Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,697 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
12,136
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
12,067
shares
|
$1.53 Million
1.88% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
12,041
shares
|
$1.53 Million
0.16% of portfolio
|
Q1 2025
Added 217.12%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
12,031
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
12,024
shares
|
$1.52 Million
0.73% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
12,023
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 171.95%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
11,997
shares
|
$1.52 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,970
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
11,936
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
11,917
shares
|
$1.51 Million
0.94% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
11,790
shares
|
$1.49 Million
0.53% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
11,685
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
11,662
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,531
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
11,457
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Added 22.6%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
11,448
shares
|
$1.45 Million
0.3% of portfolio
|
Q1 2025
Reduced 32.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
11,283
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,219
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
11,133
shares
|
$1.41 Million
0.15% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
11,076
shares
|
$1.4 Million
0.61% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
May 13, 2025 Q1 2025 |
11,076
shares
|
$1.4 Million
0.57% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,065
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
11,050
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 64.63%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,016
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,940
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|