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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 897,052 | $5,830 萬 | 0.14% | +114,724+14.7% | 加碼 |
| Susquehanna International Group, LLP | 870,515 | $5,624 萬 | 0.09% | −3,070,300−77.9% | 減碼 |
| Cidel Asset Management Inc | 834,004 | $5,396 萬 | 2.44% | +59,870+7.7% | 加碼 |
| Public Sector Pension Investment Board | 801,164 | $5,184 萬 | 0.37% | +2,396+0.3% | 加碼 |
| Qube Research & Technologies Ltd | 789,475 | $5,100 萬 | 0.20% | +789,475 | 新進 |
| Polen Capital Management LLC | 786,604 | $5,081 萬 | 0.13% | −30,781−3.8% | 減碼 |
| Rathbone Brothers plc | 769,717 | $4,972 萬 | 0.46% | −121,472−13.6% | 減碼 |
| Corton Capital Inc. | 750,000 | $4,845 萬 | 22.75% | 00.0% | 不變 |
| Man Group plc | 723,873 | $4,676 萬 | 0.14% | – | – |
| Envestnet Asset Management Inc | 703,254 | $4,543 萬 | 0.02% | −82,258−10.5% | 減碼 |
| State of Tennessee, Treasury Department | 698,895 | $4,522 萬 | 0.19% | +698,895 | 新進 |
| Marcho Partners LLP | 693,052 | $4,477 萬 | 11.07% | −278,125−28.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 663,391 | $4,286 萬 | 0.09% | −178,566−21.2% | 減碼 |
| Brown Capital Management LLC | 644,682 | $4,165 萬 | 0.59% | +32,321+5.3% | 加碼 |
| Addenda Capital Inc. | 484,615 | $4,149 萬 | 1.74% | −9,510−1.9% | 減碼 |
| Himension Fund | 600,786 | $3,881 萬 | 3.54% | −174,255−22.5% | 減碼 |
| Pictet Asset Management SA | 599,114 | $3,870 萬 | 0.05% | +29,467+5.2% | 加碼 |
| Gluskin Sheff & Assoc Inc | 598,162 | $3,866 萬 | 2.34% | −240,516−28.7% | 減碼 |
| Fisher Asset Management, LLC | 590,790 | $3,817 萬 | 0.02% | −1,985,655−77.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 575,240 | $3,722 萬 | 0.35% | +8,400+1.5% | 加碼 |
| Advisor Group Holdings, Inc. | 573,389 | $3,694 萬 | 0.07% | −1,089−0.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 561,900 | $3,630 萬 | 1.33% | 00.0% | 不變 |
| Truist Financial Corp | 547,395 | $3,536 萬 | 0.06% | −67,999−11.0% | 減碼 |
| Alta Park Capital, LP | 533,805 | $3,448 萬 | 3.89% | −150,826−22.0% | 減碼 |
| JS Capital Management LLC | 520,000 | $3,359 萬 | 4.40% | +520,000 | 新進 |
| Royal London Asset Management Ltd | 516,761 | $3,338 萬 | 0.11% | +179,926+53.4% | 加碼 |
| Northern Trust Corp | 516,150 | $3,334 萬 | 0.01% | +43,171+9.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 498,100 | $3,218 萬 | 0.31% | −52,500−9.5% | 減碼 |
| HSBC Holdings PLC | 495,678 | $3,203 萬 | 0.03% | −1,423−0.3% | 減碼 |
| Citigroup Inc | 487,137 | $3,152 萬 | 0.04% | −118,252−19.5% | 減碼 |
| Korea Investment CORP | 464,313 | $3,004 萬 | 0.08% | −139,793−23.1% | 減碼 |
| Allianz Asset Management GmbH | 458,611 | $2,967 萬 | 0.06% | +152,566+49.9% | 加碼 |
| State Street Corp | 450,348 | $2,909 萬 | 0.00% | +35,666+8.6% | 加碼 |
