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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 1,697 | $201.3K | 0.07% | −60−3.4% | Reduced |
| Reston Wealth Management LLC | 1,699 | $201.5K | 0.06% | −55−3.1% | Reduced |
| Loudon Investment Management, LLC | 1,700 | $201.7K | 0.11% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,700 | $201.7K | 0.01% | +187+12.4% | Added |
| Argos Wealth Advisors, LLC | 1,704 | $202.1K | 0.06% | +1,704 | New |
| Ingalls & Snyder LLC | 1,713 | $203.0K | 0.01% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,713 | $203.2K | 0.03% | +63+3.8% | Added |
| Guerra Pan Advisors, LLC | 1,732 | $205.4K | 0.13% | −31−1.8% | Reduced |
| CMT Capital Markets Trading GmbH | 1,740 | $206.0K | 0.09% | −8,536−83.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,737 | $206.0K | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 1,750 | $206.5K | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,749 | $207.5K | 0.04% | −19−1.1% | Reduced |
| Tobam | 1,262 | $208.0K | 0.05% | +1,024+430.3% | Added |
| Legacy Advisors, LLC | 1,754 | $208.1K | 0.02% | −22−1.2% | Reduced |
| Smith Thornton Advisors LLC | 1,765 | $209.4K | 0.11% | −172−8.9% | Reduced |
| Wellspring Financial Advisors, LLC | 1,766 | $209.5K | 0.02% | −17−1.0% | Reduced |
| City National Bank of Florida | 1,768 | $209.7K | 0.13% | −1,237−41.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,877 | $209.9K | 0.01% | +6+0.3% | Added |
| Douglas Lane & Associates, LLC | 1,771 | $210.1K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 1,773 | $210.3K | 0.20% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,756 | $211.1K | 0.00% | +196+12.6% | Added |
| ZWJ Investment Counsel Inc | 1,786 | $211.9K | 0.01% | −62−3.4% | Reduced |
| Evercore Wealth Management, LLC | 1,790 | $212.3K | 0.00% | −2,000−52.8% | Reduced |
| FourThought Financial Partners, LLC | 1,792 | $212.6K | 0.02% | −93−4.9% | Reduced |
| Exit Wealth Advisors, LLC. | 1,800 | $213.5K | 0.11% | +56+3.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,804 | $214.0K | 0.01% | +1,804 | New |
| Massmutual Trust Co FSB | 1,805 | $214.1K | 0.01% | −709−28.2% | Reduced |
| SFMG, LLC | 1,806 | $214.2K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 1,808 | $214.5K | 0.03% | +96+5.6% | Added |
| Pennington Partners & Co., LLC | 1,814 | $215.2K | 0.07% | +1,814 | New |
| Essex Savings Bank | 1,827 | $216.7K | 0.05% | +33+1.8% | Added |
| RM Financial Services, LLC | 1,829 | $217.0K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,830 | $217.1K | 0.02% | −3,608−66.3% | Reduced |
| Commonwealth Financial Services, LLC | 1,833 | $217.4K | 0.03% | +262+16.7% | Added |
| Johnson Financial Group, LLC | 1,836 | $217.8K | 0.01% | +60+3.4% | Added |
| Avantax Planning Partners, Inc. | 1,838 | $218.0K | 0.01% | +1,838 | New |
| Centaurus Financial, Inc. | 1,847 | $219.0K | 0.01% | −284−13.3% | Reduced |
| Phoenix Holdings Ltd. | 1,850 | $219.3K | 0.00% | +1,850 | New |
| Zinnia Wealth Advisory, LLC | 1,850 | $219.4K | 0.25% | −426−18.7% | Reduced |
| Independence Bank of Kentucky | 1,850 | $219.4K | 0.03% | +100+5.7% | Added |
| LCM Capital Management Inc | 1,855 | $220.0K | 0.11% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,857 | $220.3K | 0.04% | +484+35.3% | Added |
| TABR Capital Management, LLC | 1,875 | $222.4K | 0.20% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,880 | $223.0K | 0.03% | −97−4.9% | Reduced |
| Daymark Wealth Partners, LLC | 1,885 | $223.6K | 0.01% | −22−1.2% | Reduced |
| Victory Financial Group, LLC | 1,888 | $224.0K | 0.03% | +503+36.3% | Added |
| Raleigh Capital Management Inc. | 1,893 | $224.5K | 0.08% | +1,874+9,863.2% | Added |
| Family Wealth Group, LLC | 1,895 | $224.8K | 0.14% | −458−19.5% | Reduced |
| Wealth Effects LLC | 1,900 | $225.4K | 0.08% | +200+11.8% | Added |
