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 2026
Institutional positions in Shopify Inc. as of Mar 31, 2026. 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
- 1,741
- −122 vs. Q4 2025
- Shares held
- 832.6M
- +42.3M (+5.4%) vs. Q4 2025
- Total value
- $99.1B
- −$28.2B (−22.2%) vs. Q4 2025
- New holders
- 170
- 681 more added
- Sold out
- 292
- 620 more reduced
29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 50,060,088 | $5.93B | 1.39% | +11,716,933+30.6% | Added |
| FMR LLC | 45,834,484 | $5.44B | 0.29% | −2,168,593−4.5% | Reduced |
| Invesco Ltd. | 36,379,261 | $4.32B | 0.42% | −5,114,209−12.3% | Reduced |
| Vanguard Capital Management LLC | 33,735,144 | $4.00B | 0.10% | +33,735,144 | New |
| Capital World Investors | 33,696,844 | $4.00B | 0.55% | −14,125,861−29.5% | Reduced |
| Baillie Gifford & Co | 29,021,841 | $3.44B | 3.52% | −2,184,391−7.0% | Reduced |
| Price T Rowe Associates Inc | 25,016,858 | $2.97B | 0.34% | +1,485,436+6.3% | Added |
| Morgan Stanley | 24,704,666 | $2.93B | 0.18% | −1,748,477−6.6% | Reduced |
| Royal Bank of Canada | 21,658,696 | $2.57B | 0.49% | +1,923,145+9.7% | Added |
| FIL Ltd | 18,226,469 | $2.16B | 1.68% | −158,902−0.9% | Reduced |
| JPMorgan Chase & Co | 17,457,018 | $1.95B | 0.13% | −15,961,279−47.8% | Reduced |
| Jennison Associates LLC | 16,299,259 | $1.93B | 1.33% | −2,667,148−14.1% | Reduced |
| Loomis Sayles & Co L P | 14,403,445 | $1.71B | 2.30% | −66,724−0.5% | Reduced |
| Bank of Montreal | 13,053,711 | $1.55B | 0.66% | +929,514+7.7% | Added |
| Geode Capital Management, LLC | 12,910,116 | $1.54B | 0.10% | +308,640+2.4% | Added |
| National Bank of Canada | 12,811,918 | $1.52B | 1.55% | +3,394,298+36.0% | Added |
| Alliancebernstein L.P. | 8,813,928 | $1.42B | 0.46% | +2,263,588+34.6% | Added |
| Capital Research Global Investors | 11,641,932 | $1.38B | 0.21% | +9,723,990+507.0% | Added |
| Bank of America Corp | 11,183,985 | $1.33B | 0.10% | −297,606−2.6% | Reduced |
| Vanguard Fiduciary Trust Co | 10,774,862 | $1.28B | 0.32% | +10,774,862 | New |
| 1832 Asset Management L.P. | 10,187,742 | $1.21B | 1.60% | +2,374,324+30.4% | Added |
| Mackenzie Financial Corp | 9,946,334 | $1.18B | 1.42% | −14,763−0.1% | Reduced |
| TD Asset Management Inc | 9,574,621 | $1.13B | 0.92% | +860,859+9.9% | Added |
| Goldman Sachs Group Inc | 9,146,115 | $1.08B | 0.14% | −4,034,430−30.6% | Reduced |
| Wellington Management Group LLP | 9,070,116 | $1.07B | 0.20% | +2,617,851+40.6% | Added |
| Sands Capital Management, LLC | 8,935,666 | $1.06B | 4.16% | −570,370−6.0% | Reduced |
| BlackRock, Inc. | 8,887,516 | $1.05B | 0.02% | −1,200,156−11.9% | Reduced |
| CIBC World Markets Inc. | 8,749,299 | $1.04B | 1.82% | +17,372+0.2% | Added |
| Manufacturers Life Insurance Company, The | 8,418,903 | $998.1M | 0.86% | +660,198+8.5% | Added |
| Canada Pension Plan Investment Board | 8,312,252 | $986.5M | 0.64% | −451,055−5.1% | Reduced |
| Franklin Resources Inc | 8,272,377 | $981.6M | 0.24% | −272,268−3.2% | Reduced |
