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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, Q1 2025

Institutional positions in Shopify Inc. as of Mar 31, 2025. 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
1,480
+10 vs. Q4 2024
Shares held
848.1M
+22.0M (+2.7%) vs. Q4 2024
Total value
$80.9B
−$7.02B (−8.0%) vs. Q4 2024
New holders
162
540 more added
Sold out
152
543 more reduced

20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,480 institutions
Q1 2021: 1,158 institutionsQ2 2021: 1,213 institutionsQ3 2021: 1,228 institutionsQ4 2021: 1,352 institutionsQ1 2022: 1,149 institutionsQ2 2022: 968 institutionsQ3 2022: 883 institutionsQ4 2022: 973 institutionsQ1 2023: 1,028 institutionsQ2 2023: 1,127 institutionsQ3 2023: 1,081 institutionsQ4 2023: 1,214 institutionsQ1 2024: 1,222 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,262 institutionsQ4 2024: 1,490 institutionsQ1 2025: 1,480 institutionsQ2 2025: 1,555 institutionsQ3 2025: 1,718 institutionsQ4 2025: 1,892 institutionsQ1 2026: 1,741 institutionsQ2 2026: 1,719 institutions
Value heldQ1 2025: $80.9B
Q1 2021: $82.9BQ2 2021: $111.4BQ3 2021: $104.0BQ4 2021: $108.3BQ1 2022: $52.1BQ2 2022: $22.2BQ3 2022: $19.6BQ4 2022: $26.7BQ1 2023: $36.8BQ2 2023: $50.6BQ3 2023: $42.6BQ4 2023: $63.1BQ1 2024: $61.5BQ2 2024: $53.8BQ3 2024: $66.6BQ4 2024: $88.7BQ1 2025: $80.9BQ2 2025: $97.4BQ3 2025: $123.4BQ4 2025: $138.3BQ1 2026: $99.1BQ2 2026: $94.6B
Institutions holding SHOP and their total value by quarter
QuarterHoldersValue
Q2 20261,719$94.6B
Q1 20261,741$99.1B
Q4 20251,892$138.3B
Q3 20251,718$123.4B
Q2 20251,555$97.4B
Q1 20251,480$80.9B
Q4 20241,490$88.7B
Q3 20241,262$66.6B
Q2 20241,213$53.8B
Q1 20241,222$61.5B
Q4 20231,214$63.1B
Q3 20231,081$42.6B
Q2 20231,127$50.6B
Q1 20231,028$36.8B
Q4 2022973$26.7B
Q3 2022883$19.6B
Q2 2022968$22.2B
Q1 20221,149$52.1B
Q4 20211,352$108.3B
Q3 20211,228$104.0B
Q2 20211,213$111.4B
Q1 20211,158$82.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q4 2024.

Institutions holding SHOP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Baillie Gifford & Co55,877,748$5.34B4.66%−3,898,764−6.5%Reduced
Capital World Investors52,101,843$4.97B0.81%−1,000,864−1.9%Reduced
FMR LLC49,239,719$4.69B0.30%+5,507,642+12.6%Added
Vanguard Group Inc47,962,280$4.56B0.08%+882,168+1.9%Added
Capital International Investors35,318,518$3.37B0.66%−1,197,787−3.3%Reduced
Price T Rowe Associates Inc34,008,966$3.25B0.40%−7,892,382−18.8%Reduced
Morgan Stanley30,040,695$2.87B0.21%+455,942+1.5%Added
JPMorgan Chase & Co28,110,871$2.68B0.20%+4,597,678+19.6%Added
Capital Research Global Investors23,292,570$2.22B0.48%−457,896−1.9%Reduced
Royal Bank of Canada19,545,576$1.87B0.42%−582,332−2.9%Reduced
FIL Ltd16,956,004$1.61B1.53%+1,181,856+7.5%Added
Arrowstreet Capital, Limited Partnership16,131,927$1.54B1.25%−355,652−2.2%Reduced
Polen Capital Management LLC15,270,075$1.46B4.58%−1,809,405−10.6%Reduced
