Shopify Inc. Class ASHOP
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 1,210 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, down 12 from Q1 2024. 132 opened new positions and 141 sold out. The largest holders were Baillie Gifford & Co. ($3.6B), Capital World Investors ($3.2B) and Morgan Stanley ($3.2B). 11 famous investors held it, including Cathie Wood (2.9% of ARK Investment Management's portfolio), Philippe Laffont (1.0% of Coatue Management's portfolio) and Ron Baron (0.5% of Baron Capital (BAMCO)'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 132 | $330.2M |
| Exits | 141 | $2.0B |
All 13F filers, Q1 2024 → Q2 2024: 103,378,258 shares bought and 87,642,504 shares sold, net +15,735,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,210 holders
| Baillie Gifford & Co. | 2.84% | Reduce -10.0% | 55,235,148 | $3.6B |
| Capital World Investors | 0.52% | Reduce -2.1% | 48,705,411 | $3.2B |
| Morgan Stanley | 0.25% | Reduce -5.0% | 48,537,854 | $3.2B |
| Vanguard Group Inc. | 0.06% | Add +6.2% | 45,539,291 | $3.0B |
| T. Rowe Price Associates Inc. | 0.36% | Add +33.0% | 45,527,163 | $3.0B |
| FMR LLC | 0.15% | Add +7.5% | 36,436,282 | $2.4B |
| Capital Research Global Investors | 0.53% | Add +7.5% | 36,334,100 | $2.4B |
| Capital International Investors | 0.37% | Add +65.2% | 27,076,537 | $1.8B |
| JPMorgan Chase & Co. | 0.15% | Reduce -19.9% | 26,119,157 | $1.7B |
| Royal Bank of Canada | 0.36% | Add +12.5% | 22,520,129 | $1.5B |
| Loomis Sayles & Co. L P | 1.42% | Add +15.8% | 15,525,763 | $1.0B |
| Sands Capital Management, LLC | 2.86% | Add +11.3% | 14,736,374 | $973.3M |
| Polen Capital Management LLC | 2.44% | Add +1672.2% | 14,722,354 | $972.4M |
| Norges Bank | 0.14% | Add +4.8% | 14,229,507 | $939.9M |
| Franklin Resources Inc. | 0.25% | Add +5.0% | 12,300,582 | $812.7M |
| Bank of Montreal | 0.22% | Add +3.2% | 11,293,501 | $740.3M |
| Bank of America Corp. | 0.07% | Add +6.8% | 10,576,458 | $698.6M |
| FIL Ltd | 0.65% | Reduce -26.5% | 9,908,095 | $654.8M |
| Artisan Partners Limited Partnership | 0.90% | Add +37.2% | 8,952,142 | $591.3M |
| TD Asset Management Inc | 0.53% | Add +6.9% | 8,661,462 | $572.3M |
| Cibc World Market Inc. | 1.41% | Add +27.7% | 8,622,012 | $569.5M |
| Arrowstreet Capital, Limited Partnership | 0.49% | Reduce -47.4% | 8,450,212 | $558.4M |
| Manufacturers Life Insurance Company, The | 0.48% | Add +7.4% | 7,726,950 | $510.0M |
| Wellington Management Group LLP | 0.08% | Reduce -13.2% | 7,015,958 | $463.5M |
| Newlands Management Operations LLC | 3.44% | No change | 6,325,050 | $417.8M |
| Mackenzie Financial Corp. | 0.62% | Add +49.9% | 6,315,028 | $417.4M |
| Legal & General Group Plc | 0.12% | Add +2.5% | 6,268,659 | $414.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.29% | Reduce -19.5% | 6,047,385 | $399.4M |
| Amova Asset Management Americas, Inc. | 4.58% | Add +30.0% | 6,013,291 | $397.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.61% | Reduce -15.9% | 5,812,209 | $384.2M |
| National Bank of Canada | 0.59% | Add +4.5% | 5,786,899 | $379.5M |
| Nuveen Asset Management, LLC | 0.11% | Add +6.7% | 5,695,859 | $376.3M |
| Bank of Nova Scotia | 0.73% | Reduce -13.3% | 5,599,531 | $370.0M |
| Goldman Sachs Group Inc. | 0.07% | Add +18.5% | 5,427,444 | $358.5M |
| ARK Investment Management | 2.91% | Add +8.1% | 4,967,081 | $328.1M |
| BlackRock Inc. | 0.01% | Reduce -23.9% | 4,928,874 | $325.6M |
| Geode Capital Management, LLC | 0.03% | Add +4.9% | 4,916,526 | $324.6M |
| CIBC Asset Management Inc | 1.11% | Add +3.2% | 4,721,334 | $311.8M |
| Clearbridge Investments, LLC | 0.25% | Add +54.2% | 4,714,691 | $311.4M |
| Scge Management, L.P. | 5.87% | Reduce -14.2% | 4,547,000 | $300.3M |
| Ameriprise Financial Inc. | 0.08% | Add +151.5% | 4,446,797 | $295.4M |
| JARISLOWSKY, FRASER Ltd | 1.78% | Add +17.7% | 4,437,786 | $293.2M |
| Janus Henderson Group PLC | 0.15% | Add +3219.3% | 4,218,676 | $278.6M |
| Bank of New York Mellon Corp | 0.05% | Reduce -18.4% | 4,195,495 | $277.1M |
| Canada Pension Plan Investment Board | 0.26% | Reduce -1.7% | 3,987,902 | $263.5M |