| CRA Financial Services, LLC | 1,905 | $226.0K | 0.03% | +77+4.2% | Added |
| KCM Investment Advisors LLC | 1,911 | $226.7K | 0.01% | −100−5.0% | Reduced |
| Money Concepts Capital Corp | 1,915 | $227.2K | 0.01% | +75+4.1% | Added |
| Eagle Wealth Advisors LLC | 1,918 | $227.5K | 0.21% | +1,918 | New |
| SHP Wealth Management | 1,919 | $227.6K | 0.02% | +28+1.5% | Added |
| National Wealth Management Group, LLC | 1,920 | $227.8K | 0.08% | −388−16.8% | Reduced |
| von Borstel & Associates, Inc. | 1,929 | $228.0K | 0.05% | +10+0.5% | Added |
| Kestra Investment Management, LLC | 1,928 | $228.7K | 0.00% | +1,928 | New |
| Womack Financial LLC | 1,932 | $229.2K | 0.17% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 1,944 | $230.6K | 0.15% | −180−8.5% | Reduced |
| Financial Engines Advisors L.L.C. | 1,945 | $230.7K | 0.00% | −1,145−37.1% | Reduced |
| TSFG, LLC | 1,950 | $231.0K | 0.04% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,950 | $231.3K | 0.04% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 1,950 | $231.3K | 0.19% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,955 | $231.9K | 0.07% | +280+16.7% | Added |
| Avantra Family Wealth, Inc. | 1,955 | $231.9K | 0.17% | +1,955 | New |
| E-Wealth Partners, LLC | 1,957 | $232.1K | 0.19% | 00.0% | Unchanged |
| Welch Group, LLC | 1,957 | $232.1K | 0.01% | 00.0% | Unchanged |
| Dala Group, LLC | 1,832 | $233.2K | 0.19% | −344−15.8% | Reduced |
| Maridea Wealth Management LLC | 1,973 | $234.0K | 0.03% | +138+7.5% | Added |
| Total Wealth Planning & Management, Inc. | 1,978 | $234.6K | 0.19% | +56+2.9% | Added |
| Caden Capital Partners, LP | 1,978 | $234.6K | 2.89% | +1,360+220.1% | Added |
| Kiley Juergens Wealth Management, LLC | 1,993 | $236.4K | 0.04% | +1,993 | New |
| Select Asset Management & Trust | 2,000 | $237.0K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,000 | $237.0K | 0.00% | +500+33.3% | Added |
| Beacon Investment Advisory Services, Inc. | 2,000 | $237.2K | 0.01% | −350−14.9% | Reduced |
| Montecito Bank & Trust | 2,000 | $237.2K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,000 | $237.2K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,000 | $237.2K | 0.14% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 2,005 | $237.8K | 0.02% | +2,005 | New |
| GHP Investment Advisors, Inc. | 2,006 | $238.0K | 0.01% | +184+10.1% | Added |
| Jamison Private Wealth Management, Inc. | 2,008 | $238.2K | 0.03% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 2,012 | $238.7K | 0.13% | −60−2.9% | Reduced |
| Worth Asset Management, LLC | 2,021 | $239.7K | 0.09% | +54+2.7% | Added |
| Trilogy Capital Inc. | 2,030 | $240.8K | 0.01% | −12−0.6% | Reduced |
| Chicago Capital, LLC | 2,032 | $241.0K | 0.01% | +340+20.1% | Added |
| Affinity Capital Advisors, LLC | 2,035 | $241.4K | 0.03% | +520+34.3% | Added |
| Genesis Private Wealth, LLC | 2,047 | $242.8K | 0.08% | +231+12.7% | Added |
| Acropolis Investment Management, LLC | 2,050 | $243.2K | 0.01% | 00.0% | Unchanged |
| Summa Corp. | 2,051 | $243.3K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,054 | $243.6K | 0.14% | −44−2.1% | Reduced |
| Zions Bancorporation, National Association | 2,055 | $243.8K | 0.02% | −106−4.9% | Reduced |
| Formidable Asset Management, LLC | 1,516 | $244.0K | 0.04% | −50−3.2% | Reduced |
| Kozak & Associates, Inc. | 2,125 | $244.3K | 0.05% | −542−20.3% | Reduced |
| Sunburst Financial Group, LLC | 2,061 | $244.5K | 0.05% | +2+0.1% | Added |
| Tyche Wealth Partners LLC | 2,062 | $244.6K | 0.04% | −241−10.5% | Reduced |
| Emerald Advisors, LLC | 2,063 | $244.7K | 0.03% | +2,063 | New |
| Park Place Capital Corp | 2,065 | $244.9K | 0.05% | +57+2.8% | Added |
| Lantz Financial LLC | 2,085 | $247.3K | 0.05% | +89+4.5% | Added |
| Embree Financial Group | 2,090 | $247.9K | 0.03% | +495+31.0% | Added |
| Hexagon Capital Partners LLC | 2,092 | $248.2K | 0.04% | +2,092 | New |