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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 184,321 | $2,126 萬 | 0.02% | +4,563+2.5% | 加碼 |
| Assetmark, Inc | 182,916 | $2,110 萬 | 0.05% | +89,476+95.8% | 加碼 |
| Glenmede Investment Management, LP | 182,324 | $2,103 萬 | 0.11% | +182,324 | 新進 |
| Varma Mutual Pension Insurance Co | 180,158 | $2,074 萬 | 0.15% | −200−0.1% | 減碼 |
| Intech Investment Management LLC | 178,264 | $2,052 萬 | 0.19% | +21,250+13.5% | 加碼 |
| HighTower Advisors, LLC | 177,586 | $2,048 萬 | 0.03% | +119+0.1% | 加碼 |
| SG Americas Securities, LLC | 177,226 | $2,044 萬 | 0.09% | +57,167+47.6% | 加碼 |
| Agf Management Ltd | 171,527 | $1,995 萬 | 0.09% | −832,344−82.9% | 減碼 |
| Thornburg Investment Management Inc | 172,686 | $1,992 萬 | 0.26% | +29,289+20.4% | 加碼 |
| Perpetual Ltd | 172,280 | $1,987 萬 | 0.23% | −749−0.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 169,182 | $1,951 萬 | 0.08% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 165,345 | $1,909 萬 | 0.42% | −5,416−3.2% | 減碼 |
| Lyell Wealth Management, LP | 164,816 | $1,901 萬 | 1.50% | +4,558+2.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 162,940 | $1,880 萬 | 0.32% | 00.0% | 不變 |
| D.A. Davidson & Co. | 161,212 | $1,860 萬 | 0.13% | +81,933+103.3% | 加碼 |
| MML Investors Services, LLC | 160,759 | $1,854 萬 | 0.05% | −9,146−5.4% | 減碼 |
| CMT Capital Markets Trading GmbH | 159,500 | $1,840 萬 | 8.86% | +156,053+4,527.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 157,413 | $1,834 萬 | 0.03% | +3,140+2.0% | 加碼 |
| Nissay Asset Management Corp | 157,470 | $1,816 萬 | 0.11% | +157,470 | 新進 |
| O'Shaughnessy Asset Management, LLC | 150,584 | $1,737 萬 | 0.12% | −18,622−11.0% | 減碼 |
| Colony Group, LLC | 150,528 | $1,736 萬 | 0.04% | −138,194−47.9% | 減碼 |
| Twin Tree Management, LP | 149,437 | $1,724 萬 | 0.43% | −75,757−33.6% | 減碼 |
| Sanctuary Advisors, LLC | 149,283 | $1,722 萬 | 0.11% | −1,267−0.8% | 減碼 |
| La Banque Postale Asset Management SA | 147,793 | $1,705 萬 | 0.24% | −40,000−21.3% | 減碼 |
| Welch & Forbes LLC | 146,116 | $1,685 萬 | 0.21% | +2,515+1.8% | 加碼 |
| Gryphon Financial Partners LLC | 145,382 | $1,677 萬 | 2.19% | −190.0% | 減碼 |
| Genus Capital Management Inc. | 144,085 | $1,658 萬 | 2.11% | +9,280+6.9% | 加碼 |
| Pathstone Holdings, LLC | 142,237 | $1,641 萬 | 0.06% | −99,332−41.1% | 減碼 |
| Nepsis, Inc. | 140,469 | $1,620 萬 | 4.51% | −35,237−20.1% | 減碼 |
| Swiss Life Asset Management Ltd | 139,805 | $1,613 萬 | 0.10% | +10,776+8.4% | 加碼 |
| Congress Wealth Management LLC | 139,613 | $1,610 萬 | 0.16% | +5,968+4.5% | 加碼 |
| Shelton Capital Management | 137,642 | $1,588 萬 | 0.37% | +137,642 | 新進 |
| Henry James International Management, Inc. | 137,609 | $1,587 萬 | 5.22% | −20,700−13.1% | 減碼 |
