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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 10,425 | $835.5K | 0.04% | −1,500−12.6% | Reduced |
| Angeles Investment Advisors, LLC | 10,391 | $832.7K | 0.04% | +402+4.0% | Added |
| Pacer Advisors, Inc. | 10,286 | $824.3K | 0.00% | −185−1.8% | Reduced |
| Kercheville Advisors, LLC | 10,255 | $821.8K | 0.35% | −230−2.2% | Reduced |
| Maven Securities LTD | 10,221 | $819.1K | 0.09% | −25,459−71.4% | Reduced |
| Davy Global Fund Management Ltd | 10,178 | $815.7K | 0.08% | +3,737+58.0% | Added |
| StoneCrest Wealth Management, Inc. | 10,051 | $805.5K | 0.59% | −1,512−13.1% | Reduced |
| Creekmur Asset Management LLC | 10,039 | $804.5K | 0.19% | −770−7.1% | Reduced |
| Cypress Capital, LLC | 10,000 | $801.4K | 0.21% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 9,932 | $796.0K | 0.05% | −2,675−21.2% | Reduced |
| Triumph Capital Management | 9,925 | $795.4K | 0.28% | +2,495+33.6% | Added |
| Impact Asset Management GmbH | 9,867 | $790.7K | 0.30% | +9,867 | New |
| Canvas Wealth Advisors, LLC | 9,852 | $789.5K | 0.22% | +956+10.7% | Added |
| Gables Capital Management Inc. | 9,850 | $789.4K | 0.40% | −4,700−32.3% | Reduced |
| Cardiff Park Advisors, LLC | 9,823 | $787.2K | 0.07% | −700−6.7% | Reduced |
| BluePointe Capital Management, LLC | 9,763 | $782.4K | 0.51% | −507−4.9% | Reduced |
| SG Americas Securities, LLC | 9,652 | $774.0K | 0.00% | −15,084−61.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,618 | $770.8K | 0.03% | −38,187−79.9% | Reduced |
| X-Square Capital, LLC | 9,573 | $767.0K | 0.34% | +927+10.7% | Added |
| Nicholas Investment Partners, LP | 9,569 | $766.9K | 0.07% | −27,142−73.9% | Reduced |
| Peapack Gladstone Financial Corp | 9,551 | $765.0K | 0.01% | +2,162+29.3% | Added |
| Kesler, Norman & Wride, LLC | 9,538 | $764.4K | 0.15% | +180+1.9% | Added |
| Moser Wealth Advisors, LLC | 9,424 | $755.2K | 0.39% | +128+1.4% | Added |
| Axiom Advisory, LLC | 10,880 | $751.4K | 0.01% | +170+1.6% | Added |
| HB Wealth Management, LLC | 9,258 | $741.9K | 0.01% | +489+5.6% | Added |
| Zullo Investment Group, Inc. | 9,244 | $740.8K | 0.31% | +44+0.5% | Added |
| Kovack Advisors, Inc. | 9,222 | $739.1K | 0.08% | +3,889+72.9% | Added |
| Twinbeech Capital LP | 9,213 | $738.3K | 0.01% | −66,801−87.9% | Reduced |
| Baldwin Investment Management, LLC | 9,208 | $737.9K | 0.09% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 9,201 | $737.4K | 0.02% | −37,206−80.2% | Reduced |
| Capital Advisors Inc | 9,143 | $732.7K | 0.01% | −100−1.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,086 | $728.2K | 0.09% | +701+8.4% | Added |
| Watts Gwilliam & Co., LLC | 8,760 | $723.4K | 0.16% | +8,760 | New |
| Wealth Alliance | 8,972 | $719.0K | 0.09% | +2,000+28.7% | Added |
| Gladstone Institutional Advisory LLC | 8,961 | $718.1K | 0.04% | −3,186−26.2% | Reduced |
| LBMC Investment Advisors, LLC | 8,950 | $717.3K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 8,931 | $715.7K | 0.06% | −397−4.3% | Reduced |
| Dakota Wealth Management | 8,916 | $714.5K | 0.02% | +1,157+14.9% | Added |
| Arcadia Investment Management Corp | 8,910 | $714.0K | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 8,855 | $709.6K | 0.14% | +834+10.4% | Added |
| Private Trust Co NA | 8,854 | $709.6K | 0.07% | +147+1.7% | Added |
| Viawealth, LLC | 8,849 | $709.2K | 0.41% | +910+11.5% | Added |
| Moore Capital Management, LP | 8,831 | $707.7K | 0.02% | +8,831 | New |
| Williams Jones Wealth Management, LLC. | 8,818 | $706.7K | 0.01% | +4,000+83.0% | Added |
| NBC Securities, Inc. | 8,808 | $705.0K | 0.06% | +2,146+32.2% | Added |
| Grandview Asset Management LLC | 8,780 | $704.0K | 0.40% | −200−2.2% | Reduced |
| Dynamic Advisor Solutions LLC | 8,778 | $703.5K | 0.02% | +585+7.1% | Added |
| O'Dell Group, LLC | 8,773 | $703.1K | 0.16% | +1,786+25.6% | Added |
| PDS Planning, Inc | 8,772 | $703.0K | 0.06% | +108+1.2% | Added |
