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 2 季 13F 持有人
Shopify Inc. 在 2025/6/30 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
- 1,555
- 較 2025 年第 1 季 +95 家
- 持有股數
- 8.44 億
- 較 2025 年第 1 季 −377.6 萬 (−0.4%)
- 總市值
- $973.8 億
- 較 2025 年第 1 季 +$165.1 億 (+20.4%)
- 新進機構
- 220
- 另有 586 家加碼
- 清倉機構
- 125
- 另有 511 家減碼
另有 20 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital World Investors | 57,977,406 | $66.9 億 | 0.97% | +5,875,563+11.3% | 加碼 |
| Vanguard Group Inc | 49,316,695 | $56.9 億 | 0.09% | +1,354,415+2.8% | 加碼 |
| FMR LLC | 45,203,978 | $52.1 億 | 0.29% | −4,035,741−8.2% | 減碼 |
| Capital International Investors | 40,056,659 | $46.2 億 | 0.80% | +4,738,141+13.4% | 加碼 |
| Baillie Gifford & Co | 37,748,072 | $43.5 億 | 3.25% | −18,129,676−32.4% | 減碼 |
| Price T Rowe Associates Inc | 31,673,935 | $36.5 億 | 0.41% | −2,335,031−6.9% | 減碼 |
| Morgan Stanley | 29,332,704 | $33.8 億 | 0.22% | −707,991−2.4% | 減碼 |
| JPMorgan Chase & Co | 28,559,514 | $32.9 億 | 0.23% | +448,643+1.6% | 加碼 |
| Royal Bank of Canada | 21,269,888 | $24.5 億 | 0.48% | +1,724,312+8.8% | 加碼 |
| FIL Ltd | 19,126,979 | $22.1 億 | 1.89% | +2,170,975+12.8% | 加碼 |
| Norges Bank | 15,559,887 | $17.9 億 | 0.22% | +1,006,085+6.9% | 加碼 |
| Polen Capital Management LLC | 14,690,160 | $16.9 億 | 5.20% | −579,915−3.8% | 減碼 |
| Loomis Sayles & Co L P | 14,622,787 | $16.9 億 | 2.11% | +191,824+1.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 11,896,793 | $13.7 億 | 0.97% | −4,235,134−26.3% | 減碼 |
| Jennison Associates LLC | 11,519,610 | $13.3 億 | 0.79% | +6,238,829+118.1% | 加碼 |
| Bank of America Corp | 11,461,378 | $13.2 億 | 0.11% | +2,052,302+21.8% | 加碼 |
| Bank of Montreal | 11,334,086 | $13.1 億 | 0.66% | +567,312+5.3% | 加碼 |
| Geode Capital Management, LLC | 10,731,795 | $12.5 億 | 0.09% | +1,781,530+19.9% | 加碼 |
| National Bank of Canada | 10,449,899 | $12.0 億 | 1.30% | +1,269,554+13.8% | 加碼 |
| Franklin Resources Inc | 10,301,811 | $11.9 億 | 0.32% | −298,453−2.8% | 減碼 |
| Invesco Ltd. | 9,967,046 | $11.5 億 | 0.20% | +5,927,567+146.7% | 加碼 |
| Capital Research Global Investors | 9,857,851 | $11.4 億 | 0.23% | −13,434,719−57.7% | 減碼 |
| Edgewood Management LLC | 9,558,067 | $11.0 億 | 3.51% | +911,908+10.5% | 加碼 |
| Wellington Management Group LLP | 9,557,472 | $11.0 億 | 0.20% | +1,075,991+12.7% | 加碼 |
| Goldman Sachs Group Inc | 9,315,911 | $10.7 億 | 0.17% | +2,456,048+35.8% | 加碼 |
| Mackenzie Financial Corp | 9,291,485 | $10.7 億 | 1.39% | +642,751+7.4% | 加碼 |
| Nuveen, LLC | 8,918,418 | $10.3 億 | 0.28% | +1,910,729+27.3% | 加碼 |
| TD Asset Management Inc | 8,409,674 | $9.68 億 | 0.83% | −400,109−4.5% | 減碼 |
| BlackRock, Inc. | 8,010,064 | $9.24 億 | 0.02% | +1,744,049+27.8% | 加碼 |
| Sands Capital Management, LLC | 7,492,615 | $8.64 億 | 2.48% | −4,653,206−38.3% | 減碼 |
| CIBC World Markets Inc. | 7,367,819 | $8.50 億 | 1.88% | −660,670−8.2% | 減碼 |
