Shopify Inc.
SHOP- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001594805
近 90 天，Shopify Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,719 家機構在 13F 申報持有，市值合計 $946.1 億；方舟投資、D1 資本等 3 位大師持有。
2022 年第 1 季 13F 持有人
Shopify Inc. 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,149
- 較 2021 年第 4 季 −189 家
- 持有股數
- 7,706 萬
- 較 2021 年第 4 季 −179.0 萬 (−2.3%)
- 總市值
- $521.0 億
- 較 2021 年第 4 季 −$561.8 億 (−51.9%)
- 新進機構
- 154
- 另有 503 家加碼
- 清倉機構
- 343
- 另有 363 家減碼
另有 14 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SHOP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,719 | $946.1 億 |
| 2026 年第 1 季 | 1,741 | $990.7 億 |
| 2025 年第 4 季 | 1,892 | $1,383 億 |
| 2025 年第 3 季 | 1,718 | $1,234 億 |
| 2025 年第 2 季 | 1,555 | $973.8 億 |
| 2025 年第 1 季 | 1,480 | $809.1 億 |
| 2024 年第 4 季 | 1,490 | $887.0 億 |
| 2024 年第 3 季 | 1,262 | $666.4 億 |
| 2024 年第 2 季 | 1,213 | $538.2 億 |
| 2024 年第 1 季 | 1,222 | $615.1 億 |
| 2023 年第 4 季 | 1,214 | $630.9 億 |
| 2023 年第 3 季 | 1,081 | $425.8 億 |
| 2023 年第 2 季 | 1,127 | $506.0 億 |
| 2023 年第 1 季 | 1,028 | $368.4 億 |
| 2022 年第 4 季 | 973 | $267.1 億 |
| 2022 年第 3 季 | 883 | $195.7 億 |
| 2022 年第 2 季 | 968 | $221.8 億 |
| 2022 年第 1 季 | 1,149 | $521.0 億 |
| 2021 年第 4 季 | 1,352 | $1,083 億 |
| 2021 年第 3 季 | 1,228 | $1,040 億 |
| 2021 年第 2 季 | 1,213 | $1,114 億 |
| 2021 年第 1 季 | 1,158 | $829.4 億 |
2022 年第 1 季持有機構
每家機構持有 Shopify Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Discovery Value Fund | 303,940 | $2.05 億 | 15.15% | −95,855−24.0% | 減碼 |
| Geode Capital Management, LLC | 318,837 | $2.14 億 | 0.03% | +11,969+3.9% | 加碼 |
| Whale Rock Capital Management LLC | 318,298 | $2.15 億 | 2.67% | −157,269−33.1% | 減碼 |
| Fred Alger Management, LLC | 329,920 | $2.23 億 | 0.71% | −122,951−27.1% | 減碼 |
| CIBC Asset Management Inc | 346,696 | $2.35 億 | 0.83% | +550.0% | 加碼 |
| Alkeon Capital Management LLC | 349,101 | $2.36 億 | 1.06% | −8,704−2.4% | 減碼 |
| Alliancebernstein L.P. | 349,556 | $2.36 億 | 0.09% | +315,152+916.0% | 加碼 |
| Bamco Inc | 354,147 | $2.39 億 | 0.59% | +152,554+75.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 357,084 | $2.41 億 | 2.23% | −14,223−3.8% | 減碼 |
| American Century Companies Inc | 371,975 | $2.51 億 | 0.17% | +30,533+8.9% | 加碼 |
| Susquehanna International Group, LLP | 404,786 | $2.74 億 | 0.40% | +220,638+119.8% | 加碼 |
| Durable Capital Partners LP | 415,943 | $2.81 億 | 2.47% | −32,779−7.3% | 減碼 |
| Mackenzie Financial Corp | 462,379 | $3.13 億 | 0.42% | −43,506−8.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 488,934 | $3.32 億 | 0.22% | +20,183+4.3% | 加碼 |
| Artisan Partners Limited Partnership | 497,972 | $3.37 億 | 0.45% | +37,639+8.2% | 加碼 |
| Bank of America Corp | 504,263 | $3.41 億 | 0.04% | +239,111+90.2% | 加碼 |
| Swiss National Bank | 504,721 | $3.41 億 | 0.19% | +59,200+13.3% | 加碼 |
| FIL Ltd | 518,250 | $3.50 億 | 0.36% | −523,023−50.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 535,667 | $3.62 億 | 1.78% | −54,691−9.3% | 減碼 |
| Brown Advisory Inc | 555,946 | $3.76 億 | 0.56% | +11,167+2.0% | 加碼 |
| Legal & General Group Plc | 584,252 | $3.96 億 | 0.12% | +63,768+12.3% | 加碼 |
| CIBC World Markets Inc. | 597,499 | $4.04 億 | 1.37% | −92,305−13.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 795,131 | $5.40 億 | 3.96% | +185,017+30.3% | 加碼 |
| TD Asset Management Inc | 835,215 | $5.65 億 | 0.52% | +124,435+17.5% | 加碼 |
| Capital International Investors | 886,545 | $5.99 億 | 0.14% | +562,490+173.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 903,063 | $6.10 億 | 2.55% | +187,833+26.3% | 加碼 |
| Bank of Nova Scotia | 908,999 | $6.15 億 | 1.05% | +4,855+0.5% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 916,175 | $6.19 億 | 2.32% | +109,325+13.5% | 加碼 |
| Scge Management, L.P. | 932,000 | $6.30 億 | 9.73% | +38,000+4.3% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,034,303 | $6.99 億 | 4.16% | −355,332−25.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,075,674 | $7.28 億 | 0.48% | +181,964+20.4% | 加碼 |
| Bank of Montreal | 1,046,121 | $7.36 億 | 0.42% | −120,117−10.3% | 減碼 |
| Norges Bank | 1,122,048 | $7.58 億 | 0.17% | −23,828−2.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,146,154 | $7.76 億 | 4.14% | +577,264+101.5% | 加碼 |
