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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 3,957 | $378.0K | 0.07% | −79−2.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,960 | $378.1K | 0.02% | +1,391+54.1% | Added |
| Vance Wealth, Inc. | 3,992 | $381.2K | 0.14% | −10.0% | Reduced |
| One Capital Management, LLC | 3,995 | $381.4K | 0.01% | +3,995 | New |
| Dynamic Advisor Solutions LLC | 3,997 | $381.6K | 0.01% | +3,997 | New |
| Tru Independence Asset Management 2, LLC | 4,000 | $381.9K | 0.29% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 4,020 | $383.8K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,031 | $384.9K | 0.09% | −24−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,045 | $386.2K | 0.01% | −1,679−29.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,081 | $389.7K | 0.03% | −39−0.9% | Reduced |
| Financial Advisors Network, Inc. | 4,082 | $389.7K | 0.06% | 00.0% | Unchanged |
| Baader Bank INC | 4,674 | $389.9K | 0.04% | +2,016+75.8% | Added |
| Secure Asset Management, LLC | 4,090 | $390.5K | 0.08% | +20+0.5% | Added |
| Evercore Wealth Management, LLC | 4,140 | $395.3K | 0.01% | −5−0.1% | Reduced |
| Greenleaf Trust | 4,146 | $395.9K | 0.00% | +208+5.3% | Added |
| New Insight Wealth Advisors | 4,156 | $396.8K | 0.18% | −40−1.0% | Reduced |
| GWN Securities Inc. | 4,183 | $399.3K | 0.02% | +4,183 | New |
| Leuthold Group, LLC | 4,267 | $407.4K | 0.05% | +4,267 | New |
| Ceera Investments, LLC | 4,270 | $407.7K | 0.14% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,303 | $410.9K | 0.01% | +4,303 | New |
| Clarity Wealth Advisors, LLC | 4,335 | $413.9K | 0.11% | −1,000−18.7% | Reduced |
| ASB Consultores, LLC | 4,377 | $417.9K | 0.27% | −517−10.6% | Reduced |
| Fullcircle Wealth LLC | 4,240 | $417.9K | 0.17% | +110+2.7% | Added |
| Objectivity Squared, LLC | 4,997 | $418.3K | 0.35% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,386 | $418.8K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 4,417 | $421.7K | 0.01% | −849−16.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,421 | $422.1K | 0.02% | −854−16.2% | Reduced |
| Riverstone Advisors, LLC | 4,444 | $424.3K | 0.26% | +4,444 | New |
| Ballentine Partners, LLC | 4,450 | $424.9K | 0.01% | +62+1.4% | Added |
| Choate Investment Advisors | 4,474 | $427.1K | 0.01% | −1,103−19.8% | Reduced |
| M.E. Allison & Co., Inc. | 4,500 | $429.7K | 0.42% | +500+12.5% | Added |
| Barlow Wealth Partners, Inc. | 4,425 | $429.8K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,539 | $433.4K | 0.00% | −565−11.1% | Reduced |
| Brookwood Investment Group LLC | 4,539 | $433.4K | 0.07% | +4,539 | New |
| Caliber Wealth Management, LLC | 4,485 | $433.6K | 0.06% | +4,485 | New |
| Impact Capital Partners LLC | 4,544 | $433.9K | 0.16% | −73−1.6% | Reduced |
| Aprio Wealth Management, LLC | 4,553 | $434.7K | 0.05% | +1,051+30.0% | Added |
| Essex LLC | 4,575 | $436.8K | 0.09% | −7−0.2% | Reduced |
| Integrity Investment Advisors, LLC | 4,580 | $437.3K | 0.40% | +4,580 | New |
| Moors & Cabot, Inc. | 4,590 | $438.3K | 0.02% | −1,355−22.8% | Reduced |
| Greystone Financial Group, LLC | 4,601 | $439.3K | 0.08% | +34+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,560 | $440.9K | 0.07% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,633 | $442.4K | 0.04% | −266−5.4% | Reduced |
| Fountainhead AM, LLC | 4,639 | $442.9K | 0.07% | +666+16.8% | Added |
| Nichols & Pratt Advisers LLP | 4,668 | $445.7K | 0.03% | −1,832−28.2% | Reduced |
| Capital Investment Advisors, LLC | 4,679 | $446.8K | 0.01% | +676+16.9% | Added |
| Great Diamond Partners, LLC | 4,689 | $447.7K | 0.12% | −656−12.3% | Reduced |
| Westbourne Investments, Inc. | 4,692 | $448.0K | 0.27% | +4,692 | New |
| Sandy Spring Bank | 4,697 | $448.5K | 0.02% | −1,489−24.1% | Reduced |
| KRS Capital Management, LLC | 4,715 | $450.2K | 0.36% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,708 | $450.3K | 0.04% | −6,890−59.4% | Reduced |