| Massachusetts Financial Services Co | 6,031,360 | $789.3M | 0.27% | +138,527+2.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,384,833 | $757.7M | 1.75% | +182,560+2.9% | Added |
| Newlands Management Operations LLC | 6,325,050 | $750.3M | 4.85% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,344,182 | $750.2M | 0.17% | −5,079−0.1% | Reduced |
| Polen Capital Management LLC | 6,306,740 | $748.1M | 5.17% | −895,132−12.4% | Reduced |
| WCM Investment Management, LLC | 6,682,523 | $746.9M | 1.70% | −18,156−0.3% | Reduced |
| Edgewood Management LLC | 6,066,124 | $719.6M | 4.64% | −133,335−2.2% | Reduced |
| Nuveen, LLC | 5,087,563 | $602.7M | 0.16% | −1,013,398−16.6% | Reduced |
| Vanguard Global Advisers, LLC | 4,919,938 | $583.8M | 0.31% | +4,919,938 | New |
| UBS Group AG | 4,730,646 | $561.1M | 0.10% | +1,903,352+67.3% | Added |
| Bamco Inc | 4,718,230 | $559.7M | 1.69% | +2,429,960+106.2% | Added |
| Artisan Partners Limited Partnership | 4,362,111 | $517.4M | 0.84% | −31,129−0.7% | Reduced |
| CIBC Asset Management Inc | 4,305,479 | $511.1M | 1.25% | +24,951+0.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 4,177,652 | $495.6M | 3.85% | +198,754+5.0% | Added |
| Swiss National Bank | 4,115,300 | $487.6M | 0.28% | +876,100+27.0% | Added |
| Janus Henderson Group PLC | 4,088,788 | $478.9M | 0.23% | −334,622−7.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,678,602 | $436.4M | 0.28% | +145,500+4.1% | Added |
| Barclays PLC | 3,639,371 | $431.7M | 0.15% | +1,889,746+108.0% | Added |
| Jane Street Group, LLC | 3,497,721 | $414.9M | 0.45% | +3,187,389+1,027.1% | Added |
| Bank of New York Mellon Corp | 3,495,964 | $414.7M | 0.08% | +159,873+4.8% | Added |
| Nikko Asset Management Americas, Inc. | 3,458,265 | $410.2M | 5.80% | +165,080+5.0% | Added |
| Deutsche Bank AG | 3,232,952 | $383.5M | 0.13% | −162,393−4.8% | Reduced |
| Amundi | 3,200,943 | $379.7M | 0.10% | +84,971+2.7% | Added |
| Bank of Nova Scotia | 3,196,004 | $379.1M | 0.66% | +621,893+24.2% | Added |
| Wells Fargo & Company | 3,073,182 | $364.5M | 0.07% | −312,222−9.2% | Reduced |
| Toronto Dominion Bank | 3,070,686 | $364.4M | 0.70% | −140,328−4.4% | Reduced |
| Clearbridge Investments, LLC | 3,041,015 | $360.7M | 0.31% | −1,126,252−27.0% | Reduced |
| Winslow Capital Management, LLC | 3,024,200 | $358.7M | 1.40% | +67,918+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,920,057 | $345.0M | 1.24% | +650,291+28.7% | Added |
| Charles Schwab Investment Management Inc | 2,726,780 | $322.5M | 0.05% | +102,004+3.9% | Added |
| SEI Investments Co | 2,704,618 | $320.8M | 0.30% | +189,583+7.5% | Added |
| Mirova US LLC | 2,671,242 | $316.9M | 3.60% | −114,701−4.1% | Reduced |
| Victory Capital Management Inc | 2,546,610 | $302.1M | 0.19% | +1,990,869+358.2% | Added |
| Marshall Wace, LLP | 2,541,886 | $301.5M | 0.32% | +642,167+33.8% | Added |
| Ameriprise Financial Inc | 2,446,749 | $292.3M | 0.07% | +322,000+15.2% | Added |