Norges Bank14,553,802$1.39B0.19%+48,946+0.3%Added
Loomis Sayles & Co L P14,430,963$1.38B1.99%−181,903−1.2%Reduced
Sands Capital Management, LLC12,145,821$1.16B3.95%−1,633,118−11.9%Reduced
Bank of Montreal10,766,774$1.02B0.55%−538,747−4.8%Reduced
Franklin Resources Inc10,600,264$1.01B0.29%−492,649−4.4%Reduced
Bank of America Corp9,409,076$898.4M0.08%+15,465+0.2%Added
National Bank of Canada9,180,345$870.2M1.02%+478,689+5.5%Added
Geode Capital Management, LLC8,950,265$856.8M0.07%+1,934,683+27.6%Added
TD Asset Management Inc8,809,783$838.2M0.77%−234,217−2.6%Reduced
Edgewood Management LLC8,646,159$825.5M2.87%+8,646,159New
Mackenzie Financial Corp8,648,734$822.7M1.17%+1,426,406+19.7%Added
Wellington Management Group LLP8,481,481$808.9M0.16%+3,324,344+64.5%Added
CIBC World Markets Inc.8,028,489$766.6M1.75%−115,393−1.4%Reduced
Artisan Partners Limited Partnership7,802,205$745.0M1.21%+469,740+6.4%Added
Nuveen, LLC7,007,689$667.4M0.21%+7,007,689New
Goldman Sachs Group Inc6,859,863$655.0M0.12%+3,303,521+92.9%Added
Connor, Clark & Lunn Investment Management Ltd.6,602,764$628.2M2.74%−492,618−6.9%Reduced
Newlands Management Operations LLC6,325,050$603.9M4.09%00.0%Unchanged
BlackRock, Inc.6,266,015$598.3M0.01%+483,945+8.4%Added
Manufacturers Life Insurance Company, The6,167,782$589.6M0.56%−1,000,581−14.0%Reduced
Legal & General Group Plc6,000,929$570.9M0.16%+91,741+1.6%Added
Canada Pension Plan Investment Board5,943,409$565.5M0.55%+1,522,573+34.4%Added
Massachusetts Financial Services Co5,649,162$539.4M0.18%+979,598+21.0%Added
Alliancebernstein L.P.5,554,420$530.3M0.19%+1,094,840+24.6%Added
Jennison Associates LLC5,280,781$504.2M0.35%+4,036,326+324.3%Added
Sumitomo Mitsui Trust Holdings, Inc.5,012,428$478.6M0.34%−43,084−0.9%Reduced
Clearbridge Investments, LLC4,985,839$476.0M0.42%−842,866−14.5%Reduced
Nikko Asset Management Americas, Inc.4,983,349$475.8M6.13%−41,914−0.8%Reduced
ARK Investment Management LLCSuperinvestorARK Invest4,444,225$424.3M4.25%−60,799−1.3%Reduced
Durable Capital Partners LP4,275,819$408.3M3.65%+325,471+8.2%Added
CIBC Asset Management Inc4,283,981$408.1M1.35%−396,468−8.5%Reduced
Janus Henderson Group PLC4,161,121$402.3M0.22%−8,123−0.2%Reduced
Invesco Ltd.4,039,479$385.7M0.07%+2,514,152+164.8%Added
Jarislowsky, Fraser Ltd3,999,810$380.5M2.38%−116,205−2.8%Reduced
Bank of Nova Scotia3,776,820$359.3M0.81%+5,270+0.1%Added
Swiss National Bank3,451,700$328.6M0.23%−68,100−1.9%Reduced
Scge Management, L.P.3,386,000$323.3M9.32%−296,000−8.0%Reduced
Bank of New York Mellon Corp3,361,164$320.9M0.06%−311,139−8.5%Reduced
HRT Financial LP3,198,624$305.4M1.93%+3,198,624New
British Columbia Investment Management Corp2,924,549$278.3M1.71%+275,248+10.4%Added
Wells Fargo & Company2,879,644$274.9M0.07%+156,712+5.8%Added
Ameriprise Financial Inc2,815,042$269.9M0.07%−54,467−1.9%Reduced
SEI Investments Co2,748,695$262.4M0.34%+235,128+9.4%Added
