Shopify Inc. Class ASHOP
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,717 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, down 23 from Q1 2026. 136 opened new positions and 155 sold out. The largest holders were Capital International Investors ($6.3B), FMR LLC ($5.4B) and Invesco Ltd. ($4.2B). 12 famous investors held it, including Cathie Wood (3.1% of ARK Investment Management's portfolio), Ron Baron (1.9% of Baron Capital (BAMCO)'s portfolio) and Daniel Sundheim (0.3% of D1 Capital Partners's portfolio).
- Company
- Shopify Inc. Class A
- Sector
- Technology
- CUSIP
- 82509L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $563.8M |
| Exits | 155 | $786.5M |
All 13F filers, Q1 2026 → Q2 2026: 58,648,418 shares bought and 71,197,297 shares sold, net −12,548,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,717 holders
| Capital International Investors | 1.30% | Add +9.7% | 54,893,641 | $6.3B |
| FMR LLC | 0.23% | Add +2.9% | 47,175,518 | $5.4B |
| Invesco Ltd. | 0.33% | Add +0.5% | 36,570,929 | $4.2B |
| Vanguard Capital Management LLC | 0.08% | Add +1.2% | 34,133,098 | $3.9B |
| Capital World Investors | 0.46% | Add +1.2% | 34,087,544 | $3.9B |
| Baillie Gifford & Co. | 2.94% | Reduce -2.1% | 28,403,600 | $3.2B |
| Morgan Stanley | 0.15% | Add +3.3% | 25,517,034 | $2.9B |
| T. Rowe Price Associates Inc. | 0.28% | Reduce -1.1% | 24,751,765 | $2.8B |
| Royal Bank of Canada | 0.46% | Add +8.7% | 23,534,300 | $2.7B |
| FIL Ltd | 1.58% | Add +5.8% | 19,275,482 | $2.2B |
| Norges Bank | 0.19% | — | 16,410,473 | $1.9B |
| JPMorgan Chase & Co. | 0.10% | Reduce -12.8% | 15,220,724 | $1.7B |
| Geode Capital Management, LLC | 0.09% | Add +11.1% | 14,338,616 | $1.7B |
| Loomis Sayles & Co. L P | 2.07% | Add +0.0% | 14,408,186 | $1.6B |
| Bank of Montreal | 0.58% | Add +5.5% | 13,770,055 | $1.6B |
| Wellington Management Group LLP | 0.23% | Add +30.7% | 11,852,596 | $1.4B |
| Bank of America Corp. | 0.08% | Add +2.3% | 11,443,080 | $1.3B |
| Baron Capital (BAMCO) | 1.91% | Add +136.4% | 11,155,546 | $1.3B |
| Vanguard Fiduciary Trust Co. | 0.27% | Add +0.8% | 10,862,064 | $1.2B |
| Goldman Sachs Group Inc. | 0.12% | Add +11.0% | 10,154,753 | $1.2B |
| National Bank of Canada | 1.00% | Reduce -21.8% | 10,020,663 | $1.1B |
| TD Asset Management Inc | 0.92% | Reduce -3.1% | 9,280,520 | $1.1B |
| 1832 Asset Management L.P. | 1.27% | Reduce -10.9% | 9,079,131 | $1.0B |
| Canada Pension Plan Investment Board | 0.56% | Add +7.5% | 8,932,140 | $1.0B |
| Cibc World Market Inc. | 1.59% | Reduce -5.1% | 8,301,893 | $947.9M |
| Alliancebernstein L.P. | 0.31% | Reduce -11.3% | 7,814,726 | $927.0M |
| Manufacturers Life Insurance Company, The | 0.72% | Reduce -4.7% | 8,026,490 | $916.5M |
| Capital Research Global Investors | 0.12% | Reduce -35.6% | 7,491,701 | $855.4M |
| Sands Capital Management, LLC | 3.07% | Reduce -18.9% | 7,242,079 | $826.9M |
| Franklin Resources Inc. | 0.17% | Reduce -16.7% | 6,892,527 | $787.4M |
| Jennison Associates LLC | 0.47% | Reduce -58.0% | 6,846,396 | $781.7M |
| Massachusetts Financial Services Co. | 0.24% | Reduce -1.3% | 5,950,335 | $755.4M |
| Newlands Management Operations LLC | 4.36% | No change | 6,325,050 | $722.2M |
| Legal & General Group Plc | 0.15% | Reduce -2.9% | 6,162,904 | $704.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.28% | Reduce -7.5% | 5,906,160 | $675.0M |
| BlackRock, Inc. | 0.01% | Reduce -34.5% | 5,824,991 | $665.1M |
| Vanguard Global Advisers, LLC | 0.28% | Add +6.1% | 5,221,153 | $597.3M |
| Polen Capital Management LLC | 4.50% | Reduce -27.4% | 4,577,524 | $522.7M |
| Toronto Dominion Bank | 0.85% | Add +44.4% | 4,432,439 | $506.4M |
| CIBC Asset Management Inc | 1.08% | Add +0.1% | 4,308,187 | $493.8M |
| ARK Investment Management | 3.08% | Reduce -0.5% | 4,155,925 | $474.5M |
| Edgewood Management LLC | 4.84% | Reduce -32.3% | 4,107,065 | $468.9M |
| Artisan Partners Limited Partnership | 0.76% | Reduce -6.6% | 4,074,005 | $465.2M |
| Bank of Nova Scotia | 0.71% | Add +26.1% | 4,029,656 | $460.9M |
| Swiss National Bank | 0.24% | Reduce -3.7% | 3,962,700 | $452.0M |
| Bank of New York Mellon Corp | 0.07% | Add +9.3% | 3,819,522 | $436.1M |
