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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 566,044 | $67.1M | 0.07% | −826,330−59.3% | Reduced |
| Agf Management Ltd | 569,978 | $67.7M | 0.30% | +425,119+293.5% | Added |
| Rockefeller Capital Management L.P. | 574,415 | $68.1M | 0.12% | −417,573−42.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,057 | $68.6M | 0.15% | +31,805+5.8% | Added |
| STRS Ohio | 600,518 | $71.2M | 0.28% | +67,219+12.6% | Added |
| Public Sector Pension Investment Board | 606,967 | $72.0M | 0.22% | +13,409+2.3% | Added |
| Fiera Capital Corp | 609,013 | $72.1M | 0.25% | +595,014+4,250.4% | Added |
| Vanguard Investments Australia, Ltd. | 609,073 | $72.3M | 0.21% | +609,073 | New |
| Blair William & Co | 627,424 | $74.4M | 0.21% | +16,691+2.7% | Added |
| APG Asset Management N.V. | 726,577 | $74.8M | 0.24% | +13,051+1.8% | Added |
| Stony Point Capital LLC | 631,389 | $74.9M | 6.06% | +90,073+16.6% | Added |
| NEOS Investment Management LLC | 665,331 | $78.9M | 0.40% | +167,756+33.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 676,388 | $80.2M | 0.13% | −538,645−44.3% | Reduced |
| Jones Financial Companies LLLP | 749,537 | $83.8M | 0.04% | +618,560+472.3% | Added |
| Great West Life Assurance Co | 727,665 | $86.3M | 0.15% | +2,594+0.4% | Added |
| Schroder Investment Management Group | 785,183 | $87.8M | 0.07% | +5,390+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 771,069 | $91.4M | 0.15% | −22,656−2.9% | Reduced |
| Capital International Sarl | 774,152 | $91.8M | 1.50% | +79,110+11.4% | Added |
| Dimensional Fund Advisors LP | 783,064 | $92.9M | 0.02% | +27,893+3.7% | Added |
| Capital International Inc | 785,358 | $93.2M | 0.72% | +197,230+33.5% | Added |
| Congress Asset Management Co | 791,990 | $93.9M | 0.67% | −10,326−1.3% | Reduced |
| Bessemer Group Inc | 803,189 | $95.3M | 0.15% | +7,108+0.9% | Added |
| State Street Corp | 803,286 | $95.3M | 0.00% | −16,255−2.0% | Reduced |
| TCW Group Inc | 811,347 | $96.2M | 0.72% | −27,209−3.2% | Reduced |
| CIBC Bancorp USA Inc. | 823,092 | $98.0M | 0.13% | +823,092 | New |
| MUFG Securities EMEA plc | 840,000 | $99.5M | 1.48% | +20,000+2.4% | Added |
| Federated Hermes, Inc. | 861,411 | $102.2M | 0.17% | −472,751−35.4% | Reduced |
| Susquehanna Advisors Group, Inc. | 878,600 | $104.2M | 4.86% | +140,300+19.0% | Added |
| State of Tennessee, Treasury Department | 884,154 | $104.6M | 0.35% | +20,938+2.4% | Added |
| Citigroup Inc | 896,442 | $106.0M | 0.07% | −440,218−32.9% | Reduced |
| Thrive Capital Management, LLC | 895,817 | $106.3M | 30.92% | +895,817 | New |
| Korea Investment CORP | 905,594 | $107.1M | 0.22% | −39,783−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 921,895 | $109.4M | 0.07% | −109,229−10.6% | Reduced |
| Alberta Investment Management Corp | 927,408 | $110.1M | 0.68% | +339,310+57.7% | Added |
| Fred Alger Management, LLC | 930,697 | $110.4M | 0.48% | +342,669+58.3% | Added |
| Hudson Bay Capital Management LP | 950,000 | $112.7M | 0.68% | +24,303+2.6% | Added |
| Durable Capital Partners LP | 971,814 | $115.3M | 1.19% | −1,071,405−52.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 986,915 | $117.0M | 0.14% | +147,167+17.5% | Added |
| Lord, Abbett & Co. LLC | 991,890 | $117.7M | 0.38% | −432,010−30.3% | Reduced |
| Addenda Capital Inc. | 717,191 | $118.4M | 3.33% | +33,755+4.9% | Added |
| Nomura Asset Management International Inc. | 1,001,124 | $118.8M | 0.20% | +13,343+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,001,408 | $118.8M | 0.06% | −5,073,528−83.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,005,760 | $119.3M | 1.20% | +1,005,760 | New |
| Neuberger Berman Group LLC | 1,056,314 | $124.3M | 0.09% | +202,899+23.8% | Added |
| Aviva PLC | 1,053,953 | $124.7M | 0.21% | +30,740+3.0% | Added |
| First Trust Advisors LP | 1,177,120 | $139.6M | 0.10% | +196,528+20.0% | Added |
| TD Waterhouse Canada Inc. | 1,194,385 | $140.9M | 0.42% | +680,092+132.2% | Added |
| Thrivent Financial for Lutherans | 1,267,968 | $150.4M | 0.29% | +119,709+10.4% | Added |
| Scotia Capital Inc. | 1,305,851 | $154.7M | 0.64% | +144,674+12.5% | Added |
| Zevenbergen Capital Investments LLC | 1,309,176 | $155.3M | 4.47% | −365,561−21.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,392,886 | $164.7M | 0.26% | −18,835−1.3% | Reduced |