| Franklin Resources Inc | 1,160,270 | $7.84 億 | 0.31% | +139,726+13.7% | 加碼 |
| JPMorgan Chase & Co | 1,227,857 | $8.30 億 | 0.11% | +136,353+12.5% | 加碼 |
| Loomis Sayles & Co L P | 1,238,179 | $8.37 億 | 1.12% | +1,238,060+1,040,386.6% | 加碼 |
| Royal Bank of Canada | 1,613,347 | $10.9 億 | 0.29% | +344,257+27.1% | 加碼 |
| WCM Investment Management, LLC | 1,810,928 | $12.2 億 | 3.42% | −243,630−11.9% | 減碼 |
| Sands Capital Management, LLC | 2,127,581 | $14.4 億 | 3.31% | +724,767+51.7% | 加碼 |
| FMR LLC | 2,302,580 | $15.6 億 | 0.12% | −2,059,486−47.2% | 減碼 |
| Jennison Associates LLC | 2,872,936 | $19.4 億 | 1.43% | −1,824,029−38.8% | 減碼 |
| Capital Research Global Investors | 3,012,007 | $20.4 億 | 0.50% | +906,250+43.0% | 加碼 |
| Capital World Investors | 3,088,433 | $20.9 億 | 0.36% | −1,401,332−31.2% | 減碼 |
| Price T Rowe Associates Inc | 3,504,850 | $23.7 億 | 0.24% | +180,255+5.4% | 加碼 |
| Vanguard Group Inc | 3,648,146 | $24.7 億 | 0.06% | +115,860+3.3% | 加碼 |
| Baillie Gifford & Co | 5,372,962 | $36.3 億 | 2.55% | −77,761−1.4% | 減碼 |
| Morgan Stanley | 6,442,015 | $43.5 億 | 0.59% | +557,589+9.5% | 加碼 |
| Westside Investment Management, Inc. | 1,630 | – | – | +1,620+16,200.0% | 加碼 |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −418,842−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −300,875−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −233,490−100.0% | 清倉 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −180,660−100.0% | 清倉 |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −145,000−100.0% | 清倉 |
| SQN Investors LP | 0 | $0 | 0.00% | −96,417−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −91,482−100.0% | 清倉 |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −71,639−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −65,782−100.0% | 清倉 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −63,309−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −61,015−100.0% | 清倉 |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −60,708−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −46,249−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −32,034−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −31,426−100.0% | 清倉 |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −30,700−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,216−100.0% | 清倉 |
| Worm Capital, LLC | 0 | $0 | 0.00% | −26,373−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −25,369−100.0% | 清倉 |
| Snowhook Capital Management LP | 0 | $0 | 0.00% | −22,932−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −19,535−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −17,237−100.0% | 清倉 |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −15,510−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Center Lake Capital Management, LLC | 0 | $0 | 0.00% | −13,875−100.0% | 清倉 |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −13,074−100.0% | 清倉 |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −12,800−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −12,350−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Main Street Research LLC | 0 | $0 | 0.00% | −11,069−100.0% | 清倉 |
| Manitou Investment Management Ltd. | 0 | $0 | 0.00% | −10,485−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,388−100.0% | 清倉 |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Gratus Capital LLC | 0 | $0 | 0.00% | −9,757−100.0% | 清倉 |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −9,114−100.0% | 清倉 |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −9,020−100.0% | 清倉 |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −8,179−100.0% | 清倉 |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,450−100.0% | 清倉 |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −6,973−100.0% | 清倉 |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −6,722−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6,498−100.0% | 清倉 |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −5,750−100.0% | 清倉 |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −5,700−100.0% | 清倉 |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −5,357−100.0% | 清倉 |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Axel Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,662−100.0% | 清倉 |