| Aviva PLC | 437,079 | $2,827 萬 | 0.12% | +393,434+901.4% | 加碼 |
| NZS Capital, LLC | 437,237 | $2,825 萬 | 1.41% | −12,359−2.7% | 減碼 |
| Scotia Capital Inc. | 434,021 | $2,803 萬 | 0.19% | −58,756−11.9% | 減碼 |
| Intact Investment Management Inc. | 430,035 | $2,779 萬 | 1.13% | −128,918−23.1% | 減碼 |
| BIT Capital GmbH | 429,903 | $2,777 萬 | 3.24% | −20,467−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 425,995 | $2,752 萬 | 0.01% | +48,248+12.8% | 加碼 |
| Advisors Asset Management, Inc. | 420,554 | $2,717 萬 | 0.55% | −9,881−2.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 409,929 | $2,648 萬 | 0.05% | +4,909+1.2% | 加碼 |
| Privium Fund Management B.V. | 415,000 | $2,646 萬 | 7.62% | −80,000−16.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 382,421 | $2,470 萬 | 0.11% | +30,707+8.7% | 加碼 |
| Commonwealth Equity Services, LLC | 378,102 | $2,443 萬 | 0.05% | −7,464−1.9% | 減碼 |
| Capital International Inc | 371,144 | $2,398 萬 | 0.44% | +262,208+240.7% | 加碼 |
| Ci Investments Inc. | 369,907 | $2,390 萬 | 0.12% | 00.0% | 不變 |
| Blair William & Co | 351,598 | $2,271 萬 | 0.08% | +1,781+0.5% | 加碼 |
| Huntington National Bank | 345,077 | $2,229 萬 | 0.21% | +230+0.1% | 加碼 |
| Nepsis, Inc. | 344,524 | $2,226 萬 | 6.86% | −5,681−1.6% | 減碼 |
| Alliancebernstein L.P. | 342,490 | $2,212 萬 | 0.01% | +7,527+2.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 313,375 | $2,205 萬 | 0.22% | −16,260−4.9% | 減碼 |
| Vista Equity Partners Management, LLC | 330,895 | $2,138 萬 | 0.48% | +123,602+59.6% | 加碼 |
| Stifel Financial Corp | 325,975 | $2,106 萬 | 0.03% | +83,944+34.7% | 加碼 |
| J. Goldman & Co LP | 325,648 | $2,104 萬 | 1.20% | +45,863+16.4% | 加碼 |
| Guardian Capital LP | 318,320 | $2,060 萬 | 0.66% | −46,658−12.8% | 減碼 |
| Northwest & Ethical Investments L.P. | 318,415 | $2,058 萬 | 0.66% | −52,464−14.1% | 減碼 |
| Nishkama Capital, LLC | 317,646 | $2,052 萬 | 3.77% | +317,646 | 新進 |
| SEI Investments Co | 311,213 | $2,010 萬 | 0.04% | −50,942−14.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 308,613 | $1,994 萬 | 0.04% | −581,422−65.3% | 減碼 |
| Fred Alger Management, LLC | 307,555 | $1,987 萬 | 0.10% | +9,207+3.1% | 加碼 |
| Investment Management Corp of Ontario | 295,570 | $1,909 萬 | 0.81% | −96,430−24.6% | 減碼 |
| TD Waterhouse Canada Inc. | 234,859 | $1,902 萬 | 0.19% | +28,477+13.8% | 加碼 |
| Marsico Capital Management LLC | 290,883 | $1,879 萬 | 0.75% | +290,883 | 新進 |
| Cobblestone Capital Advisors LLC | 283,546 | $1,832 萬 | 1.29% | +1,396+0.5% | 加碼 |
| La Financiere de L'Echiquier | 281,000 | $1,815 萬 | 0.91% | 00.0% | 不變 |
| Capital Group Private Client Services, Inc. | 278,565 | $1,800 萬 | 0.21% | −4,572−1.6% | 減碼 |
| Greenlea Lane Capital Management, LLC | 262,880 | $1,698 萬 | 6.19% | −80,110−23.4% | 減碼 |
