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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 4,606 | $489.8K | 0.06% | −13−0.3% | Reduced |
| First United Bank Trust | 4,590 | $488.1K | 0.18% | +100+2.2% | Added |
| Essex LLC | 4,582 | $487.2K | 0.10% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,570 | $486.1K | 0.30% | +4,570 | New |
| Nautilus Advisors LLC | 4,570 | $485.9K | 0.39% | +4,570 | New |
| Greystone Financial Group, LLC | 4,567 | $485.6K | 0.08% | +34+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,560 | $484.9K | 0.07% | −176−3.7% | Reduced |
| Optimum Investment Advisors | 4,547 | $483.5K | 0.21% | +587+14.8% | Added |
| Clarius Group, LLC | 4,540 | $482.7K | 0.03% | −388−7.9% | Reduced |
| Platform Technology Partners | 4,535 | $482.2K | 0.15% | −369−7.5% | Reduced |
| Cyrus J. Lawrence, LLC | 4,510 | $479.0K | 0.09% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,477 | $476.0K | 0.47% | +4,477 | New |
| Root Financial Partners, LLC | 4,437 | $471.8K | 0.06% | +690+18.4% | Added |
| Pinnacle Associates Ltd | 4,421 | $470.1K | 0.01% | +907+25.8% | Added |
| Cornerstone Enterprises, LLC | 4,412 | $469.1K | 0.28% | −1,189−21.2% | Reduced |
| Ballentine Partners, LLC | 4,388 | $466.6K | 0.01% | −795−15.3% | Reduced |
| Harbor Investment Advisory, LLC | 4,386 | $466.4K | 0.04% | +238+5.7% | Added |
| Tacita Capital Inc | 4,348 | $461.7K | 0.33% | +4,348 | New |
| Whalen Wealth Management Inc. | 4,339 | $461.4K | 0.32% | +4,339 | New |
| Barlow Wealth Partners, Inc. | 4,425 | $461.3K | 0.06% | −25−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 4,332 | $460.6K | 0.05% | −896−17.1% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 4,313 | $458.6K | 0.13% | +4,313 | New |
| CWA Asset Management Group, LLC | 4,282 | $455.3K | 0.02% | +148+3.6% | Added |
| Ceera Investments, LLC | 4,270 | $454.0K | 0.16% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,261 | $453.1K | 0.01% | −9−0.2% | Reduced |
| AdvisorNet Financial, Inc | 4,210 | $447.6K | 0.04% | −100−2.3% | Reduced |
| Sheets Smith Wealth Management | 4,207 | $447.3K | 0.05% | +4,207 | New |
| New Insight Wealth Advisors | 4,196 | $446.2K | 0.22% | 00.0% | Unchanged |
| Banque Transatlantique SA | 4,200 | $444.4K | 0.01% | +4,200 | New |
| Kirtland Hills Capital Management, LLC | 4,164 | $442.8K | 0.28% | +471+12.8% | Added |
| Evercore Wealth Management, LLC | 4,145 | $440.7K | 0.01% | +5+0.1% | Added |
| NWF Advisory Services Inc. | 4,136 | $439.8K | 0.06% | +4,136 | New |
| Laidlaw Wealth Management LLC | 4,129 | $439.0K | 0.19% | +4,129 | New |
| Cornerstone Wealth Group, LLC | 4,120 | $438.1K | 0.04% | +22+0.5% | Added |
| Financial Advisors Network, Inc. | 4,082 | $434.0K | 0.07% | +4,082 | New |
| Sax Wealth Advisors, LLC | 4,076 | $433.4K | 0.03% | +1,348+49.4% | Added |
| Secure Asset Management, LLC | 4,070 | $432.7K | 0.07% | −51−1.2% | Reduced |
| Geneos Wealth Management Inc. | 4,069 | $432.7K | 0.02% | +318+8.5% | Added |
| Keudell/Morrison Wealth Management | 4,055 | $431.2K | 0.11% | −55−1.3% | Reduced |
| LM Advisors LLC | 4,036 | $429.0K | 0.08% | −464−10.3% | Reduced |
| Conservest Capital Advisors, Inc. | 4,020 | $427.4K | 0.04% | −400−9.0% | Reduced |
| Capital Investment Advisors, LLC | 4,003 | $425.6K | 0.01% | −174−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,002 | $425.5K | 0.01% | −85−2.1% | Reduced |
| Tru Independence Asset Management 2, LLC | 4,000 | $425.3K | 0.35% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 4,000 | $425.3K | 0.47% | +4,000 | New |
| PFG Advisors | 3,999 | $425.2K | 0.03% | −270−6.3% | Reduced |
| Vance Wealth, Inc. | 3,993 | $424.6K | 0.16% | +40+1.0% | Added |
| City National Bank of Florida | 3,986 | $423.8K | 0.39% | +3,986 | New |
| Fountainhead AM, LLC | 3,973 | $422.4K | 0.08% | +182+4.8% | Added |
| Indie Asset Partners, LLC | 3,970 | $422.1K | 0.33% | −10−0.3% | Reduced |