| Mayflower Financial Advisors, LLC | 8,722 | $699.0K | 0.11% | −30−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 8,627 | $691.4K | 0.03% | +2,028+30.7% | Added |
| Financial Advisory Service, Inc. | 8,513 | $682.2K | 0.05% | −70−0.8% | Reduced |
| Leonteq Securities AG | 6,996 | $681.3K | 0.08% | −18,699−72.8% | Reduced |
| IHT Wealth Management, LLC | 8,472 | $677.5K | 0.02% | +1,011+13.6% | Added |
| Roberts Capital Advisors, LLC | 8,423 | $675.0K | 0.58% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,359 | $669.9K | 0.00% | +263+3.2% | Added |
| Tower Research Capital LLC (TRC) | 8,302 | $665.3K | 0.02% | +7,193+648.6% | Added |
| Benedict Financial Advisors Inc | 8,282 | $663.7K | 0.16% | −34−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,241 | $660.0K | 0.07% | +8,241 | New |
| River Street Advisors LLC | 8,232 | $659.7K | 0.36% | −95−1.1% | Reduced |
| National Philanthropic Trust | 8,219 | $658.7K | 0.01% | −491−5.6% | Reduced |
| StoneX Group Inc. | 8,197 | $656.9K | 0.05% | +385+4.9% | Added |
| TFC Financial Management | 8,181 | $655.6K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 8,135 | $651.9K | 0.07% | −5,511−40.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,127 | $651.3K | 0.17% | +154+1.9% | Added |
| Confluence Investment Management LLC | 8,120 | $650.7K | 0.01% | −1,145−12.4% | Reduced |
| RFG Advisory, LLC | 8,098 | $649.0K | 0.02% | +8,098 | New |
| Woodard & Co Asset Management Group Inc | 8,050 | $645.1K | 0.14% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 8,000 | $641.1K | 0.02% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 7,996 | $640.8K | 0.12% | −1,235−13.4% | Reduced |
| Main Street Financial Solutions, LLC | 7,971 | $638.8K | 0.06% | +1,129+16.5% | Added |
| Wallace Advisory Group, LLC | 9,671 | $638.8K | 0.47% | −204−2.1% | Reduced |
| Tyler-Stone Wealth Management | 7,920 | $634.7K | 0.12% | +3,960+100.0% | Added |
| Manchester Capital Management LLC | 7,880 | $631.5K | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 7,856 | $629.6K | 0.01% | +1,473+23.1% | Added |
| Sivia Capital Partners, LLC | 7,846 | $628.8K | 0.37% | +1,286+19.6% | Added |
| Blue Barn Wealth, LLC | 7,807 | $625.7K | 0.32% | +1,593+25.6% | Added |
| Quadrant Capital Group LLC | 7,801 | $625.2K | 0.04% | +31+0.4% | Added |
| Millennium Management LLC | 7,771 | $622.8K | 0.00% | −24,336−75.8% | Reduced |
| Henshaw Capital LLC | 7,764 | $622.2K | 0.03% | +1,615+26.3% | Added |
| Verition Fund Management LLC | 7,738 | $620.1K | 0.00% | −49,570−86.5% | Reduced |
| Marks Group Wealth Management, Inc | 7,737 | $620.0K | 0.06% | +426+5.8% | Added |
| Xcel Wealth Management, LLC | 7,696 | $616.8K | 0.18% | +1,338+21.0% | Added |
| Bryn Mawr Trust Co | 7,679 | $615.4K | 0.01% | +7,679 | New |
| Simplicity Wealth,LLC | 7,659 | $613.8K | 0.06% | −9,661−55.8% | Reduced |
| Lake Street Financial LLC | 7,610 | $609.9K | 0.10% | −1,465−16.1% | Reduced |
| Element Pointe Advisors, LLC | 7,575 | $607.1K | 0.15% | −908−10.7% | Reduced |
| Phoenix Holdings Ltd. | 7,402 | $594.5K | 0.01% | +7,402 | New |
| Everhart Financial Group, Inc. | 7,417 | $594.4K | 0.13% | −28−0.4% | Reduced |
| Proequities, Inc. | 7,410 | $593.8K | 0.04% | −594−7.4% | Reduced |
| Zweig-DiMenna Associates LLC | 7,400 | $593.0K | 0.06% | +7,400 | New |
| CNB Bank | 7,396 | $592.7K | 0.27% | −533−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,349 | $588.9K | 0.02% | −270−3.5% | Reduced |
| Regal Investment Advisors LLC | 7,348 | $588.9K | 0.04% | −24,629−77.0% | Reduced |
| Gagnon Securities LLC | 7,334 | $587.7K | 0.12% | +19+0.3% | Added |
| Lindbrook Capital, LLC | 7,314 | $586.2K | 0.05% | +326+4.7% | Added |
| Perigon Wealth Management, LLC | 7,296 | $584.7K | 0.02% | +166+2.3% | Added |
| Focused Wealth Management, Inc | 7,273 | $582.9K | 0.08% | −778−9.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,270 | $582.6K | 0.18% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 7,215 | $578.2K | 0.07% | +172+2.4% | Added |