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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 1,001,124 | $118.8M | 0.20% | +13,343+1.4% | Added |
| Addenda Capital Inc. | 717,191 | $118.4M | 3.33% | +33,755+4.9% | Added |
| Lord, Abbett & Co. LLC | 991,890 | $117.7M | 0.38% | −432,010−30.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 986,915 | $117.0M | 0.14% | +147,167+17.5% | Added |
| Durable Capital Partners LP | 971,814 | $115.3M | 1.19% | −1,071,405−52.4% | Reduced |
| Hudson Bay Capital Management LP | 950,000 | $112.7M | 0.68% | +24,303+2.6% | Added |
| Fred Alger Management, LLC | 930,697 | $110.4M | 0.48% | +342,669+58.3% | Added |
| Alberta Investment Management Corp | 927,408 | $110.1M | 0.68% | +339,310+57.7% | Added |
| BNP Paribas Arbitrage, SA | 921,895 | $109.4M | 0.07% | −109,229−10.6% | Reduced |
| Korea Investment CORP | 905,594 | $107.1M | 0.22% | −39,783−4.2% | Reduced |
| Thrive Capital Management, LLC | 895,817 | $106.3M | 30.92% | +895,817 | New |
| Citigroup Inc | 896,442 | $106.0M | 0.07% | −440,218−32.9% | Reduced |
| State of Tennessee, Treasury Department | 884,154 | $104.6M | 0.35% | +20,938+2.4% | Added |
| Susquehanna Advisors Group, Inc. | 878,600 | $104.2M | 4.86% | +140,300+19.0% | Added |
| Federated Hermes, Inc. | 861,411 | $102.2M | 0.17% | −472,751−35.4% | Reduced |
| MUFG Securities EMEA plc | 840,000 | $99.5M | 1.48% | +20,000+2.4% | Added |
| CIBC Bancorp USA Inc. | 823,092 | $98.0M | 0.13% | +823,092 | New |
| TCW Group Inc | 811,347 | $96.2M | 0.72% | −27,209−3.2% | Reduced |
| State Street Corp | 803,286 | $95.3M | 0.00% | −16,255−2.0% | Reduced |
| Bessemer Group Inc | 803,189 | $95.3M | 0.15% | +7,108+0.9% | Added |
| Congress Asset Management Co | 791,990 | $93.9M | 0.67% | −10,326−1.3% | Reduced |
| Capital International Inc | 785,358 | $93.2M | 0.72% | +197,230+33.5% | Added |
| Dimensional Fund Advisors LP | 783,064 | $92.9M | 0.02% | +27,893+3.7% | Added |
| Capital International Sarl | 774,152 | $91.8M | 1.50% | +79,110+11.4% | Added |
| Allspring Global Investments Holdings, LLC | 771,069 | $91.4M | 0.15% | −22,656−2.9% | Reduced |
| Schroder Investment Management Group | 785,183 | $87.8M | 0.07% | +5,390+0.7% | Added |
| Great West Life Assurance Co | 727,665 | $86.3M | 0.15% | +2,594+0.4% | Added |
| Jones Financial Companies LLLP | 749,537 | $83.8M | 0.04% | +618,560+472.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 676,388 | $80.2M | 0.13% | −538,645−44.3% | Reduced |
| NEOS Investment Management LLC | 665,331 | $78.9M | 0.40% | +167,756+33.7% | Added |
| Stony Point Capital LLC | 631,389 | $74.9M | 6.06% | +90,073+16.6% | Added |
| APG Asset Management N.V. | 726,577 | $74.8M | 0.24% | +13,051+1.8% | Added |
| Blair William & Co | 627,424 | $74.4M | 0.21% | +16,691+2.7% | Added |
| Vanguard Investments Australia, Ltd. | 609,073 | $72.3M | 0.21% | +609,073 | New |
| Fiera Capital Corp | 609,013 | $72.1M | 0.25% | +595,014+4,250.4% | Added |
| Public Sector Pension Investment Board | 606,967 | $72.0M | 0.22% | +13,409+2.3% | Added |
| STRS Ohio | 600,518 | $71.2M | 0.28% | +67,219+12.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,057 | $68.6M | 0.15% | +31,805+5.8% | Added |
| Rockefeller Capital Management L.P. | 574,415 | $68.1M | 0.12% | −417,573−42.1% | Reduced |
| Agf Management Ltd | 569,978 | $67.7M | 0.30% | +425,119+293.5% | Added |
| Voya Investment Management LLC | 566,044 | $67.1M | 0.07% | −826,330−59.3% | Reduced |
| Allen Investment Management LLC | 561,136 | $66.6M | 0.82% | −125,852−18.3% | Reduced |
| NZS Capital, LLC | 550,389 | $65.3M | 2.18% | +171,061+45.1% | Added |
| Guardian Capital LP | 523,837 | $62.0M | 1.64% | +479,247+1,074.8% | Added |
| Royal London Asset Management Ltd | 519,347 | $61.6M | 0.13% | +5,517+1.1% | Added |
| DekaBank Deutsche Girozentrale | 524,986 | $61.5M | 0.10% | 00.0% | Unchanged |
| SurgoCap Partners LP | 515,733 | $61.2M | 2.04% | +167,602+48.1% | Added |
| Life Cycle Investment Partners Ltd | 486,902 | $57.8M | 0.37% | +163,766+50.7% | Added |
| Steadfast Capital Management LP | 474,047 | $56.2M | 2.12% | −601,609−55.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 475,272 | $56.2M | 0.37% | +3,600+0.8% | Added |
