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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 1,001,124 | $1.19 億 | 0.20% | +13,343+1.4% | 加碼 |
| Addenda Capital Inc. | 717,191 | $1.18 億 | 3.33% | +33,755+4.9% | 加碼 |
| Lord, Abbett & Co. LLC | 991,890 | $1.18 億 | 0.38% | −432,010−30.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 986,915 | $1.17 億 | 0.14% | +147,167+17.5% | 加碼 |
| Durable Capital Partners LP | 971,814 | $1.15 億 | 1.19% | −1,071,405−52.4% | 減碼 |
| Hudson Bay Capital Management LP | 950,000 | $1.13 億 | 0.68% | +24,303+2.6% | 加碼 |
| Fred Alger Management, LLC | 930,697 | $1.10 億 | 0.48% | +342,669+58.3% | 加碼 |
| Alberta Investment Management Corp | 927,408 | $1.10 億 | 0.68% | +339,310+57.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 921,895 | $1.09 億 | 0.07% | −109,229−10.6% | 減碼 |
| Korea Investment CORP | 905,594 | $1.07 億 | 0.22% | −39,783−4.2% | 減碼 |
| Thrive Capital Management, LLC | 895,817 | $1.06 億 | 30.92% | +895,817 | 新進 |
| Citigroup Inc | 896,442 | $1.06 億 | 0.07% | −440,218−32.9% | 減碼 |
| State of Tennessee, Treasury Department | 884,154 | $1.05 億 | 0.35% | +20,938+2.4% | 加碼 |
| Susquehanna Advisors Group, Inc. | 878,600 | $1.04 億 | 4.86% | +140,300+19.0% | 加碼 |
| Federated Hermes, Inc. | 861,411 | $1.02 億 | 0.17% | −472,751−35.4% | 減碼 |
| MUFG Securities EMEA plc | 840,000 | $9,949 萬 | 1.48% | +20,000+2.4% | 加碼 |
| CIBC Bancorp USA Inc. | 823,092 | $9,796 萬 | 0.13% | +823,092 | 新進 |
| TCW Group Inc | 811,347 | $9,624 萬 | 0.72% | −27,209−3.2% | 減碼 |
| State Street Corp | 803,286 | $9,529 萬 | 0.00% | −16,255−2.0% | 減碼 |
| Bessemer Group Inc | 803,189 | $9,527 萬 | 0.15% | +7,108+0.9% | 加碼 |
| Congress Asset Management Co | 791,990 | $9,395 萬 | 0.67% | −10,326−1.3% | 減碼 |
| Capital International Inc | 785,358 | $9,316 萬 | 0.72% | +197,230+33.5% | 加碼 |
| Dimensional Fund Advisors LP | 783,064 | $9,287 萬 | 0.02% | +27,893+3.7% | 加碼 |
| Capital International Sarl | 774,152 | $9,183 萬 | 1.50% | +79,110+11.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 771,069 | $9,139 萬 | 0.15% | −22,656−2.9% | 減碼 |
| Schroder Investment Management Group | 785,183 | $8,776 萬 | 0.07% | +5,390+0.7% | 加碼 |
| Great West Life Assurance Co | 727,665 | $8,635 萬 | 0.15% | +2,594+0.4% | 加碼 |
| Jones Financial Companies LLLP | 749,537 | $8,384 萬 | 0.04% | +618,560+472.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 676,388 | $8,023 萬 | 0.13% | −538,645−44.3% | 減碼 |
| NEOS Investment Management LLC | 665,331 | $7,892 萬 | 0.40% | +167,756+33.7% | 加碼 |
| Stony Point Capital LLC | 631,389 | $7,490 萬 | 6.06% | +90,073+16.6% | 加碼 |
| APG Asset Management N.V. | 726,577 | $7,478 萬 | 0.24% | +13,051+1.8% | 加碼 |
| Blair William & Co | 627,424 | $7,443 萬 | 0.21% | +16,691+2.7% | 加碼 |
