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 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 235,714 | $2,796 萬 | 0.15% | −362,933−60.6% | 減碼 |
| Wedbush Fund Advisers, LLC | 233,770 | $2,773 萬 | 3.21% | +31,077+15.3% | 加碼 |
| Thornburg Investment Management Inc | 233,601 | $2,771 萬 | 0.29% | +96,322+70.2% | 加碼 |
| Pathstone Holdings, LLC | 233,548 | $2,770 萬 | 0.11% | +35,682+18.0% | 加碼 |
| Millennium Management LLC | 232,972 | $2,764 萬 | 0.02% | −26,986−10.4% | 減碼 |
| Ossiam | 230,280 | $2,731 萬 | 0.48% | −7,321−3.1% | 減碼 |
| Gavilan Investment Partners LLC | 230,000 | $2,728 萬 | 7.33% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 229,628 | $2,724 萬 | 0.07% | +31,563+15.9% | 加碼 |
| Principal Financial Group Inc | 222,232 | $2,634 萬 | 0.01% | −69,628−23.9% | 減碼 |
| Quantinno Capital Management LP | 221,747 | $2,630 萬 | 0.04% | +20,879+10.4% | 加碼 |
| MML Investors Services, LLC | 221,022 | $2,622 萬 | 0.07% | +29,599+15.5% | 加碼 |
| Assetmark, Inc | 219,104 | $2,599 萬 | 0.05% | +5,521+2.6% | 加碼 |
| SEB Asset Management AB | 217,311 | $2,570 萬 | 0.11% | +217,311 | 新進 |
| Northwestern Mutual Wealth Management Co | 214,449 | $2,544 萬 | 0.02% | +14,078+7.0% | 加碼 |
| Capital Fund Management S.A. | 212,109 | $2,516 萬 | 0.23% | +199,921+1,640.3% | 加碼 |
| ThornTree Capital Partners LP | 211,795 | $2,512 萬 | 4.46% | +211,795 | 新進 |
| Swiss Life Asset Management Ltd | 208,643 | $2,475 萬 | 0.12% | +23,661+12.8% | 加碼 |
| Peregrine Capital Management LLC | 206,918 | $2,454 萬 | 0.91% | +206,918 | 新進 |
| Union Bancaire Privee, UBP SA | 230,457 | $2,432 萬 | 0.44% | −48,210−17.3% | 減碼 |
| Intech Investment Management LLC | 205,375 | $2,429 萬 | 0.24% | −16,931−7.6% | 減碼 |
| Brown Capital Management LLC | 201,723 | $2,393 萬 | 3.40% | −46,378−18.7% | 減碼 |
| Baker Avenue Asset Management, LP | 200,132 | $2,374 萬 | 0.54% | +30,268+17.8% | 加碼 |
| Manchester Global Management (UK) Ltd | 199,956 | $2,372 萬 | 3.17% | +47,000+30.7% | 加碼 |
| Ampersand Capital Group, L.P. | 199,763 | $2,370 萬 | 12.97% | +15,000+8.1% | 加碼 |
| Islander Capital Partners, L.P. | 196,000 | $2,325 萬 | 9.16% | +72,742+59.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 191,408 | $2,264 萬 | 0.13% | 00.0% | 不變 |
| D.A. Davidson & Co. | 188,072 | $2,231 萬 | 0.14% | +12,183+6.9% | 加碼 |
| Davy Global Fund Management Ltd | 185,793 | $2,204 萬 | 1.67% | +7,166+4.0% | 加碼 |
| Colony Group, LLC | 184,788 | $2,196 萬 | 0.02% | −19,922−9.7% | 減碼 |
| Nissay Asset Management Corp | 184,696 | $2,191 萬 | 0.12% | +8,541+4.8% | 加碼 |
| Maryland State Retirement & Pension System | 180,494 | $2,142 萬 | 0.44% | +2,140+1.2% | 加碼 |
| Ci Investments Inc. | 178,051 | $2,112 萬 | 0.10% | −340,084−65.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 177,366 | $2,104 萬 | 0.16% | −20,100−10.2% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 177,070 | $2,100 萬 | 0.95% | +177,070 | 新進 |
