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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 5,134 | $411.4K | 0.01% | +125+2.5% | Added |
| Capital Asset Advisory Services LLC | 4,971 | $410.5K | 0.02% | +423+9.3% | Added |
| Whittier Trust Co | 5,060 | $405.5K | 0.01% | +704+16.2% | Added |
| Objectivity Squared, LLC | 4,997 | $404.1K | 0.28% | +298+6.3% | Added |
| IPG Investment Advisors LLC | 5,018 | $402.1K | 0.09% | −81,960−94.2% | Reduced |
| Westmount Partners, LLC | 5,012 | $401.7K | 0.12% | −80−1.6% | Reduced |
| JGP Wealth Management, LLC | 5,006 | $401.2K | 0.05% | +219+4.6% | Added |
| 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 |
| Clay Northam Wealth Management, LLC | 4,994 | $400.2K | 0.28% | −11−0.2% | Reduced |
| Jacobi Capital Management LLC | 4,977 | $398.9K | 0.03% | +4,977 | New |
| Redwood Financial Network Corp | 4,974 | $398.6K | 0.31% | −120−2.4% | Reduced |
| Eisler Capital (UK) Ltd. | 4,971 | $398.4K | 0.09% | +4,971 | New |
| Seven Mile Advisory | 4,954 | $397.0K | 0.26% | +530+12.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,930 | $395.1K | 0.02% | +200+4.2% | Added |
| Clarius Group, LLC | 4,928 | $394.9K | 0.03% | −494−9.1% | Reduced |
| First Command Advisory Services, Inc. | 4,920 | $394.3K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,914 | $393.8K | 0.02% | +189+4.0% | Added |
| Platform Technology Partners | 4,904 | $393.0K | 0.12% | +916+23.0% | Added |
| Howland Capital Management LLC | 4,850 | $388.7K | 0.02% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,832 | $387.2K | 0.03% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 4,800 | $384.7K | 0.14% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,775 | $382.7K | 0.03% | +513+12.0% | Added |
| Nations Financial Group Inc, | 4,756 | $381.1K | 0.03% | +209+4.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,736 | $379.5K | 0.06% | −315−6.2% | Reduced |
| KRS Capital Management, LLC | 4,715 | $377.9K | 0.28% | −350−6.9% | Reduced |
| Heritage Investors Management Corp | 4,701 | $377.0K | 0.01% | +201+4.5% | Added |
| Oxford Financial Group Ltd | 4,640 | $371.9K | 0.02% | −336−6.8% | Reduced |
| Wealth Architects, LLC | 4,619 | $370.1K | 0.04% | +14+0.3% | Added |
| Capital Investment Advisory Services, LLC | 4,617 | $370.0K | 0.04% | −108−2.3% | Reduced |
| Essex LLC | 4,582 | $367.2K | 0.08% | −65−1.4% | Reduced |
| Keystone Wealth Services, LLC | 4,562 | $365.6K | 0.10% | −326−6.7% | Reduced |
| State of Wyoming | 4,554 | $365.2K | 0.05% | −572−11.2% | Reduced |
| PSI Advisors, LLC | 4,544 | $364.2K | 0.11% | −800−15.0% | Reduced |
| Greystone Financial Group, LLC | 4,533 | $363.3K | 0.06% | +4,533 | New |
| Ronald Blue Trust, Inc. | 5,468 | $361.2K | 0.00% | +2,680+96.1% | 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 |
| Total Clarity Wealth Management, Inc. | 4,493 | $360.1K | 0.12% | +353+8.5% | Added |
| Murchinson Ltd. | 4,492 | $360.0K | 0.15% | +4,492 | New |
| First United Bank Trust | 4,490 | $359.8K | 0.13% | +820+22.3% | Added |
| Barlow Wealth Partners, Inc. | 4,450 | $359.8K | 0.05% | −50−1.1% | Reduced |
| Nemes Rush Group LLC | 4,585 | $353.8K | 0.05% | +200+4.6% | Added |
| Rhumbline Advisers | 4,390 | $351.8K | 0.00% | +50+1.2% | Added |
| World Equity Group, Inc. | 4,384 | $351.3K | 0.13% | +4,384 | New |
| Essex Financial Services, Inc. | 4,294 | $350.4K | 0.03% | +40+0.9% | Added |
| HBW Advisory Services LLC | 4,312 | $345.6K | 0.05% | −260−5.7% | Reduced |
| AdvisorNet Financial, Inc | 4,310 | $345.4K | 0.03% | −135−3.0% | Reduced |
| Csenge Advisory Group | 4,149 | $345.4K | 0.02% | +315+8.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,282 | $343.2K | 0.16% | +145+3.5% | Added |