| ICONIQ Capital, LLC | 2,456,052 | $291.3M | 6.52% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,254,053 | $267.4M | 0.35% | +1,735,732+334.9% | Added |
| Envestnet Asset Management Inc | 2,251,187 | $267.0M | 0.07% | +401,894+21.7% | Added |
| Raymond James Financial Inc | 2,198,319 | $260.8M | 0.08% | −37,642−1.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,154,743 | $255.6M | 3.07% | −23,653−1.1% | Reduced |
| Picton Mahoney Asset Management | 2,135,617 | $253.5M | 2.64% | +202,685+10.5% | Added |
| Vanguard Asset Management, Ltd | 2,129,246 | $252.6M | 0.22% | +2,129,246 | New |
| Natixis Advisors, L.P. | 1,884,639 | $223.6M | 0.31% | +298,535+18.8% | Added |
| Northern Trust Corp | 1,818,538 | $215.7M | 0.03% | +44,928+2.5% | Added |
| MUFG Securities (Canada), Ltd. | 1,818,588 | $215.4M | 6.19% | −43,412−2.3% | Reduced |
| British Columbia Investment Management Corp | 1,749,349 | $207.6M | 1.23% | −508,441−22.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,713,564 | $203.2M | 0.28% | +77,157+4.7% | Added |
| Strategy Capital LLC | 1,649,987 | $195.7M | 16.00% | +14,412+0.9% | Added |
| Ashe Capital Management, LP | 1,647,738 | $195.5M | 24.51% | −102,502−5.9% | Reduced |
| Russell Investments Group, Ltd. | 1,652,855 | $194.6M | 0.21% | +107,863+7.0% | Added |
| Pictet Asset Management Holding SA | 1,622,681 | $192.3M | 0.20% | +258,222+18.9% | Added |
| Barton Investment Management | 1,602,959 | $190.1M | 23.85% | −37,467−2.3% | Reduced |
| ProShare Advisors LLC | 1,554,879 | $184.4M | 0.27% | −344,753−18.1% | Reduced |
| Rathbone Brothers plc | 1,510,859 | $179.2M | 0.72% | +109,078+7.8% | Added |
| Brown Advisory Inc | 1,490,532 | $176.8M | 0.29% | −253,942−14.6% | Reduced |
| LPL Financial LLC | 1,465,785 | $173.9M | 0.05% | +89,463+6.5% | Added |
| D. E. Shaw & Co., Inc. | 1,454,594 | $172.5M | 0.14% | +174,425+13.6% | Added |
| Polar Capital Holdings Plc | 1,441,167 | $171.0M | 0.75% | −237,626−14.2% | Reduced |
| American Century Companies Inc | 1,415,395 | $167.9M | 0.09% | +344,063+32.1% | Added |
| Caisse de Depot Et Placement du Quebec | 1,392,886 | $164.7M | 0.26% | −18,835−1.3% | Reduced |
| Zevenbergen Capital Investments LLC | 1,309,176 | $155.3M | 4.47% | −365,561−21.8% | Reduced |
| Scotia Capital Inc. | 1,305,851 | $154.7M | 0.64% | +144,674+12.5% | Added |
| Thrivent Financial for Lutherans | 1,267,968 | $150.4M | 0.29% | +119,709+10.4% | Added |
| TD Waterhouse Canada Inc. | 1,194,385 | $140.9M | 0.42% | +680,092+132.2% | Added |
| First Trust Advisors LP | 1,177,120 | $139.6M | 0.10% | +196,528+20.0% | Added |
| Aviva PLC | 1,053,953 | $124.7M | 0.21% | +30,740+3.0% | Added |
| Neuberger Berman Group LLC | 1,056,314 | $124.3M | 0.09% | +202,899+23.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,005,760 | $119.3M | 1.20% | +1,005,760 | New |
| Arrowstreet Capital, Limited Partnership | 1,001,408 | $118.8M | 0.06% | −5,073,528−83.5% | Reduced |