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。
2023 年第 2 季 13F 持有人
Shopify Inc. 在 2023/6/30 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
- 1,127
- 較 2023 年第 1 季 +104 家
- 持有股數
- 7.83 億
- 較 2023 年第 1 季 +1,491 萬 (+1.9%)
- 總市值
- $506.0 億
- 較 2023 年第 1 季 +$137.6 億 (+37.4%)
- 新進機構
- 184
- 另有 347 家加碼
- 清倉機構
- 80
- 另有 422 家減碼
另有 5 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JS Capital Management LLC | 520,000 | $3,359 萬 | 4.40% | +520,000 | 新進 |
| Alta Park Capital, LP | 533,805 | $3,448 萬 | 3.89% | −150,826−22.0% | 減碼 |
| Truist Financial Corp | 547,395 | $3,536 萬 | 0.06% | −67,999−11.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 561,900 | $3,630 萬 | 1.33% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 573,389 | $3,694 萬 | 0.07% | −1,089−0.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 575,240 | $3,722 萬 | 0.35% | +8,400+1.5% | 加碼 |
| Fisher Asset Management, LLC | 590,790 | $3,817 萬 | 0.02% | −1,985,655−77.1% | 減碼 |
| Gluskin Sheff & Assoc Inc | 598,162 | $3,866 萬 | 2.34% | −240,516−28.7% | 減碼 |
| Pictet Asset Management SA | 599,114 | $3,870 萬 | 0.05% | +29,467+5.2% | 加碼 |
| Himension Fund | 600,786 | $3,881 萬 | 3.54% | −174,255−22.5% | 減碼 |
| Addenda Capital Inc. | 484,615 | $4,149 萬 | 1.74% | −9,510−1.9% | 減碼 |
| Brown Capital Management LLC | 644,682 | $4,165 萬 | 0.59% | +32,321+5.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 663,391 | $4,286 萬 | 0.09% | −178,566−21.2% | 減碼 |
| Marcho Partners LLP | 693,052 | $4,477 萬 | 11.07% | −278,125−28.6% | 減碼 |
| State of Tennessee, Treasury Department | 698,895 | $4,522 萬 | 0.19% | +698,895 | 新進 |
| Envestnet Asset Management Inc | 703,254 | $4,543 萬 | 0.02% | −82,258−10.5% | 減碼 |
| Man Group plc | 723,873 | $4,676 萬 | 0.14% | – | – |
| Corton Capital Inc. | 750,000 | $4,845 萬 | 22.75% | 00.0% | 不變 |
| Rathbone Brothers plc | 769,717 | $4,972 萬 | 0.46% | −121,472−13.6% | 減碼 |
| Polen Capital Management LLC | 786,604 | $5,081 萬 | 0.13% | −30,781−3.8% | 減碼 |
| Qube Research & Technologies Ltd | 789,475 | $5,100 萬 | 0.20% | +789,475 | 新進 |
| Public Sector Pension Investment Board | 801,164 | $5,184 萬 | 0.37% | +2,396+0.3% | 加碼 |
| Cidel Asset Management Inc | 834,004 | $5,396 萬 | 2.44% | +59,870+7.7% | 加碼 |
| Susquehanna International Group, LLP | 870,515 | $5,624 萬 | 0.09% | −3,070,300−77.9% | 減碼 |
| Great West Life Assurance Co | 897,052 | $5,830 萬 | 0.14% | +114,724+14.7% | 加碼 |
| AMF Pensionsforsakring AB | 913,326 | $5,910 萬 | 0.54% | −405,604−30.8% | 減碼 |
| Candlestick Capital Management LP | 922,256 | $5,958 萬 | 2.01% | −114,904−11.1% | 減碼 |
| New York State Common Retirement Fund | 927,144 | $5,989 萬 | 0.08% | +89,962+10.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 964,432 | $6,171 萬 | 0.14% | +144,359+17.6% | 加碼 |
| APG Asset Management N.V. | 1,042,960 | $6,185 萬 | 0.12% | +47,619+4.8% | 加碼 |
