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 |
|---|---|---|---|---|---|
| UBS Group AG | 4,730,646 | $561.1M | 0.10% | +1,903,352+67.3% | Added |
| Vanguard Global Advisers, LLC | 4,919,938 | $583.8M | 0.31% | +4,919,938 | New |
| Nuveen, LLC | 5,087,563 | $602.7M | 0.16% | −1,013,398−16.6% | Reduced |
| Edgewood Management LLC | 6,066,124 | $719.6M | 4.64% | −133,335−2.2% | Reduced |
| WCM Investment Management, LLC | 6,682,523 | $746.9M | 1.70% | −18,156−0.3% | Reduced |
| Polen Capital Management LLC | 6,306,740 | $748.1M | 5.17% | −895,132−12.4% | Reduced |
| Legal & General Group Plc | 6,344,182 | $750.2M | 0.17% | −5,079−0.1% | Reduced |
| Newlands Management Operations LLC | 6,325,050 | $750.3M | 4.85% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,384,833 | $757.7M | 1.75% | +182,560+2.9% | Added |
| Massachusetts Financial Services Co | 6,031,360 | $789.3M | 0.27% | +138,527+2.4% | Added |
| Franklin Resources Inc | 8,272,377 | $981.6M | 0.24% | −272,268−3.2% | Reduced |
| Canada Pension Plan Investment Board | 8,312,252 | $986.5M | 0.64% | −451,055−5.1% | Reduced |
| Manufacturers Life Insurance Company, The | 8,418,903 | $998.1M | 0.86% | +660,198+8.5% | Added |
| CIBC World Markets Inc. | 8,749,299 | $1.04B | 1.82% | +17,372+0.2% | Added |
| BlackRock, Inc. | 8,887,516 | $1.05B | 0.02% | −1,200,156−11.9% | Reduced |
| Sands Capital Management, LLC | 8,935,666 | $1.06B | 4.16% | −570,370−6.0% | Reduced |
| Wellington Management Group LLP | 9,070,116 | $1.07B | 0.20% | +2,617,851+40.6% | Added |
| Goldman Sachs Group Inc | 9,146,115 | $1.08B | 0.14% | −4,034,430−30.6% | Reduced |
| TD Asset Management Inc | 9,574,621 | $1.13B | 0.92% | +860,859+9.9% | Added |
| Mackenzie Financial Corp | 9,946,334 | $1.18B | 1.42% | −14,763−0.1% | Reduced |
| 1832 Asset Management L.P. | 10,187,742 | $1.21B | 1.60% | +2,374,324+30.4% | Added |
| Vanguard Fiduciary Trust Co | 10,774,862 | $1.28B | 0.32% | +10,774,862 | New |
| Bank of America Corp | 11,183,985 | $1.33B | 0.10% | −297,606−2.6% | Reduced |
| Capital Research Global Investors | 11,641,932 | $1.38B | 0.21% | +9,723,990+507.0% | Added |
| Alliancebernstein L.P. | 8,813,928 | $1.42B | 0.46% | +2,263,588+34.6% | Added |
| National Bank of Canada | 12,811,918 | $1.52B | 1.55% | +3,394,298+36.0% | Added |
| Geode Capital Management, LLC | 12,910,116 | $1.54B | 0.10% | +308,640+2.4% | Added |
| Bank of Montreal | 13,053,711 | $1.55B | 0.66% | +929,514+7.7% | Added |
| Loomis Sayles & Co L P | 14,403,445 | $1.71B | 2.30% | −66,724−0.5% | Reduced |
| Jennison Associates LLC | 16,299,259 | $1.93B | 1.33% | −2,667,148−14.1% | Reduced |
| JPMorgan Chase & Co | 17,457,018 | $1.95B | 0.13% | −15,961,279−47.8% | Reduced |
| FIL Ltd | 18,226,469 | $2.16B | 1.68% | −158,902−0.9% | Reduced |
| Royal Bank of Canada | 21,658,696 | $2.57B | 0.49% | +1,923,145+9.7% | Added |
| Morgan Stanley | 24,704,666 | $2.93B | 0.18% | −1,748,477−6.6% | Reduced |
| Price T Rowe Associates Inc | 25,016,858 | $2.97B | 0.34% | +1,485,436+6.3% | Added |
| Baillie Gifford & Co | 29,021,841 | $3.44B | 3.52% | −2,184,391−7.0% | Reduced |
| Capital World Investors | 33,696,844 | $4.00B | 0.55% | −14,125,861−29.5% | Reduced |
| Vanguard Capital Management LLC | 33,735,144 | $4.00B | 0.10% | +33,735,144 | New |
| Invesco Ltd. | 36,379,261 | $4.32B | 0.42% | −5,114,209−12.3% | Reduced |
| FMR LLC | 45,834,484 | $5.44B | 0.29% | −2,168,593−4.5% | Reduced |
| Capital International Investors | 50,060,088 | $5.93B | 1.39% | +11,716,933+30.6% | Added |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −1,979,636−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −732,059−100.0% | Sold out |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 0 | $0 | 0.00% | −570,210−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −392,935−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −342,845−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −272,184−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −207,125−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −158,023−100.0% | Sold out |
| One Madison Group LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −125,412−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −121,300−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −120,421−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −119,500−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −103,233−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −95,082−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −78,400−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −77,032−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −74,808−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −70,395−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −69,900−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −62,940−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −61,953−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −55,883−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −52,100−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −50,646−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −47,341−100.0% | Sold out |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −46,123−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −42,818−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −42,487−100.0% | Sold out |
| Spear Advisors LLC | 0 | $0 | 0.00% | −34,573−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −33,270−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −32,782−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −32,388−100.0% | Sold out |
| Intesa Sanpaolo S.p.A. | 0 | $0 | 0.00% | −29,912−100.0% | Sold out |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0 | $0 | 0.00% | −30,392−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −28,541−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −27,370−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −27,195−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −30,857−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −23,574−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −22,762−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,443−100.0% | Sold out |
| Katamaran Capital LLP | 0 | $0 | 0.00% | −21,111−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −20,285−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −19,224−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −17,981−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −17,634−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −17,074−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −16,994−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −15,660−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −15,411−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −14,993−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |