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, Q4 2024
Institutional positions in Shopify Inc. as of Dec 31, 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
- 1,490
- +253 vs. Q3 2024
- Shares held
- 833.2M
- +4.28M (+0.5%) vs. Q3 2024
- Total value
- $88.7B
- +$22.2B (+33.5%) vs. Q3 2024
- New holders
- 321
- 429 more added
- Sold out
- 68
- 529 more reduced
25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Callan Capital, LLC | 4,793 | $509.6K | 0.04% | −442−8.4% | Reduced |
| Redwood Financial Network Corp | 4,794 | $509.7K | 0.38% | −180−3.6% | Reduced |
| Montgomery Investment Management Inc | 4,800 | $510.4K | 0.20% | 00.0% | Unchanged |
| Harrington Investments, INC | 4,807 | $511.1K | 0.28% | +4,807 | New |
| Objectivity Squared, LLC | 4,997 | $518.2K | 0.36% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,894 | $520.4K | 0.22% | −1,024−17.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,899 | $520.9K | 0.04% | +984+25.1% | Added |
| Sand Hill Global Advisors, LLC | 4,914 | $522.5K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,920 | $523.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,927 | $523.9K | 0.01% | +787+19.0% | Added |
| Proequities, Inc. | 4,940 | $525.5K | 0.03% | −2,470−33.3% | Reduced |
| Howland Capital Management LLC | 4,949 | $526.2K | 0.02% | +99+2.0% | Added |
| Nations Financial Group Inc, | 4,955 | $526.9K | 0.04% | +199+4.2% | Added |
| Fullcircle Wealth LLC | 4,130 | $527.2K | 0.22% | −27−0.6% | Reduced |
| Jacobi Capital Management LLC | 4,977 | $529.2K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,983 | $529.8K | 0.04% | +208+4.4% | Added |
| Doliver Advisors, LP | 4,996 | $531.2K | 0.15% | −917−15.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,999 | $532.2K | 0.21% | +4,999 | New |
| JGP Wealth Management, LLC | 5,006 | $532.3K | 0.07% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 5,013 | $533.0K | 0.43% | +5,013 | New |
| Coastal Investment Advisors, Inc. | 4,885 | $533.7K | 0.22% | −839−14.7% | Reduced |
| Prospect Financial Services LLC | 5,033 | $535.2K | 0.29% | +1,442+40.2% | Added |
| Clay Northam Wealth Management, LLC | 5,036 | $535.5K | 0.35% | +42+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 5,057 | $537.7K | 0.17% | +564+12.6% | Added |
| Keystone Wealth Services, LLC | 5,059 | $537.9K | 0.14% | +497+10.9% | Added |
| Seven Mile Advisory | 5,068 | $538.9K | 0.34% | +114+2.3% | Added |
| Winthrop Advisory Group LLC | 5,070 | $539.1K | 0.06% | −255−4.8% | Reduced |
| Westmount Partners, LLC | 5,072 | $539.3K | 0.16% | +60+1.2% | Added |
| QRG Capital Management, Inc. | 5,104 | $542.7K | 0.01% | +2,267+79.9% | Added |
| Buckingham Strategic Partners | 5,138 | $546.3K | 0.01% | +4+0.1% | Added |
| Sagespring Wealth Partners, LLC | 5,140 | $546.6K | 0.01% | +5,140 | New |
| Pembroke Management, LTD | 3,589 | $549.1K | 0.07% | −1,324−26.9% | Reduced |
| Synovus Financial Corp | 5,169 | $549.6K | 0.01% | −827−13.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 5,235 | $556.6K | 0.88% | +25+0.5% | Added |
| Nomura Holdings Inc | 5,237 | $556.9K | 0.00% | −27,580−84.0% | Reduced |
| Petra Financial Advisors Inc | 5,247 | $557.9K | 0.38% | +5,247 | New |
| Whittier Trust Co | 5,262 | $559.5K | 0.01% | +202+4.0% | Added |
| Umb Bank N A | 5,266 | $559.9K | 0.01% | −263−4.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,275 | $560.9K | 0.02% | +5,275 | New |
| Boston Private Wealth LLC | 5,296 | $563.1K | 0.01% | +5,296 | New |
| Octavia Wealth Advisors, LLC | 5,296 | $563.1K | 0.07% | −271−4.9% | Reduced |
| Claro Advisors LLC | 5,306 | $564.2K | 0.08% | −381−6.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,307 | $564.3K | 0.03% | +377+7.6% | Added |
| Rede Wealth, LLC | 5,312 | $564.8K | 0.22% | −55−1.0% | Reduced |
| Clarity Wealth Advisors, LLC | 5,335 | $567.3K | 0.15% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,345 | $568.3K | 0.15% | −129−2.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,350 | $568.9K | 0.58% | −1,000−15.7% | Reduced |