| 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 |
| PFG Advisors | 4,269 | $342.1K | 0.02% | −200−4.5% | Reduced |
| Conservest Capital Advisors, Inc. | 4,420 | $341.1K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,236 | $339.5K | 0.00% | +685+19.3% | Added |
| Coldstream Capital Management Inc | 4,140 | $338.8K | 0.01% | +518+14.3% | Added |
| Bedel Financial Consulting, Inc. | 4,207 | $337.1K | 0.05% | −556−11.7% | Reduced |
| New Insight Wealth Advisors | 4,196 | $336.3K | 0.18% | +501+13.6% | Added |
| Capital Investment Advisors, LLC | 4,177 | $334.7K | 0.01% | −1,380−24.8% | Reduced |
| Forum Financial Management, LP | 4,172 | $334.3K | 0.01% | +20+0.5% | Added |
| Nwam LLC | 4,151 | $332.7K | 0.02% | −405−8.9% | Reduced |
| Harbor Investment Advisory, LLC | 4,148 | $332.4K | 0.03% | −575−12.2% | Reduced |
| Fullcircle Wealth LLC | 4,157 | $332.0K | 0.15% | +4,157 | New |
| Evercore Wealth Management, LLC | 4,140 | $331.8K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,134 | $331.3K | 0.02% | +4,134 | New |
| Secure Asset Management, LLC | 4,121 | $330.2K | 0.06% | +10.0% | Added |
| Horst & Graben Wealth Management LLC | 4,111 | $329.5K | 0.06% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,110 | $329.4K | 0.09% | +602+17.2% | Added |
| Cornerstone Wealth Group, LLC | 4,098 | $328.4K | 0.03% | +336+8.9% | Added |
| Moneta Group Investment Advisors LLC | 4,087 | $327.5K | 0.00% | +1,438+54.3% | Added |
| EMC Capital Management | 7,468 | $327.0K | 0.27% | +4,968+198.7% | Added |
| SRS Investment Management, LLC | 4,066 | $325.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 3,004 | $325.0K | 0.06% | +287+10.6% | Added |
| Capital Markets Trading UK LLP | 4,007 | $321.0K | 0.30% | −5,676−58.6% | Reduced |
| Tru Independence Asset Management 2, LLC | 4,000 | $320.6K | 0.27% | +4,000 | New |
| Strengthening Families & Communities, LLC | 3,981 | $319.0K | 0.08% | −159−3.8% | Reduced |
| Indie Asset Partners, LLC | 3,980 | $319.0K | 0.24% | 00.0% | Unchanged |
| Regions Financial Corp | 3,972 | $318.3K | 0.00% | −10.0% | Reduced |
| Optimum Investment Advisors | 3,960 | $317.4K | 0.14% | −635−13.8% | Reduced |
| Vance Wealth, Inc. | 3,953 | $316.8K | 0.12% | +3,953 | New |
| Bright Financial Advisors, Inc. | 3,936 | $315.4K | 0.20% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,925 | $314.6K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,915 | $313.7K | 0.03% | −260−6.2% | Reduced |
| Toroso Investments, LLC | 3,904 | $312.9K | 0.00% | −4,609−54.1% | Reduced |
| Miracle Mile Advisors, LLC | 3,890 | $311.8K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,880 | $310.9K | 0.07% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,875 | $310.5K | 0.11% | +530+15.8% | Added |
| Avidian Wealth Solutions, LLC | 3,868 | $310.0K | 0.01% | +12+0.3% | Added |
| Naples Global Advisors, LLC | 3,854 | $308.9K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,849 | $308.5K | 0.03% | −771−16.7% | Reduced |
| Fortis Capital Management LLC | 3,823 | $306.3K | 0.06% | −54−1.4% | Reduced |
| Fountainhead AM, LLC | 3,791 | $303.8K | 0.06% | −40−1.0% | Reduced |
| Sculati Wealth Management, LLC | 3,780 | $302.9K | 0.12% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 3,763 | $301.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,758 | $301.2K | 0.01% | +2,708+257.9% | Added |
| Greenleaf Trust | 3,755 | $300.9K | 0.00% | +3,755 | New |
| Geneos Wealth Management Inc. | 3,751 | $300.6K | 0.01% | −4,841−56.3% | Reduced |
| Root Financial Partners, LLC | 3,747 | $300.3K | 0.05% | +3,747 | New |
| Alta Advisers Ltd | 3,741 | $300.0K | 0.14% | +3,741 | New |
| Latitude Advisors, LLC | 3,728 | $298.7K | 0.17% | −2,300−38.2% | Reduced |