| Vanguard Investments Australia, Ltd. | 609,073 | $7,227 萬 | 0.21% | +609,073 | 新進 |
| Fiera Capital Corp | 609,013 | $7,214 萬 | 0.25% | +595,014+4,250.4% | 加碼 |
| Public Sector Pension Investment Board | 606,967 | $7,203 萬 | 0.22% | +13,409+2.3% | 加碼 |
| STRS Ohio | 600,518 | $7,119 萬 | 0.28% | +67,219+12.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 578,057 | $6,857 萬 | 0.15% | +31,805+5.8% | 加碼 |
| Rockefeller Capital Management L.P. | 574,415 | $6,814 萬 | 0.12% | −417,573−42.1% | 減碼 |
| Agf Management Ltd | 569,978 | $6,771 萬 | 0.30% | +425,119+293.5% | 加碼 |
| Voya Investment Management LLC | 566,044 | $6,714 萬 | 0.07% | −826,330−59.3% | 減碼 |
| Allen Investment Management LLC | 561,136 | $6,658 萬 | 0.82% | −125,852−18.3% | 減碼 |
| NZS Capital, LLC | 550,389 | $6,529 萬 | 2.18% | +171,061+45.1% | 加碼 |
| Guardian Capital LP | 523,837 | $6,196 萬 | 1.64% | +479,247+1,074.8% | 加碼 |
| Royal London Asset Management Ltd | 519,347 | $6,160 萬 | 0.13% | +5,517+1.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 524,986 | $6,148 萬 | 0.10% | 00.0% | 不變 |
| SurgoCap Partners LP | 515,733 | $6,118 萬 | 2.04% | +167,602+48.1% | 加碼 |
| Life Cycle Investment Partners Ltd | 486,902 | $5,776 萬 | 0.37% | +163,766+50.7% | 加碼 |
| Steadfast Capital Management LP | 474,047 | $5,623 萬 | 2.12% | −601,609−55.9% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 475,272 | $5,621 萬 | 0.37% | +3,600+0.8% | 加碼 |
| Voloridge Investment Management, LLC | 473,885 | $5,621 萬 | 0.23% | +473,885 | 新進 |
| Advisor Group Holdings, Inc. | 454,787 | $5,395 萬 | 0.08% | −25,582−5.3% | 減碼 |
| Creative Planning | 440,326 | $5,223 萬 | 0.04% | +30,945+7.6% | 加碼 |
| Citadel Advisors LLC | 420,473 | $4,988 萬 | 0.04% | +241,221+134.6% | 加碼 |
| Lazard Asset Management LLC | 417,786 | $4,958 萬 | 0.08% | +244,125+140.6% | 加碼 |
| Privium Fund Management B.V. | 407,000 | $4,828 萬 | 10.05% | −3,000−0.7% | 減碼 |
| Capital International Ltd | 406,664 | $4,824 萬 | 1.79% | +18,468+4.8% | 加碼 |
| Ensign Peak Advisors, Inc | 406,669 | $4,822 萬 | 0.09% | −22,586−5.3% | 減碼 |
| USS Investment Management Ltd | 403,039 | $4,782 萬 | 0.20% | +211,299+110.2% | 加碼 |
| Stifel Financial Corp | 399,060 | $4,734 萬 | 0.04% | −8,325−2.0% | 減碼 |
| Hillsdale Investment Management Inc. | 388,301 | $4,606 萬 | 1.25% | −91,133−19.0% | 減碼 |
| State of Wisconsin Investment Board | 385,530 | $4,560 萬 | 0.10% | −54,300−12.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 382,078 | $4,532 萬 | 0.13% | −9,131−2.3% | 減碼 |
| Kinetic Partners Management, LP | 377,026 | $4,472 萬 | 2.50% | +263,400+231.8% | 加碼 |
| Cetera Investment Advisers | 372,259 | $4,416 萬 | 0.05% | +44,336+13.5% | 加碼 |
| Zurich Insurance Group Ltd | 368,059 | $4,366 萬 | 0.34% | −41,102−10.0% | 減碼 |