| Ninepoint Partners LP | 176,230 | $2,090 萬 | 2.47% | +67,639+62.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 176,075 | $2,089 萬 | 0.05% | −5,804−3.2% | 減碼 |
| Oddo BHF Asset Management SAS | 122,698 | $2,031 萬 | 0.80% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 167,956 | $1,992 萬 | 0.43% | +167,956 | 新進 |
| Lyell Wealth Management, LP | 164,916 | $1,956 萬 | 1.44% | +210.0% | 加碼 |
| Acadian Asset Management LLC | 164,070 | $1,945 萬 | 0.03% | +85,984+110.1% | 加碼 |
| Daiwa Securities Group Inc. | 163,192 | $1,936 萬 | 0.06% | −8,608−5.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 158,940 | $1,885 萬 | 0.33% | 00.0% | 不變 |
| HSBC Holdings PLC | 157,728 | $1,863 萬 | 0.01% | −220,820−58.3% | 減碼 |
| Baird Financial Group, Inc. | 156,201 | $1,853 萬 | 0.03% | +3,793+2.5% | 加碼 |
| Triasima Portfolio Management inc. | 155,216 | $1,836 萬 | 2.78% | −27,122−14.9% | 減碼 |
| Welch & Forbes LLC | 153,531 | $1,821 萬 | 0.24% | +597+0.4% | 加碼 |
| Liontrust Investment Partners LLP | 153,143 | $1,817 萬 | 0.31% | −79,799−34.3% | 減碼 |
| Gryphon Financial Partners LLC | 152,807 | $1,813 萬 | 1.90% | +5,154+3.5% | 加碼 |
| UBS Asset Management Americas Inc | 150,745 | $1,788 萬 | 0.00% | +133,415+769.8% | 加碼 |
| iA Global Asset Management Inc. | 149,046 | $1,768 萬 | 0.25% | −52,838−26.2% | 減碼 |
| Ilex Capital Partners (UK) LLP | 148,896 | $1,766 萬 | 0.44% | +75,150+101.9% | 加碼 |
| Franklin Street Advisors Inc | 148,703 | $1,764 萬 | 1.08% | +81,048+119.8% | 加碼 |
| Apollon Wealth Management, LLC | 148,676 | $1,764 萬 | 0.29% | −850−0.6% | 減碼 |
| Sanctuary Advisors, LLC | 147,911 | $1,755 萬 | 0.09% | −18,851−11.3% | 減碼 |
| Arthedge Capital Management, LLC | 146,600 | $1,739 萬 | 17.52% | 00.0% | 不變 |
| Danica Pension, Livsforsikringsaktieselskab | 104,931 | $1,732 萬 | 0.32% | +104,931 | 新進 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 146,047 | $1,727 萬 | 0.26% | −36,152−19.8% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 143,282 | $1,700 萬 | 0.54% | +100,981+238.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 142,909 | $1,695 萬 | 0.19% | +10,051+7.6% | 加碼 |
| Nomura Holdings Inc | 142,866 | $1,695 萬 | 0.14% | −62,838−30.5% | 減碼 |
| Generali Asset Management SPA SGR | 101,482 | $1,675 萬 | 0.35% | +26,888+36.0% | 加碼 |
| Tremblant Capital Group | 138,433 | $1,642 萬 | 0.53% | −22,859−14.2% | 減碼 |
| Rheos Capital Works Inc. | 138,000 | $1,637 萬 | 1.09% | 00.0% | 不變 |
| Dash Acquisitions Inc. | 120,640 | $1,630 萬 | 3.39% | +8,193+7.3% | 加碼 |
| Marcho Partners LLP | 137,158 | $1,627 萬 | 13.14% | +24,441+21.7% | 加碼 |
| Shelton Capital Management | 136,158 | $1,615 萬 | 0.35% | −3,255−2.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 135,824 | $1,611 萬 | 0.31% | +19,162+16.4% | 加碼 |