| Voloridge Investment Management, LLC | 473,885 | $56.2M | 0.23% | +473,885 | New |
| Advisor Group Holdings, Inc. | 454,787 | $53.9M | 0.08% | −25,582−5.3% | Reduced |
| Creative Planning | 440,326 | $52.2M | 0.04% | +30,945+7.6% | Added |
| Citadel Advisors LLC | 420,473 | $49.9M | 0.04% | +241,221+134.6% | Added |
| Lazard Asset Management LLC | 417,786 | $49.6M | 0.08% | +244,125+140.6% | Added |
| Privium Fund Management B.V. | 407,000 | $48.3M | 10.05% | −3,000−0.7% | Reduced |
| Capital International Ltd | 406,664 | $48.2M | 1.79% | +18,468+4.8% | Added |
| Ensign Peak Advisors, Inc | 406,669 | $48.2M | 0.09% | −22,586−5.3% | Reduced |
| USS Investment Management Ltd | 403,039 | $47.8M | 0.20% | +211,299+110.2% | Added |
| Stifel Financial Corp | 399,060 | $47.3M | 0.04% | −8,325−2.0% | Reduced |
| Hillsdale Investment Management Inc. | 388,301 | $46.1M | 1.25% | −91,133−19.0% | Reduced |
| State of Wisconsin Investment Board | 385,530 | $45.6M | 0.10% | −54,300−12.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 382,078 | $45.3M | 0.13% | −9,131−2.3% | Reduced |
| Kinetic Partners Management, LP | 377,026 | $44.7M | 2.50% | +263,400+231.8% | Added |
| Cetera Investment Advisers | 372,259 | $44.2M | 0.05% | +44,336+13.5% | Added |
| Zurich Insurance Group Ltd | 368,059 | $43.7M | 0.34% | −41,102−10.0% | Reduced |
| Altshuler Shaham Ltd | 366,338 | $43.5M | 0.79% | −11,310−3.0% | Reduced |
| AustralianSuper Pty Ltd | 365,577 | $43.4M | 0.23% | −189,752−34.2% | Reduced |
| Kames Capital plc | 364,254 | $43.0M | 0.57% | −66,355−15.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 356,420 | $42.3M | 0.10% | −29,259−7.6% | Reduced |
| AMF Pensionsforsakring AB | 350,833 | $41.6M | 0.28% | +9,851+2.9% | Added |
| Advisors Asset Management, Inc. | 339,637 | $40.3M | 0.67% | −6,652−1.9% | Reduced |
| Truist Financial Corp | 330,166 | $39.2M | 0.05% | −51,122−13.4% | Reduced |
| Commonwealth Equity Services, LLC | 328,846 | $39.0M | 0.05% | +6,873+2.1% | Added |
| Allianz Asset Management GmbH | 329,122 | $38.9M | 0.04% | −102,759−23.8% | Reduced |
| Castleark Management LLC | 310,590 | $36.8M | 1.22% | −34,792−10.1% | Reduced |
| Equitable Trust Co | 309,602 | $36.7M | 1.70% | −9,050−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 306,230 | $36.3M | 0.03% | −2,032,867−86.9% | Reduced |
| Man Group plc | 303,851 | $36.0M | 0.07% | +118,120+63.6% | Added |
| Mariner, LLC | 299,120 | $35.4M | 0.04% | +25,902+9.5% | Added |
| Northwest & Ethical Investments L.P. | 295,174 | $35.0M | 0.81% | +56,316+23.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 288,334 | $34.1M | 0.18% | +2,451+0.9% | Added |
| Tudor Investment Corp Et Al | 279,318 | $33.1M | 0.18% | +279,318 | New |
| Investment Management Corp of Ontario | 279,188 | $33.1M | 0.43% | +24,700+9.7% | Added |
| SG Americas Securities, LLC | 277,078 | $32.9M | 0.04% | −231,645−45.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 275,228 | $32.6M | 0.32% | −24,530−8.2% | Reduced |
| Oppenheimer Asset Management Inc. | 270,112 | $32.0M | 0.37% | −16,892−5.9% | Reduced |
| Walleye Capital LLC | 266,544 | $31.6M | 0.19% | −1,144−0.4% | Reduced |
| Cornerstone Capital, Inc. | 263,825 | $31.3M | 3.13% | +3,073+1.2% | Added |
| Huntington National Bank | 263,383 | $31.2M | 0.17% | −14,971−5.4% | Reduced |
| Harvest Portfolios Group Inc. | 262,451 | $31.1M | 0.51% | +111,909+74.3% | Added |
| Andra AP-fonden | 185,212 | $30.6M | 0.38% | +115,812+166.9% | Added |
| Ostrum Asset Management | 255,680 | $30.3M | 1.70% | +255,680 | New |
| HighTower Advisors, LLC | 254,836 | $30.2M | 0.03% | +47,122+22.7% | Added |
| Bristol John W & Co Inc | 254,538 | $30.2M | 0.50% | +254,538 | New |
| GF Fund Management Co. Ltd. | 250,545 | $29.7M | 0.50% | −57,152−18.6% | Reduced |
| AQR Capital Management LLC | 250,022 | $29.1M | 0.01% | +19,669+8.5% | Added |
| Intact Investment Management Inc. | 245,694 | $29.1M | 0.83% | −20,060−7.5% | Reduced |
| HRT Financial LP | 239,435 | $28.4M | 0.07% | +239,435 | New |
| Guggenheim Capital LLC | 235,720 | $28.0M | 0.22% | −54,796−18.9% | Reduced |