Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 2,002 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
12,054
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
12,024
shares
|
$1.76 Million
0.88% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
12,021
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
11,987
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
11,900
shares
|
$1.74 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
11,725
shares
|
$1.71 Million
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
11,699
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 86.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
11,589
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
11,581
shares
|
$1.69 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
11,496
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
11,436
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,431
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,340
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
11,276
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
11,244
shares
|
$1.64 Million
0.66% of portfolio
|
Q3 2025
Reduced 26.09%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
11,235
shares
|
$1.64 Million
0.44% of portfolio
|
Q4 2025
Reduced 11.52%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
11,191
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 20, 2026 Q4 2025 |
11,184
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2025
Reduced 93.56%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,169
shares
|
$1.63 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
11,149
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
11,141
shares
|
$1.63 Million
0.74% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,065
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Nine Masts Capital LTD
|
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$1.61 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
10,987
shares
|
$1.6 Million
0.17% of portfolio
|
Q4 2025
Reduced 35.91%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
10,974
shares
|
$1.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.37%
|
|