| Focus Financial Network, Inc. | 262,803 | $1,698 萬 | 0.94% | −74,761−22.1% | 減碼 |
| Cornerstone Capital, Inc. | 261,260 | $1,688 萬 | 1.95% | +56,427+27.5% | 加碼 |
| Hillsdale Investment Management Inc. | 256,900 | $1,660 萬 | 1.53% | −200−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 256,752 | $1,659 萬 | 0.08% | +13,305+5.5% | 加碼 |
| Equitable Trust Co | 256,728 | $1,658 萬 | 1.27% | −8,593−3.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 248,163 | $1,603 萬 | 0.05% | +248,154+2,757,266.7% | 加碼 |
| Perpetual Ltd | 242,884 | $1,569 萬 | 0.13% | +17,088+7.6% | 加碼 |
| Aquatic Capital Management LLC | 242,300 | $1,565 萬 | 0.85% | +108,200+80.7% | 加碼 |
| Stony Point Capital LLC | 239,016 | $1,544 萬 | 5.01% | +9,255+4.0% | 加碼 |
| Mariner, LLC | 234,267 | $1,513 萬 | 0.04% | −9,440−3.9% | 減碼 |
| Forsta Ap-Fonden | 230,400 | $1,491 萬 | 0.16% | −2,100−0.9% | 減碼 |
| Berkshire Capital Holdings Inc | 225,500 | $1,457 萬 | 6.00% | +63,510+39.2% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 225,000 | $1,452 萬 | 0.18% | −25,000−10.0% | 減碼 |
| Gavilan Investment Partners LLC | 224,000 | $1,447 萬 | 6.45% | −80,155−26.4% | 減碼 |
| AXA S.A. | 222,814 | $1,439 萬 | 0.05% | +30,268+15.7% | 加碼 |
| Moore Capital Management, LP | 221,123 | $1,428 萬 | 0.35% | +221,123 | 新進 |
| Thompson Siegel & Walmsley LLC | 217,540 | $1,405 萬 | 0.22% | +7,900+3.8% | 加碼 |
| Rockefeller Capital Management L.P. | 212,945 | $1,376 萬 | 0.05% | +19,699+10.2% | 加碼 |
| Principal Financial Group Inc | 210,875 | $1,363 萬 | 0.01% | −67,492−24.2% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 209,410 | $1,353 萬 | 1.46% | −410,800−66.2% | 減碼 |
| Thrivent Financial for Lutherans | 207,004 | $1,336 萬 | 0.03% | −230,987−52.7% | 減碼 |
| AE Wealth Management LLC | 205,084 | $1,325 萬 | 0.08% | −28,451−12.2% | 減碼 |
| Creative Planning | 191,158 | $1,235 萬 | 0.02% | +11,551+6.4% | 加碼 |
| Titleist Asset Management, LLC | 188,451 | $1,217 萬 | 2.39% | +2,169+1.2% | 加碼 |
| Arthedge Capital Management, LLC | 188,000 | $1,214 萬 | 9.96% | 00.0% | 不變 |
| Sumitomo Mitsui Financial Group, Inc. | 177,823 | $1,134 萬 | 0.36% | −112,309−38.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 170,000 | $1,098 萬 | 0.03% | +25,000+17.2% | 加碼 |
| Henry James International Management, Inc. | 166,917 | $1,078 萬 | 4.68% | −13,097−7.3% | 減碼 |
| Allen Investment Management LLC | 165,010 | $1,066 萬 | 0.16% | +15,900+10.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 162,198 | $1,048 萬 | 0.07% | +24,374+17.7% | 加碼 |
| State of Michigan Retirement System | 160,000 | $1,034 萬 | 0.06% | 00.0% | 不變 |
| Clear Street LLC | 160,000 | $1,034 萬 | 0.25% | +160,000 | 新進 |
| USS Investment Management Ltd | 157,962 | $1,021 萬 | 0.12% | 00.0% | 不變 |