| Kinetic Partners Management, LP | 137,526 | $1,586 萬 | 0.87% | +45,726+49.8% | 加碼 |
| Utah Retirement Systems | 135,237 | $1,557 萬 | 0.16% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 134,910 | $1,556 萬 | 0.23% | +134,910 | 新進 |
| Triasima Portfolio Management inc. | 134,249 | $1,545 萬 | 2.82% | −22,550−14.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 131,819 | $1,518 萬 | 0.02% | −70,507−34.8% | 減碼 |
| Sustainable Growth Advisers, LP | 128,662 | $1,484 萬 | 0.08% | +13,577+11.8% | 加碼 |
| Generali Asset Management SPA SGR | 93,504 | $1,469 萬 | 0.33% | +714+0.8% | 加碼 |
| Cresset Asset Management, LLC | 125,840 | $1,452 萬 | 0.07% | +10,072+8.7% | 加碼 |
| Apollon Wealth Management, LLC | 125,589 | $1,449 萬 | 0.29% | +400.0% | 加碼 |
| Ithaka Group LLC | 125,457 | $1,447 萬 | 2.48% | +35,538+39.5% | 加碼 |
| Van Eck Associates Corp | 124,634 | $1,438 萬 | 0.02% | −53,226−29.9% | 減碼 |
| Meridian Wealth Management, LLC | 122,837 | $1,417 萬 | 0.60% | −693−0.6% | 減碼 |
| Dash Acquisitions Inc. | 115,483 | $1,411 萬 | 2.99% | +1,625+1.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 121,418 | $1,401 萬 | 0.01% | +6,739+5.9% | 加碼 |
| GF Fund Management Co. Ltd. | 120,000 | $1,384 萬 | 0.28% | +120,000 | 新進 |
| Texas Yale Capital Corp. | 117,792 | $1,359 萬 | 0.45% | +809+0.7% | 加碼 |
| Public Sector Pension Investment Board | 117,845 | $1,356 萬 | 0.06% | +500+0.4% | 加碼 |
| State of Michigan Retirement System | 117,200 | $1,352 萬 | 0.07% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 116,912 | $1,349 萬 | 0.02% | −72,500−38.3% | 減碼 |
| Caxton Associates LLP | 115,000 | $1,327 萬 | 0.34% | +115,000 | 新進 |
| Oddo BHF Asset Management SAS | 111,815 | $1,290 萬 | 0.49% | −16,831−13.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 111,693 | $1,288 萬 | 0.26% | +863+0.8% | 加碼 |
| Rafferty Asset Management, LLC | 110,701 | $1,277 萬 | 0.04% | +110,701 | 新進 |
| Cerity Partners LLC | 110,455 | $1,274 萬 | 0.02% | +12,510+12.8% | 加碼 |
| Yarbrough Capital, LLC | 110,020 | $1,269 萬 | 0.45% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 109,684 | $1,265 萬 | 0.19% | −2,173−1.9% | 減碼 |
| Baird Financial Group, Inc. | 108,927 | $1,256 萬 | 0.02% | +1,166+1.1% | 加碼 |
| Mediolanum International Funds Ltd | 109,977 | $1,254 萬 | 0.15% | −22,932−17.3% | 減碼 |
| Verition Fund Management LLC | 108,554 | $1,252 萬 | 0.07% | +74,271+216.6% | 加碼 |
| Louisbourg Investments Inc. | 108,287 | $1,247 萬 | 2.94% | −1,440−1.3% | 減碼 |
| Quantinno Capital Management LP | 107,233 | $1,237 萬 | 0.05% | +2,238+2.1% | 加碼 |
| BIT Capital GmbH | 107,029 | $1,235 萬 | 0.80% | +107,029 | 新進 |
| Omers Administration Corp | 104,940 | $1,210 萬 | 0.10% | −10,720−9.3% | 減碼 |