| Bedel Financial Consulting, Inc. | 3,463 | $421.6K | 0.06% | −744−17.7% | Reduced |
| Greenleaf Trust | 3,938 | $418.7K | 0.00% | +183+4.9% | Added |
| Bright Financial Advisors, Inc. | 3,936 | $418.5K | 0.26% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 5,170 | $413.3K | 0.14% | +1,295+33.4% | Added |
| Moseley Investment Management Inc | 3,880 | $412.6K | 0.16% | −2,104−35.2% | Reduced |
| Round Rock Advisors, LLC | 3,880 | $412.6K | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,876 | $412.1K | 0.00% | −514−11.7% | Reduced |
| PSI Advisors, LLC | 3,869 | $411.4K | 0.12% | −675−14.9% | Reduced |
| IPG Investment Advisors LLC | 3,863 | $410.8K | 0.09% | −1,155−23.0% | Reduced |
| Capula Management Ltd | 3,861 | $410.5K | 0.00% | +3,861 | New |
| True Vision MN LLC | 3,859 | $410.3K | 0.24% | +3,859 | New |
| TCFG Wealth Management, LLC | 3,855 | $409.9K | 0.21% | +270+7.5% | Added |
| DGS Capital Management, LLC | 3,853 | $409.7K | 0.10% | +317+9.0% | Added |
| Oxford Financial Group Ltd | 3,836 | $407.9K | 0.03% | −804−17.3% | Reduced |
| State of Wyoming | 3,797 | $403.9K | 0.05% | −757−16.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,783 | $402.2K | 0.03% | −66−1.7% | Reduced |
| Fortis Capital Management LLC | 3,760 | $399.8K | 0.07% | −63−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,739 | $397.6K | 0.03% | −1,983−34.7% | Reduced |
| Brookstone Capital Management | 3,727 | $396.3K | 0.01% | −3,220−46.4% | Reduced |
| Savvy Advisors, Inc. | 3,689 | $392.3K | 0.05% | +3,689 | New |
| Twin Peaks Wealth Advisors, LLC | 3,680 | $391.3K | 0.17% | −602−14.1% | Reduced |
| NFP Retirement, Inc. | 3,663 | $389.5K | 0.03% | −100−2.7% | Reduced |
| Kazazian Asset Management, LLC | 3,650 | $388.1K | 0.31% | +3,650 | New |
| Sculati Wealth Management, LLC | 3,640 | $387.0K | 0.15% | −140−3.7% | Reduced |
| Powell Investment Advisors, LLC | 3,635 | $386.5K | 0.18% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,613 | $384.2K | 0.06% | −699−16.2% | Reduced |
| Latitude Advisors, LLC | 3,611 | $384.0K | 0.22% | −117−3.1% | Reduced |
| Ashford Capital Management Inc | 3,600 | $382.8K | 0.05% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,600 | $382.8K | 0.19% | +778+27.6% | Added |
| Kovitz Investment Group Partners, LLC | 3,596 | $382.4K | 0.00% | +3,596 | New |
| Gotham Asset Management, LLC | 3,584 | $381.1K | 0.00% | −44−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 3,580 | $380.7K | 0.01% | −310−8.0% | Reduced |
| Nemes Rush Group LLC | 3,566 | $379.2K | 0.05% | −1,019−22.2% | Reduced |
| Edgestream Partners, L.P. | 3,556 | $378.1K | 0.02% | +3,556 | New |
| FFT Wealth Management LLC | 3,523 | $374.6K | 0.03% | −177−4.8% | Reduced |
| TFB Advisors LLC | 3,502 | $372.4K | 0.11% | −110−3.0% | Reduced |
| Aprio Wealth Management, LLC | 3,502 | $372.4K | 0.05% | +555+18.8% | Added |
| Glenview Trust Co | 3,486 | $370.7K | 0.01% | −51−1.4% | Reduced |
| First Heartland Consultants, Inc. | 3,467 | $368.6K | 0.04% | +48+1.4% | Added |
| Regions Financial Corp | 3,464 | $368.3K | 0.00% | −508−12.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,425 | $364.2K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,417 | $363.3K | 0.02% | −451−11.7% | Reduced |
| Buckhead Capital Management LLC | 3,400 | $361.5K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,392 | $360.7K | 0.02% | +159+4.9% | Added |
| Redhawk Wealth Advisors, Inc. | 3,358 | $357.1K | 0.05% | +107+3.3% | Added |
| Formidable Asset Management, LLC | 3,350 | $356.2K | 0.06% | +55+1.7% | Added |
| Adviser Investments LLC | 3,348 | $356.0K | 0.00% | +3,348 | New |
| Sonora Investment Management Group, LLC | 3,346 | $355.8K | 0.03% | +229+7.3% | Added |
| Aventura Private Wealth, LLC | 3,335 | $354.6K | 0.19% | +3,335 | New |
| Trueblood Wealth Management, LLC | 3,313 | $352.3K | 0.17% | −20−0.6% | Reduced |