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。
2026 年第 1 季 13F 持有人
Shopify Inc. 在 2026/3/31 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
- 1,741
- 較 2025 年第 4 季 −122 家
- 持有股數
- 8.33 億
- 較 2025 年第 4 季 +4,230 萬 (+5.4%)
- 總市值
- $990.7 億
- 較 2025 年第 4 季 −$282.0 億 (−22.2%)
- 新進機構
- 170
- 另有 681 家加碼
- 清倉機構
- 292
- 另有 620 家減碼
另有 29 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 163,192 | $1,936 萬 | 0.06% | −8,608−5.0% | 減碼 |
| Acadian Asset Management LLC | 164,070 | $1,945 萬 | 0.03% | +85,984+110.1% | 加碼 |
| Lyell Wealth Management, LP | 164,916 | $1,956 萬 | 1.44% | +210.0% | 加碼 |
| Pictet & Cie (Europe) SA | 167,956 | $1,992 萬 | 0.43% | +167,956 | 新進 |
| Oddo BHF Asset Management SAS | 122,698 | $2,031 萬 | 0.80% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 176,075 | $2,089 萬 | 0.05% | −5,804−3.2% | 減碼 |
| Ninepoint Partners LP | 176,230 | $2,090 萬 | 2.47% | +67,639+62.3% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 177,070 | $2,100 萬 | 0.95% | +177,070 | 新進 |
| Teachers Retirement System of the State of Kentucky | 177,366 | $2,104 萬 | 0.16% | −20,100−10.2% | 減碼 |
| Ci Investments Inc. | 178,051 | $2,112 萬 | 0.10% | −340,084−65.6% | 減碼 |
| Maryland State Retirement & Pension System | 180,494 | $2,142 萬 | 0.44% | +2,140+1.2% | 加碼 |
| Nissay Asset Management Corp | 184,696 | $2,191 萬 | 0.12% | +8,541+4.8% | 加碼 |
| Colony Group, LLC | 184,788 | $2,196 萬 | 0.02% | −19,922−9.7% | 減碼 |
| Davy Global Fund Management Ltd | 185,793 | $2,204 萬 | 1.67% | +7,166+4.0% | 加碼 |
| D.A. Davidson & Co. | 188,072 | $2,231 萬 | 0.14% | +12,183+6.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 191,408 | $2,264 萬 | 0.13% | 00.0% | 不變 |
| Islander Capital Partners, L.P. | 196,000 | $2,325 萬 | 9.16% | +72,742+59.0% | 加碼 |
| Ampersand Capital Group, L.P. | 199,763 | $2,370 萬 | 12.97% | +15,000+8.1% | 加碼 |
| Manchester Global Management (UK) Ltd | 199,956 | $2,372 萬 | 3.17% | +47,000+30.7% | 加碼 |
| Baker Avenue Asset Management, LP | 200,132 | $2,374 萬 | 0.54% | +30,268+17.8% | 加碼 |
| Brown Capital Management LLC | 201,723 | $2,393 萬 | 3.40% | −46,378−18.7% | 減碼 |
| Intech Investment Management LLC | 205,375 | $2,429 萬 | 0.24% | −16,931−7.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 230,457 | $2,432 萬 | 0.44% | −48,210−17.3% | 減碼 |
| Peregrine Capital Management LLC | 206,918 | $2,454 萬 | 0.91% | +206,918 | 新進 |
| Swiss Life Asset Management Ltd | 208,643 | $2,475 萬 | 0.12% | +23,661+12.8% | 加碼 |
| ThornTree Capital Partners LP | 211,795 | $2,512 萬 | 4.46% | +211,795 | 新進 |
| Capital Fund Management S.A. | 212,109 | $2,516 萬 | 0.23% | +199,921+1,640.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 214,449 | $2,544 萬 | 0.02% | +14,078+7.0% | 加碼 |
| SEB Asset Management AB | 217,311 | $2,570 萬 | 0.11% | +217,311 | 新進 |
| Assetmark, Inc | 219,104 | $2,599 萬 | 0.05% | +5,521+2.6% | 加碼 |
