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.
Superinvestors holding SHOP, Q2 2026
3 superinvestors report holding Shopify Inc. on Form 13F, worth $581.1M in total. Weight is Shopify Inc.'s share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| ARK InvestCathie Wood | 3.1% | 4,155,925 | $474.5M | Reduced−0.5% |
| D1 Capital PartnersDan Sundheim | 0.3% | 830,891 | $94.9M | New |
| Markel GroupTom Gayner | 0.1% | 102,750 | $11.7M | Unchanged |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of SHOP each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
3 superinvestors holding at quarter end
- New
- D1 Capital Partners
- Reduced
- ARK Invest (−0.5%)
Q1 2026
2 superinvestors holding at quarter end
- Added
- ARK Invest (+5.0%)
- Sold out
- Altimeter Capital, Soros Fund Management
Q4 2025
4 superinvestors holding at quarter end
- New
- Altimeter Capital, Soros Fund Management
- Reduced
- ARK Invest (−17.4%)
Q3 2025
2 superinvestors holding at quarter end
- Reduced
- ARK Invest (−4.6%)
Q2 2025
2 superinvestors holding at quarter end
- Added
- ARK Invest (+13.6%)
Q1 2025
2 superinvestors holding at quarter end
- Reduced
- ARK Invest (−1.3%)
- Sold out
- Coatue Management
Q4 2024
3 superinvestors holding at quarter end
- Reduced
- ARK Invest (−3.6%)
Q3 2024
3 superinvestors holding at quarter end
- Reduced
- ARK Invest (−6.0%), Coatue Management (−31.5%)
Q2 2024
3 superinvestors holding at quarter end
- Added
- ARK Invest (+8.1%), Coatue Management (+1.8%)
Q1 2024
3 superinvestors holding at quarter end
- Reduced
- ARK Invest (−23.6%), Coatue Management (−37.2%)
Q4 2023
3 superinvestors holding at quarter end
- Added
- Coatue Management (+3.6%)
- Reduced
- ARK Invest (−13.6%)
Q3 2023
3 superinvestors holding at quarter end
- New
- Coatue Management
- Reduced
- ARK Invest (−21.6%)
- Sold out
- Maverick Capital
Q2 2023
3 superinvestors holding at quarter end
- Added
- Maverick Capital (+0.4%)
- Reduced
- ARK Invest (−36.5%)
- Sold out
- Tiger Global Management
Q1 2023
4 superinvestors holding at quarter end
- Added
- ARK Invest (+5.3%)
- Reduced
- Maverick Capital (−54.4%)
Q4 2022
4 superinvestors holding at quarter end
- Added
- Markel Group (+10.8%), Maverick Capital (+233.6%)
- Reduced
- ARK Invest (−8.6%), Tiger Global Management (−94.3%)
- Sold out
- Coatue Management, Duquesne Family Office
Q3 2022
6 superinvestors holding at quarter end
- New
- Duquesne Family Office
- Added
- ARK Invest (+1,097.6%), Coatue Management (+673.2%), Markel Group (+48.4%), Maverick Capital (+170.6%)
- Sold out
- HHLR Advisors (Hillhouse), Lone Pine Capital
Q2 2022
7 superinvestors holding at quarter end
Converted for a 10-for-1 split- New
- Coatue Management, HHLR Advisors (Hillhouse), Maverick Capital
- Added
- Markel Group (+127.3%)
- Reduced
- ARK Invest (−86.6%), Tiger Global Management (−81.9%), Lone Pine Capital (−99.8%)
- Sold out
- Viking Global Investors
Q1 2022
5 superinvestors holding at quarter end
- New
- Viking Global Investors, Markel Group
- Added
- Tiger Global Management (+13.5%), ARK Invest (+26.3%)
- Reduced
- Lone Pine Capital (−25.6%)
- Sold out
- D1 Capital Partners, Coatue Management, Altimeter Capital
Q4 2021
6 superinvestors holding at quarter end
- Added
- D1 Capital Partners (+84.0%)
- Reduced
- Lone Pine Capital (−2.8%), Tiger Global Management (−8.5%), ARK Invest (−22.5%), Coatue Management (−11.1%)
- Sold out
- Maverick Capital
Q3 2021
7 superinvestors holding at quarter end
- Added
- Tiger Global Management (+1.1%), D1 Capital Partners (+15.2%)
- Reduced
- Lone Pine Capital (−12.4%), ARK Invest (−24.3%), Coatue Management (−36.7%), Maverick Capital (−73.5%)
- Sold out
- Viking Global Investors
Q2 2021
8 superinvestors holding at quarter end
- Added
- ARK Invest (+13.6%), Tiger Global Management (+68.5%), Coatue Management (+60.8%), Altimeter Capital (+99.1%), D1 Capital Partners (+14.9%), Maverick Capital (+24.8%)
- Reduced
- Lone Pine Capital (−4.7%), Viking Global Investors (−2.0%)
- Sold out
- Third Point, Appaloosa