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 4 季 13F 持有人
Shopify Inc. 在 2023/12/31 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
- 1,214
- 較 2023 年第 3 季 +145 家
- 持有股數
- 8.10 億
- 較 2023 年第 3 季 +3,374 萬 (+4.3%)
- 總市值
- $630.9 億
- 較 2023 年第 3 季 +$205.6 億 (+48.3%)
- 新進機構
- 251
- 另有 364 家加碼
- 清倉機構
- 106
- 另有 420 家減碼
另有 12 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 64,164,758 | $50.0 億 | 3.96% | +1,419,749+2.3% | 加碼 |
| Morgan Stanley | 52,519,805 | $40.9 億 | 0.36% | −7,128,046−12.0% | 減碼 |
| Vanguard Group Inc | 42,168,291 | $32.8 億 | 0.07% | +1,242,067+3.0% | 加碼 |
| Capital World Investors | 39,424,769 | $30.7 億 | 0.55% | +8,789,411+28.7% | 加碼 |
| Capital Research Global Investors | 38,257,314 | $29.8 億 | 0.73% | −4,574,322−10.7% | 減碼 |
| FMR LLC | 36,483,713 | $28.4 億 | 0.22% | +396,263+1.1% | 加碼 |
| JPMorgan Chase & Co | 29,861,185 | $23.3 億 | 0.24% | +677,185+2.3% | 加碼 |
| Price T Rowe Associates Inc | 28,257,091 | $22.0 億 | 0.30% | −3,739,568−11.7% | 減碼 |
| Royal Bank of Canada | 27,743,345 | $21.6 億 | 0.54% | +3,419,098+14.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 20,901,806 | $16.3 億 | 1.71% | +19,459,451+1,349.1% | 加碼 |
| Capital International Investors | 15,849,638 | $12.4 億 | 0.28% | +1,399,562+9.7% | 加碼 |
| Sands Capital Management, LLC | 14,805,951 | $11.5 億 | 3.51% | −950,764−6.0% | 減碼 |
| Bank of Montreal | 13,482,087 | $10.7 億 | 0.58% | +504,205+3.9% | 加碼 |
| Loomis Sayles & Co L P | 13,657,384 | $10.6 億 | 1.63% | −163,007−1.2% | 減碼 |
| Norges Bank | 13,467,565 | $10.5 億 | 0.18% | +472,434+3.6% | 加碼 |
| FIL Ltd | 13,303,001 | $10.4 億 | 1.09% | +238,596+1.8% | 加碼 |
| Franklin Resources Inc | 11,352,453 | $8.84 億 | 0.41% | −1,650,389−12.7% | 減碼 |
| Wellington Management Group LLP | 10,183,065 | $7.93 億 | 0.15% | −732,556−6.7% | 減碼 |
| Bank of America Corp | 8,886,795 | $6.92 億 | 0.08% | −590,667−6.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,558,248 | $6.67 億 | 0.40% | +692,331+8.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,369,221 | $6.53 億 | 0.48% | −495,430−5.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 7,956,442 | $6.19 億 | 2.89% | −380,162−4.6% | 減碼 |
| TD Asset Management Inc | 7,749,238 | $6.06 億 | 0.60% | +645,143+9.1% | 加碼 |
| National Bank of Canada | 7,811,676 | $5.77 億 | 1.05% | −26,515−0.3% | 減碼 |
| Bank of Nova Scotia | 7,337,219 | $5.71 億 | 1.07% | +2,196,956+42.7% | 加碼 |
| Voya Investment Management LLC | 7,321,032 | $5.70 億 | 0.59% | −52,415−0.7% | 減碼 |
| GQG Partners LLC | 7,016,507 | $5.47 億 | 1.16% | +7,016,507 | 新進 |
| CIBC World Markets Inc. | 6,974,065 | $5.43 億 | 1.54% | +658,783+10.4% | 加碼 |
| Artisan Partners Limited Partnership | 6,416,115 | $5.00 億 | 0.78% | +1,606,482+33.4% | 加碼 |
| Newlands Management Operations LLC | 6,325,050 | $4.93 億 | 4.52% | 00.0% | 不變 |
