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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 80,500 | $9.55M | 0.17% | −1,300−1.6% | Reduced |
| Sustainable Growth Advisers, LP | 81,087 | $9.62M | 0.09% | +20,436+33.7% | Added |
| Bellecapital International Ltd. | 81,398 | $9.66M | 1.74% | +4,772+6.2% | Added |
| Wesbanco Bank Inc | 81,530 | $9.67M | 0.27% | +10,258+14.4% | Added |
| IMC-Chicago, LLC | 81,570 | $9.68M | 0.15% | +65,643+412.1% | Added |
| Mubadala Investment Co PJSC | 82,302 | $9.76M | 0.05% | +82,302 | New |
| Trexquant Investment LP | 83,408 | $9.89M | 0.07% | +83,408 | New |
| Henry James International Management, Inc. | 84,609 | $10.0M | 3.62% | −41,653−33.0% | Reduced |
| Nomura Asset Management Co Ltd | 84,656 | $10.0M | 0.03% | −6,755−7.4% | Reduced |
| Exchange Traded Concepts, LLC | 84,915 | $10.1M | 0.08% | +47,333+125.9% | Added |
| Exane Asset Management | 73,743 | $10.1M | 2.06% | +73,743 | New |
| M&T Bank Corp | 85,483 | $10.1M | 0.03% | +4,401+5.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 88,165 | $10.5M | 0.05% | +941+1.1% | Added |
| Qube Research & Technologies Ltd | 88,254 | $10.5M | 0.01% | −5,188−5.6% | Reduced |
| GWM Advisors LLC | 88,957 | $10.6M | 0.04% | +1,475+1.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 89,672 | $10.6M | 1.82% | +4,805+5.7% | Added |
| Telemark Asset Management, LLC | 90,000 | $10.7M | 0.99% | −40,000−30.8% | Reduced |
| Harvest Fund Management Co., Ltd | 90,557 | $10.7M | 0.46% | −4,317−4.6% | Reduced |
| Mediolanum International Funds Ltd | 96,756 | $10.8M | 0.12% | +4,305+4.7% | Added |
| Lido Advisors, LLC | 91,629 | $10.9M | 0.04% | −25,872−22.0% | Reduced |
| Mercer Global Advisors Inc | 92,135 | $10.9M | 0.02% | +24,057+35.3% | Added |
| Venture Visionary Partners LLC | 92,755 | $11.0M | 0.37% | +6,825+7.9% | Added |
| Stevens Capital Management LP | 93,425 | $11.1M | 1.71% | +93,425 | New |
| Covenant Asset Management, LLC | 93,489 | $11.1M | 2.27% | −2,958−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 162,753 | $11.1M | 0.02% | +16,597+11.4% | Added |
| Gulf International Bank (UK) Ltd | 94,450 | $11.2M | 0.25% | +32,808+53.2% | Added |
| Asset Management One Co.,Ltd. | 94,489 | $11.2M | 0.03% | −460−0.5% | Reduced |
| Credit Agricole S A | 94,505 | $11.2M | 0.04% | +547+0.6% | Added |
| Dana Investment Advisors, Inc. | 94,521 | $11.2M | 0.33% | +91,849+3,437.5% | Added |
| Insight Holdings Group, LLC | 94,660 | $11.2M | 0.79% | +66,130+231.8% | Added |
| Candriam Luxembourg S.C.A. | 95,388 | $11.3M | 0.06% | −43,617−31.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 95,606 | $11.3M | 0.22% | +95,606 | New |
| Sierra Summit Advisors LLC | 97,102 | $11.5M | 1.67% | +3,767+4.0% | Added |
| Thoroughbred Financial Services, LLC | 97,212 | $11.5M | 0.69% | +75+0.1% | Added |
| Yarbrough Capital, LLC | 97,488 | $11.6M | 0.41% | −14,730−13.1% | Reduced |
| Freestone Grove Partners LP | 98,125 | $11.6M | 0.08% | +95,785+4,093.4% | Added |
| La Banque Postale Asset Management SA | 99,711 | $11.8M | 0.16% | 00.0% | Unchanged |
| State of Michigan Retirement System | 99,800 | $11.8M | 0.06% | −17,400−14.8% | Reduced |
| Captrust Financial Advisors | 100,746 | $11.9M | 0.02% | +25,318+33.6% | Added |
| Nepsis, Inc. | 102,338 | $12.1M | 4.07% | +3,263+3.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 102,750 | $12.2M | 0.10% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 102,992 | $12.2M | 0.21% | +19,846+23.9% | Added |
| Voleon Capital Management LP | 103,658 | $12.3M | 0.27% | +49,174+90.3% | Added |
| Kestra Advisory Services, LLC | 103,926 | $12.3M | 0.05% | +7,013+7.2% | Added |
| Public Employees Retirement System of Ohio | 104,766 | $12.4M | 0.04% | −110,816−51.4% | Reduced |
| Rafferty Asset Management, LLC | 104,782 | $12.4M | 0.05% | +24,012+29.7% | Added |
| Tower Research Capital LLC (TRC) | 105,673 | $12.5M | 0.33% | +43,957+71.2% | Added |
| O'Shaughnessy Asset Management, LLC | 105,792 | $12.5M | 0.06% | −105,276−49.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108,394 | $12.9M | 0.01% | +1,172+1.1% | Added |
| Tocqueville Asset Management L.P. | 109,740 | $13.0M | 0.19% | −1,450−1.3% | Reduced |
