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, Q2 2025
Institutional positions in Shopify Inc. as of Jun 30, 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
- 1,555
- +95 vs. Q1 2025
- Shares held
- 843.9M
- −3.78M (−0.4%) vs. Q1 2025
- Total value
- $97.4B
- +$16.5B (+20.4%) vs. Q1 2025
- New holders
- 220
- 586 more added
- Sold out
- 125
- 511 more reduced
20 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 111,693 | $12.9M | 0.26% | +863+0.8% | Added |
| Oddo BHF Asset Management SAS | 111,815 | $12.9M | 0.49% | −16,831−13.1% | Reduced |
| Caxton Associates LLP | 115,000 | $13.3M | 0.34% | +115,000 | New |
| Robeco Institutional Asset Management B.V. | 116,912 | $13.5M | 0.02% | −72,500−38.3% | Reduced |
| State of Michigan Retirement System | 117,200 | $13.5M | 0.07% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 117,845 | $13.6M | 0.06% | +500+0.4% | Added |
| Texas Yale Capital Corp. | 117,792 | $13.6M | 0.45% | +809+0.7% | Added |
| GF Fund Management Co. Ltd. | 120,000 | $13.8M | 0.28% | +120,000 | New |
| The PNC Financial Services Group, Inc. | 121,418 | $14.0M | 0.01% | +6,739+5.9% | Added |
| Dash Acquisitions Inc. | 115,483 | $14.1M | 2.99% | +1,625+1.4% | Added |
| Meridian Wealth Management, LLC | 122,837 | $14.2M | 0.60% | −693−0.6% | Reduced |
| Van Eck Associates Corp | 124,634 | $14.4M | 0.02% | −53,226−29.9% | Reduced |
| Ithaka Group LLC | 125,457 | $14.5M | 2.48% | +35,538+39.5% | Added |
| Apollon Wealth Management, LLC | 125,589 | $14.5M | 0.29% | +400.0% | Added |
| Cresset Asset Management, LLC | 125,840 | $14.5M | 0.07% | +10,072+8.7% | Added |
| Generali Asset Management SPA SGR | 93,504 | $14.7M | 0.33% | +714+0.8% | Added |
| Sustainable Growth Advisers, LP | 128,662 | $14.8M | 0.08% | +13,577+11.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 131,819 | $15.2M | 0.02% | −70,507−34.8% | Reduced |
| Triasima Portfolio Management inc. | 134,249 | $15.5M | 2.82% | −22,550−14.4% | Reduced |
| iA Global Asset Management Inc. | 134,910 | $15.6M | 0.23% | +134,910 | New |
| Utah Retirement Systems | 135,237 | $15.6M | 0.16% | 00.0% | Unchanged |
| Kinetic Partners Management, LP | 137,526 | $15.9M | 0.87% | +45,726+49.8% | Added |
| Henry James International Management, Inc. | 137,609 | $15.9M | 5.22% | −20,700−13.1% | Reduced |
| Shelton Capital Management | 137,642 | $15.9M | 0.37% | +137,642 | New |
| Congress Wealth Management LLC | 139,613 | $16.1M | 0.16% | +5,968+4.5% | Added |
| Swiss Life Asset Management Ltd | 139,805 | $16.1M | 0.10% | +10,776+8.4% | Added |
| Nepsis, Inc. | 140,469 | $16.2M | 4.51% | −35,237−20.1% | Reduced |
| Pathstone Holdings, LLC | 142,237 | $16.4M | 0.06% | −99,332−41.1% | Reduced |
| Genus Capital Management Inc. | 144,085 | $16.6M | 2.11% | +9,280+6.9% | Added |
| Gryphon Financial Partners LLC | 145,382 | $16.8M | 2.19% | −190.0% | Reduced |
| Welch & Forbes LLC | 146,116 | $16.9M | 0.21% | +2,515+1.8% | Added |
| La Banque Postale Asset Management SA | 147,793 | $17.0M | 0.24% | −40,000−21.3% | Reduced |
| Sanctuary Advisors, LLC | 149,283 | $17.2M | 0.11% | −1,267−0.8% | Reduced |
| Twin Tree Management, LP | 149,437 | $17.2M | 0.43% | −75,757−33.6% | Reduced |
| Colony Group, LLC | 150,528 | $17.4M | 0.04% | −138,194−47.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 150,584 | $17.4M | 0.12% | −18,622−11.0% | Reduced |
| Nissay Asset Management Corp | 157,470 | $18.2M | 0.11% | +157,470 | New |
| Wealth Enhancement Advisory Services, LLC | 157,413 | $18.3M | 0.03% | +3,140+2.0% | Added |
| CMT Capital Markets Trading GmbH | 159,500 | $18.4M | 8.86% | +156,053+4,527.2% | Added |
| MML Investors Services, LLC | 160,759 | $18.5M | 0.05% | −9,146−5.4% | Reduced |
| D.A. Davidson & Co. | 161,212 | $18.6M | 0.13% | +81,933+103.3% | Added |
| Thompson Siegel & Walmsley LLC | 162,940 | $18.8M | 0.32% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 164,816 | $19.0M | 1.50% | +4,558+2.8% | Added |
| Maryland State Retirement & Pension System | 165,345 | $19.1M | 0.42% | −5,416−3.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 169,182 | $19.5M | 0.08% | 00.0% | Unchanged |
| Perpetual Ltd | 172,280 | $19.9M | 0.23% | −749−0.4% | Reduced |
| Thornburg Investment Management Inc | 172,686 | $19.9M | 0.26% | +29,289+20.4% | Added |
