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。
2024 年第 1 季 13F 持有人
Shopify Inc. 在 2024/3/31 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
- 1,222
- 較 2023 年第 4 季 +24 家
- 持有股數
- 7.98 億
- 較 2023 年第 4 季 −1,117 萬 (−1.4%)
- 總市值
- $615.1 億
- 較 2023 年第 4 季 −$15.3 億 (−2.4%)
- 新進機構
- 125
- 另有 445 家加碼
- 清倉機構
- 101
- 另有 438 家減碼
另有 16 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 841,596 | $6,495 萬 | 0.37% | −88,070−9.5% | 減碼 |
| Polen Capital Management LLC | 830,755 | $6,411 萬 | 0.15% | +50,879+6.5% | 加碼 |
| APG Asset Management N.V. | 881,372 | $6,302 萬 | 0.11% | −140,035−13.7% | 減碼 |
| Triasima Portfolio Management inc. | 798,190 | $6,158 萬 | 5.17% | −103,230−11.5% | 減碼 |
| Millennium Management LLC | 784,043 | $6,050 萬 | 0.05% | −98,274−11.1% | 減碼 |
| Aviva PLC | 772,192 | $5,963 萬 | 0.20% | +81,140+11.7% | 加碼 |
| Corton Capital Inc. | 750,000 | $5,788 萬 | 21.30% | 00.0% | 不變 |
| Macquarie Group Ltd | 740,418 | $5,714 萬 | 0.06% | −2,301−0.3% | 減碼 |
| Axiom Investors LLC | 730,644 | $5,638 萬 | 0.51% | +202,857+38.4% | 加碼 |
| Renaissance Technologies LLC | 718,203 | $5,543 萬 | 0.09% | +501,103+230.8% | 加碼 |
| State of Tennessee, Treasury Department | 717,635 | $5,542 萬 | 0.20% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 704,000 | $5,433 萬 | 0.19% | −2,678,000−79.2% | 減碼 |
| AMF Pensionsforsakring AB | 683,826 | $5,293 萬 | 0.40% | −4,953−0.7% | 減碼 |
| HSBC Holdings PLC | 649,032 | $5,004 萬 | 0.04% | +75,815+13.2% | 加碼 |
| Scotia Capital Inc. | 646,802 | $4,985 萬 | 0.30% | +186,005+40.4% | 加碼 |
| Capital International Inc | 616,658 | $4,759 萬 | 0.64% | +142,997+30.2% | 加碼 |
| Northern Trust Corp | 613,236 | $4,732 萬 | 0.01% | +6,895+1.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 604,535 | $4,665 萬 | 0.06% | −2,133,929−77.9% | 減碼 |
| Dimensional Fund Advisors LP | 587,468 | $4,533 萬 | 0.01% | +117,939+25.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 898,633 | $4,498 萬 | 0.10% | +149,074+19.9% | 加碼 |
| Fisher Asset Management, LLC | 572,691 | $4,419 萬 | 0.02% | −16,472−2.8% | 減碼 |
| NZS Capital, LLC | 566,109 | $4,369 萬 | 1.81% | +56,609+11.1% | 加碼 |
| Steadview Capital Management LLC | 535,904 | $4,136 萬 | 12.22% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 523,257 | $4,084 萬 | 0.08% | +41,139+8.5% | 加碼 |
| Brown Capital Management LLC | 515,624 | $3,979 萬 | 0.70% | −796−0.2% | 減碼 |
| Truist Financial Corp | 489,536 | $3,778 萬 | 0.06% | −22,071−4.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 487,440 | $3,764 萬 | 0.27% | −81,100−14.3% | 減碼 |
| Citigroup Inc | 477,745 | $3,688 萬 | 0.04% | +285+0.1% | 加碼 |
| Intact Investment Management Inc. | 470,745 | $3,632 萬 | 1.43% | +100,740+27.2% | 加碼 |
| Marcho Partners LLP | 468,633 | $3,616 萬 | 10.64% | −61,395−11.6% | 減碼 |