| SLT Holdings LLC | 5,375 | $571.5K | 0.54% | +5,375 | New |
| Johnson Investment Counsel Inc | 5,383 | $572.4K | 0.01% | −798−12.9% | Reduced |
| Mission Wealth Management, LP | 5,389 | $573.0K | 0.01% | −191−3.4% | Reduced |
| Graypoint LLC | 5,403 | $574.5K | 0.03% | −865−13.8% | Reduced |
| Pachira Investments Inc. | 5,404 | $576.6K | 0.35% | +29+0.5% | Added |
| KG&L Capital Management,LLC | 5,439 | $578.3K | 0.19% | −1,560−22.3% | Reduced |
| GeoWealth Management, LLC | 5,469 | $581.5K | 0.02% | −837−13.3% | Reduced |
| Creative Financial Designs Inc | 5,495 | $584.3K | 0.05% | +245+4.7% | Added |
| Choate Investment Advisors | 5,577 | $593.0K | 0.01% | +5,577 | New |
| Sheaff Brock Investment Advisors, LLC | 5,583 | $593.6K | 0.05% | −72−1.3% | Reduced |
| Investment House LLC | 5,600 | $595.4K | 0.03% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 5,622 | $597.8K | 0.38% | +40+0.7% | Added |
| Argent Trust Co | 5,674 | $603.3K | 0.02% | +5,674 | New |
| PUREfi Wealth, LLC | 5,674 | $603.3K | 0.59% | +5,674 | New |
| Pinebridge Investments, L.P. | 3,946 | $603.7K | 0.00% | +34+0.9% | Added |
| Plancorp, LLC | 5,692 | $605.2K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 5,695 | $605.5K | 0.21% | −4,230−42.6% | Reduced |
| Gagnon Securities LLC | 5,709 | $607.0K | 0.12% | −1,625−22.2% | Reduced |
| Ameritas Advisory Services, LLC | 5,712 | $607.4K | 0.02% | −3,906−40.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,715 | $607.7K | 0.05% | +2,938+105.8% | Added |
| New World Advisors LLC | 5,719 | $608.1K | 0.15% | −106−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,724 | $608.7K | 0.02% | +5,724 | New |
| Diligent Investors, LLC | 5,777 | $614.3K | 0.14% | −45−0.8% | Reduced |
| Breakwater Capital Group | 5,790 | $615.7K | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,806 | $617.4K | 0.10% | −40−0.7% | Reduced |
| Prosperity Consulting Group, LLC | 5,820 | $618.8K | 0.05% | +5,820 | New |
| WMS Partners, LLC | 5,856 | $622.7K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 5,875 | $624.7K | 0.23% | −425−6.7% | Reduced |
| Fiduciary Planning LLC | 5,921 | $629.6K | 0.20% | +5,921 | New |
| Castleview Partners, LLC | 5,858 | $629.9K | 0.34% | −769−11.6% | Reduced |
| GK Wealth Management LLC | 5,939 | $631.5K | 0.80% | +5,939 | New |
| Moors & Cabot, Inc. | 5,945 | $632.1K | 0.03% | −637−9.7% | Reduced |
| Garner Asset Management Corp | 5,962 | $634.0K | 0.29% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,973 | $635.1K | 0.22% | −124−2.0% | Reduced |
| HBK Sorce Advisory LLC | 5,979 | $635.7K | 0.02% | +609+11.3% | Added |
| NorthRock Partners, LLC | 5,999 | $637.9K | 0.02% | −379−5.9% | Reduced |
| Legacy Advisory Services, LLC | 6,000 | $638.0K | 0.54% | −300−4.8% | Reduced |
| BBR Partners, LLC | 6,000 | $638.0K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,061 | $644.5K | 0.03% | −1,703−21.9% | Reduced |
| Soltis Investment Advisors LLC | 6,062 | $644.5K | 0.06% | +3,249+115.5% | Added |
| Gill Capital Partners, LLC | 6,134 | $652.2K | 0.23% | +10.0% | Added |
| AA Financial Advisors, LLC | 6,139 | $652.8K | 0.17% | +86+1.4% | Added |
| Toth Financial Advisory Corp | 6,152 | $654.1K | 0.08% | +17+0.3% | Added |
| Sandy Spring Bank | 6,186 | $657.8K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,193 | $658.5K | 0.13% | −111−1.8% | Reduced |
| Blue Rock Wealth Management LLC | 6,200 | $659.2K | 0.69% | +6,200 | New |
| TBH Global Asset Management, LLC | 6,202 | $659.5K | 0.16% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,236 | $663.1K | 0.21% | −245−3.8% | Reduced |
| Miller Financial Services LLC | 6,244 | $663.9K | 0.56% | +6,244 | New |
| Clear Creek Financial Management, LLC | 6,260 | $665.6K | 0.07% | −955−13.2% | Reduced |
| Leonteq Securities AG | 4,220 | $668.5K | 0.07% | −2,776−39.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,302 | $670.1K | 0.17% | +310+5.2% | Added |
| Lazari Capital Management, Inc. | 6,315 | $671.5K | 0.27% | +85+1.4% | Added |