| Coatue Management | 0.96% | Add +1.8% | 3,718,117 | $245.6M |
| Swiss National Bank | 0.16% | Reduce -0.5% | 3,624,500 | $239.3M |
| Voya Investment Management LLC | 0.23% | Reduce -48.2% | 3,077,620 | $203.3M |
| Marshall Wace, LLP | 0.29% | Reduce -15.8% | 3,027,615 | $200.0M |
| Zevenbergen Capital Investments LLC | 4.01% | Add +11.5% | 2,838,839 | $187.5M |
| Ashe Capital Management, LP | 15.28% | No change | 2,802,195 | $185.1M |
| Durable Capital Partners LP | 1.52% | Add +153.8% | 2,794,802 | $184.6M |
| Toronto Dominion Bank | 0.28% | Reduce -7.7% | 2,684,502 | $177.3M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -3.9% | 2,653,911 | $175.8M |
| Baron Capital (BAMCO) | 0.49% | Add +17.9% | 2,598,919 | $171.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.02% | Add +13.2% | 2,568,264 | $169.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -1.3% | 2,522,793 | $166.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +171.3% | 2,488,717 | $164.4M |
| Amundi | 0.06% | Add +87.1% | 2,403,272 | $160.4M |
| Wells Fargo & Company | 0.04% | Add +54.3% | 2,403,431 | $158.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.38% | Add +48.9% | 2,233,613 | $147.5M |
| Mirova US LLC | 1.67% | Add +1.7% | 2,026,379 | $133.8M |
| Sei Investments Co. | 0.18% | Add +78.6% | 1,958,984 | $129.4M |
| William Blair Investment Management, LLC | 0.34% | Add +1.4% | 1,956,787 | $129.2M |
| Barton Investment Management | 16.75% | Reduce -6.7% | 1,906,029 | $125.9M |
| Alberta Investment Management Corp | 1.39% | Add +63.1% | 1,901,085 | $125.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +93.6% | 1,794,411 | $118.5M |
| Deutsche Bank AG | 0.05% | Add +16.5% | 1,770,340 | $116.9M |
| UBS Group AG | 0.04% | Add +9.8% | 1,749,104 | $115.5M |
| Agf Management Ltd. | 0.64% | Reduce -0.4% | 1,725,886 | $114.1M |
| Strategy Capital LLC | 10.78% | Add +0.6% | 1,662,057 | $109.8M |
| Federated Hermes, Inc. | 0.24% | Add +0.5% | 1,547,448 | $102.2M |
| Russell Investments Group, Ltd. | 0.16% | Reduce -10.0% | 1,514,588 | $100.1M |
| MUFG Securities EMEA plc | 4.44% | Add +11507.1% | 1,506,260 | $99.5M |
| Quadrature Capital Ltd | 1.63% | Add +29.3% | 1,474,100 | $97.3M |
| Raymond James & Associates | 0.06% | Add +40.6% | 1,455,070 | $96.1M |
| American Century Companies Inc. | 0.06% | Add +61.1% | 1,444,714 | $95.4M |
| Caisse de depot et placement du Quebec | 0.23% | Add +6.7% | 1,409,349 | $93.1M |
| Citadel Advisors | 0.09% | Add +1.3% | 1,345,327 | $88.9M |
| Gilder Gagnon Howe & Co. LLC | 1.09% | Add +0.0% | 1,313,304 | $86.7M |
| TCW Group Inc. | 0.77% | Add +1835.0% | 1,296,842 | $85.7M |
| Natixis Advisors, LLC | 0.18% | Add +20.0% | 1,264,003 | $83.5M |
| Public Investment Fund | 0.47% | No change | 1,250,000 | $82.6M |
| Soma Equity Partners LP | 4.72% | New | 1,241,959 | $82.0M |
| Addenda Capital Inc. | 3.21% | Add +5.7% | 906,273 | $81.9M |
| Northern Trust Corp. | 0.01% | Add +95.9% | 1,201,385 | $79.4M |
| First Trust Advisors LP | 0.08% | Add +24.1% | 1,133,266 | $74.9M |
| Barclays PLC | 0.03% | Reduce -53.2% | 1,126,104 | $74.4M |
| Rathbones Group PLC | 0.40% | Add +33.1% | 1,119,859 | $74.0M |
| Jane Street Group, LLC | 0.08% | Add +162.7% | 1,115,696 | $73.7M |
| Ensign Peak Advisors, Inc | 0.13% | Reduce -33.1% | 1,093,658 | $72.4M |
| Polar Capital Holdings Plc | 0.42% | Reduce -32.5% | 1,081,875 | $71.5M |
| Select Equity Group, L.P. | 0.28% | Reduce -41.6% | 1,079,509 | $71.3M |
| Contour Asset Management LLC | 2.36% | New | 1,056,297 | $69.8M |
| Aviva PLC | 0.20% | Add +35.7% | 1,048,192 | $69.2M |
| Korea Investment CORP | 0.17% | Reduce -1.6% | 1,029,284 | $68.0M |
| Federation des caisses Desjardins du Quebec | 0.36% | Add +273.3% | 1,014,397 | $68.0M |
| Bessemer Group Inc. | 0.12% | Reduce -0.2% | 1,015,449 | $67.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.16% | Reduce -12.5% | 1,004,405 | $66.3M |
| Assenagon Asset Management S.A. | 0.16% | Add +2557.5% | 967,068 | $63.9M |
"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.