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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, Q2 2026

Institutional positions in Shopify Inc. as of Jun 30, 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
1,719
−2 vs. Q1 2026
Shares held
835.9M
+7.56M (+0.9%) vs. Q1 2026
Total value
$94.6B
−$3.95B (−4.0%) vs. Q1 2026
New holders
156
635 more added
Sold out
158
666 more reduced

20 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,719 institutions
Q1 2021: 1,158 institutionsQ2 2021: 1,213 institutionsQ3 2021: 1,228 institutionsQ4 2021: 1,352 institutionsQ1 2022: 1,149 institutionsQ2 2022: 968 institutionsQ3 2022: 883 institutionsQ4 2022: 973 institutionsQ1 2023: 1,028 institutionsQ2 2023: 1,127 institutionsQ3 2023: 1,081 institutionsQ4 2023: 1,214 institutionsQ1 2024: 1,222 institutionsQ2 2024: 1,213 institutionsQ3 2024: 1,262 institutionsQ4 2024: 1,490 institutionsQ1 2025: 1,480 institutionsQ2 2025: 1,555 institutionsQ3 2025: 1,718 institutionsQ4 2025: 1,892 institutionsQ1 2026: 1,741 institutionsQ2 2026: 1,719 institutions
Value heldQ2 2026: $94.6B
Q1 2021: $82.9BQ2 2021: $111.4BQ3 2021: $104.0BQ4 2021: $108.3BQ1 2022: $52.1BQ2 2022: $22.2BQ3 2022: $19.6BQ4 2022: $26.7BQ1 2023: $36.8BQ2 2023: $50.6BQ3 2023: $42.6BQ4 2023: $63.1BQ1 2024: $61.5BQ2 2024: $53.8BQ3 2024: $66.6BQ4 2024: $88.7BQ1 2025: $80.9BQ2 2025: $97.4BQ3 2025: $123.4BQ4 2025: $138.3BQ1 2026: $99.1BQ2 2026: $94.6B
Institutions holding SHOP and their total value by quarter
QuarterHoldersValue
Q2 20261,719$94.6B
Q1 20261,741$99.1B
Q4 20251,892$138.3B
Q3 20251,718$123.4B
Q2 20251,555$97.4B
Q1 20251,480$80.9B
Q4 20241,490$88.7B
Q3 20241,262$66.6B
Q2 20241,213$53.8B
Q1 20241,222$61.5B
Q4 20231,214$63.1B
Q3 20231,081$42.6B
Q2 20231,127$50.6B
Q1 20231,028$36.8B
Q4 2022973$26.7B
Q3 2022883$19.6B
Q2 2022968$22.2B
Q1 20221,149$52.1B
Q4 20211,352$108.3B
Q3 20211,228$104.0B
Q2 20211,213$111.4B
Q1 20211,158$82.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q1 2026.

Institutions holding SHOP in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Venture Visionary Partners LLC91,569$10.5M0.29%−1,186−1.3%Reduced
Schonfeld Strategic Advisors LLC92,522$10.6M0.06%+92,522New
Gulf International Bank (UK) Ltd92,957$10.6M0.21%−1,493−1.6%Reduced
Rakuten Investment Management, Inc.94,363$10.8M0.03%+21,929+30.3%Added
Candriam Luxembourg S.C.A.94,634$10.8M0.05%−754−0.8%Reduced
O'Shaughnessy Asset Management, LLC94,971$10.8M0.05%−10,821−10.2%Reduced
Natixis96,386$11.0M0.05%+21,535+28.8%Added
Thrivent Financial for Lutherans97,076$11.1M0.02%−1,170,892−92.3%Reduced
Yarbrough Capital, LLC97,488$11.1M0.33%00.0%Unchanged
Capital Group Investment Management Pte. Ltd.98,744$11.3M1.70%+9,072+10.1%Added
Wealth Enhancement Advisory Services, LLC164,440$11.4M0.02%+1,687+1.0%Added
Equitable Holdings, Inc.99,811$11.4M0.07%+4,760+5.0%Added