| BlackRock Inc. | 6,149,719 | $4.79 億 | 0.01% | −514,349−7.7% | 減碼 |
| Legal & General Group Plc | 6,095,880 | $4.77 億 | 0.15% | −100,405−1.6% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 6,010,496 | $4.68 億 | 2.77% | −944,654−13.6% | 減碼 |
| Coatue Management LLC大師Coatue | 5,817,201 | $4.53 億 | 1.90% | +200,960+3.6% | 加碼 |
| Canada Pension Plan Investment Board | 5,674,864 | $4.43 億 | 0.56% | +218,800+4.0% | 加碼 |
| Goldman Sachs Group Inc | 5,660,744 | $4.41 億 | 0.10% | +1,529,637+37.0% | 加碼 |
| Nuveen Asset Management, LLC | 5,530,285 | $4.33 億 | 0.14% | +5,530,285 | 新進 |
| Nikko Asset Management Americas, Inc. | 5,486,816 | $4.27 億 | 4.11% | −487,347−8.2% | 減碼 |
| Bank of New York Mellon Corp | 5,271,818 | $4.11 億 | 0.08% | +277,296+5.6% | 加碼 |
| Scge Management, L.P. | 4,977,000 | $3.88 億 | 8.66% | −926,000−15.7% | 減碼 |
| Jarislowsky, Fraser Ltd | 4,858,624 | $3.80 億 | 2.24% | −2,822,947−36.7% | 減碼 |
| Geode Capital Management, LLC | 4,431,925 | $3.43 億 | 0.04% | +158,681+3.7% | 加碼 |
| Mackenzie Financial Corp | 4,334,722 | $3.38 億 | 0.51% | +309,540+7.7% | 加碼 |
| CIBC Asset Management Inc | 4,243,120 | $3.31 億 | 1.24% | +9,466+0.2% | 加碼 |
| Select Equity Group, L.P. | 4,198,242 | $3.27 億 | 1.21% | −630,264−13.1% | 減碼 |
| Swiss National Bank | 3,912,100 | $3.05 億 | 0.22% | −106,000−2.6% | 減碼 |
| Barclays PLC | 3,838,327 | $2.99 億 | 0.15% | −1,016,963−20.9% | 減碼 |
| Invesco Ltd. | 3,828,629 | $2.98 億 | 0.07% | +1,722,388+81.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,382,000 | $2.63 億 | 0.93% | +1,837,000+118.9% | 加碼 |
| Ashe Capital Management, LP | 2,802,195 | $2.18 億 | 18.97% | −370,000−11.7% | 減碼 |
| Clearbridge Investments, LLC | 2,787,112 | $2.17 億 | 0.19% | +935,408+50.5% | 加碼 |
| Marshall Wace, LLP | 2,755,152 | $2.15 億 | 0.41% | −1,002,925−26.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,738,464 | $2.13 億 | 0.31% | +2,305,276+532.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,604,374 | $2.03 億 | 4.67% | −185,197−6.6% | 減碼 |
| Lord, Abbett & Co. LLC | 2,593,482 | $2.02 億 | 0.71% | −291,248−10.1% | 減碼 |
| Massachusetts Financial Services Co | 2,382,200 | $1.86 億 | 0.06% | +60,177+2.6% | 加碼 |
| Bamco Inc | 2,214,958 | $1.73 億 | 0.46% | +68,607+3.2% | 加碼 |
| 1832 Asset Management L.P. | 2,171,176 | $1.69 億 | 0.32% | −44,508−2.0% | 減碼 |
| Credit Suisse AG | 2,090,286 | $1.63 億 | 0.16% | +26,992+1.3% | 加碼 |
| Barton Investment Management | 2,089,533 | $1.63 億 | 21.34% | −8,638−0.4% | 減碼 |
| Polar Capital Holdings Plc | 2,003,722 | $1.56 億 | 1.08% | −3,566−0.2% | 減碼 |
| British Columbia Investment Management Corp | 1,798,234 | $1.40 億 | 1.14% | −1,604,457−47.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,721,085 | $1.35 億 | 0.34% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 1,672,288 | $1.30 億 | 0.26% | +653,793+64.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,639,121 | $1.28 億 | 0.36% | −70,939−4.1% | 減碼 |
