K | 0.08% | +4,238 | New |
| Fortune Financial Advisors, LLC | 4,218 | $278.6K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,175 | $275.8K | 0.03% | +250+6.4% | Added |
| Forum Financial Management, LP | 4,152 | $274.2K | 0.00% | +345+9.1% | Added |
| Strengthening Families & Communities, LLC | 4,140 | $274.0K | 0.08% | +2,950+247.9% | Added |
| Evercore Wealth Management, LLC | 4,140 | $273.4K | 0.00% | −2,250−35.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,140 | $273.4K | 0.09% | +790+23.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,137 | $273.2K | 0.14% | −41−1.0% | Reduced |
| Secure Asset Management, LLC | 4,120 | $272.1K | 0.05% | +207+5.3% | Added |
| Horst & Graben Wealth Management LLC | 4,111 | $271.5K | 0.05% | +1,255+43.9% | Added |
| SRS Investment Management, LLC | 4,066 | $268.6K | 0.00% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 4,500 | $266.7K | 0.04% | −1,625−26.5% | Reduced |
| Virtue Capital Management, LLC | 4,206 | $265.3K | 0.05% | −75−1.8% | Reduced |
| DCF Advisers, LLC | 4,000 | $264.2K | 0.14% | +4,000 | New |
| Platform Technology Partners | 3,988 | $263.4K | 0.09% | +3,988 | New |
| Indie Asset Partners, LLC | 3,980 | $262.9K | 0.21% | +25+0.6% | Added |
| Regions Financial Corp | 3,973 | $262.4K | 0.00% | −61−1.5% | Reduced |
| Tyler-Stone Wealth Management | 3,960 | $261.6K | 0.11% | +50+1.3% | Added |
| Bright Financial Advisors, Inc. | 3,936 | $260.0K | 0.18% | +406+11.5% | Added |
| Parsons Capital Management Inc | 3,925 | $259.2K | 0.02% | +3,925 | New |
| Flputnam Investment Management Co | 3,902 | $257.7K | 0.00% | +353+9.9% | Added |
| Miracle Mile Advisors, LLC | 3,890 | $256.9K | 0.01% | +446+13.0% | Added |
| Round Rock Advisors, LLC | 3,880 | $256.3K | 0.06% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,877 | $256.0K | 0.05% | +44+1.1% | Added |
| Avidian Wealth Solutions, LLC | 3,856 | $254.7K | 0.01% | +321+9.1% | Added |
| Naples Global Advisors, LLC | 3,854 | $254.6K | 0.03% | +93+2.5% | Added |
| Washburn Capital Management, Inc. | 3,845 | $254.0K | 0.18% | −11,000−74.1% | Reduced |
| Magellan Asset Management Ltd | 3,843 | $253.8K | 0.00% | +847+28.3% | Added |
| Csenge Advisory Group | 3,834 | $253.2K | 0.01% | +273+7.7% | Added |
| Fountainhead AM, LLC | 3,831 | $253.0K | 0.06% | +201+5.5% | Added |
| Sculati Wealth Management, LLC | 3,780 | $249.7K | 0.11% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,779 | $249.6K | 0.01% | +964+34.2% | Added |
| NFP Retirement, Inc. | 3,763 | $248.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,762 | $248.5K | 0.02% | −50−1.3% | Reduced |
| Everpar Advisors LLC | 3,726 | $246.1K | 0.12% | +3,726 | New |
| Tobam | 2,717 | $246.0K | 0.04% | +1,442+113.1% | Added |
| Avantax Planning Partners, Inc. | 3,720 | $245.7K | 0.01% | +7+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,714 | $245.3K | 0.03% | −1,338−26.5% | Reduced |
| FFT Wealth Management LLC | 3,700 | $244.4K | 0.02% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 3,695 | $244.1K | 0.14% | +230+6.6% | Added |
| Moors & Cabot, Inc. | 3,677 | $242.9K | 0.01% | −4,304−53.9% | Reduced |
| First United Bank Trust | 3,670 | $242.4K | 0.09% | +2,285+165.0% | Added |