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。
2025 年第 1 季 13F 持有人
Shopify Inc. 在 2025/3/31 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
- 1,480
- 較 2024 年第 4 季 +10 家
- 持有股數
- 8.48 億
- 較 2024 年第 4 季 +2,202 萬 (+2.7%)
- 總市值
- $809.1 億
- 較 2024 年第 4 季 −$70.2 億 (−8.0%)
- 新進機構
- 162
- 另有 540 家加碼
- 清倉機構
- 152
- 另有 543 家減碼
另有 20 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 55,877,748 | $53.4 億 | 4.66% | −3,898,764−6.5% | 減碼 |
| Capital World Investors | 52,101,843 | $49.7 億 | 0.81% | −1,000,864−1.9% | 減碼 |
| FMR LLC | 49,239,719 | $46.9 億 | 0.30% | +5,507,642+12.6% | 加碼 |
| Vanguard Group Inc | 47,962,280 | $45.6 億 | 0.08% | +882,168+1.9% | 加碼 |
| Capital International Investors | 35,318,518 | $33.7 億 | 0.66% | −1,197,787−3.3% | 減碼 |
| Price T Rowe Associates Inc | 34,008,966 | $32.5 億 | 0.40% | −7,892,382−18.8% | 減碼 |
| Morgan Stanley | 30,040,695 | $28.7 億 | 0.21% | +455,942+1.5% | 加碼 |
| JPMorgan Chase & Co | 28,110,871 | $26.8 億 | 0.20% | +4,597,678+19.6% | 加碼 |
| Capital Research Global Investors | 23,292,570 | $22.2 億 | 0.48% | −457,896−1.9% | 減碼 |
| Royal Bank of Canada | 19,545,576 | $18.7 億 | 0.42% | −582,332−2.9% | 減碼 |
| FIL Ltd | 16,956,004 | $16.1 億 | 1.53% | +1,181,856+7.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 16,131,927 | $15.4 億 | 1.25% | −355,652−2.2% | 減碼 |
| Polen Capital Management LLC | 15,270,075 | $14.6 億 | 4.58% | −1,809,405−10.6% | 減碼 |
| Norges Bank | 14,553,802 | $13.9 億 | 0.19% | +48,946+0.3% | 加碼 |
| Loomis Sayles & Co L P | 14,430,963 | $13.8 億 | 1.99% | −181,903−1.2% | 減碼 |
| Sands Capital Management, LLC | 12,145,821 | $11.6 億 | 3.95% | −1,633,118−11.9% | 減碼 |
| Bank of Montreal | 10,766,774 | $10.2 億 | 0.55% | −538,747−4.8% | 減碼 |
| Franklin Resources Inc | 10,600,264 | $10.1 億 | 0.29% | −492,649−4.4% | 減碼 |
| Bank of America Corp | 9,409,076 | $8.98 億 | 0.08% | +15,465+0.2% | 加碼 |
| National Bank of Canada | 9,180,345 | $8.70 億 | 1.02% | +478,689+5.5% | 加碼 |
| Geode Capital Management, LLC | 8,950,265 | $8.57 億 | 0.07% | +1,934,683+27.6% | 加碼 |
| TD Asset Management Inc | 8,809,783 | $8.38 億 | 0.77% | −234,217−2.6% | 減碼 |
| Edgewood Management LLC | 8,646,159 | $8.26 億 | 2.87% | +8,646,159 | 新進 |
| Mackenzie Financial Corp | 8,648,734 | $8.23 億 | 1.17% | +1,426,406+19.7% | 加碼 |
| Wellington Management Group LLP | 8,481,481 | $8.09 億 | 0.16% | +3,324,344+64.5% | 加碼 |
| CIBC World Markets Inc. | 8,028,489 | $7.67 億 | 1.75% | −115,393−1.4% | 減碼 |
| Artisan Partners Limited Partnership | 7,802,205 | $7.45 億 | 1.21% | +469,740+6.4% | 加碼 |
| Nuveen, LLC | 7,007,689 | $6.67 億 | 0.21% | +7,007,689 | 新進 |
| Goldman Sachs Group Inc | 6,859,863 | $6.55 億 | 0.12% | +3,303,521+92.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 6,602,764 | $6.28 億 | 2.74% | −492,618−6.9% | 減碼 |
| Newlands Management Operations LLC | 6,325,050 | $6.04 億 | 4.09% | 00.0% | 不變 |