| Susquehanna International Group, LLP | 0.39% | Add +69.2% | 3,812,940 | $435.4M |
| Victory Capital Management Inc. | 0.24% | Add +46.2% | 3,722,361 | $425.0M |
| UBS Group AG | 0.07% | Reduce -21.6% | 3,706,397 | $423.2M |
| Barclays PLC | 0.13% | Add +0.5% | 3,655,581 | $417.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.23% | Reduce -2.5% | 3,585,720 | $409.4M |
| Federation des caisses Desjardins du Quebec | 1.22% | Add +18.8% | 3,469,946 | $395.0M |
| Deutsche Bank AG | 0.11% | Add +5.1% | 3,396,901 | $387.9M |
| Amova Asset Management Americas, Inc. | 4.96% | Reduce -2.6% | 3,366,810 | $384.5M |
| Jupiter Topco LLC | 0.15% | — | 3,279,616 | $374.5M |
| Clearbridge Investments, LLC | 0.28% | Reduce -1.9% | 2,984,845 | $340.8M |
| Wells Fargo & Company | 0.06% | Reduce -6.7% | 2,866,960 | $327.3M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.8% | 2,830,240 | $323.7M |
| Amundi | 0.07% | Reduce -15.0% | 2,720,427 | $310.6M |
| Nuveen, LLC | 0.07% | Reduce -47.3% | 2,678,971 | $306.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +1646.8% | 2,633,169 | $300.7M |
| Mirova US LLC | 3.19% | Reduce -2.7% | 2,600,237 | $296.9M |
| D. E. Shaw & Co. | 0.18% | Add +64.6% | 2,394,385 | $273.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.18% | Add +12.0% | 2,385,151 | $272.9M |
| Durable Capital Partners LP | 2.59% | Add +140.3% | 2,335,694 | $266.7M |
| Jane Street Group, LLC | 0.17% | Reduce -33.6% | 2,322,857 | $265.2M |
| Sei Investments Co. | 0.22% | Reduce -19.8% | 2,168,217 | $247.6M |
| Picton Mahoney Asset Management | 2.28% | Add +1.3% | 2,163,787 | $246.9M |
| Raymond James Financial Inc. | 0.07% | Reduce -2.4% | 2,144,798 | $244.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.53% | Add +21.9% | 2,131,695 | $243.6M |
| Citadel Advisors | 0.14% | Add +391.1% | 2,065,064 | $235.8M |
| Brown Advisory Inc. | 0.34% | Add +29.3% | 1,927,406 | $220.1M |
| Winslow Capital Management, LLC | 0.75% | Reduce -36.5% | 1,919,693 | $219.2M |
| First Trust Advisors LP | 0.12% | Add +57.5% | 1,853,916 | $211.7M |
| Gilder Gagnon Howe & Co. LLC | 2.16% | Reduce -14.8% | 1,835,426 | $209.6M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -18.8% | 1,827,570 | $208.7M |
| Public Sector Pension Investment Board | 0.53% | Add +189.9% | 1,759,877 | $201.1M |
| Pictet Asset Management Holding SA | 0.19% | Add +7.2% | 1,740,052 | $198.8M |
| Mufg Securities (canada), LTD. | 5.31% | Reduce -5.1% | 1,725,549 | $197.1M |
| Natixis Advisors, LLC | 0.22% | Reduce -9.1% | 1,712,569 | $195.5M |
| LPL Financial LLC | 0.04% | Add +13.2% | 1,658,508 | $189.4M |
| BNP Paribas Financial Markets | 0.10% | Add +79.9% | 1,658,388 | $189.4M |
| Marshall Wace, LLP | 0.16% | Reduce -35.7% | 1,633,517 | $186.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Reduce -5.1% | 1,626,341 | $185.7M |
| Strategy Capital LLC | 11.28% | Reduce -2.9% | 1,602,908 | $183.0M |
| Barton Investment Management | 24.45% | Reduce -1.4% | 1,580,601 | $180.5M |
| Russell Investments Group, Ltd. | 0.16% | Reduce -5.9% | 1,554,830 | $177.6M |
| Ashe Capital Management, LP | 18.91% | Reduce -6.4% | 1,542,738 | $176.1M |
| Rathbones Group PLC | 0.64% | Add +0.1% | 1,512,628 | $172.7M |
| TD Waterhouse Canada Inc. | 0.45% | Add +18.5% | 1,414,866 | $172.4M |
| Scotia Capital Inc. | 0.63% | Add +12.6% | 1,470,808 | $167.8M |
| Caisse de depot et placement du Quebec | 0.23% | Add +2.4% | 1,426,749 | $163.2M |
| Nomura Asset Management International Inc. | 0.24% | Add +40.4% | 1,405,574 | $160.5M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +32.0% | 1,321,984 | $151.0M |
| American Century Companies Inc. | 0.06% | Reduce -9.6% | 1,279,215 | $146.1M |
| Neuberger Berman Group LLC | 0.10% | Add +20.9% | 1,276,855 | $145.8M |
| Alberta Investment Management Corp | 0.93% | Add +37.5% | 1,274,813 | $145.7M |
| Northern Trust Corp. | 0.02% | Reduce -30.4% | 1,265,477 | $144.5M |
| Zevenbergen Capital Investments LLC | 3.09% | Reduce -9.6% | 1,183,816 | $135.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -53.7% | 1,132,890 | $131.6M |
"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.