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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
Addenda Capital Inc.798,719$129.6M3.52%+81,528+11.4%Added
ProShare Advisors LLC1,134,069$129.5M0.19%−420,810−27.1%Reduced
Citigroup Inc1,127,899$129.0M0.06%+231,457+25.8%Added
Healthcare of Ontario Pension Plan Trust Fund1,116,576$127.5M0.18%+440,188+65.1%Added
Hudson Bay Capital Management LP1,066,000$121.7M0.57%+116,000+12.2%Added
Aviva PLC1,059,894$121.1M0.18%+5,941+0.6%Added
Korea Investment CORP977,068$111.7M0.21%+71,474+7.9%Added
ExodusPoint Capital Management, LP976,571$111.5M1.03%+976,571New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.967,947$110.5M0.11%−18,968−1.9%Reduced
MUFG Securities EMEA plc901,731$103.0M1.08%+61,731+7.3%Added
Capital International Inc901,742$103.0M0.72%+116,384+14.8%Added
Thrive Capital Management, LLC895,817$102.3M2.68%00.0%Unchanged
Capital International Sarl867,328$99.0M1.40%+93,176+12.0%Added
APG Asset Management N.V.956,521$95.5M0.23%+229,944+31.6%Added
Vaughan Nelson Investment Management, L.P.833,950$95.2M0.84%−171,810−17.1%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners830,891$94.9M0.27%+830,891New
Federated Hermes, Inc.821,993$93.9M0.13%−39,418−4.6%Reduced
SG Americas Securities, LLC821,673$93.8M0.05%+544,595+196.5%Added
CIBC Bancorp USA Inc.803,178$92.2M0.11%−19,914−2.4%Reduced
State Street Corp802,915$91.7M0.00%−3710.0%Reduced
Dimensional Fund Advisors LP784,542$89.6M0.02%+1,478+0.2%Added
Liontrust Investment Partners LLP783,719$89.5M1.32%+630,576+411.8%Added
Fred Alger Management, LLC776,493$88.7M0.30%−154,204−16.6%Reduced
Bessemer Group Inc773,620$88.3M0.12%−29,569−3.7%Reduced
Congress Asset Management Co764,601$87.3M0.54%−27,389−3.5%Reduced
Jones Financial Companies LLLP733,749$85.7M0.03%−15,788−2.1%Reduced
NEOS Investment Management LLC737,600$84.2M0.31%+72,269+10.9%Added
State of Tennessee, Treasury Department703,575$80.5M0.24%−180,579−20.4%Reduced
NZS Capital, LLC703,753$80.4M2.08%+153,364+27.9%Added
Great West Life Assurance Co692,163$78.8M0.13%−35,502−4.9%Reduced
Fiera Capital Corp663,438$75.8M0.27%+54,425+8.9%Added
Stony Point Capital LLC651,765$74.4M4.86%+20,376+3.2%Added
Mirae Asset Global Investments Co., Ltd.643,260$73.4M0.14%+642,309+67,540.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)635,990$72.6M0.14%+57,933+10.0%Added
Vanguard Investments Australia, Ltd.625,026$71.5M0.18%+15,953+2.6%Added
Blue Sparrow, LLC620,000$70.8M0.69%+620,000New
TCW Group Inc609,503$69.6M0.47%−201,844−24.9%Reduced
Balyasny Asset Management LLC609,006$69.5M0.13%+609,006New
Guardian Capital LP534,485$61.1M1.49%+10,648+2.0%Added
DekaBank Deutsche Girozentrale524,986$60.2M0.10%00.0%Unchanged
Blair William & Co521,868$59.6M0.16%−105,556−16.8%Reduced
Allen Investment Management LLC519,490$59.3M0.70%−41,646−7.4%Reduced
Royal London Asset Management Ltd508,697$58.1M0.11%−10,650−2.1%Reduced
Agf Management Ltd506,490$58.0M0.23%−63,488−11.1%Reduced
Advisor Group Holdings, Inc.493,085$56.3M0.07%+38,298+8.4%Added
Capital Fund Management S.A.481,667$55.0M0.39%+269,558+127.1%Added
Rockefeller Capital Management L.P.471,205$53.8M0.08%−103,210−18.0%Reduced
Creative Planning469,832$53.6M0.03%+29,506+6.7%Added
Harvest Portfolios Group Inc.456,444$52.2M0.74%+193,993+73.9%Added