Maniro Ltd100,367$11.5M2.57%+69,467+224.8%Added
Longaeva Partners L.P.101,216$11.6M0.33%+93,426+1,199.3%Added
Asset Management One Co.,Ltd.101,804$11.6M0.03%+7,315+7.7%Added
Markel Group Inc.SuperinvestorMarkel Group102,750$11.7M0.09%00.0%Unchanged
Atalanta Sosnoff Capital, LLC103,100$11.8M0.21%+22,945+28.6%Added
Kestra Advisory Services, LLC103,131$11.8M0.04%−795−0.8%Reduced
Capital Investment Services of America, Inc.103,314$11.8M1.16%+54,531+111.8%Added
Norden Group LLC104,500$11.9M0.98%+76,103+268.0%Added
Public Employees Retirement System of Ohio105,290$12.0M0.04%+524+0.5%Added
The PNC Financial Services Group, Inc.106,441$12.2M0.01%−15,795−12.9%Reduced
Cornerstone Advisors, LLC106,449$12.2M0.40%+38,929+57.7%Added
Vident Advisory, LLC106,676$12.2M0.09%+33,271+45.3%Added
Nepsis, Inc.107,028$12.2M4.14%+4,690+4.6%Added
CI Private Wealth, LLC109,836$12.5M0.02%−21,734−16.5%Reduced
Danica Pension, Livsforsikringsaktieselskab77,338$12.5M0.20%−27,593−26.3%Reduced
DF Dent & Co Inc110,176$12.6M0.24%+86,406+363.5%Added
Atria Investments LLC111,018$12.7M0.13%−16,988−13.3%Reduced
Tocqueville Asset Management L.P.111,660$12.7M0.17%+1,920+1.7%Added
Carnegie Capital Asset Management, LLC112,168$12.8M0.26%−23,656−17.4%Reduced
Group One Trading, L.P.112,530$12.8M0.37%+112,530New
Purpose Unlimited Inc.113,786$13.0M0.50%+33,785+42.2%Added
Mediolanum International Funds Ltd116,789$13.3M0.11%+20,033+20.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.117,257$13.4M0.01%+8,863+8.2%Added
Cerity Partners LLC117,795$13.4M0.02%−9,889−7.7%Reduced
AustralianSuper Pty Ltd117,934$13.5M0.06%−247,643−67.7%Reduced
Cresset Asset Management, LLC119,534$13.6M0.05%−2,166−1.8%Reduced
Voleon Capital Management LP119,583$13.7M0.25%+15,925+15.4%Added
Utah Retirement Systems122,236$14.0M0.13%−11,886−8.9%Reduced
Baltimore-Washington Financial Advisors, Inc.122,580$14.0M0.52%−1,928−1.5%Reduced
Texas Yale Capital Corp.122,872$14.0M0.30%+4,780+4.0%Added
Ithaka Group LLC123,083$14.1M2.55%−7,596−5.8%Reduced
Daiwa Securities Group Inc.125,637$14.3M0.03%−37,555−23.0%Reduced
AIA Group Ltd126,853$14.5M0.18%+16,397+14.8%Added
Generali Asset Management SPA SGR89,676$14.6M0.26%−11,806−11.6%Reduced
Baird Financial Group, Inc.129,500$14.8M0.02%−26,701−17.1%Reduced
Shelton Capital Management129,890$14.8M0.28%−6,268−4.6%Reduced
PEAK6 LLC130,236$14.9M0.36%+104,908+414.2%Added
HRT Financial LP131,674$15.0M0.03%−107,761−45.0%Reduced
Rafferty Asset Management, LLC132,447$15.1M0.03%+27,665+26.4%Added
La Banque Postale Asset Management SA132,992$15.2M0.15%+33,281+33.4%Added
Schroder Investment Management Group135,616$15.5M0.01%−649,567−82.7%Reduced
iA Global Asset Management Inc.142,281$16.2M0.19%−6,765−4.5%Reduced
Vestmark Advisory Solutions, Inc.142,582$16.3M0.15%−327−0.2%Reduced
Arthedge Capital Management, LLC146,600$16.7M14.53%00.0%Unchanged
