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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspen Capital Management, LLC | 2,300 | $219.6K | 0.07% | +2,300 | New |
| All Terrain Financial Advisors, LLC | 2,305 | $220.1K | 0.09% | −30−1.3% | Reduced |
| Ballast Advisors LLC | 2,308 | $220.4K | 0.07% | +245+11.9% | Added |
| Bartlett & Co. Wealth Management LLC | 2,309 | $220.5K | 0.00% | −291−11.2% | Reduced |
| WealthPLAN Partners, LLC | 2,310 | $220.6K | 0.03% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,325 | $222.0K | 0.19% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 2,320 | $222.0K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,337 | $223.1K | 0.01% | +2,337 | New |
| Gemmer Asset Management LLC | 2,340 | $223.4K | 0.02% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 2,312 | $223.5K | 0.09% | +2,312 | New |
| Davies Financial Advisors, Inc. | 2,343 | $223.7K | 0.19% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,344 | $223.8K | 0.05% | +58+2.5% | Added |
| Vista Wealth Management Group, LLC | 2,346 | $224.0K | 0.01% | +43+1.9% | Added |
| Quintet Private Bank (Europe) S.A. | 2,347 | $224.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,350 | $224.4K | 0.00% | +236+11.2% | Added |
| Strategic Financial Concepts, LLC | 2,353 | $224.6K | 0.04% | +17+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 2,357 | $225.0K | 0.01% | +291+14.1% | Added |
| Visionary Wealth Advisors | 2,360 | $225.3K | 0.01% | +46+2.0% | Added |
| Leeward Financial Partners, LLC | 2,371 | $226.4K | 0.08% | −527−18.2% | Reduced |
| Full Sail Capital, LLC | 2,373 | $226.6K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,378 | $227.0K | 0.03% | −153−6.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,379 | $227.1K | 0.00% | +568+31.4% | Added |
| Evolution Wealth Advisors, LLC | 2,381 | $227.3K | 0.04% | −272−10.3% | Reduced |
| Magnus Financial Group LLC | 2,381 | $227.3K | 0.02% | +100+4.4% | Added |
| J. Safra Sarasin Holding AG | 2,382 | $227.4K | 0.00% | +2,382 | New |
| Reliant Investment Partners, LLC | 2,365 | $228.6K | 0.23% | −25−1.0% | Reduced |
| Howard Bailey Securities, LLC | 2,398 | $229.0K | 0.08% | −551−18.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,399 | $229.1K | 0.01% | +25+1.1% | Added |
| Willis Johnson & Associates, Inc. | 2,405 | $229.6K | 0.02% | −70−2.8% | Reduced |
| Investors Asset Management of Georgia Inc | 2,425 | $231.5K | 0.12% | +100+4.3% | Added |
| Pitti Group Wealth Management, LLC | 2,430 | $231.9K | 0.24% | +33+1.4% | Added |
| Wedmont Private Capital | 2,773 | $232.1K | 0.01% | −532−16.1% | Reduced |
| Frank, Rimerman Advisors LLC | 2,435 | $232.5K | 0.02% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,440 | $233.0K | 0.10% | +440+22.0% | Added |
| Lantz Financial LLC | 2,444 | $233.4K | 0.06% | −46−1.8% | Reduced |
| Sonora Investment Management Group, LLC | 2,447 | $233.6K | 0.02% | −899−26.9% | Reduced |
| Embree Financial Group | 2,456 | $234.5K | 0.04% | +173+7.6% | Added |
| First Affirmative Financial Network | 2,463 | $235.2K | 0.14% | −274−10.0% | Reduced |
| Founders Financial Securities LLC | 2,394 | $236.0K | 0.02% | +76+3.3% | Added |
| Annex Advisory Services, LLC | 2,476 | $236.4K | 0.01% | −174−6.6% | Reduced |
| Hummer Financial Advisory Services Inc | 2,500 | $238.7K | 0.19% | 00.0% | Unchanged |
| SP Asset Management LLC | 2,500 | $238.7K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,501 | $238.8K | 0.02% | +1,125+81.8% | Added |
| Cypress Financial Planning LLC | 2,503 | $239.0K | 0.09% | +2,503 | New |
| Massmutual Trust Co FSB | 2,511 | $239.8K | 0.01% | +93+3.8% | Added |
| Family Management Corp | 2,525 | $241.1K | 0.04% | +127+5.3% | Added |
| Potomac Fund Management Inc | 2,970 | $242.5K | 0.11% | +291+10.9% | Added |
| Redwood Investments, LLC | 2,544 | $242.9K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,546 | $243.1K | 0.01% | +426+20.1% | Added |