Allspring Global Investments Holdings, LLC428,663$52.1M0.08%−342,406−44.4%Reduced
Hillsdale Investment Management Inc.451,724$51.6M1.18%+63,423+16.3%Added
Allianz Asset Management GmbH448,018$51.2M0.05%+118,896+36.1%Added
Capital International Ltd448,711$51.2M1.67%+42,047+10.3%Added
Altshuler Shaham Ltd442,232$50.5M0.63%+75,894+20.7%Added
Lord, Abbett & Co. LLC438,404$50.1M0.14%−553,486−55.8%Reduced
USS Investment Management Ltd436,547$49.9M0.20%+33,508+8.3%Added
Life Cycle Investment Partners Ltd431,739$49.3M0.23%−55,163−11.3%Reduced
Lazard Asset Management LLC425,633$48.6M0.07%+7,847+1.9%Added
Omers Administration Corp422,002$48.3M0.29%+363,958+627.0%Added
STRS Ohio413,936$47.3M0.18%−186,582−31.1%Reduced
Andra AP-fonden278,312$45.2M0.52%+93,100+50.3%Added
State of Wisconsin Investment Board385,130$44.0M0.09%−400−0.1%Reduced
Cetera Investment Advisers385,053$44.0M0.04%+12,794+3.4%Added
Kayne Anderson Rudnick Investment Management LLC377,321$43.1M0.13%−4,757−1.2%Reduced
Ensign Peak Advisors, Inc376,521$43.0M0.07%−30,148−7.4%Reduced
Privium Fund Management B.V.370,000$42.2M7.76%−37,000−9.1%Reduced
AQR Capital Management LLC366,139$41.8M0.01%+116,117+46.4%Added
Mitsubishi UFJ Trust & Banking Corp358,160$40.9M0.09%+1,740+0.5%Added
Mn Services Vermogensbeheer B.V.357,272$40.9M0.31%−118,000−24.8%Reduced
AMF Pensionsforsakring AB350,833$40.1M0.24%00.0%Unchanged
Toroso Investments, LLC344,055$39.3M0.10%+283,967+472.6%Added
Stifel Financial Corp336,981$38.5M0.03%−62,079−15.6%Reduced
Peregrine Capital Management LLC328,206$37.5M1.22%+121,288+58.6%Added
Advisors Asset Management, Inc.327,792$37.4M0.57%−11,845−3.5%Reduced
Islander Capital Partners, L.P.326,000$37.2M13.50%+130,000+66.3%Added
Voloridge Investment Management, LLC308,587$35.2M0.15%−165,298−34.9%Reduced
ThornTree Capital Partners LP307,137$35.1M4.80%+95,342+45.0%Added
Truist Financial Corp303,346$34.6M0.04%−26,820−8.1%Reduced
Nykredit A/S297,200$34.0M0.13%+297,200New
Walleye Capital LLC293,359$33.5M0.16%+26,815+10.1%Added
Manchester Global Management (UK) Ltd292,956$33.4M3.69%+93,000+46.5%Added
Commonwealth Equity Services, LLC292,174$33.4M0.04%−36,672−11.2%Reduced
Select Equity Group, L.P.291,826$33.3M0.18%+56,112+23.8%Added
Equitable Trust Co288,785$33.0M1.38%−20,817−6.7%Reduced
Squarepoint Ops LLC288,427$32.9M0.06%+281,488+4,056.6%Added
Lansforsakringar Fondforvaltning AB (publ)282,321$32.3M0.14%−6,013−2.1%Reduced
HB Wealth Management, LLC282,009$32.2M0.18%+270,627+2,377.7%Added
Investment Management Corp of Ontario278,788$31.8M0.40%−400−0.1%Reduced
Northwest & Ethical Investments L.P.277,949$31.8M0.74%−17,225−5.8%Reduced
Qube Research & Technologies Ltd274,697$31.4M0.03%+186,443+211.3%Added
Cornerstone Capital, Inc.270,035$30.8M2.75%+6,210+2.4%Added
Huntington National Bank262,749$30.0M0.15%−634−0.2%Reduced
Exchange Traded Concepts, LLC258,427$29.5M0.15%+173,512+204.3%Added
Ninepoint Partners LP254,222$29.0M2.59%+77,992+44.3%Added
Guggenheim Capital LLC253,940$29.0M0.19%+18,220+7.7%Added
Bristol John W & Co Inc252,988$28.9M0.43%−1,550−0.6%Reduced
ICONIQ Capital, LLC252,702$28.9M0.83%−2,203,350−89.7%Reduced
Two Sigma Investments, LP252,158$28.8M0.02%+127,988+103.1%Added
Millennium Management LLC247,081$28.2M0.02%+14,109+6.1%Added
Thornburg Investment Management Inc246,547$28.2M0.27%+12,946+5.5%Added