| TD Waterhouse Canada Inc. | 341,124 | $3,471 萬 | 0.26% | +124,378+57.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 432,314 | $3,336 萬 | 0.26% | +432,314 | 新進 |
| Advisor Group Holdings, Inc. | 431,556 | $3,330 萬 | 0.07% | −67,461−13.5% | 減碼 |
| Jane Street Group, LLC | 424,762 | $3,278 萬 | 0.04% | −493,517−53.7% | 減碼 |
| Balyasny Asset Management LLC | 418,887 | $3,233 萬 | 0.08% | +178,295+74.1% | 加碼 |
| Privium Fund Management B.V. | 415,000 | $3,203 萬 | 8.55% | 00.0% | 不變 |
| Long Walk Management LP | 415,000 | $3,203 萬 | 15.98% | +63,000+17.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 412,446 | $3,183 萬 | 0.11% | −432−0.1% | 減碼 |
| State Street Corp | 399,955 | $3,086 萬 | 0.00% | +31,773+8.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 391,316 | $3,020 萬 | 0.04% | −10,066−2.5% | 減碼 |
| Royal London Asset Management Ltd | 386,685 | $2,984 萬 | 0.07% | +27,380+7.6% | 加碼 |
| Stifel Financial Corp | 385,803 | $2,977 萬 | 0.03% | +44,274+13.0% | 加碼 |
| Advisors Asset Management, Inc. | 384,837 | $2,970 萬 | 0.57% | −14,166−3.6% | 減碼 |
| Commonwealth Equity Services, LLC | 383,746 | $2,961 萬 | 0.05% | +4,761+1.3% | 加碼 |
| Thornburg Investment Management Inc | 374,417 | $2,888 萬 | 0.40% | −3,124−0.8% | 減碼 |
| APG Asset Management US Inc. | 367,775 | $2,876 萬 | 0.17% | +184,651+100.8% | 加碼 |
| Blair William & Co | 371,735 | $2,869 萬 | 0.09% | +1,356+0.4% | 加碼 |
| Qube Research & Technologies Ltd | 364,975 | $2,817 萬 | 0.05% | −133,442−26.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 361,530 | $2,790 萬 | 0.25% | −61,500−14.5% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 356,733 | $2,753 萬 | 0.64% | −57,224−13.8% | 減碼 |
| Investment Management Corp of Ontario | 353,190 | $2,726 萬 | 0.81% | −47,300−11.8% | 減碼 |
| Forsta Ap-Fonden | 351,700 | $2,716 萬 | 0.23% | +123,200+53.9% | 加碼 |
| Alliancebernstein L.P. | 346,521 | $2,674 萬 | 0.01% | −100,148−22.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 271,759 | $2,625 萬 | 0.19% | −6,884−2.5% | 減碼 |
| Ci Investments Inc. | 340,078 | $2,624 萬 | 0.10% | −30,042−8.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 339,376 | $2,619 萬 | 0.06% | −4,645−1.4% | 減碼 |
| Squarepoint Ops LLC | 323,375 | $2,495 萬 | 0.10% | +288,429+825.4% | 加碼 |
| Cornerstone Capital, Inc. | 315,305 | $2,433 萬 | 2.50% | +7,425+2.4% | 加碼 |
| Walleye Capital LLC | 312,976 | $2,415 萬 | 0.26% | +284,123+984.7% | 加碼 |
| Capital International Sarl | 312,708 | $2,413 萬 | 0.80% | +49,305+18.7% | 加碼 |
| Kodai Capital Management LP | 311,598 | $2,405 萬 | 0.56% | −434,616−58.2% | 減碼 |
| Marsico Capital Management LLC | 311,431 | $2,403 萬 | 0.79% | +7,457+2.5% | 加碼 |
| Huntington National Bank | 309,580 | $2,389 萬 | 0.19% | −17,839−5.4% | 減碼 |
| Nepsis, Inc. | 302,735 | $2,336 萬 | 6.32% | −29,979−9.0% | 減碼 |
| Castle Hook Partners LP | 295,544 | $2,281 萬 | 0.82% | +295,544 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 284,850 | $2,198 萬 | 0.08% | +32,058+12.7% | 加碼 |