Dana Investment Advisors, Inc.147,326$16.8M0.44%+52,805+55.9%Added
Kinetic Partners Management, LP148,226$16.9M0.40%−228,800−60.7%Reduced
Sierra Summit Advisors LLC150,882$17.2M1.92%+53,780+55.4%Added
Gryphon Financial Partners LLC151,520$17.3M1.52%−1,287−0.8%Reduced
Mizuho Markets Americas LLC151,666$17.3M0.31%+148,418+4,569.5%Added
Sanctuary Advisors, LLC152,430$17.4M0.08%+4,519+3.1%Added
TIAA Wealth Investment Management LLC152,481$17.4M0.12%+134,026+726.2%Added
Insight Holdings Group, LLC153,440$17.5M1.33%+58,780+62.1%Added
Apollon Wealth Management, LLC153,586$17.5M0.21%+4,910+3.3%Added
Louisbourg Investments Inc.153,670$17.5M3.24%+30,054+24.3%Added
Tremblant Capital Group155,592$17.8M0.51%+17,159+12.4%Added
Gerber Kawasaki Wealth & Investment Management155,965$17.8M0.48%+12,683+8.9%Added
Thompson Siegel & Walmsley LLC156,520$17.9M0.32%−2,420−1.5%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.157,580$18.0M0.11%+22,188+16.4%Added
Dash Acquisitions Inc.120,284$18.1M3.66%−356−0.3%Reduced
Welch & Forbes LLC159,087$18.2M0.22%+5,556+3.6%Added
Ardmore Road Asset Management LP162,500$18.6M1.09%+162,500New
Baker Avenue Asset Management, LP165,795$18.9M0.36%−34,337−17.2%Reduced
Lyell Wealth Management, LP167,421$19.1M1.17%+2,505+1.5%Added
Merit Financial Group, LLC170,910$19.5M0.12%+131,942+338.6%Added
Teachers Retirement System of the State of Kentucky173,166$19.8M0.13%−4,200−2.4%Reduced
Oddo BHF Asset Management SAS122,698$19.9M0.92%00.0%Unchanged
Trillium Asset Management, LLC175,200$20.0M0.62%+39,550+29.2%Added
D.A. Davidson & Co.178,473$20.4M0.11%−9,599−5.1%Reduced
SEB Asset Management AB180,576$20.7M0.08%−36,735−16.9%Reduced
Parkwood LLC186,647$21.3M1.53%+62,498+50.3%Added
Optiver Holding B.V.186,794$21.3M0.31%+136,471+271.2%Added
State of Michigan Retirement System187,534$21.4M0.09%+87,734+87.9%Added
Marcho Partners LLP188,235$21.5M12.22%+51,077+37.2%Added
Ci Investments Inc.189,130$21.6M0.07%+11,079+6.2%Added
Davy Global Fund Management Ltd191,034$21.8M1.39%+5,241+2.8%Added
Colony Group, LLC191,135$21.8M0.02%+6,347+3.4%Added
Varma Mutual Pension Insurance Co193,908$22.2M0.12%+2,500+1.3%Added
Benchstone Capital Management LP198,162$22.6M2.82%+198,162New
PensionDanmark Pensionsforsikringsaktieselskab198,256$22.7M0.19%−76,972−28.0%Reduced
Nissay Asset Management Corp198,803$22.7M0.10%+14,107+7.6%Added
HighTower Advisors, LLC199,319$22.8M0.02%−55,517−21.8%Reduced
Adage Capital Partners GP, L.L.C.200,000$22.8M0.03%+200,000New
Union Bancaire Privee, UBP SA209,933$23.0M0.35%−20,524−8.9%Reduced
Pathstone Holdings, LLC203,003$23.2M0.07%−30,545−13.1%Reduced
Assetmark, Inc204,958$23.4M0.04%−14,146−6.5%Reduced
HSBC Holdings PLC206,771$23.7M0.01%+49,043+31.1%Added
MML Investors Services, LLC209,649$23.9M0.05%−11,373−5.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main211,118$24.1M0.02%−95,112−31.1%Reduced