| Sierra Summit Advisors LLC | 103,971 | $1,199 萬 | 2.14% | +103,971 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 103,684 | $1,196 萬 | 0.56% | +17,222+19.9% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 102,750 | $1,185 萬 | 0.10% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 101,901 | $1,175 萬 | 0.04% | +2,517+2.5% | 加碼 |
| Pacer Advisors, Inc. | 100,011 | $1,154 萬 | 0.03% | +89,139+819.9% | 加碼 |
| Telemark Asset Management, LLC | 100,000 | $1,154 萬 | 1.22% | +100,000 | 新進 |
| Thoroughbred Financial Services, LLC | 97,809 | $1,128 萬 | 0.79% | −16,378−14.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97,733 | $1,127 萬 | 0.01% | +95,383+4,058.9% | 加碼 |
| Covenant Asset Management, LLC | 97,556 | $1,125 萬 | 2.31% | +1,144+1.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 96,427 | $1,124 萬 | 0.30% | −803−0.8% | 減碼 |
| Mercer Global Advisors Inc | 95,987 | $1,107 萬 | 0.02% | +40,736+73.7% | 加碼 |
| Davy Global Fund Management Ltd | 95,771 | $1,105 萬 | 0.98% | +58,384+156.2% | 加碼 |
| Jones Financial Companies LLLP | 95,412 | $1,084 萬 | 0.01% | +22,379+30.6% | 加碼 |
| Profund Advisors LLC | 90,613 | $1,045 萬 | 0.38% | +90,613 | 新進 |
| MMBG Investment Advisors Co. | 89,865 | $1,037 萬 | 1.03% | −7,860−8.0% | 減碼 |
| Louisiana State Employees Retirement System | 89,100 | $1,028 萬 | 0.19% | +89,100 | 新進 |
| Wesbanco Bank Inc | 89,094 | $1,028 萬 | 0.30% | +1,125+1.3% | 加碼 |
| Fundsmith Investment Services Ltd. | 88,177 | $1,017 萬 | 0.14% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 87,958 | $1,015 萬 | 1.81% | +3,284+3.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,475 | $1,009 萬 | 0.05% | 00.0% | 不變 |
| CIBC World Markets Corp | 86,761 | $1,001 萬 | 0.07% | +86,761 | 新進 |
| Equitable Holdings, Inc. | 86,012 | $992.1 萬 | 0.08% | +12,979+17.8% | 加碼 |
| Nomura Asset Management Co Ltd | 85,860 | $990.4 萬 | 0.03% | +43,021+100.4% | 加碼 |
| Two Sigma Investments, LP | 85,630 | $987.7 萬 | 0.02% | +57,630+205.8% | 加碼 |
| Kestra Advisory Services, LLC | 85,467 | $985.9 萬 | 0.05% | +11,991+16.3% | 加碼 |
| CI Private Wealth, LLC | 84,841 | $978.6 萬 | 0.01% | +4,163+5.2% | 加碼 |
| Brinker Capital Investments, LLC | 84,088 | $970.0 萬 | 0.08% | +776+0.9% | 加碼 |
| EULAV Asset Management | 84,000 | $968.9 萬 | 0.23% | −11,000−11.6% | 減碼 |
| Man Group plc | 81,833 | $943.9 萬 | 0.02% | −6,160−7.0% | 減碼 |
| Bellecapital International Ltd. | 81,687 | $942.3 萬 | 1.67% | +8,699+11.9% | 加碼 |
| Schroder Investment Management Group | 79,866 | $921.3 萬 | 0.01% | −759,936−90.5% | 減碼 |
| Group One Trading, L.P. | 79,545 | $917.6 萬 | 0.30% | −1,545−1.9% | 減碼 |
| Janney Capital Management LLC | 79,282 | $914.5 萬 | 0.59% | +22,393+39.4% | 加碼 |
| Advisory Services Network, LLC | 72,934 | $891.3 萬 | 0.14% | −3,322−4.4% | 減碼 |