| American Century Companies Inc | 1,415,395 | $167.9M | 0.09% | +344,063+32.1% | Added |
| Polar Capital Holdings Plc | 1,441,167 | $171.0M | 0.75% | −237,626−14.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,454,594 | $172.5M | 0.14% | +174,425+13.6% | Added |
| LPL Financial LLC | 1,465,785 | $173.9M | 0.05% | +89,463+6.5% | Added |
| Brown Advisory Inc | 1,490,532 | $176.8M | 0.29% | −253,942−14.6% | Reduced |
| Rathbone Brothers plc | 1,510,859 | $179.2M | 0.72% | +109,078+7.8% | Added |
| ProShare Advisors LLC | 1,554,879 | $184.4M | 0.27% | −344,753−18.1% | Reduced |
| Barton Investment Management | 1,602,959 | $190.1M | 23.85% | −37,467−2.3% | Reduced |
| Pictet Asset Management Holding SA | 1,622,681 | $192.3M | 0.20% | +258,222+18.9% | Added |
| Russell Investments Group, Ltd. | 1,652,855 | $194.6M | 0.21% | +107,863+7.0% | Added |
| Ashe Capital Management, LP | 1,647,738 | $195.5M | 24.51% | −102,502−5.9% | Reduced |
| Strategy Capital LLC | 1,649,987 | $195.7M | 16.00% | +14,412+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,713,564 | $203.2M | 0.28% | +77,157+4.7% | Added |
| British Columbia Investment Management Corp | 1,749,349 | $207.6M | 1.23% | −508,441−22.5% | Reduced |
| MUFG Securities (Canada), Ltd. | 1,818,588 | $215.4M | 6.19% | −43,412−2.3% | Reduced |
| Northern Trust Corp | 1,818,538 | $215.7M | 0.03% | +44,928+2.5% | Added |
| Natixis Advisors, L.P. | 1,884,639 | $223.6M | 0.31% | +298,535+18.8% | Added |
| Vanguard Asset Management, Ltd | 2,129,246 | $252.6M | 0.22% | +2,129,246 | New |
| Picton Mahoney Asset Management | 2,135,617 | $253.5M | 2.64% | +202,685+10.5% | Added |
| Gilder Gagnon Howe & Co LLC | 2,154,743 | $255.6M | 3.07% | −23,653−1.1% | Reduced |
| Raymond James Financial Inc | 2,198,319 | $260.8M | 0.08% | −37,642−1.7% | Reduced |
| Envestnet Asset Management Inc | 2,251,187 | $267.0M | 0.07% | +401,894+21.7% | Added |
| Susquehanna International Group, LLP | 2,254,053 | $267.4M | 0.35% | +1,735,732+334.9% | Added |
| ICONIQ Capital, LLC | 2,456,052 | $291.3M | 6.52% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,446,749 | $292.3M | 0.07% | +322,000+15.2% | Added |
| Marshall Wace, LLP | 2,541,886 | $301.5M | 0.32% | +642,167+33.8% | Added |
| Victory Capital Management Inc | 2,546,610 | $302.1M | 0.19% | +1,990,869+358.2% | Added |
| Mirova US LLC | 2,671,242 | $316.9M | 3.60% | −114,701−4.1% | Reduced |
| SEI Investments Co | 2,704,618 | $320.8M | 0.30% | +189,583+7.5% | Added |
| Charles Schwab Investment Management Inc | 2,726,780 | $322.5M | 0.05% | +102,004+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,920,057 | $345.0M | 1.24% | +650,291+28.7% | Added |
| Winslow Capital Management, LLC | 3,024,200 | $358.7M | 1.40% | +67,918+2.3% | Added |
| Clearbridge Investments, LLC | 3,041,015 | $360.7M | 0.31% | −1,126,252−27.0% | Reduced |
| Toronto Dominion Bank | 3,070,686 | $364.4M | 0.70% | −140,328−4.4% | Reduced |
| Wells Fargo & Company | 3,073,182 | $364.5M | 0.07% | −312,222−9.2% | Reduced |
| Bank of Nova Scotia | 3,196,004 | $379.1M | 0.66% | +621,893+24.2% | Added |
| Amundi | 3,200,943 | $379.7M | 0.10% | +84,971+2.7% | Added |
| Deutsche Bank AG | 3,232,952 | $383.5M | 0.13% | −162,393−4.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,458,265 | $410.2M | 5.80% | +165,080+5.0% | Added |
| Bank of New York Mellon Corp | 3,495,964 | $414.7M | 0.08% | +159,873+4.8% | Added |
| Jane Street Group, LLC | 3,497,721 | $414.9M | 0.45% | +3,187,389+1,027.1% | Added |
| Barclays PLC | 3,639,371 | $431.7M | 0.15% | +1,889,746+108.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,678,602 | $436.4M | 0.28% | +145,500+4.1% | Added |
| Janus Henderson Group PLC | 4,088,788 | $478.9M | 0.23% | −334,622−7.6% | Reduced |
| Swiss National Bank | 4,115,300 | $487.6M | 0.28% | +876,100+27.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 4,177,652 | $495.6M | 3.85% | +198,754+5.0% | Added |
| CIBC Asset Management Inc | 4,305,479 | $511.1M | 1.25% | +24,951+0.6% | Added |
| Artisan Partners Limited Partnership | 4,362,111 | $517.4M | 0.84% | −31,129−0.7% | Reduced |
| Bamco Inc | 4,718,230 | $559.7M | 1.69% | +2,429,960+106.2% | Added |