| Artisan Partners Limited Partnership | 7,341,843 | $8.47 億 | 1.26% | −460,362−5.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 6,375,619 | $7.35 億 | 2.59% | −227,145−3.4% | 減碼 |
| Newlands Management Operations LLC | 6,325,050 | $7.30 億 | 3.85% | 00.0% | 不變 |
| Legal & General Group Plc | 5,927,917 | $6.82 億 | 0.17% | −73,012−1.2% | 減碼 |
| Alliancebernstein L.P. | 5,500,179 | $6.34 億 | 0.21% | −54,241−1.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 5,488,562 | $6.31 億 | 0.56% | −679,220−11.0% | 減碼 |
| Canada Pension Plan Investment Board | 5,280,409 | $6.09 億 | 0.52% | −663,000−11.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,231,257 | $6.03 億 | 0.38% | +218,829+4.4% | 加碼 |
| Clearbridge Investments, LLC | 5,163,273 | $5.96 億 | 0.48% | +177,434+3.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 5,082,979 | $5.85 億 | 3.34% | +1,083,169+27.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 5,049,508 | $5.82 億 | 4.27% | +605,283+13.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 5,013,998 | $5.78 億 | 5.77% | +30,649+0.6% | 加碼 |
| Janus Henderson Group PLC | 4,916,681 | $5.67 億 | 0.28% | +755,560+18.2% | 加碼 |
| Massachusetts Financial Services Co | 4,563,693 | $5.26 億 | 0.17% | −1,085,469−19.2% | 減碼 |
| Durable Capital Partners LP | 4,543,835 | $5.24 億 | 3.97% | +268,016+6.3% | 加碼 |
| CIBC Asset Management Inc | 4,251,226 | $4.91 億 | 1.54% | −32,755−0.8% | 減碼 |
| Bank of New York Mellon Corp | 3,769,075 | $4.35 億 | 0.08% | +407,911+12.1% | 加碼 |
| Swiss National Bank | 3,700,900 | $4.25 億 | 0.25% | +249,200+7.2% | 加碼 |
| Bank of Nova Scotia | 3,663,351 | $4.22 億 | 0.87% | −113,469−3.0% | 減碼 |
| Wells Fargo & Company | 3,316,117 | $3.83 億 | 0.08% | +436,473+15.2% | 加碼 |
| 1832 Asset Management L.P. | 3,108,563 | $3.59 億 | 0.62% | +1,306,333+72.5% | 加碼 |
| Mirova US LLC | 3,024,755 | $3.49 億 | 3.61% | +990,596+48.7% | 加碼 |
| Deutsche Bank AG | 2,857,511 | $3.30 億 | 0.12% | +882,985+44.7% | 加碼 |
| Ameriprise Financial Inc | 2,753,899 | $3.19 億 | 0.08% | −61,143−2.2% | 減碼 |
| Bamco Inc | 2,664,940 | $3.07 億 | 0.83% | +145,006+5.8% | 加碼 |
| Charles Schwab Investment Management Inc | 2,622,495 | $3.02 億 | 0.05% | +83,147+3.3% | 加碼 |
| Amundi | 2,616,272 | $3.00 億 | 0.10% | +995,583+61.4% | 加碼 |
| Winslow Capital Management, LLC | 2,587,012 | $2.98 億 | 1.00% | −3,587−0.1% | 減碼 |
| SEI Investments Co | 2,587,018 | $2.98 億 | 0.35% | −161,677−5.9% | 減碼 |
| UBS Group AG | 2,429,468 | $2.80 億 | 0.06% | +946,112+63.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,390,749 | $2.76 億 | 2.93% | +869,287+57.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 2,310,999 | $2.67 億 | 5.20% | −101,840−4.2% | 減碼 |
| British Columbia Investment Management Corp | 2,265,068 | $2.61 億 | 1.52% | −659,481−22.5% | 減碼 |
| Raymond James Financial Inc | 2,249,332 | $2.59 億 | 0.09% | +120,978+5.7% | 加碼 |