| BlackRock, Inc. | 6,266,015 | $5.98 億 | 0.01% | +483,945+8.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,167,782 | $5.90 億 | 0.56% | −1,000,581−14.0% | 減碼 |
| Legal & General Group Plc | 6,000,929 | $5.71 億 | 0.16% | +91,741+1.6% | 加碼 |
| Canada Pension Plan Investment Board | 5,943,409 | $5.66 億 | 0.55% | +1,522,573+34.4% | 加碼 |
| Massachusetts Financial Services Co | 5,649,162 | $5.39 億 | 0.18% | +979,598+21.0% | 加碼 |
| Alliancebernstein L.P. | 5,554,420 | $5.30 億 | 0.19% | +1,094,840+24.6% | 加碼 |
| Jennison Associates LLC | 5,280,781 | $5.04 億 | 0.35% | +4,036,326+324.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,012,428 | $4.79 億 | 0.34% | −43,084−0.9% | 減碼 |
| Clearbridge Investments, LLC | 4,985,839 | $4.76 億 | 0.42% | −842,866−14.5% | 減碼 |
| Nikko Asset Management Americas, Inc. | 4,983,349 | $4.76 億 | 6.13% | −41,914−0.8% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 4,444,225 | $4.24 億 | 4.25% | −60,799−1.3% | 減碼 |
| Durable Capital Partners LP | 4,275,819 | $4.08 億 | 3.65% | +325,471+8.2% | 加碼 |
| CIBC Asset Management Inc | 4,283,981 | $4.08 億 | 1.35% | −396,468−8.5% | 減碼 |
| Janus Henderson Group PLC | 4,161,121 | $4.02 億 | 0.22% | −8,123−0.2% | 減碼 |
| Invesco Ltd. | 4,039,479 | $3.86 億 | 0.07% | +2,514,152+164.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 3,999,810 | $3.80 億 | 2.38% | −116,205−2.8% | 減碼 |
| Bank of Nova Scotia | 3,776,820 | $3.59 億 | 0.81% | +5,270+0.1% | 加碼 |
| Swiss National Bank | 3,451,700 | $3.29 億 | 0.23% | −68,100−1.9% | 減碼 |
| Scge Management, L.P. | 3,386,000 | $3.23 億 | 9.32% | −296,000−8.0% | 減碼 |
| Bank of New York Mellon Corp | 3,361,164 | $3.21 億 | 0.06% | −311,139−8.5% | 減碼 |
| HRT Financial LP | 3,198,624 | $3.05 億 | 1.93% | +3,198,624 | 新進 |
| British Columbia Investment Management Corp | 2,924,549 | $2.78 億 | 1.71% | +275,248+10.4% | 加碼 |
| Wells Fargo & Company | 2,879,644 | $2.75 億 | 0.07% | +156,712+5.8% | 加碼 |
| Ameriprise Financial Inc | 2,815,042 | $2.70 億 | 0.07% | −54,467−1.9% | 減碼 |
| SEI Investments Co | 2,748,695 | $2.62 億 | 0.34% | +235,128+9.4% | 加碼 |
| Millennium Management LLC | 2,539,108 | $2.42 億 | 0.24% | +1,405,328+124.0% | 加碼 |
| Charles Schwab Investment Management Inc | 2,539,348 | $2.42 億 | 0.05% | +46,262+1.9% | 加碼 |
| Bamco Inc | 2,519,934 | $2.41 億 | 0.71% | −61,323−2.4% | 減碼 |
| Jane Street Group, LLC | 2,508,807 | $2.40 億 | 0.43% | +2,073,618+476.5% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,412,839 | $2.30 億 | 5.62% | −209,023−8.0% | 減碼 |
| Qube Research & Technologies Ltd | 2,367,631 | $2.26 億 | 0.35% | +1,211,066+104.7% | 加碼 |
| Winslow Capital Management, LLC | 2,590,599 | $2.23 億 | 0.89% | +97,455+3.9% | 加碼 |
| Ashe Capital Management, LP | 2,185,712 | $2.09 億 | 18.66% | 00.0% | 不變 |
