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 3 季 13F 持有人
Shopify Inc. 在 2025/9/30 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
- 1,718
- 較 2025 年第 2 季 +194 家
- 持有股數
- 8.30 億
- 較 2025 年第 2 季 +207.3 萬 (+0.3%)
- 總市值
- $1,234 億
- 較 2025 年第 2 季 +$278.9 億 (+29.2%)
- 新進機構
- 276
- 另有 560 家加碼
- 清倉機構
- 82
- 另有 621 家減碼
另有 31 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Korea Investment CORP | 981,949 | $1.46 億 | 0.30% | −65,464−6.3% | 減碼 |
| Addenda Capital Inc. | 696,130 | $1.44 億 | 4.26% | −19,612−2.7% | 減碼 |
| Aviva PLC | 967,774 | $1.44 億 | 0.26% | +57,695+6.3% | 加碼 |
| Steadfast Capital Management LP | 948,324 | $1.41 億 | 2.55% | +948,324 | 新進 |
| Jane Street Group, LLC | 942,302 | $1.40 億 | 0.16% | +886,320+1,583.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 940,867 | $1.40 億 | 0.24% | +177,937+23.3% | 加碼 |
| Congress Asset Management Co | 818,187 | $1.22 億 | 0.81% | +4,329+0.5% | 加碼 |
| State Street Corp | 807,222 | $1.20 億 | 0.00% | +33,879+4.4% | 加碼 |
| HSBC Holdings PLC | 796,653 | $1.18 億 | 0.07% | +21,702+2.8% | 加碼 |
| Whale Rock Capital Management LLC | 765,466 | $1.14 億 | 1.34% | +765,466 | 新進 |
| Neuberger Berman Group LLC | 750,154 | $1.11 億 | 0.08% | +421,799+128.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 731,205 | $1.09 億 | 0.18% | +57,258+8.5% | 加碼 |
| Dimensional Fund Advisors LP | 732,669 | $1.09 億 | 0.02% | +160,230+28.0% | 加碼 |
| Allen Investment Management LLC | 723,848 | $1.08 億 | 1.19% | +125,387+21.0% | 加碼 |
| State of Tennessee, Treasury Department | 719,403 | $1.07 億 | 0.36% | −22,485−3.0% | 減碼 |
| AXA Investment Managers S.A. | 718,868 | $1.07 億 | 0.29% | +718,868 | 新進 |
| Bessemer Group Inc | 702,327 | $1.04 億 | 0.16% | −59,292−7.8% | 減碼 |
| Marshall Wace, LLP | 697,212 | $1.04 億 | 0.11% | +97,264+16.2% | 加碼 |
| Susquehanna International Group, LLP | 691,982 | $1.03 億 | 0.15% | −70,687−9.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 661,936 | $9,837 萬 | 0.08% | −326,801−33.1% | 減碼 |
| Capital International Sarl | 636,485 | $9,459 萬 | 1.63% | −14,835−2.3% | 減碼 |
| NZS Capital, LLC | 631,397 | $9,383 萬 | 2.87% | +22,720+3.7% | 加碼 |
| APG Asset Management N.V. | 739,559 | $9,354 萬 | 0.26% | +12,300+1.7% | 加碼 |
| Capital International Inc | 628,099 | $9,334 萬 | 0.75% | +9,158+1.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 616,500 | $9,162 萬 | 0.13% | +499,588+427.3% | 加碼 |
| TD Waterhouse Canada Inc. | 607,539 | $9,099 萬 | 0.59% | −23,793−3.8% | 減碼 |
| Ci Investments Inc. | 586,342 | $8,714 萬 | 0.32% | +259,095+79.2% | 加碼 |
| MUFG Securities EMEA plc | 580,000 | $8,615 萬 | 2.16% | +580,000 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 568,186 | $8,444 萬 | 0.19% | +2,402+0.4% | 加碼 |
| Victory Capital Management Inc | 543,226 | $8,073 萬 | 0.05% | +6,602+1.2% | 加碼 |
| Hillsdale Investment Management Inc. | 536,813 | $7,973 萬 | 2.41% | −17,323−3.1% | 減碼 |
