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 |
|---|---|---|---|---|---|
| Davis-Rea Ltd. | 7,150 | $573.5K | 0.25% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,142 | $572.4K | 0.03% | −6,810−48.8% | Reduced |
| Arete Wealth Advisors, LLC | 7,123 | $568.0K | 0.05% | +7,123 | New |
| Nadler Financial Group, Inc. | 7,023 | $562.8K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,999 | $560.9K | 0.18% | −5,095−42.1% | Reduced |
| Zhang Financial LLC | 6,971 | $558.7K | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 6,685 | $557.6K | 0.13% | −90−1.3% | Reduced |
| Lantern Wealth Advisors, LLC | 6,950 | $557.0K | 0.39% | +1,000+16.8% | Added |
| MONECO Advisors, LLC | 6,948 | $556.8K | 0.07% | +330+5.0% | Added |
| Brookstone Capital Management | 6,947 | $556.7K | 0.01% | −2,685−27.9% | Reduced |
| Fiera Capital Corp | 6,858 | $550.1K | 0.00% | −66−1.0% | Reduced |
| Fiduciary Trust Co | 6,844 | $548.5K | 0.01% | +6,844 | New |
| Correct Capital Wealth Management | 6,770 | $542.6K | 0.12% | −541−7.4% | Reduced |
| Pembroke Management, LTD | 4,913 | $532.3K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6,627 | $531.1K | 0.31% | +1,874+39.4% | Added |
| Moors & Cabot, Inc. | 6,582 | $527.5K | 0.03% | +2,905+79.0% | Added |
| Midwest Professional Planners, LTD. | 6,570 | $526.5K | 0.16% | +987+17.7% | Added |
| Lakeridge Wealth Management LLC | 6,559 | $525.6K | 0.29% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 6,545 | $524.5K | 0.32% | +760+13.1% | Added |
| Gilbert & Cook, Inc. | 6,529 | $523.2K | 0.07% | −156−2.3% | Reduced |
| SlateStone Wealth, LLC | 6,525 | $523.0K | 0.05% | +830+14.6% | Added |
| LexAurum Advisors, LLC | 6,525 | $522.9K | 0.11% | −55−0.8% | Reduced |
| Nichols & Pratt Advisers LLP | 6,500 | $520.9K | 0.03% | +6,500 | New |
| Syon Capital LLC | 6,494 | $520.4K | 0.05% | +917+16.4% | Added |
| First Horizon Advisors, Inc. | 6,485 | $519.7K | 0.01% | +654+11.2% | Added |
| Centurion Wealth Management LLC | 6,481 | $519.4K | 0.17% | +6,481 | New |
| PFG Investments, LLC | 6,475 | $518.9K | 0.03% | −520−7.4% | Reduced |
| Accredited Investors Inc. | 6,460 | $517.7K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,431 | $515.4K | 0.01% | +6,431 | New |
| Oversea-Chinese Banking CORP Ltd | 6,368 | $514.2K | 0.01% | −5,811−47.7% | Reduced |
| Salvus Wealth Management, LLC | 6,400 | $512.9K | 0.31% | +1,982+44.9% | Added |
| Baader Bank INC | 6,466 | $510.0K | 0.04% | −5,529−46.1% | Reduced |
| NorthRock Partners, LLC | 6,378 | $510.0K | 0.02% | +900+16.4% | Added |
| Alan B. Lancz & Associates, Inc. | 6,350 | $508.9K | 0.47% | +1,000+18.7% | Added |
| Family Wealth Group, LLC | 6,348 | $508.8K | 0.44% | +76+1.2% | Added |
| Strategic Blueprint, LLC | 6,307 | $505.4K | 0.03% | +5+0.1% | Added |
| GeoWealth Management, LLC | 6,306 | $505.4K | 0.02% | −783−11.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,304 | $505.2K | 0.10% | +269+4.5% | 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 |
| Graypoint LLC | 6,268 | $502.3K | 0.03% | +1,356+27.6% | Added |
| Prio Wealth Limited Partnership | 6,255 | $501.3K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 6,230 | $499.3K | 0.21% | −217−3.4% | Reduced |
| TBH Global Asset Management, LLC | 6,202 | $497.0K | 0.11% | +532+9.4% | Added |
| Sandy Spring Bank | 6,186 | $495.7K | 0.02% | +364+6.3% | Added |
| Aigen Investment Management, LP | 6,183 | $495.4K | 0.10% | −4,169−40.3% | Reduced |
| Johnson Investment Counsel Inc | 6,181 | $495.3K | 0.00% | −1,548−20.0% | Reduced |
| Traynor Capital Management, Inc. | 6,154 | $493.2K | 0.04% | −1,691−21.6% | Reduced |
| Toth Financial Advisory Corp | 6,135 | $491.7K | 0.06% | +4,845+375.6% | Added |