| AIA Group Ltd | 110,456 | $13.1M | 0.19% | −22,249−16.8% | Reduced |
| Erste Asset Management GmbH | 117,563 | $13.1M | 0.12% | −229,628−66.1% | Reduced |
| Glenmede Trust Co NA | 115,368 | $13.7M | 0.07% | −5,048−4.2% | Reduced |
| Texas Yale Capital Corp. | 118,092 | $14.0M | 0.40% | +500+0.4% | Added |
| Readystate Asset Management LP | 120,412 | $14.3M | 0.83% | +120,412 | New |
| Cresset Asset Management, LLC | 121,700 | $14.4M | 0.06% | −8,694−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 122,236 | $14.5M | 0.01% | −3,178−2.5% | Reduced |
| Louisbourg Investments Inc. | 123,616 | $14.6M | 2.77% | +56,746+84.9% | Added |
| Meridian Wealth Management, LLC | 123,830 | $14.7M | 0.52% | −13,251−9.7% | Reduced |
| Parkwood LLC | 124,149 | $14.7M | 1.31% | −44,038−26.2% | Reduced |
| Two Sigma Investments, LP | 124,170 | $14.7M | 0.01% | +88,983+252.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 124,508 | $14.8M | 0.64% | +7,782+6.7% | Added |
| CI Private Wealth, LLC | 131,570 | $14.8M | 0.02% | +10,795+8.9% | Added |
| Steel Peak Wealth Management LLC | 126,682 | $15.0M | 0.47% | +6,587+5.5% | Added |
| Equitable Holdings, Inc. | 95,051 | $15.0M | 0.10% | +5,619+6.3% | Added |
| Cerity Partners LLC | 127,684 | $15.1M | 0.02% | +484+0.4% | Added |
| Atria Investments LLC | 128,006 | $15.2M | 0.17% | −33,382−20.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 128,470 | $15.2M | 0.16% | +6,169+5.0% | Added |
| Steadview Capital Management LLC | 128,559 | $15.2M | 6.73% | −123,995−49.1% | Reduced |
| Ithaka Group LLC | 130,679 | $15.5M | 3.22% | +2,963+2.3% | Added |
| Winton Group Ltd | 132,133 | $15.7M | 0.55% | +82,975+168.8% | Added |
| Utah Retirement Systems | 134,122 | $15.9M | 0.16% | −1,359−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 135,392 | $15.9M | 0.11% | +10,810+8.7% | Added |
| Trillium Asset Management, LLC | 135,650 | $16.1M | 0.53% | −4,497−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 135,824 | $16.1M | 0.31% | +19,162+16.4% | Added |
| Shelton Capital Management | 136,158 | $16.2M | 0.35% | −3,255−2.3% | Reduced |
| Marcho Partners LLP | 137,158 | $16.3M | 13.14% | +24,441+21.7% | Added |
| Dash Acquisitions Inc. | 120,640 | $16.3M | 3.39% | +8,193+7.3% | Added |
| Rheos Capital Works Inc. | 138,000 | $16.4M | 1.09% | 00.0% | Unchanged |
| Tremblant Capital Group | 138,433 | $16.4M | 0.53% | −22,859−14.2% | Reduced |
| Generali Asset Management SPA SGR | 101,482 | $16.8M | 0.35% | +26,888+36.0% | Added |
| Nomura Holdings Inc | 142,866 | $16.9M | 0.14% | −62,838−30.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 142,909 | $17.0M | 0.19% | +10,051+7.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 143,282 | $17.0M | 0.54% | +100,981+238.7% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 146,047 | $17.3M | 0.26% | −36,152−19.8% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 104,931 | $17.3M | 0.32% | +104,931 | New |
| Arthedge Capital Management, LLC | 146,600 | $17.4M | 17.52% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 147,911 | $17.5M | 0.09% | −18,851−11.3% | Reduced |
| Apollon Wealth Management, LLC | 148,676 | $17.6M | 0.29% | −850−0.6% | Reduced |
| Franklin Street Advisors Inc | 148,703 | $17.6M | 1.08% | +81,048+119.8% | Added |
| Ilex Capital Partners (UK) LLP | 148,896 | $17.7M | 0.44% | +75,150+101.9% | Added |
| iA Global Asset Management Inc. | 149,046 | $17.7M | 0.25% | −52,838−26.2% | Reduced |
| UBS Asset Management Americas Inc | 150,745 | $17.9M | 0.00% | +133,415+769.8% | Added |
| Gryphon Financial Partners LLC | 152,807 | $18.1M | 1.90% | +5,154+3.5% | Added |
| Liontrust Investment Partners LLP | 153,143 | $18.2M | 0.31% | −79,799−34.3% | Reduced |
| Welch & Forbes LLC | 153,531 | $18.2M | 0.24% | +597+0.4% | Added |
| Triasima Portfolio Management inc. | 155,216 | $18.4M | 2.78% | −27,122−14.9% | Reduced |
| Baird Financial Group, Inc. | 156,201 | $18.5M | 0.03% | +3,793+2.5% | Added |
| HSBC Holdings PLC | 157,728 | $18.6M | 0.01% | −220,820−58.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 158,940 | $18.9M | 0.33% | 00.0% | Unchanged |