| Cetera Investment Advisers | 280,607 | $2,165 萬 | 0.05% | +226,096+414.8% | 加碼 |
| La Financiere de L'Echiquier | 277,100 | $2,138 萬 | 0.92% | 00.0% | 不變 |
| Capital International Ltd | 273,599 | $2,111 萬 | 1.01% | +50,925+22.9% | 加碼 |
| Man Group plc | 261,091 | $2,015 萬 | 0.05% | −782,324−75.0% | 減碼 |
| Greenlea Lane Capital Management, LLC | 259,940 | $2,006 萬 | 5.68% | −1,550−0.6% | 減碼 |
| AXA S.A. | 258,775 | $1,997 萬 | 0.06% | +90,267+53.6% | 加碼 |
| Creative Planning | 258,447 | $1,994 萬 | 0.02% | +19,194+8.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 257,700 | $1,990 萬 | 0.17% | +158,600+160.0% | 加碼 |
| Allianz Asset Management GmbH | 251,558 | $1,952 萬 | 0.03% | −17,875−6.6% | 減碼 |
| Mariner, LLC | 250,247 | $1,931 萬 | 0.04% | +15,663+6.7% | 加碼 |
| Hillsdale Investment Management Inc. | 248,528 | $1,918 萬 | 1.52% | −118,200−32.2% | 減碼 |
| Neuberger Berman Group LLC | 243,095 | $1,877 萬 | 0.02% | −271,208−52.7% | 減碼 |
| Equitable Trust Co | 240,925 | $1,859 萬 | 1.29% | −2,347−1.0% | 減碼 |
| Rockefeller Capital Management L.P. | 236,190 | $1,823 萬 | 0.05% | +11,415+5.1% | 加碼 |
| Allen Investment Management LLC | 235,430 | $1,817 萬 | 0.23% | +49,655+26.7% | 加碼 |
| Aquatic Capital Management LLC | 233,200 | $1,800 萬 | 0.59% | −152,200−39.5% | 減碼 |
| Liontrust Investment Partners LLP | 188,082 | $1,782 萬 | 0.25% | +30,799+19.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 228,829 | $1,766 萬 | 1.11% | −760−0.3% | 減碼 |
| Gavilan Investment Partners LLC | 227,000 | $1,752 萬 | 5.70% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 251,012 | $1,745 萬 | 0.85% | +251,012 | 新進 |
| Employees Retirement System of Texas | 224,643 | $1,734 萬 | 0.19% | +137,305+157.2% | 加碼 |
| Alpha Cubed Investments, LLC | 204,072 | $1,575 萬 | 0.82% | +67,400+49.3% | 加碼 |
| Ardmore Road Asset Management LP | 200,000 | $1,543 萬 | 2.72% | +200,000 | 新進 |
| Optiver Holding B.V. | 199,187 | $1,537 萬 | 0.64% | +199,187 | 新進 |
| J. Goldman & Co LP | 198,877 | $1,535 萬 | 0.69% | +10,202+5.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 193,200 | $1,491 萬 | 0.35% | −38,000−16.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 190,968 | $1,474 萬 | 0.16% | +50,990+36.4% | 加碼 |
| Perpetual Ltd | 190,248 | $1,468 萬 | 0.14% | +2,538+1.4% | 加碼 |
| Arthedge Capital Management, LLC | 188,000 | $1,451 萬 | 10.52% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 187,949 | $1,450 萬 | 0.02% | −71,737−27.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 187,633 | $1,448 萬 | 0.03% | −7,367−3.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 187,540 | $1,447 萬 | 0.22% | +1,400+0.8% | 加碼 |
| Titleist Asset Management, LLC | 186,593 | $1,440 萬 | 2.52% | −4,426−2.3% | 減碼 |
| USS Investment Management Ltd | 184,308 | $1,423 萬 | 0.12% | +8,944+5.1% | 加碼 |