| Stony Point Capital LLC | 527,872 | $7,845 萬 | 5.50% | +26,231+5.2% | 加碼 |
| AustralianSuper Pty Ltd | 525,949 | $7,814 萬 | 0.37% | +322,933+159.1% | 加碼 |
| Ensign Peak Advisors, Inc | 524,669 | $7,797 萬 | 0.13% | +93,818+21.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 524,986 | $7,754 萬 | 0.13% | 00.0% | 不變 |
| Blair William & Co | 520,187 | $7,731 萬 | 0.21% | +19,507+3.9% | 加碼 |
| Advisor Group Holdings, Inc. | 523,318 | $7,598 萬 | 0.11% | +131,899+33.7% | 加碼 |
| Royal London Asset Management Ltd | 508,316 | $7,554 萬 | 0.16% | +4,996+1.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 466,369 | $6,931 萬 | 0.22% | +43,074+10.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 466,327 | $6,930 萬 | 0.15% | −48,304−9.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 463,040 | $6,881 萬 | 0.44% | +7,800+1.7% | 加碼 |
| Principal Financial Group Inc | 450,895 | $6,701 萬 | 0.03% | +63,300+16.3% | 加碼 |
| Zurich Insurance Group Ltd | 425,742 | $6,327 萬 | 0.45% | +39,198+10.1% | 加碼 |
| STRS Ohio | 416,224 | $6,185 萬 | 0.23% | +95,047+29.6% | 加碼 |
| Privium Fund Management B.V. | 415,000 | $6,167 萬 | 11.09% | −15,000−3.5% | 減碼 |
| Munro Partners | 409,895 | $6,091 萬 | 1.67% | +409,895 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 402,115 | $5,976 萬 | 0.15% | −4,618−1.1% | 減碼 |
| Commonwealth Equity Services, LLC | 389,985 | $5,796 萬 | 0.08% | −9,278−2.3% | 減碼 |
| Stifel Financial Corp | 387,811 | $5,763 萬 | 0.05% | −7,995−2.0% | 減碼 |
| Intact Investment Management Inc. | 387,834 | $5,763 萬 | 1.74% | −42,860−10.0% | 減碼 |
| Creative Planning | 384,462 | $5,713 萬 | 0.04% | +17,986+4.9% | 加碼 |
| Brown Capital Management LLC | 379,136 | $5,634 萬 | 2.32% | −36,640−8.8% | 減碼 |
| Truist Financial Corp | 376,882 | $5,601 萬 | 0.08% | −8,619−2.2% | 減碼 |
| Capital International Ltd | 372,581 | $5,537 萬 | 2.00% | −33,264−8.2% | 減碼 |
| NEOS Investment Management LLC | 371,422 | $5,520 萬 | 0.41% | +164,736+79.7% | 加碼 |
| Advisors Asset Management, Inc. | 358,900 | $5,334 萬 | 0.91% | −2,015−0.6% | 減碼 |
| Erste Asset Management GmbH | 348,032 | $5,186 萬 | 0.50% | +2,286+0.7% | 加碼 |
| Schroder Investment Management Group | 345,966 | $5,155 萬 | 0.04% | +266,100+333.2% | 加碼 |
| AMF Pensionsforsakring AB | 340,982 | $5,067 萬 | 0.32% | −285,568−45.6% | 減碼 |
| Castleark Management LLC | 338,244 | $5,027 萬 | 1.41% | +44,380+15.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 337,457 | $5,015 萬 | 0.55% | −62,932−15.7% | 減碼 |
| Allianz Asset Management GmbH | 329,828 | $4,901 萬 | 0.06% | −83,596−20.2% | 減碼 |
| Steadview Capital Management LLC | 319,664 | $4,751 萬 | 6.81% | −101,195−24.0% | 減碼 |
| Equitable Trust Co | 315,678 | $4,691 萬 | 2.16% | −10,271−3.2% | 減碼 |
| Alberta Investment Management Corp | 314,200 | $4,667 萬 | 0.34% | −490,300−60.9% | 減碼 |