Millennium Management LLC2,539,108$242.4M0.24%+1,405,328+124.0%Added
Charles Schwab Investment Management Inc2,539,348$241.5M0.05%+46,262+1.9%Added
Bamco Inc2,519,934$240.6M0.71%−61,323−2.4%Reduced
Jane Street Group, LLC2,508,807$239.5M0.43%+2,073,618+476.5%Added
Zevenbergen Capital Investments LLC2,412,839$230.4M5.62%−209,023−8.0%Reduced
Qube Research & Technologies Ltd2,367,631$226.0M0.35%+1,211,066+104.7%Added
Winslow Capital Management, LLC2,590,599$222.8M0.89%+97,455+3.9%Added
Ashe Capital Management, LP2,185,712$208.7M18.66%00.0%Unchanged
Raymond James Financial Inc2,128,354$205.7M0.08%−15,483−0.7%Reduced
Alberta Investment Management Corp2,050,577$195.2M1.34%+10,932+0.5%Added
Mirova US LLC2,034,159$194.2M2.31%+62,458+3.2%Added
Envestnet Asset Management Inc2,024,792$193.3M0.06%−38,641−1.9%Reduced
Deutsche Bank AG1,974,526$188.5M0.07%+45,656+2.4%Added
American Century Companies Inc1,923,082$183.3M0.11%+459,523+31.4%Added
Northern Trust Corp1,909,712$182.3M0.03%+236,677+14.1%Added
Pictet Asset Management Holding SA1,881,542$179.3M0.20%−289,324−13.3%Reduced
ICONIQ Capital, LLC1,858,674$177.5M3.15%+7360.0%Added
MUFG Securities (Canada), Ltd.1,854,543$176.4M6.15%+2,512+0.1%Added
Toronto Dominion Bank1,841,646$175.2M0.45%−845,592−31.5%Reduced
1832 Asset Management L.P.1,802,230$172.1M0.33%−122,289−6.4%Reduced
Strategy Capital LLC1,751,328$167.2M15.68%−83,863−4.6%Reduced
Barton Investment Management1,728,376$165.0M20.27%−144,621−7.7%Reduced
Federation des caisses Desjardins du Quebec1,672,448$158.8M0.79%+113,711+7.3%Added
UBS Asset Management Americas Inc1,648,853$157.4M0.04%−581,367−26.1%Reduced
Marshall Wace, LLP1,573,375$150.2M0.20%−297,516−15.9%Reduced
Gilder Gagnon Howe & Co LLC1,521,462$145.3M1.90%+17,781+1.2%Added
Natixis Advisors, L.P.1,499,227$143.1M0.26%−64,180−4.1%Reduced
UBS Group AG1,483,356$141.6M0.03%−343,066−18.8%Reduced
Russell Investments Group, Ltd.1,480,439$141.4M0.19%+41,735+2.9%Added
Rathbone Brothers plc1,472,149$140.6M0.68%+579,017+64.8%Added
Federated Hermes, Inc.1,447,767$140.0M0.30%−51,071−3.4%Reduced
Lord, Abbett & Co. LLC1,426,562$136.1M0.48%−224,660−13.6%Reduced
Polar Capital Holdings Plc1,413,899$135.0M0.84%−1,098,389−43.7%Reduced
Amundi1,620,689$133.4M0.05%−328,980−16.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,395,235$133.2M0.36%−163,140−10.5%Reduced
Caisse de Depot Et Placement du Quebec1,340,230$127.5M0.27%−266,295−16.6%Reduced
Macquarie Group Ltd1,202,142$119.8M0.15%+116,500+10.7%Added
Public Investment Fund1,250,000$119.3M0.61%00.0%Unchanged
TCW Group Inc1,233,469$117.7M1.05%−6,410−0.5%Reduced
Select Equity Group, L.P.1,166,979$111.4M0.50%−2,388,508−67.2%Reduced
LPL Financial LLC1,162,830$111.0M0.04%+74,287+6.8%Added
Addenda Capital Inc.798,607$109.3M4.04%−71,262−8.2%Reduced
Ensign Peak Advisors, Inc1,129,581$107.7M0.21%+54,279+5.0%Added
Citigroup Inc1,132,482$107.7M0.08%+339,781+42.9%Added