| Altshuler Shaham Ltd | 366,338 | $4,346 萬 | 0.79% | −11,310−3.0% | 減碼 |
| AustralianSuper Pty Ltd | 365,577 | $4,338 萬 | 0.23% | −189,752−34.2% | 減碼 |
| Kames Capital plc | 364,254 | $4,303 萬 | 0.57% | −66,355−15.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 356,420 | $4,228 萬 | 0.10% | −29,259−7.6% | 減碼 |
| AMF Pensionsforsakring AB | 350,833 | $4,162 萬 | 0.28% | +9,851+2.9% | 加碼 |
| Advisors Asset Management, Inc. | 339,637 | $4,029 萬 | 0.67% | −6,652−1.9% | 減碼 |
| Truist Financial Corp | 330,166 | $3,916 萬 | 0.05% | −51,122−13.4% | 減碼 |
| Commonwealth Equity Services, LLC | 328,846 | $3,901 萬 | 0.05% | +6,873+2.1% | 加碼 |
| Allianz Asset Management GmbH | 329,122 | $3,893 萬 | 0.04% | −102,759−23.8% | 減碼 |
| Castleark Management LLC | 310,590 | $3,684 萬 | 1.22% | −34,792−10.1% | 減碼 |
| Equitable Trust Co | 309,602 | $3,672 萬 | 1.70% | −9,050−2.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 306,230 | $3,626 萬 | 0.03% | −2,032,867−86.9% | 減碼 |
| Man Group plc | 303,851 | $3,604 萬 | 0.07% | +118,120+63.6% | 加碼 |
| Mariner, LLC | 299,120 | $3,544 萬 | 0.04% | +25,902+9.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 295,174 | $3,502 萬 | 0.81% | +56,316+23.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 288,334 | $3,410 萬 | 0.18% | +2,451+0.9% | 加碼 |
| Tudor Investment Corp Et Al | 279,318 | $3,313 萬 | 0.18% | +279,318 | 新進 |
| Investment Management Corp of Ontario | 279,188 | $3,312 萬 | 0.43% | +24,700+9.7% | 加碼 |
| SG Americas Securities, LLC | 277,078 | $3,287 萬 | 0.04% | −231,645−45.5% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 275,228 | $3,259 萬 | 0.32% | −24,530−8.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 270,112 | $3,204 萬 | 0.37% | −16,892−5.9% | 減碼 |
| Walleye Capital LLC | 266,544 | $3,162 萬 | 0.19% | −1,144−0.4% | 減碼 |
| Cornerstone Capital, Inc. | 263,825 | $3,129 萬 | 3.13% | +3,073+1.2% | 加碼 |
| Huntington National Bank | 263,383 | $3,124 萬 | 0.17% | −14,971−5.4% | 減碼 |
| Harvest Portfolios Group Inc. | 262,451 | $3,114 萬 | 0.51% | +111,909+74.3% | 加碼 |
| Andra AP-fonden | 185,212 | $3,057 萬 | 0.38% | +115,812+166.9% | 加碼 |
| Ostrum Asset Management | 255,680 | $3,033 萬 | 1.70% | +255,680 | 新進 |
| HighTower Advisors, LLC | 254,836 | $3,023 萬 | 0.03% | +47,122+22.7% | 加碼 |
| Bristol John W & Co Inc | 254,538 | $3,019 萬 | 0.50% | +254,538 | 新進 |
| GF Fund Management Co. Ltd. | 250,545 | $2,972 萬 | 0.50% | −57,152−18.6% | 減碼 |
| AQR Capital Management LLC | 250,022 | $2,915 萬 | 0.01% | +19,669+8.5% | 加碼 |
| Intact Investment Management Inc. | 245,694 | $2,914 萬 | 0.83% | −20,060−7.5% | 減碼 |
| HRT Financial LP | 239,435 | $2,840 萬 | 0.07% | +239,435 | 新進 |
| Guggenheim Capital LLC | 235,720 | $2,796 萬 | 0.22% | −54,796−18.9% | 減碼 |