| Heritage Investors Management Corp | 4,726 | $451.0K | 0.02% | −50−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,733 | $451.9K | 0.00% | +1,956+70.4% | Added |
| Jacobi Capital Management LLC | 4,747 | $453.1K | 0.03% | −230−4.6% | Reduced |
| Evanson Asset Management, LLC | 4,761 | $454.6K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,763 | $454.8K | 0.04% | +54+1.1% | Added |
| Coastal Investment Advisors, Inc. | 4,765 | $455.0K | 0.21% | −120−2.5% | Reduced |
| Optimum Investment Advisors | 4,780 | $456.4K | 0.21% | +233+5.1% | Added |
| Cornerstone Enterprises, LLC | 4,791 | $457.4K | 0.28% | +379+8.6% | Added |
| Regatta Capital Group, LLC | 4,792 | $457.5K | 0.09% | −10.0% | Reduced |
| Redwood Financial Network Corp | 4,794 | $457.5K | 0.35% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,812 | $459.4K | 0.06% | −484−9.1% | Reduced |
| SeaCrest Wealth Management, LLC | 4,820 | $460.2K | 0.05% | +488+11.3% | Added |
| SageView Advisory Group, LLC | 4,840 | $462.1K | 0.02% | +1,662+52.3% | Added |
| Howland Capital Management LLC | 4,849 | $463.0K | 0.02% | −100−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,863 | $464.3K | 0.02% | −444−8.4% | Reduced |
| GK Wealth Management LLC | 4,876 | $465.6K | 0.58% | −1,063−17.9% | Reduced |
| Diligent Investors, LLC | 4,911 | $468.9K | 0.11% | −866−15.0% | Reduced |
| First Command Advisory Services, Inc. | 4,938 | $471.5K | 0.00% | +18+0.4% | Added |
| Geneos Wealth Management Inc. | 4,946 | $472.2K | 0.02% | +877+21.6% | Added |
| Harrington Investments, INC | 4,952 | $472.8K | 0.27% | +145+3.0% | Added |
| PUREfi Wealth, LLC | 4,956 | $473.2K | 0.47% | −718−12.7% | Reduced |
| Seven Mile Advisory | 4,973 | $474.8K | 0.32% | −95−1.9% | Reduced |
| Creative Financial Designs Inc | 4,975 | $475.0K | 0.04% | −520−9.5% | Reduced |
| Virtue Capital Management, LLC | 5,008 | $477.7K | 0.06% | +5,008 | New |
| Berbice Capital Management LLC | 5,013 | $478.6K | 0.41% | 00.0% | Unchanged |
| First United Bank Trust | 5,015 | $478.8K | 0.18% | +425+9.3% | Added |
| JGP Wealth Management, LLC | 5,033 | $480.6K | 0.06% | +27+0.5% | Added |
| Clay Northam Wealth Management, LLC | 5,056 | $482.7K | 0.34% | +20+0.4% | Added |
| Mission Wealth Management, LP | 5,058 | $482.9K | 0.01% | −331−6.1% | Reduced |
| Westmount Partners, LLC | 5,072 | $484.3K | 0.15% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,121 | $489.0K | 0.07% | +4,826+1,635.9% | Added |
| Checchi Capital Advisers, LLC | 5,129 | $489.7K | 0.03% | +146+2.9% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 5,170 | $493.6K | 0.82% | −65−1.2% | Reduced |
| Nations Financial Group Inc, | 5,239 | $500.0K | 0.04% | +284+5.7% | Added |
| Coldstream Capital Management Inc | 5,238 | $500.1K | 0.01% | +311+6.3% | Added |
| Capital Investment Advisory Services, LLC | 5,243 | $500.6K | 0.04% | +622+13.5% | Added |
| Schwartz Investment Counsel Inc | 5,250 | $501.3K | 0.02% | −1,750−25.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,254 | $501.7K | 0.00% | +1,658+46.1% | Added |
| Kovack Advisors, Inc. | 5,263 | $502.5K | 0.05% | −5,290−50.1% | Reduced |
| Whittier Trust Co | 5,267 | $502.9K | 0.01% | +5+0.1% | Added |
| Rede Wealth, LLC | 5,312 | $507.2K | 0.18% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,320 | $507.8K | 0.06% | +250+4.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,343 | $510.1K | 0.05% | −240−4.3% | Reduced |
| KG&L Capital Management,LLC | 5,352 | $511.0K | 0.17% | −87−1.6% | Reduced |
| Eastern Bank | 5,357 | $511.5K | 0.01% | +3,237+152.7% | Added |
| Ascent Group, LLC | 5,376 | $513.3K | 0.02% | +5,376 | New |
| Ameritas Advisory Services, LLC | 5,082 | $513.9K | 0.02% | −630−11.0% | Reduced |
| Graypoint LLC | 5,383 | $514.0K | 0.03% | −20−0.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,406 | $515.8K | 0.24% | +407+8.1% | Added |