| Gill Capital Partners, LLC | 6,133 | $491.5K | 0.18% | +437+7.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 6,100 | $488.9K | 0.12% | +6,100 | New |
| West Family Investments, Inc. | 6,097 | $488.6K | 0.17% | +762+14.3% | Added |
| Aptus Capital Advisors, LLC | 6,059 | $485.6K | 0.01% | +315+5.5% | Added |
| AA Financial Advisors, LLC | 6,053 | $485.1K | 0.14% | −135−2.2% | Reduced |
| BBR Partners, LLC | 6,000 | $480.8K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,996 | $480.5K | 0.01% | +5,996 | New |
| Newbridge Financial Services Group, Inc. | 5,992 | $480.2K | 0.17% | −988−14.2% | Reduced |
| Moseley Investment Management Inc | 5,984 | $479.6K | 0.19% | +154+2.6% | Added |
| Coastal Investment Advisors, Inc. | 5,724 | $479.0K | 0.22% | −1,384−19.5% | Reduced |
| Garner Asset Management Corp | 5,962 | $478.0K | 0.22% | +10+0.2% | Added |
| ASB Consultores, LLC | 5,918 | $474.3K | 0.19% | −1,551−20.8% | Reduced |
| Doliver Advisors, LP | 5,913 | $473.9K | 0.13% | +210+3.7% | Added |
| ORG Wealth Partners, LLC | 5,862 | $469.8K | 0.16% | +5,862 | New |
| WMS Partners, LLC | 5,856 | $469.3K | 0.03% | −181−3.0% | Reduced |
| 180 Wealth Advisors, LLC | 5,846 | $468.5K | 0.07% | +120+2.1% | Added |
| Kingswood Wealth Advisors, LLC | 5,830 | $466.9K | 0.03% | +1,516+35.1% | Added |
| New World Advisors LLC | 5,825 | $466.8K | 0.12% | +1,587+37.4% | Added |
| Diligent Investors, LLC | 5,822 | $466.6K | 0.11% | +70+1.2% | Added |
| Breakwater Capital Group | 5,790 | $464.0K | 0.09% | +320+5.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,722 | $458.6K | 0.03% | −231−3.9% | Reduced |
| Plancorp, LLC | 5,692 | $456.2K | 0.02% | +5,692 | New |
| Claro Advisors LLC | 5,687 | $455.8K | 0.06% | +5,687 | New |
| Sheaff Brock Investment Advisors, LLC | 5,655 | $453.2K | 0.04% | +180+3.3% | Added |
| Change Path, LLC | 5,651 | $452.9K | 0.02% | −646−10.3% | Reduced |
| Regatta Capital Group, LLC | 5,643 | $452.2K | 0.09% | +95+1.7% | Added |
| J. Safra Sarasin Holding AG | 5,625 | $450.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 5,601 | $448.9K | 0.28% | +95+1.7% | Added |
| Investment House LLC | 5,600 | $448.8K | 0.02% | −90−1.6% | Reduced |
| Guardian Asset Advisors, LLC | 5,582 | $447.3K | 0.30% | +160+3.0% | Added |
| Mission Wealth Management, LP | 5,580 | $447.2K | 0.01% | −504−8.3% | Reduced |
| Octavia Wealth Advisors, LLC | 5,567 | $446.1K | 0.05% | −1,276−18.6% | Reduced |
| Umb Bank N A | 5,529 | $443.1K | 0.01% | −41−0.7% | Reduced |
| Kozak & Associates, Inc. | 5,410 | $442.8K | 0.10% | 00.0% | Unchanged |
| GFG Capital, LLC | 7,134 | $441.9K | 0.18% | +403+6.0% | Added |
| Great Diamond Partners, LLC | 5,474 | $438.7K | 0.11% | −3,833−41.2% | Reduced |
| Blueshift Asset Management, LLC | 5,462 | $437.7K | 0.11% | −43,719−88.9% | Reduced |
| Pachira Investments Inc. | 5,375 | $430.8K | 0.33% | +23+0.4% | Added |
| HBK Sorce Advisory LLC | 5,370 | $430.4K | 0.01% | −1,663−23.6% | Reduced |
| Rede Wealth, LLC | 5,367 | $430.1K | 0.16% | −407−7.0% | Reduced |
| Clarity Wealth Advisors, LLC | 5,335 | $427.5K | 0.12% | +375+7.6% | Added |
| Winthrop Advisory Group LLC | 5,325 | $426.7K | 0.05% | +1,000+23.1% | Added |
| Pinebridge Investments, L.P. | 3,912 | $423.9K | 0.00% | −1,538−28.2% | Reduced |
| 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 |
| Callan Capital, LLC | 5,235 | $419.5K | 0.03% | +220+4.4% | Added |
| SeaCrest Wealth Management, LLC | 5,228 | $419.0K | 0.05% | −297−5.4% | Reduced |
| Catalytic Wealth RIA, LLC | 5,212 | $417.7K | 0.07% | −1,791−25.6% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 5,210 | $417.5K | 0.73% | −8,504−62.0% | Reduced |
| Ballentine Partners, LLC | 5,183 | $415.4K | 0.01% | +5,183 | New |
| Howard Bailey Securities, LLC | 5,158 | $413.4K | 0.16% | +5,158 | New |