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 |
|---|---|---|---|---|---|
| Holos Integrated Wealth LLC | 780 | $82.9K | 0.06% | +780 | New |
| JCIC Asset Management Inc. | 760 | $80.8K | 0.03% | +50+7.0% | Added |
| DecisionPoint Financial, LLC | 750 | $79.7K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 730 | $77.6K | 0.01% | +72+10.9% | Added |
| Global Trust Asset Management, LLC | 700 | $74.4K | 0.03% | −10−1.4% | Reduced |
| Compass Financial Services Inc | 695 | $73.9K | 0.04% | +695 | New |
| HM Payson & Co | 686 | $72.9K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 650 | $69.1K | 0.06% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 650 | $69.1K | 0.04% | +650 | New |
| Coston, McIsaac & Partners | 620 | $65.0K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 603 | $64.1K | 0.00% | +603 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $64.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 600 | $63.8K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 600 | $63.8K | 0.02% | +600 | New |
| WPG Advisers, LLC | 599 | $63.7K | 0.06% | +599 | New |
| Addison Advisors LLC | 586 | $62.3K | 0.02% | +207+54.6% | Added |
| Rosenberg Matthew Hamilton | 586 | $62.3K | 0.02% | +131+28.8% | Added |
| GW&K Investment Management, LLC | 580 | $62.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 567 | $60.3K | 0.02% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 560 | $59.5K | 0.05% | +560 | New |
| North Star Investment Management Corp. | 550 | $58.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 535 | $56.9K | 0.00% | −62−10.4% | Reduced |
| S.A. Mason LLC | 535 | $56.9K | 0.03% | −35−6.1% | Reduced |
| FWL Investment Management, LLC | 525 | $55.8K | 0.02% | +525 | New |
| Raleigh Capital Management Inc. | 520 | $55.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 518 | $55.3K | 0.01% | +52+11.2% | Added |
| Private Wealth Management Group, LLC | 518 | $55.1K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 520 | $55.0K | 0.15% | +360+225.0% | Added |
| Old Point Trust & Financial Services N A | 500 | $53.2K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 482 | $51.3K | 0.02% | +232+92.8% | Added |
| Oarsman Capital, Inc. | 458 | $48.7K | 0.01% | −181−28.3% | Reduced |
| Sierra Ocean, LLC | 433 | $46.0K | 0.04% | +433 | New |
| Hemington Wealth Management | 435 | $46.0K | 0.01% | +53+13.9% | Added |
| HighMark Wealth Management LLC | 428 | $45.5K | 0.03% | −13−2.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 425 | $45.2K | 0.01% | +25+6.3% | Added |
| Skopos Labs, Inc. | 413 | $43.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 404 | $43.0K | 0.01% | −37−8.4% | Reduced |
| Mather Group, LLC. | 401 | $42.6K | 0.00% | +184+84.8% | Added |
| Your Advocates Ltd., LLP | 400 | $42.5K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 520 | $41.7K | 0.00% | +520 | New |
| Sachetta, LLC | 372 | $39.6K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 368 | $39.1K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 366 | $38.9K | 0.02% | +366 | New |
| Clean Yield Group | 364 | $38.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 350 | $37.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 347 | $36.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 344 | $36.6K | 0.01% | +24+7.5% | Added |
| Carolinas Wealth Consulting LLC | 341 | $36.3K | 0.01% | −313−47.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 322 | $34.8K | 0.00% | +322 | New |
| Tucker Asset Management LLC | 327 | $34.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 323 | $34.3K | 0.00% | −50−13.4% | Reduced |
| Strategic Investment Solutions, Inc. | 435 | $33.9K | 0.01% | +435 | New |
| Cullen/Frost Bankers, Inc. | 315 | $33.5K | 0.00% | −414−56.8% | Reduced |
| SWAN Capital LLC | 300 | $31.9K | 0.02% | −330−52.4% | Reduced |
| Trifecta Capital Advisors, LLC | 300 | $31.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $31.9K | 0.02% | +100+50.0% | Added |
| Central Pacific Bank - Trust Division | 295 | $31.4K | 0.00% | −98−24.9% | Reduced |
| Fourth Dimension Wealth, LLC | 280 | $29.8K | 0.02% | +280 | New |
| WealthCollab, LLC | 267 | $28.4K | 0.02% | +20+8.1% | Added |
| Horrell Capital Management, Inc. | 264 | $28.0K | 0.01% | +1+0.4% | Added |
| PFG Private Wealth Management, LLC | 263 | $28.0K | 0.02% | +256+3,657.1% | Added |
| Colonial Trust Co | 262 | $27.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 260 | $27.6K | 0.00% | −275−51.4% | Reduced |
| Laurel Wealth Advisors LLC | 260 | $27.6K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 250 | $26.6K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 250 | $26.6K | 0.00% | +250 | New |
| Caitlin John, LLC | 244 | $25.9K | 0.02% | −25−9.3% | Reduced |
| Financial Gravity Companies, Inc. | 241 | $25.6K | 0.01% | +241 | New |
| Foster Dykema Cabot & Partners, LLC | 240 | $25.5K | 0.00% | −64−21.1% | Reduced |
| Stephens Consulting, LLC | 237 | $25.2K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 220 | $23.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 217 | $23.1K | 0.01% | +217 | New |
| Activest Wealth Management | 210 | $22.4K | 0.01% | −198−48.5% | Reduced |
| GHP Investment Advisors, Inc. | 210 | $22.3K | 0.00% | −96−31.4% | Reduced |
| Park Square Financial Group, LLC | 209 | $22.2K | 0.02% | +209 | New |
| Ogorek Anthony Joseph | 210 | $22.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 191 | $20.3K | 0.00% | +53+38.4% | Added |
| Cary Street Partner Investment Advisory LLC | 190 | $20.2K | 0.01% | −42,536−99.6% | Reduced |
| Versant Capital Management, Inc | 183 | $19.5K | 0.00% | +183 | New |
| Cape Investment Advisory, Inc. | 173 | $18.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 162 | $17.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $17.1K | 0.00% | −5−3.0% | Reduced |
| Bangor Savings Bank | 152 | $16.2K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 150 | $15.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $15.9K | 0.01% | +150 | New |
| Tradewinds Capital Management, LLC | 140 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 140 | $14.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 136 | $14.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 134 | $14.0K | 0.01% | −4−2.9% | Reduced |
| Smithfield Trust Co | 126 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 125 | $13.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 124 | $13.2K | 0.01% | +35+39.3% | Added |
| Capital Analysts, LLC | 123 | $13.0K | 0.00% | −22−15.2% | Reduced |
| Glen Eagle Advisors, LLC | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 121 | $12.9K | 0.00% | −678−84.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 120 | $12.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 120 | $12.8K | 0.01% | +120 | New |
| Hurley Capital, LLC | 110 | $12.0K | 0.01% | +110 | New |