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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 5,918 | $474.3K | 0.19% | −1,551−20.8% | Reduced |
| Garner Asset Management Corp | 5,962 | $478.0K | 0.22% | +10+0.2% | Added |
| Coastal Investment Advisors, Inc. | 5,724 | $479.0K | 0.22% | −1,384−19.5% | Reduced |
| Moseley Investment Management Inc | 5,984 | $479.6K | 0.19% | +154+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 5,992 | $480.2K | 0.17% | −988−14.2% | Reduced |
| Synovus Financial Corp | 5,996 | $480.5K | 0.01% | +5,996 | New |
| BBR Partners, LLC | 6,000 | $480.8K | 0.04% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 6,053 | $485.1K | 0.14% | −135−2.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,059 | $485.6K | 0.01% | +315+5.5% | Added |
| West Family Investments, Inc. | 6,097 | $488.6K | 0.17% | +762+14.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 6,100 | $488.9K | 0.12% | +6,100 | New |
| Gill Capital Partners, LLC | 6,133 | $491.5K | 0.18% | +437+7.7% | Added |
| Toth Financial Advisory Corp | 6,135 | $491.7K | 0.06% | +4,845+375.6% | Added |
| Traynor Capital Management, Inc. | 6,154 | $493.2K | 0.04% | −1,691−21.6% | Reduced |
| Johnson Investment Counsel Inc | 6,181 | $495.3K | 0.00% | −1,548−20.0% | Reduced |
| Aigen Investment Management, LP | 6,183 | $495.4K | 0.10% | −4,169−40.3% | Reduced |
| Sandy Spring Bank | 6,186 | $495.7K | 0.02% | +364+6.3% | Added |
| TBH Global Asset Management, LLC | 6,202 | $497.0K | 0.11% | +532+9.4% | Added |
| Lazari Capital Management, Inc. | 6,230 | $499.3K | 0.21% | −217−3.4% | Reduced |
| Prio Wealth Limited Partnership | 6,255 | $501.3K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 6,268 | $502.3K | 0.03% | +1,356+27.6% | Added |
| Legacy Advisory Services, LLC | 6,300 | $504.9K | 0.43% | 00.0% | Unchanged |
| Congress Park Capital LLC | 6,300 | $504.9K | 0.19% | +875+16.1% | Added |
| Beverly Hills Private Wealth, LLC | 6,304 | $505.2K | 0.10% | +269+4.5% | Added |
| GeoWealth Management, LLC | 6,306 | $505.4K | 0.02% | −783−11.0% | Reduced |
| Strategic Blueprint, LLC | 6,307 | $505.4K | 0.03% | +5+0.1% | Added |
| Family Wealth Group, LLC | 6,348 | $508.8K | 0.44% | +76+1.2% | Added |
| Alan B. Lancz & Associates, Inc. | 6,350 | $508.9K | 0.47% | +1,000+18.7% | Added |
| NorthRock Partners, LLC | 6,378 | $510.0K | 0.02% | +900+16.4% | Added |
| Baader Bank INC | 6,466 | $510.0K | 0.04% | −5,529−46.1% | Reduced |
| Salvus Wealth Management, LLC | 6,400 | $512.9K | 0.31% | +1,982+44.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,368 | $514.2K | 0.01% | −5,811−47.7% | Reduced |
| Evoke Wealth, LLC | 6,431 | $515.4K | 0.01% | +6,431 | New |
| Accredited Investors Inc. | 6,460 | $517.7K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,475 | $518.9K | 0.03% | −520−7.4% | Reduced |
| Centurion Wealth Management LLC | 6,481 | $519.4K | 0.17% | +6,481 | New |
| First Horizon Advisors, Inc. | 6,485 | $519.7K | 0.01% | +654+11.2% | Added |
| Syon Capital LLC | 6,494 | $520.4K | 0.05% | +917+16.4% | Added |
| Nichols & Pratt Advisers LLP | 6,500 | $520.9K | 0.03% | +6,500 | New |
| LexAurum Advisors, LLC | 6,525 | $522.9K | 0.11% | −55−0.8% | Reduced |
| SlateStone Wealth, LLC | 6,525 | $523.0K | 0.05% | +830+14.6% | Added |
| Gilbert & Cook, Inc. | 6,529 | $523.2K | 0.07% | −156−2.3% | Reduced |
| Garrison Point Advisors, LLC | 6,545 | $524.5K | 0.32% | +760+13.1% | Added |
| Lakeridge Wealth Management LLC | 6,559 | $525.6K | 0.29% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 6,570 | $526.5K | 0.16% | +987+17.7% | Added |
| Moors & Cabot, Inc. | 6,582 | $527.5K | 0.03% | +2,905+79.0% | Added |
| Castleview Partners, LLC | 6,627 | $531.1K | 0.31% | +1,874+39.4% | Added |
| Pembroke Management, LTD | 4,913 | $532.3K | 0.07% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 6,770 | $542.6K | 0.12% | −541−7.4% | Reduced |