| MML Investors Services, LLC | 221,022 | $2,622 萬 | 0.07% | +29,599+15.5% | 加碼 |
| Quantinno Capital Management LP | 221,747 | $2,630 萬 | 0.04% | +20,879+10.4% | 加碼 |
| Principal Financial Group Inc | 222,232 | $2,634 萬 | 0.01% | −69,628−23.9% | 減碼 |
| Janney Montgomery Scott LLC | 229,628 | $2,724 萬 | 0.07% | +31,563+15.9% | 加碼 |
| Gavilan Investment Partners LLC | 230,000 | $2,728 萬 | 7.33% | 00.0% | 不變 |
| Ossiam | 230,280 | $2,731 萬 | 0.48% | −7,321−3.1% | 減碼 |
| Millennium Management LLC | 232,972 | $2,764 萬 | 0.02% | −26,986−10.4% | 減碼 |
| Pathstone Holdings, LLC | 233,548 | $2,770 萬 | 0.11% | +35,682+18.0% | 加碼 |
| Thornburg Investment Management Inc | 233,601 | $2,771 萬 | 0.29% | +96,322+70.2% | 加碼 |
| Wedbush Fund Advisers, LLC | 233,770 | $2,773 萬 | 3.21% | +31,077+15.3% | 加碼 |
| Select Equity Group, L.P. | 235,714 | $2,796 萬 | 0.15% | −362,933−60.6% | 減碼 |
| Guggenheim Capital LLC | 235,720 | $2,796 萬 | 0.22% | −54,796−18.9% | 減碼 |
| HRT Financial LP | 239,435 | $2,840 萬 | 0.07% | +239,435 | 新進 |
| Intact Investment Management Inc. | 245,694 | $2,914 萬 | 0.83% | −20,060−7.5% | 減碼 |
| AQR Capital Management LLC | 250,022 | $2,915 萬 | 0.01% | +19,669+8.5% | 加碼 |
| GF Fund Management Co. Ltd. | 250,545 | $2,972 萬 | 0.50% | −57,152−18.6% | 減碼 |
| Bristol John W & Co Inc | 254,538 | $3,019 萬 | 0.50% | +254,538 | 新進 |
| HighTower Advisors, LLC | 254,836 | $3,023 萬 | 0.03% | +47,122+22.7% | 加碼 |
| Ostrum Asset Management | 255,680 | $3,033 萬 | 1.70% | +255,680 | 新進 |
| Andra AP-fonden | 185,212 | $3,057 萬 | 0.38% | +115,812+166.9% | 加碼 |
| Harvest Portfolios Group Inc. | 262,451 | $3,114 萬 | 0.51% | +111,909+74.3% | 加碼 |
| Huntington National Bank | 263,383 | $3,124 萬 | 0.17% | −14,971−5.4% | 減碼 |
| Cornerstone Capital, Inc. | 263,825 | $3,129 萬 | 3.13% | +3,073+1.2% | 加碼 |
| Walleye Capital LLC | 266,544 | $3,162 萬 | 0.19% | −1,144−0.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 270,112 | $3,204 萬 | 0.37% | −16,892−5.9% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 275,228 | $3,259 萬 | 0.32% | −24,530−8.2% | 減碼 |
| SG Americas Securities, LLC | 277,078 | $3,287 萬 | 0.04% | −231,645−45.5% | 減碼 |
| Investment Management Corp of Ontario | 279,188 | $3,312 萬 | 0.43% | +24,700+9.7% | 加碼 |
| Tudor Investment Corp Et Al | 279,318 | $3,313 萬 | 0.18% | +279,318 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 288,334 | $3,410 萬 | 0.18% | +2,451+0.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 295,174 | $3,502 萬 | 0.81% | +56,316+23.6% | 加碼 |
| Mariner, LLC | 299,120 | $3,544 萬 | 0.04% | +25,902+9.5% | 加碼 |
| Man Group plc | 303,851 | $3,604 萬 | 0.07% | +118,120+63.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 306,230 | $3,626 萬 | 0.03% | −2,032,867−86.9% | 減碼 |
| Equitable Trust Co | 309,602 | $3,672 萬 | 1.70% | −9,050−2.8% | 減碼 |