| Select Equity Group, L.P. | 2,246,473 | $2.59 億 | 1.10% | +1,079,494+92.5% | 加碼 |
| Ashe Capital Management, LP | 2,185,712 | $2.52 億 | 19.64% | 00.0% | 不變 |
| American Century Companies Inc | 2,128,131 | $2.45 億 | 0.13% | +205,049+10.7% | 加碼 |
| Envestnet Asset Management Inc | 2,092,429 | $2.41 億 | 0.07% | +67,637+3.3% | 加碼 |
| Brown Advisory Inc | 2,066,884 | $2.38 億 | 0.31% | +2,027,839+5,193.6% | 加碼 |
| MUFG Securities (Canada), Ltd. | 2,065,126 | $2.38 億 | 7.23% | +210,583+11.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,018,186 | $2.33 億 | 1.02% | +345,738+20.7% | 加碼 |
| Toronto Dominion Bank | 1,947,781 | $2.25 億 | 0.48% | +106,135+5.8% | 加碼 |
| UBS Asset Management Americas Inc | 1,910,148 | $2.20 億 | 0.04% | +261,295+15.8% | 加碼 |
| Strategy Capital LLC | 1,829,917 | $2.11 億 | 14.21% | +78,589+4.5% | 加碼 |
| Picton Mahoney Asset Management | 1,759,717 | $2.02 億 | 2.85% | +1,759,003+246,359.0% | 加碼 |
| Barton Investment Management | 1,718,366 | $1.98 億 | 20.54% | −10,010−0.6% | 減碼 |
| ICONIQ Capital, LLC | 1,675,473 | $1.93 億 | 3.26% | −183,201−9.9% | 減碼 |
| ProShare Advisors LLC | 1,659,028 | $1.91 億 | 0.38% | +1,659,028 | 新進 |
| Northern Trust Corp | 1,649,393 | $1.90 億 | 0.03% | −260,319−13.6% | 減碼 |
| Polar Capital Holdings Plc | 1,613,211 | $1.86 億 | 0.98% | +199,312+14.1% | 加碼 |
| Barclays PLC | 1,608,488 | $1.86 億 | 0.07% | +1,235,846+331.6% | 加碼 |
| Pictet Asset Management Holding SA | 1,580,889 | $1.82 億 | 0.19% | −300,653−16.0% | 減碼 |
| Rathbone Brothers plc | 1,577,832 | $1.82 億 | 0.78% | +105,683+7.2% | 加碼 |
| Russell Investments Group, Ltd. | 1,576,336 | $1.82 億 | 0.23% | +95,897+6.5% | 加碼 |
| First Trust Advisors LP | 1,556,123 | $1.80 億 | 0.14% | +729,440+88.2% | 加碼 |
| Citigroup Inc | 1,506,253 | $1.73 億 | 0.12% | +373,771+33.0% | 加碼 |
| Federated Hermes, Inc. | 1,443,505 | $1.67 億 | 0.31% | −4,262−0.3% | 減碼 |
| Natixis Advisors, L.P. | 1,432,584 | $1.65 億 | 0.26% | −66,643−4.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,394,631 | $1.61 億 | 0.31% | +723,851+107.9% | 加碼 |
| Foxhaven Asset Management, LP | 1,352,791 | $1.56 億 | 3.76% | +1,352,791 | 新進 |
| Caisse de Depot Et Placement du Quebec | 1,352,564 | $1.56 億 | 0.33% | +12,334+0.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,340,613 | $1.55 億 | 0.38% | −54,622−3.9% | 減碼 |
| Lord, Abbett & Co. LLC | 1,323,039 | $1.53 億 | 0.49% | −103,523−7.3% | 減碼 |
| LPL Financial LLC | 1,261,530 | $1.46 億 | 0.05% | +98,700+8.5% | 加碼 |
| Macquarie Group Ltd | 1,214,209 | $1.45 億 | 0.18% | +12,067+1.0% | 加碼 |
| TCW Group Inc | 1,231,187 | $1.42 億 | 1.11% | −2,282−0.2% | 減碼 |
| Castle Hook Partners LP | 1,218,885 | $1.41 億 | 2.07% | +484,735+66.0% | 加碼 |
| Rockefeller Capital Management L.P. | 1,128,576 | $1.30 億 | 0.29% | +507,221+81.6% | 加碼 |
| Scotia Capital Inc. | 1,115,494 | $1.29 億 | 0.61% | +31,270+2.9% | 加碼 |