| Raymond James Financial Inc | 2,128,354 | $2.06 億 | 0.08% | −15,483−0.7% | 減碼 |
| Alberta Investment Management Corp | 2,050,577 | $1.95 億 | 1.34% | +10,932+0.5% | 加碼 |
| Mirova US LLC | 2,034,159 | $1.94 億 | 2.31% | +62,458+3.2% | 加碼 |
| Envestnet Asset Management Inc | 2,024,792 | $1.93 億 | 0.06% | −38,641−1.9% | 減碼 |
| Deutsche Bank AG | 1,974,526 | $1.89 億 | 0.07% | +45,656+2.4% | 加碼 |
| American Century Companies Inc | 1,923,082 | $1.83 億 | 0.11% | +459,523+31.4% | 加碼 |
| Northern Trust Corp | 1,909,712 | $1.82 億 | 0.03% | +236,677+14.1% | 加碼 |
| Pictet Asset Management Holding SA | 1,881,542 | $1.79 億 | 0.20% | −289,324−13.3% | 減碼 |
| ICONIQ Capital, LLC | 1,858,674 | $1.77 億 | 3.15% | +7360.0% | 加碼 |
| MUFG Securities (Canada), Ltd. | 1,854,543 | $1.76 億 | 6.15% | +2,512+0.1% | 加碼 |
| Toronto Dominion Bank | 1,841,646 | $1.75 億 | 0.45% | −845,592−31.5% | 減碼 |
| 1832 Asset Management L.P. | 1,802,230 | $1.72 億 | 0.33% | −122,289−6.4% | 減碼 |
| Strategy Capital LLC | 1,751,328 | $1.67 億 | 15.68% | −83,863−4.6% | 減碼 |
| Barton Investment Management | 1,728,376 | $1.65 億 | 20.27% | −144,621−7.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,672,448 | $1.59 億 | 0.79% | +113,711+7.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,648,853 | $1.57 億 | 0.04% | −581,367−26.1% | 減碼 |
| Marshall Wace, LLP | 1,573,375 | $1.50 億 | 0.20% | −297,516−15.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,521,462 | $1.45 億 | 1.90% | +17,781+1.2% | 加碼 |
| Natixis Advisors, L.P. | 1,499,227 | $1.43 億 | 0.26% | −64,180−4.1% | 減碼 |
| UBS Group AG | 1,483,356 | $1.42 億 | 0.03% | −343,066−18.8% | 減碼 |
| Russell Investments Group, Ltd. | 1,480,439 | $1.41 億 | 0.19% | +41,735+2.9% | 加碼 |
| Rathbone Brothers plc | 1,472,149 | $1.41 億 | 0.68% | +579,017+64.8% | 加碼 |
| Federated Hermes, Inc. | 1,447,767 | $1.40 億 | 0.30% | −51,071−3.4% | 減碼 |
| Lord, Abbett & Co. LLC | 1,426,562 | $1.36 億 | 0.48% | −224,660−13.6% | 減碼 |
| Polar Capital Holdings Plc | 1,413,899 | $1.35 億 | 0.84% | −1,098,389−43.7% | 減碼 |
| Amundi | 1,620,689 | $1.33 億 | 0.05% | −328,980−16.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,395,235 | $1.33 億 | 0.36% | −163,140−10.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,340,230 | $1.28 億 | 0.27% | −266,295−16.6% | 減碼 |
| Macquarie Group Ltd | 1,202,142 | $1.20 億 | 0.15% | +116,500+10.7% | 加碼 |
| Public Investment Fund | 1,250,000 | $1.19 億 | 0.61% | 00.0% | 不變 |
| TCW Group Inc | 1,233,469 | $1.18 億 | 1.05% | −6,410−0.5% | 減碼 |
| Select Equity Group, L.P. | 1,166,979 | $1.11 億 | 0.50% | −2,388,508−67.2% | 減碼 |
| LPL Financial LLC | 1,162,830 | $1.11 億 | 0.04% | +74,287+6.8% | 加碼 |
| Addenda Capital Inc. | 798,607 | $1.09 億 | 4.04% | −71,262−8.2% | 減碼 |
| Ensign Peak Advisors, Inc | 1,129,581 | $1.08 億 | 0.21% | +54,279+5.0% | 加碼 |
| Citigroup Inc | 1,132,482 | $1.08 億 | 0.08% | +339,781+42.9% | 加碼 |