| LPL Financial LLC | 991,313 | $6,404 萬 | 0.05% | +25,242+2.6% | 加碼 |
| Raymond James & Associates | 994,080 | $6,422 萬 | 0.05% | +9,981+1.0% | 加碼 |
| Ensign Peak Advisors, Inc | 1,038,120 | $6,696 萬 | 0.14% | −88,572−7.9% | 減碼 |
| Millennium Management LLC | 1,047,021 | $6,765 萬 | 0.07% | +605,022+136.9% | 加碼 |
| Natixis Advisors, L.P. | 1,051,764 | $6,794 萬 | 0.21% | −42,962−3.9% | 減碼 |
| Invesco Ltd. | 1,063,610 | $6,871 萬 | 0.02% | +175,061+19.7% | 加碼 |
| Steadview Capital Management LLC | 1,077,700 | $6,962 萬 | 17.16% | −131,250−10.9% | 減碼 |
| First Trust Advisors LP | 1,088,362 | $7,031 萬 | 0.08% | −305,968−21.9% | 減碼 |
| Amundi | 1,091,841 | $7,081 萬 | 0.04% | +24,702+2.3% | 加碼 |
| Bessemer Group Inc | 1,115,259 | $7,205 萬 | 0.15% | −181,012−14.0% | 減碼 |
| Russell Investments Group, Ltd. | 1,135,385 | $7,324 萬 | 0.14% | +105,116+10.2% | 加碼 |
| Toronto Dominion Bank | 1,148,173 | $7,420 萬 | 0.11% | −191,681−14.3% | 減碼 |
| Public Investment Fund | 1,250,000 | $8,075 萬 | 0.21% | 00.0% | 不變 |
| Two Sigma Investments, LP | 1,291,341 | $8,342 萬 | 0.22% | +872,211+208.1% | 加碼 |
| Federated Hermes, Inc. | 1,298,005 | $8,385 萬 | 0.21% | +5910.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,329,926 | $8,605 萬 | 0.23% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 1,047,105 | $8,965 萬 | 5.67% | +185,505+21.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,418,650 | $9,164 萬 | 0.21% | −107,324−7.0% | 減碼 |
| Wells Fargo & Company | 1,445,808 | $9,340 萬 | 0.03% | +75,602+5.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,460,143 | $9,433 萬 | 1.29% | −67,491−4.4% | 減碼 |
| Neuberger Berman Group LLC | 1,503,923 | $9,613 萬 | 0.09% | +1,188,730+377.1% | 加碼 |
| Deutsche Bank AG | 1,488,236 | $9,614 萬 | 0.05% | −7,470−0.5% | 減碼 |
| Point72 Asset Management, L.P. | 1,541,404 | $9,957 萬 | 0.34% | +1,510,804+4,937.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,545,000 | $9,982 萬 | 0.45% | +10,000+0.7% | 加碼 |
| UBS Group AG | 1,556,692 | $1.01 億 | 0.04% | +577,351+59.0% | 加碼 |
| Select Equity Group, L.P. | 1,625,307 | $1.05 億 | 0.39% | +1,625,307 | 新進 |
| Clearbridge Investments, LLC | 1,649,000 | $1.07 億 | 0.10% | +413,937+33.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,780,304 | $1.15 億 | 0.36% | +165,073+10.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,806,578 | $1.17 億 | 0.18% | +1,533,461+561.5% | 加碼 |
| Alkeon Capital Management LLC | 1,825,667 | $1.18 億 | 0.71% | −249,604−12.0% | 減碼 |
| Jane Street Group, LLC | 1,895,434 | $1.22 億 | 0.17% | +605,252+46.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,917,755 | $1.24 億 | 0.19% | +1,746,809+1,021.8% | 加碼 |
| Strategy Capital LLC | 1,932,944 | $1.25 億 | 17.26% | −455,349−19.1% | 減碼 |
| Bamco Inc | 1,948,439 | $1.26 億 | 0.35% | +105,051+5.7% | 加碼 |
| Holocene Advisors, LP | 2,008,289 | $1.30 億 | 0.57% | +2,008,289 | 新進 |
| Credit Suisse AG | 2,059,863 | $1.33 億 | 0.13% | −72,603−3.4% | 減碼 |