| Liontrust Investment Partners LLP | 313,211 | $4,655 萬 | 0.68% | +54,937+21.3% | 加碼 |
| Cetera Investment Advisers | 306,390 | $4,553 萬 | 0.05% | +63,885+26.3% | 加碼 |
| Soma Equity Partners LP | 305,710 | $4,543 萬 | 2.28% | −67,965−18.2% | 減碼 |
| Gavilan Investment Partners LLC | 305,000 | $4,533 萬 | 10.13% | −25,000−7.6% | 減碼 |
| New York State Common Retirement Fund | 299,469 | $4,450 萬 | 0.06% | +27,800+10.2% | 加碼 |
| Fred Alger Management, LLC | 290,319 | $4,314 萬 | 0.17% | −300,702−50.9% | 減碼 |
| Guggenheim Capital LLC | 287,199 | $4,268 萬 | 0.32% | +619+0.2% | 加碼 |
| Kames Capital plc | 287,685 | $4,266 萬 | 0.51% | −36,177−11.2% | 減碼 |
| Forsta Ap-Fonden | 282,300 | $4,195 萬 | 0.25% | −37,400−11.7% | 減碼 |
| Huntington National Bank | 278,415 | $4,138 萬 | 0.25% | −13,721−4.7% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 275,709 | $4,097 萬 | 0.21% | +14,686+5.6% | 加碼 |
| Cornerstone Capital, Inc. | 267,375 | $3,973 萬 | 3.89% | −3,543−1.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 263,454 | $3,915 萬 | 0.30% | −5,300−2.0% | 減碼 |
| Hantz Financial Services, Inc. | 256,973 | $3,819 萬 | 0.58% | −44,470−14.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 250,343 | $3,720 萬 | 0.03% | −69,008−21.6% | 減碼 |
| Mariner, LLC | 249,986 | $3,715 萬 | 0.05% | −50,776−16.9% | 減碼 |
| GF Fund Management Co. Ltd. | 230,500 | $3,425 萬 | 0.62% | +110,500+92.1% | 加碼 |
| WT Asset Management Ltd | 222,200 | $3,302 萬 | 1.52% | +222,200 | 新進 |
| Public Sector Pension Investment Board | 221,863 | $3,297 萬 | 0.12% | +104,018+88.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 215,503 | $3,203 萬 | 0.09% | +24,444+12.8% | 加碼 |
| Public Employees Retirement System of Ohio | 212,830 | $3,163 萬 | 0.10% | −51,283−19.4% | 減碼 |
| HighTower Advisors, LLC | 200,575 | $2,981 萬 | 0.03% | +22,989+12.9% | 加碼 |
| Assetmark, Inc | 200,168 | $2,975 萬 | 0.06% | +17,252+9.4% | 加碼 |
| Trillium Asset Management, LLC | 196,329 | $2,918 萬 | 0.77% | −14,393−6.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 195,858 | $2,910 萬 | 0.19% | +15,700+8.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 194,295 | $2,887 萬 | 0.02% | +9,974+5.4% | 加碼 |
| Intech Investment Management LLC | 192,362 | $2,858 萬 | 0.25% | +14,098+7.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 192,020 | $2,856 萬 | 0.67% | −29,148−13.2% | 減碼 |
| USS Investment Management Ltd | 190,758 | $2,830 萬 | 0.14% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 189,833 | $2,820 萬 | 0.17% | +39,249+26.1% | 加碼 |
| BIT Capital GmbH | 188,752 | $2,805 萬 | 1.28% | +81,723+76.4% | 加碼 |
| Rheos Capital Works Inc. | 188,000 | $2,794 萬 | 1.56% | +188,000 | 新進 |
| Ampersand Capital Group, L.P. | 184,763 | $2,746 萬 | 12.37% | 00.0% | 不變 |
| AIA Group Ltd | 183,433 | $2,726 萬 | 0.48% | −2,625−1.4% | 減碼 |
| Tremblant Capital Group | 182,089 | $2,706 萬 | 2.79% | −118,598−39.4% | 減碼 |