| Castleark Management LLC | 310,590 | $3,684 萬 | 1.22% | −34,792−10.1% | 減碼 |
| Allianz Asset Management GmbH | 329,122 | $3,893 萬 | 0.04% | −102,759−23.8% | 減碼 |
| Commonwealth Equity Services, LLC | 328,846 | $3,901 萬 | 0.05% | +6,873+2.1% | 加碼 |
| Truist Financial Corp | 330,166 | $3,916 萬 | 0.05% | −51,122−13.4% | 減碼 |
| Advisors Asset Management, Inc. | 339,637 | $4,029 萬 | 0.67% | −6,652−1.9% | 減碼 |
| AMF Pensionsforsakring AB | 350,833 | $4,162 萬 | 0.28% | +9,851+2.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 356,420 | $4,228 萬 | 0.10% | −29,259−7.6% | 減碼 |
| Kames Capital plc | 364,254 | $4,303 萬 | 0.57% | −66,355−15.4% | 減碼 |
| AustralianSuper Pty Ltd | 365,577 | $4,338 萬 | 0.23% | −189,752−34.2% | 減碼 |
| Altshuler Shaham Ltd | 366,338 | $4,346 萬 | 0.79% | −11,310−3.0% | 減碼 |
| Zurich Insurance Group Ltd | 368,059 | $4,366 萬 | 0.34% | −41,102−10.0% | 減碼 |
| Cetera Investment Advisers | 372,259 | $4,416 萬 | 0.05% | +44,336+13.5% | 加碼 |
| Kinetic Partners Management, LP | 377,026 | $4,472 萬 | 2.50% | +263,400+231.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 382,078 | $4,532 萬 | 0.13% | −9,131−2.3% | 減碼 |
| State of Wisconsin Investment Board | 385,530 | $4,560 萬 | 0.10% | −54,300−12.3% | 減碼 |
| Hillsdale Investment Management Inc. | 388,301 | $4,606 萬 | 1.25% | −91,133−19.0% | 減碼 |
| Stifel Financial Corp | 399,060 | $4,734 萬 | 0.04% | −8,325−2.0% | 減碼 |
| USS Investment Management Ltd | 403,039 | $4,782 萬 | 0.20% | +211,299+110.2% | 加碼 |
| Ensign Peak Advisors, Inc | 406,669 | $4,822 萬 | 0.09% | −22,586−5.3% | 減碼 |
| Capital International Ltd | 406,664 | $4,824 萬 | 1.79% | +18,468+4.8% | 加碼 |
| Privium Fund Management B.V. | 407,000 | $4,828 萬 | 10.05% | −3,000−0.7% | 減碼 |
| Lazard Asset Management LLC | 417,786 | $4,958 萬 | 0.08% | +244,125+140.6% | 加碼 |
| Citadel Advisors LLC | 420,473 | $4,988 萬 | 0.04% | +241,221+134.6% | 加碼 |
| Creative Planning | 440,326 | $5,223 萬 | 0.04% | +30,945+7.6% | 加碼 |
| Advisor Group Holdings, Inc. | 454,787 | $5,395 萬 | 0.08% | −25,582−5.3% | 減碼 |
| Voloridge Investment Management, LLC | 473,885 | $5,621 萬 | 0.23% | +473,885 | 新進 |
| Mn Services Vermogensbeheer B.V. | 475,272 | $5,621 萬 | 0.37% | +3,600+0.8% | 加碼 |
| Steadfast Capital Management LP | 474,047 | $5,623 萬 | 2.12% | −601,609−55.9% | 減碼 |
| Life Cycle Investment Partners Ltd | 486,902 | $5,776 萬 | 0.37% | +163,766+50.7% | 加碼 |
| SurgoCap Partners LP | 515,733 | $6,118 萬 | 2.04% | +167,602+48.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 524,986 | $6,148 萬 | 0.10% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 519,347 | $6,160 萬 | 0.13% | +5,517+1.1% | 加碼 |
| Guardian Capital LP | 523,837 | $6,196 萬 | 1.64% | +479,247+1,074.8% | 加碼 |
| NZS Capital, LLC | 550,389 | $6,529 萬 | 2.18% | +171,061+45.1% | 加碼 |
| Allen Investment Management LLC | 561,136 | $6,658 萬 | 0.82% | −125,852−18.3% | 減碼 |