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, Q3 2024
Institutional positions in Shopify Inc. as of Sep 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
- 1,262
- +58 vs. Q2 2024
- Shares held
- 831.2M
- +24.3M (+3.0%) vs. Q2 2024
- Total value
- $66.6B
- +$13.2B (+24.6%) vs. Q2 2024
- New holders
- 156
- 471 more added
- Sold out
- 98
- 432 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nwam LLC | 4,151 | $332.7K | 0.02% | −405−8.9% | Reduced |
| Forum Financial Management, LP | 4,172 | $334.3K | 0.01% | +20+0.5% | Added |
| Capital Investment Advisors, LLC | 4,177 | $334.7K | 0.01% | −1,380−24.8% | Reduced |
| New Insight Wealth Advisors | 4,196 | $336.3K | 0.18% | +501+13.6% | Added |
| Bedel Financial Consulting, Inc. | 4,207 | $337.1K | 0.05% | −556−11.7% | Reduced |
| Coldstream Capital Management Inc | 4,140 | $338.8K | 0.01% | +518+14.3% | Added |
| AQR Capital Management LLC | 4,236 | $339.5K | 0.00% | +685+19.3% | Added |
| Conservest Capital Advisors, Inc. | 4,420 | $341.1K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 4,269 | $342.1K | 0.02% | −200−4.5% | Reduced |
| Wealthcare Advisory Partners LLC | 4,270 | $342.2K | 0.01% | −661−13.4% | Reduced |
| Ceera Investments, LLC | 4,270 | $342.2K | 0.13% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4,282 | $343.2K | 0.16% | +145+3.5% | Added |
| Csenge Advisory Group | 4,149 | $345.4K | 0.02% | +315+8.2% | Added |
| AdvisorNet Financial, Inc | 4,310 | $345.4K | 0.03% | −135−3.0% | Reduced |
| HBW Advisory Services LLC | 4,312 | $345.6K | 0.05% | −260−5.7% | Reduced |
| Essex Financial Services, Inc. | 4,294 | $350.4K | 0.03% | +40+0.9% | Added |
| World Equity Group, Inc. | 4,384 | $351.3K | 0.13% | +4,384 | New |
| Rhumbline Advisers | 4,390 | $351.8K | 0.00% | +50+1.2% | Added |
| Nemes Rush Group LLC | 4,585 | $353.8K | 0.05% | +200+4.6% | Added |
| Barlow Wealth Partners, Inc. | 4,450 | $359.8K | 0.05% | −50−1.1% | Reduced |
| First United Bank Trust | 4,490 | $359.8K | 0.13% | +820+22.3% | Added |
| Murchinson Ltd. | 4,492 | $360.0K | 0.15% | +4,492 | New |
| Total Clarity Wealth Management, Inc. | 4,493 | $360.1K | 0.12% | +353+8.5% | Added |
| LM Advisors LLC | 4,500 | $361.0K | 0.07% | −475−9.5% | Reduced |
| Cyrus J. Lawrence, LLC | 4,510 | $361.0K | 0.07% | +4,510 | New |
| Ronald Blue Trust, Inc. | 5,468 | $361.2K | 0.00% | +2,680+96.1% | Added |
| Greystone Financial Group, LLC | 4,533 | $363.3K | 0.06% | +4,533 | New |
| PSI Advisors, LLC | 4,544 | $364.2K | 0.11% | −800−15.0% | Reduced |
| State of Wyoming | 4,554 | $365.2K | 0.05% | −572−11.2% | Reduced |
| Keystone Wealth Services, LLC | 4,562 | $365.6K | 0.10% | −326−6.7% | Reduced |
| Essex LLC | 4,582 | $367.2K | 0.08% | −65−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 4,617 | $370.0K | 0.04% | −108−2.3% | Reduced |
| Wealth Architects, LLC | 4,619 | $370.1K | 0.04% | +14+0.3% | Added |
| Oxford Financial Group Ltd | 4,640 | $371.9K | 0.02% | −336−6.8% | Reduced |
| Heritage Investors Management Corp | 4,701 | $377.0K | 0.01% | +201+4.5% | Added |
| KRS Capital Management, LLC | 4,715 | $377.9K | 0.28% | −350−6.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,736 | $379.5K | 0.06% | −315−6.2% | Reduced |
| Nations Financial Group Inc, | 4,756 | $381.1K | 0.03% | +209+4.6% | Added |
| Checchi Capital Advisers, LLC | 4,775 | $382.7K | 0.03% | +513+12.0% | Added |
| Montgomery Investment Management Inc | 4,800 | $384.7K | 0.14% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,832 | $387.2K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,850 | $388.7K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 4,904 | $393.0K | 0.12% | +916+23.0% | Added |
| Sand Hill Global Advisors, LLC | 4,914 | $393.8K | 0.02% | +189+4.0% | Added |
| First Command Advisory Services, Inc. | 4,920 | $394.3K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,928 | $394.9K | 0.03% | −494−9.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,930 | $395.1K | 0.02% | +200+4.2% | Added |