| Fiduciary Trust Co | 6,844 | $548.5K | 0.01% | +6,844 | New |
| Fiera Capital Corp | 6,858 | $550.1K | 0.00% | −66−1.0% | Reduced |
| Brookstone Capital Management | 6,947 | $556.7K | 0.01% | −2,685−27.9% | Reduced |
| MONECO Advisors, LLC | 6,948 | $556.8K | 0.07% | +330+5.0% | Added |
| Lantern Wealth Advisors, LLC | 6,950 | $557.0K | 0.39% | +1,000+16.8% | Added |
| Harbour Capital Advisors, LLC | 6,685 | $557.6K | 0.13% | −90−1.3% | Reduced |
| Zhang Financial LLC | 6,971 | $558.7K | 0.04% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,999 | $560.9K | 0.18% | −5,095−42.1% | Reduced |
| Nadler Financial Group, Inc. | 7,023 | $562.8K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,123 | $568.0K | 0.05% | +7,123 | New |
| Centiva Capital, LP | 7,142 | $572.4K | 0.03% | −6,810−48.8% | Reduced |
| Davis-Rea Ltd. | 7,150 | $573.5K | 0.25% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 7,215 | $578.2K | 0.07% | +172+2.4% | Added |
| Brown, Lisle/Cummings, Inc. | 7,270 | $582.6K | 0.18% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,273 | $582.9K | 0.08% | −778−9.7% | Reduced |
| Perigon Wealth Management, LLC | 7,296 | $584.7K | 0.02% | +166+2.3% | Added |
| Lindbrook Capital, LLC | 7,314 | $586.2K | 0.05% | +326+4.7% | Added |
| Gagnon Securities LLC | 7,334 | $587.7K | 0.12% | +19+0.3% | Added |
| Regal Investment Advisors LLC | 7,348 | $588.9K | 0.04% | −24,629−77.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,349 | $588.9K | 0.02% | −270−3.5% | Reduced |
| CNB Bank | 7,396 | $592.7K | 0.27% | −533−6.7% | Reduced |
| Zweig-DiMenna Associates LLC | 7,400 | $593.0K | 0.06% | +7,400 | New |
| Proequities, Inc. | 7,410 | $593.8K | 0.04% | −594−7.4% | Reduced |
| Everhart Financial Group, Inc. | 7,417 | $594.4K | 0.13% | −28−0.4% | Reduced |
| Phoenix Holdings Ltd. | 7,402 | $594.5K | 0.01% | +7,402 | New |
| Element Pointe Advisors, LLC | 7,575 | $607.1K | 0.15% | −908−10.7% | Reduced |
| Lake Street Financial LLC | 7,610 | $609.9K | 0.10% | −1,465−16.1% | Reduced |
| Simplicity Wealth,LLC | 7,659 | $613.8K | 0.06% | −9,661−55.8% | Reduced |
| Bryn Mawr Trust Co | 7,679 | $615.4K | 0.01% | +7,679 | New |
| Xcel Wealth Management, LLC | 7,696 | $616.8K | 0.18% | +1,338+21.0% | Added |
| Marks Group Wealth Management, Inc | 7,737 | $620.0K | 0.06% | +426+5.8% | Added |
| Verition Fund Management LLC | 7,738 | $620.1K | 0.00% | −49,570−86.5% | Reduced |
| Henshaw Capital LLC | 7,764 | $622.2K | 0.03% | +1,615+26.3% | Added |
| Millennium Management LLC | 7,771 | $622.8K | 0.00% | −24,336−75.8% | Reduced |
| Quadrant Capital Group LLC | 7,801 | $625.2K | 0.04% | +31+0.4% | Added |
| Blue Barn Wealth, LLC | 7,807 | $625.7K | 0.32% | +1,593+25.6% | Added |
| Sivia Capital Partners, LLC | 7,846 | $628.8K | 0.37% | +1,286+19.6% | Added |
| Foundations Investment Advisors, LLC | 7,856 | $629.6K | 0.01% | +1,473+23.1% | Added |
| Manchester Capital Management LLC | 7,880 | $631.5K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7,920 | $634.7K | 0.12% | +3,960+100.0% | Added |
| Wallace Advisory Group, LLC | 9,671 | $638.8K | 0.47% | −204−2.1% | Reduced |
| Main Street Financial Solutions, LLC | 7,971 | $638.8K | 0.06% | +1,129+16.5% | Added |
| Private Portfolio Partners LLC | 7,996 | $640.8K | 0.12% | −1,235−13.4% | Reduced |
| Schwartz Investment Counsel Inc | 8,000 | $641.1K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 8,050 | $645.1K | 0.14% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,098 | $649.0K | 0.02% | +8,098 | New |
| Confluence Investment Management LLC | 8,120 | $650.7K | 0.01% | −1,145−12.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,127 | $651.3K | 0.17% | +154+1.9% | Added |
| Avestar Capital, LLC | 8,135 | $651.9K | 0.07% | −5,511−40.4% | Reduced |
| TFC Financial Management | 8,181 | $655.6K | 0.10% | 00.0% | Unchanged |
| StoneX Group Inc. | 8,197 | $656.9K | 0.05% | +385+4.9% | Added |