| Trillium Asset Management, LLC | 135,650 | $1,609 萬 | 0.53% | −4,497−3.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 135,392 | $1,594 萬 | 0.11% | +10,810+8.7% | 加碼 |
| Utah Retirement Systems | 134,122 | $1,586 萬 | 0.16% | −1,359−1.0% | 減碼 |
| Winton Group Ltd | 132,133 | $1,567 萬 | 0.55% | +82,975+168.8% | 加碼 |
| Ithaka Group LLC | 130,679 | $1,550 萬 | 3.22% | +2,963+2.3% | 加碼 |
| Steadview Capital Management LLC | 128,559 | $1,525 萬 | 6.73% | −123,995−49.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 128,470 | $1,524 萬 | 0.16% | +6,169+5.0% | 加碼 |
| Atria Investments LLC | 128,006 | $1,518 萬 | 0.17% | −33,382−20.7% | 減碼 |
| Cerity Partners LLC | 127,684 | $1,515 萬 | 0.02% | +484+0.4% | 加碼 |
| Equitable Holdings, Inc. | 95,051 | $1,503 萬 | 0.10% | +5,619+6.3% | 加碼 |
| Steel Peak Wealth Management LLC | 126,682 | $1,503 萬 | 0.47% | +6,587+5.5% | 加碼 |
| CI Private Wealth, LLC | 131,570 | $1,483 萬 | 0.02% | +10,795+8.9% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 124,508 | $1,477 萬 | 0.64% | +7,782+6.7% | 加碼 |
| Two Sigma Investments, LP | 124,170 | $1,473 萬 | 0.01% | +88,983+252.9% | 加碼 |
| Parkwood LLC | 124,149 | $1,473 萬 | 1.31% | −44,038−26.2% | 減碼 |
| Meridian Wealth Management, LLC | 123,830 | $1,469 萬 | 0.52% | −13,251−9.7% | 減碼 |
| Louisbourg Investments Inc. | 123,616 | $1,464 萬 | 2.77% | +56,746+84.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 122,236 | $1,450 萬 | 0.01% | −3,178−2.5% | 減碼 |
| Cresset Asset Management, LLC | 121,700 | $1,444 萬 | 0.06% | −8,694−6.7% | 減碼 |
| Readystate Asset Management LP | 120,412 | $1,428 萬 | 0.83% | +120,412 | 新進 |
| Texas Yale Capital Corp. | 118,092 | $1,401 萬 | 0.40% | +500+0.4% | 加碼 |
| Glenmede Trust Co NA | 115,368 | $1,368 萬 | 0.07% | −5,048−4.2% | 減碼 |
| Erste Asset Management GmbH | 117,563 | $1,312 萬 | 0.12% | −229,628−66.1% | 減碼 |
| AIA Group Ltd | 110,456 | $1,310 萬 | 0.19% | −22,249−16.8% | 減碼 |
| Tocqueville Asset Management L.P. | 109,740 | $1,302 萬 | 0.19% | −1,450−1.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108,394 | $1,286 萬 | 0.01% | +1,172+1.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 105,792 | $1,255 萬 | 0.06% | −105,276−49.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 105,673 | $1,253 萬 | 0.33% | +43,957+71.2% | 加碼 |
| Rafferty Asset Management, LLC | 104,782 | $1,243 萬 | 0.05% | +24,012+29.7% | 加碼 |
| Public Employees Retirement System of Ohio | 104,766 | $1,239 萬 | 0.04% | −110,816−51.4% | 減碼 |
| Kestra Advisory Services, LLC | 103,926 | $1,233 萬 | 0.05% | +7,013+7.2% | 加碼 |
| Voleon Capital Management LP | 103,658 | $1,230 萬 | 0.27% | +49,174+90.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 102,992 | $1,222 萬 | 0.21% | +19,846+23.9% | 加碼 |