| Agf Management Ltd | 1,630,314 | $1.27 億 | 0.75% | +332,021+25.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,622,497 | $1.27 億 | 0.17% | −267,732−14.2% | 減碼 |
| Ameriprise Financial Inc | 1,601,248 | $1.26 億 | 0.04% | −555,510−25.8% | 減碼 |
| Strategy Capital LLC | 1,617,859 | $1.26 億 | 13.70% | −109,597−6.3% | 減碼 |
| Holocene Advisors, LP | 1,584,061 | $1.23 億 | 0.48% | +469,840+42.2% | 加碼 |
| Russell Investments Group, Ltd. | 1,556,443 | $1.22 億 | 0.22% | +186,969+13.7% | 加碼 |
| Quadrature Capital Ltd | 1,557,800 | $1.21 億 | 2.19% | +307,000+24.5% | 加碼 |
| Wells Fargo & Company | 1,536,701 | $1.20 億 | 0.03% | +25,262+1.7% | 加碼 |
| Federated Hermes, Inc. | 1,535,321 | $1.20 億 | 0.30% | +114,710+8.1% | 加碼 |
| Deutsche Bank AG | 1,451,219 | $1.13 億 | 0.06% | +49,746+3.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,418,035 | $1.10 億 | 1.52% | +49,361+3.6% | 加碼 |
| Hudson Bay Capital Management LP | 1,410,000 | $1.10 億 | 0.96% | +510,000+56.7% | 加碼 |
| Pictet Asset Management Holding SA | 1,336,202 | $1.04 億 | 0.11% | +718,009+116.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,288,390 | $1.00 億 | 0.24% | −109,734−7.8% | 減碼 |
| Public Investment Fund | 1,250,000 | $9,738 萬 | 0.28% | 00.0% | 不變 |
| Amundi | 1,208,463 | $9,681 萬 | 0.04% | +41,981+3.6% | 加碼 |
| UBS Group AG | 1,143,982 | $8,912 萬 | 0.04% | −476,075−29.4% | 減碼 |
| Bessemer Group Inc | 1,140,593 | $8,885 萬 | 0.17% | +16,506+1.5% | 加碼 |
| Korea Investment CORP | 1,119,653 | $8,758 萬 | 0.23% | +574,618+105.4% | 加碼 |
| New York State Common Retirement Fund | 1,080,941 | $8,421 萬 | 0.12% | +83,416+8.4% | 加碼 |
| LPL Financial LLC | 1,079,174 | $8,407 萬 | 0.05% | +65,086+6.4% | 加碼 |
| Man Group plc | 1,043,415 | $8,128 萬 | 0.23% | – | – |
| SEI Investments Co | 1,011,976 | $7,883 萬 | 0.13% | +300,088+42.2% | 加碼 |
| Natixis Advisors, L.P. | 1,010,757 | $7,874 萬 | 0.21% | −40,183−3.8% | 減碼 |
| Raymond James & Associates | 1,008,854 | $7,859 萬 | 0.06% | +66,967+7.1% | 加碼 |
| Alberta Investment Management Corp | 974,337 | $7,613 萬 | 0.72% | +50,548+5.5% | 加碼 |
| Addenda Capital Inc. | 733,742 | $7,569 萬 | 2.96% | +4,697+0.6% | 加碼 |
| Great West Life Assurance Co | 941,714 | $7,317 萬 | 0.16% | +65,363+7.5% | 加碼 |
| Rathbone Brothers plc | 929,666 | $7,242 萬 | 0.47% | +12,885+1.4% | 加碼 |
| APG Asset Management N.V. | 1,021,407 | $7,229 萬 | 0.14% | +102,436+11.1% | 加碼 |
| Toronto Dominion Bank | 925,056 | $7,206 萬 | 0.10% | −56,319−5.7% | 減碼 |
| Jane Street Group, LLC | 918,279 | $7,153 萬 | 0.09% | −39,923−4.2% | 減碼 |
| Granite Bay Wealth Management, LLC | 1,108,196 | $7,077 萬 | 0.63% | +12,835+1.2% | 加碼 |
| Triasima Portfolio Management inc. | 901,420 | $7,031 萬 | 5.81% | +675+0.1% | 加碼 |
| Envestnet Asset Management Inc | 893,034 | $6,957 萬 | 0.03% | +65,514+7.9% | 加碼 |