| Agf Management Ltd | 171,527 | $19.9M | 0.09% | −832,344−82.9% | Reduced |
| SG Americas Securities, LLC | 177,226 | $20.4M | 0.09% | +57,167+47.6% | Added |
| HighTower Advisors, LLC | 177,586 | $20.5M | 0.03% | +119+0.1% | Added |
| Intech Investment Management LLC | 178,264 | $20.5M | 0.19% | +21,250+13.5% | Added |
| Varma Mutual Pension Insurance Co | 180,158 | $20.7M | 0.15% | −200−0.1% | Reduced |
| Glenmede Investment Management, LP | 182,324 | $21.0M | 0.11% | +182,324 | New |
| Assetmark, Inc | 182,916 | $21.1M | 0.05% | +89,476+95.8% | Added |
| Northwestern Mutual Wealth Management Co | 184,321 | $21.3M | 0.02% | +4,563+2.5% | Added |
| Ampersand Capital Group, L.P. | 184,763 | $21.3M | 10.60% | +9,750+5.6% | Added |
| AIA Group Ltd | 186,058 | $21.5M | 0.47% | +16,174+9.5% | Added |
| Arthedge Capital Management, LLC | 188,000 | $21.7M | 14.98% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 189,070 | $21.8M | 0.06% | +30,007+18.9% | Added |
| Baker Avenue Asset Management, LP | 190,077 | $21.9M | 0.62% | −9,512−4.8% | Reduced |
| Atria Investments LLC | 190,823 | $22.0M | 0.26% | +13,303+7.5% | Added |
| USS Investment Management Ltd | 190,758 | $22.0M | 0.14% | +1,682+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 191,059 | $22.0M | 0.07% | +7,292+4.0% | Added |
| Acadian Asset Management LLC | 198,396 | $22.9M | 0.05% | +28,933+17.1% | Added |
| Aquatic Capital Management LLC | 198,876 | $22.9M | 0.46% | +126,898+176.3% | Added |
| Daiwa Securities Group Inc. | 199,136 | $23.0M | 0.08% | +133,270+202.3% | Added |
| Investment Management Corp of Ontario | 200,757 | $23.2M | 0.34% | −65,663−24.6% | Reduced |
| AustralianSuper Pty Ltd | 203,016 | $23.4M | 0.12% | +203,016 | New |
| NEOS Investment Management LLC | 206,686 | $23.8M | 0.30% | +206,686 | New |
| Trillium Asset Management, LLC | 210,722 | $24.3M | 0.65% | −18,021−7.9% | Reduced |
| Qube Research & Technologies Ltd | 212,542 | $24.5M | 0.03% | −2,155,089−91.0% | Reduced |
| Marcho Partners LLP | 216,676 | $25.0M | 9.82% | −34,571−13.8% | Reduced |
| Andra AP-fonden | 159,700 | $25.1M | 0.35% | −5,000−3.0% | Reduced |
| Northwest & Ethical Investments L.P. | 221,168 | $25.4M | 0.63% | +11,139+5.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 231,739 | $26.7M | 0.26% | +6,349+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 242,465 | $28.0M | 0.40% | +68,311+39.2% | Added |
| Cetera Investment Advisers | 242,505 | $28.0M | 0.05% | −11,890−4.7% | Reduced |
| Capital Group Private Client Services, Inc. | 249,756 | $28.8M | 0.25% | +107,292+75.3% | Added |
| Liontrust Investment Partners LLP | 258,274 | $29.8M | 0.43% | +179,457+227.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 261,023 | $30.0M | 0.17% | −8,821−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 264,113 | $30.4M | 0.10% | −330,331−55.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 268,754 | $31.0M | 0.25% | −70,576−20.8% | Reduced |
| Cornerstone Capital, Inc. | 270,918 | $31.3M | 3.27% | −9,445−3.4% | Reduced |
| New York State Common Retirement Fund | 271,669 | $31.3M | 0.04% | −56,438−17.2% | Reduced |
| One Madison Group LLC | 280,000 | $32.3M | 3.41% | +23,326+9.1% | Added |
| Guggenheim Capital LLC | 286,580 | $33.1M | 0.27% | +279,915+4,199.8% | Added |
| Huntington National Bank | 292,136 | $33.7M | 0.22% | +416+0.1% | Added |
| Castleark Management LLC | 293,864 | $33.9M | 1.02% | +15,948+5.7% | Added |
| Tremblant Capital Group | 300,687 | $34.7M | 3.35% | +300,687 | New |
| Mariner, LLC | 300,762 | $34.7M | 0.05% | +2,130+0.7% | Added |
| Hantz Financial Services, Inc. | 301,443 | $34.8M | 0.56% | −21,832−6.8% | Reduced |
| Forsta Ap-Fonden | 319,700 | $36.8M | 0.24% | −39,200−10.9% | Reduced |
| D. E. Shaw & Co., Inc. | 319,351 | $36.8M | 0.04% | +168,352+111.5% | Added |
| STRS Ohio | 321,177 | $37.0M | 0.14% | +414+0.1% | Added |
| Kames Capital plc | 323,862 | $37.3M | 0.48% | −4,231−1.3% | Reduced |
| Equitable Trust Co | 325,949 | $37.6M | 1.87% | +79,327+32.2% | Added |
| Ci Investments Inc. | 327,247 | $37.7M | 0.14% | +1440.0% | Added |
| Neuberger Berman Group LLC | 328,355 | $37.8M | 0.03% | −150,484−31.4% | Reduced |
| Gavilan Investment Partners LLC | 330,000 | $38.1M | 9.15% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 360,915 | $41.6M | 0.75% | −4,155−1.1% | Reduced |