| Alberta Investment Management Corp | 2,090,602 | $1.35 億 | 1.30% | +282,150+15.6% | 加碼 |
| Barton Investment Management | 2,094,513 | $1.35 億 | 20.32% | −10,181−0.5% | 減碼 |
| 1832 Asset Management L.P. | 2,117,967 | $1.37 億 | 0.27% | +966,816+84.0% | 加碼 |
| Balyasny Asset Management LLC | 2,172,690 | $1.40 億 | 0.39% | +2,166,853+37,122.7% | 加碼 |
| Polar Capital Holdings Plc | 2,180,323 | $1.41 億 | 0.97% | +47,603+2.2% | 加碼 |
| Ameriprise Financial Inc | 2,195,072 | $1.43 億 | 0.04% | −42,337−1.9% | 減碼 |
| Massachusetts Financial Services Co | 2,232,960 | $1.44 億 | 0.05% | +441,744+24.7% | 加碼 |
| Abdiel Capital Advisors, LP | 2,278,697 | $1.47 億 | 5.59% | −46,091−2.0% | 減碼 |
| Two Sigma Advisers, LP | 2,599,550 | $1.68 億 | 0.43% | +2,161,800+493.8% | 加碼 |
| Brown Advisory Inc | 2,619,491 | $1.69 億 | 0.26% | −2,409,979−47.9% | 減碼 |
| Artisan Partners Limited Partnership | 2,695,860 | $1.74 億 | 0.28% | +194,918+7.8% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,844,961 | $1.84 億 | 4.37% | −232,238−7.5% | 減碼 |
| British Columbia Investment Management Corp | 3,091,001 | $2.00 億 | 1.87% | +653,797+26.8% | 加碼 |
| Citadel Advisors LLC | 3,161,967 | $2.04 億 | 0.23% | +1,704,417+116.9% | 加碼 |
| Ashe Capital Management, LP | 3,172,195 | $2.05 億 | 16.05% | 00.0% | 不變 |
| BlackRock Inc. | 3,322,225 | $2.15 億 | 0.01% | +194,374+6.2% | 加碼 |
| Goldman Sachs Group Inc | 3,407,304 | $2.20 億 | 0.06% | +782,408+29.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,438,901 | $2.22 億 | 0.27% | +3,185,606+1,257.7% | 加碼 |
| Lord, Abbett & Co. LLC | 3,472,112 | $2.24 億 | 0.77% | +809,796+30.4% | 加碼 |
| Geode Capital Management, LLC | 4,094,955 | $2.63 億 | 0.03% | +262,506+6.8% | 加碼 |
| Mackenzie Financial Corp | 4,245,820 | $2.74 億 | 0.42% | +231,841+5.8% | 加碼 |
| CIBC Asset Management Inc | 4,277,900 | $2.77 億 | 1.08% | +571,984+15.4% | 加碼 |
| Swiss National Bank | 4,504,800 | $2.91 億 | 0.20% | −275,100−5.8% | 減碼 |
| Marshall Wace, LLP | 4,601,132 | $2.97 億 | 0.64% | +1,407,400+44.1% | 加碼 |
| Bank of New York Mellon Corp | 5,416,009 | $3.50 億 | 0.07% | +194,064+3.7% | 加碼 |
| Canada Pension Plan Investment Board | 5,508,300 | $3.56 億 | 0.54% | −236,700−4.1% | 減碼 |
| Wellington Management Group LLP | 5,722,936 | $3.70 億 | 0.07% | +3,203,646+127.2% | 加碼 |
| Legal & General Group Plc | 5,818,384 | $3.76 億 | 0.12% | +95,999+1.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 5,975,575 | $3.86 億 | 0.22% | +779,895+15.0% | 加碼 |
| Voya Investment Management LLC | 5,983,820 | $3.87 億 | 0.40% | +697,655+13.2% | 加碼 |
| Barclays PLC | 6,263,785 | $4.05 億 | 0.26% | −1,324,325−17.5% | 減碼 |
| Newlands Management Operations LLC | 6,325,050 | $4.09 億 | 4.35% | 00.0% | 不變 |
| CIBC World Markets Inc. | 6,720,062 | $4.34 億 | 1.49% | +363,023+5.7% | 加碼 |
| TD Asset Management Inc | 6,804,307 | $4.40 億 | 0.50% | +195,070+3.0% | 加碼 |