| Verus Capital Partners, LLC | 2,553 | $243.8K | 0.02% | −170−6.2% | Reduced |
| Forefront Wealth Partners, LLC | 2,555 | $244.0K | 0.17% | +74+3.0% | Added |
| Bordeaux Wealth Advisors LLC | 2,563 | $244.7K | 0.05% | +8+0.3% | Added |
| Versant Capital Management, Inc | 2,567 | $245.1K | 0.04% | +2,384+1,302.7% | Added |
| WealthPlan Investment Management, LLC | 2,572 | $245.6K | 0.02% | −550−17.6% | Reduced |
| Wolff Wiese Magana LLC | 2,589 | $247.2K | 0.17% | −254−8.9% | Reduced |
| Tidemark, LLC | 2,592 | $247.4K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 2,605 | $248.7K | 0.02% | −170−6.1% | Reduced |
| Delta Financial Group, Inc. | 2,275 | $249.0K | 0.06% | +14+0.6% | Added |
| Algert Global LLC | 2,631 | $250.6K | 0.01% | +2,631 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,627 | $250.8K | 0.02% | +37+1.4% | Added |
| Hexagon Capital Partners LLC | 2,631 | $251.2K | 0.05% | −39−1.5% | Reduced |
| Prospect Financial Services LLC | 2,635 | $251.5K | 0.14% | −2,398−47.6% | Reduced |
| GatePass Capital, LLC | 2,650 | $253.0K | 0.19% | +2,650 | New |
| CWA Asset Management Group, LLC | 2,653 | $253.3K | 0.01% | −1,629−38.0% | Reduced |
| South State Corp. | 2,669 | $254.8K | 0.01% | +199+8.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,695 | $257.3K | 0.04% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 2,710 | $258.8K | 0.09% | +2,710 | New |
| Manchester Financial Inc | 2,713 | $259.0K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,724 | $260.1K | 0.06% | +2,311+559.6% | Added |
| YHB Investment Advisors, Inc. | 2,725 | $260.2K | 0.02% | −11−0.4% | Reduced |
| Hollencrest Capital Management | 2,725 | $260.2K | 0.01% | +772+39.5% | Added |
| Modern Wealth Management, LLC | 2,743 | $261.9K | 0.01% | +342+14.2% | Added |
| Quarry LP | 2,750 | $262.6K | 0.07% | +2,750 | New |
| LVW Advisors, LLC | 2,766 | $264.1K | 0.03% | +17+0.6% | Added |
| Fort Point Capital Partners LLC | 2,772 | $264.7K | 0.03% | +42+1.5% | Added |
| GFS Advisors, LLC | 2,779 | $265.0K | 0.05% | −298−9.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,776 | $265.1K | 0.05% | −36−1.3% | Reduced |
| Johnson Financial Group, LLC | 2,796 | $267.0K | 0.03% | +2,796 | New |
| Anderson Financial Strategies, LLC | 2,798 | $267.2K | 0.16% | +2,798 | New |
| Magnolia Capital Advisors LLC | 2,789 | $267.5K | 0.07% | −5−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,810 | $268.3K | 0.01% | +639+29.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,819 | $269.2K | 0.13% | −111−3.8% | Reduced |
| BTG Pactual Asset Management US LLC | 2,836 | $270.8K | 0.04% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,850 | $272.1K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,840 | $274.0K | 0.02% | −269−8.7% | Reduced |
| Indie Asset Partners, LLC | 2,880 | $275.0K | 0.24% | −1,090−27.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,880 | $275.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 2,825 | $279.0K | 0.17% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,923 | $279.1K | 0.02% | −469−13.8% | Reduced |
| Mindset Wealth Management, LLC | 2,930 | $279.8K | 0.11% | −70−2.3% | Reduced |
| May Hill Capital, LLC | 2,942 | $280.9K | 0.11% | −117−3.8% | Reduced |
| Fulton Bank, N.A. | 2,946 | $281.3K | 0.01% | +256+9.5% | Added |
| Mount Yale Investment Advisors, LLC | 2,942 | $281.4K | 0.02% | +239+8.8% | Added |
| Pure Financial Advisors, Inc. | 2,949 | $281.5K | 0.01% | +513+21.1% | Added |
| Summa Corp. | 2,978 | $284.3K | 0.16% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,403 | $284.7K | 0.02% | −4,123−54.8% | Reduced |
| Accurate Wealth Management, LLC | 3,408 | $285.3K | 0.05% | +131+4.0% | Added |
| Montgomery Investment Management Inc | 3,000 | $286.4K | 0.11% | −1,800−37.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 3,016 | $288.0K | 0.13% | +3,016 | New |
| Holistic Financial Partners | 3,020 | $288.4K | 0.14% | +36+1.2% | Added |