| Seven Mile Advisory | 4,954 | $397.0K | 0.26% | +530+12.0% | Added |
| Eisler Capital (UK) Ltd. | 4,971 | $398.4K | 0.09% | +4,971 | New |
| Redwood Financial Network Corp | 4,974 | $398.6K | 0.31% | −120−2.4% | Reduced |
| Jacobi Capital Management LLC | 4,977 | $398.9K | 0.03% | +4,977 | New |
| Clay Northam Wealth Management, LLC | 4,994 | $400.2K | 0.28% | −11−0.2% | Reduced |
| Par Capital Management Inc | 5,000 | $400.7K | 0.01% | +5,000 | New |
| Farnam Financial LLC | 5,000 | $400.7K | 0.44% | +5,000 | New |
| JGP Wealth Management, LLC | 5,006 | $401.2K | 0.05% | +219+4.6% | Added |
| Westmount Partners, LLC | 5,012 | $401.7K | 0.12% | −80−1.6% | Reduced |
| IPG Investment Advisors LLC | 5,018 | $402.1K | 0.09% | −81,960−94.2% | Reduced |
| Objectivity Squared, LLC | 4,997 | $404.1K | 0.28% | +298+6.3% | Added |
| Whittier Trust Co | 5,060 | $405.5K | 0.01% | +704+16.2% | Added |
| Capital Asset Advisory Services LLC | 4,971 | $410.5K | 0.02% | +423+9.3% | Added |
| Buckingham Strategic Partners | 5,134 | $411.4K | 0.01% | +125+2.5% | Added |
| Howard Bailey Securities, LLC | 5,158 | $413.4K | 0.16% | +5,158 | New |
| Ballentine Partners, LLC | 5,183 | $415.4K | 0.01% | +5,183 | New |
| One Wealth Management Investment & Advisory Services, LLC | 5,210 | $417.5K | 0.73% | −8,504−62.0% | Reduced |
| Catalytic Wealth RIA, LLC | 5,212 | $417.7K | 0.07% | −1,791−25.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,228 | $419.0K | 0.05% | −297−5.4% | Reduced |
| Callan Capital, LLC | 5,235 | $419.5K | 0.03% | +220+4.4% | Added |
| Creative Financial Designs Inc | 5,250 | $420.7K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,250 | $420.7K | 0.01% | +2,000+61.5% | Added |
| Pinebridge Investments, L.P. | 3,912 | $423.9K | 0.00% | −1,538−28.2% | Reduced |
| Winthrop Advisory Group LLC | 5,325 | $426.7K | 0.05% | +1,000+23.1% | Added |
| Clarity Wealth Advisors, LLC | 5,335 | $427.5K | 0.12% | +375+7.6% | Added |
| Rede Wealth, LLC | 5,367 | $430.1K | 0.16% | −407−7.0% | Reduced |
| HBK Sorce Advisory LLC | 5,370 | $430.4K | 0.01% | −1,663−23.6% | Reduced |
| Pachira Investments Inc. | 5,375 | $430.8K | 0.33% | +23+0.4% | Added |
| Blueshift Asset Management, LLC | 5,462 | $437.7K | 0.11% | −43,719−88.9% | Reduced |
| Great Diamond Partners, LLC | 5,474 | $438.7K | 0.11% | −3,833−41.2% | Reduced |
| GFG Capital, LLC | 7,134 | $441.9K | 0.18% | +403+6.0% | Added |
| Kozak & Associates, Inc. | 5,410 | $442.8K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 5,529 | $443.1K | 0.01% | −41−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 5,567 | $446.1K | 0.05% | −1,276−18.6% | Reduced |
| Mission Wealth Management, LP | 5,580 | $447.2K | 0.01% | −504−8.3% | Reduced |
| Guardian Asset Advisors, LLC | 5,582 | $447.3K | 0.30% | +160+3.0% | Added |
| Investment House LLC | 5,600 | $448.8K | 0.02% | −90−1.6% | Reduced |
| Cornerstone Enterprises, LLC | 5,601 | $448.9K | 0.28% | +95+1.7% | Added |
| J. Safra Sarasin Holding AG | 5,625 | $450.8K | 0.01% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 5,643 | $452.2K | 0.09% | +95+1.7% | Added |
| Change Path, LLC | 5,651 | $452.9K | 0.02% | −646−10.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,655 | $453.2K | 0.04% | +180+3.3% | Added |
| Claro Advisors LLC | 5,687 | $455.8K | 0.06% | +5,687 | New |
| Plancorp, LLC | 5,692 | $456.2K | 0.02% | +5,692 | New |
| Pine Valley Investments Ltd Liability Co | 5,722 | $458.6K | 0.03% | −231−3.9% | Reduced |
| Breakwater Capital Group | 5,790 | $464.0K | 0.09% | +320+5.9% | Added |
| Diligent Investors, LLC | 5,822 | $466.6K | 0.11% | +70+1.2% | Added |
| New World Advisors LLC | 5,825 | $466.8K | 0.12% | +1,587+37.4% | Added |
| Kingswood Wealth Advisors, LLC | 5,830 | $466.9K | 0.03% | +1,516+35.1% | Added |
| 180 Wealth Advisors, LLC | 5,846 | $468.5K | 0.07% | +120+2.1% | Added |
| WMS Partners, LLC | 5,856 | $469.3K | 0.03% | −181−3.0% | Reduced |
| ORG Wealth Partners, LLC | 5,862 | $469.8K | 0.16% | +5,862 | New |
| Doliver Advisors, LP | 5,913 | $473.9K | 0.13% | +210+3.7% | Added |