Shopify Inc. Class ASHOP
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,555 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, up 76 from Q1 2025. 194 opened new positions and 125 sold out. The largest holders were Capital World Investors ($6.7B), Vanguard Group Inc. ($5.7B) and FMR LLC ($5.2B). 9 famous investors held it, including Cathie Wood (4.3% of ARK Investment Management's portfolio), Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio) and Tom Gayner (0.1% of Markel Group'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 194 | $840.0M |
| Exits | 125 | $1.4B |
All 13F filers, Q1 2025 → Q2 2025: 81,962,882 shares bought and 86,189,557 shares sold, net −4,226,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,555 holders
| Capital World Investors | 0.97% | Add +11.3% | 57,977,406 | $6.7B |
| Vanguard Group Inc. | 0.09% | Add +2.8% | 49,316,695 | $5.7B |
| FMR LLC | 0.29% | Reduce -8.2% | 45,203,978 | $5.2B |
| Capital International Investors | 0.80% | Add +13.4% | 40,056,659 | $4.6B |
| Baillie Gifford & Co. | 3.25% | Reduce -32.5% | 37,748,072 | $4.4B |
| T. Rowe Price Associates Inc. | 0.41% | Reduce -6.9% | 31,673,935 | $3.7B |
| Morgan Stanley | 0.22% | Reduce -2.4% | 29,332,704 | $3.4B |
| JPMorgan Chase & Co. | 0.23% | Add +1.6% | 28,559,514 | $3.3B |
| Royal Bank of Canada | 0.48% | Add +8.8% | 21,269,888 | $2.5B |
| FIL Ltd | 1.89% | Add +12.8% | 19,126,979 | $2.2B |
| Norges Bank | 0.22% | Add +6.9% | 15,559,887 | $1.8B |
| Polen Capital Management LLC | 5.20% | Reduce -3.8% | 14,690,160 | $1.7B |
| Loomis Sayles & Co. L P | 2.12% | Add +1.3% | 14,622,787 | $1.7B |
| Arrowstreet Capital, Limited Partnership | 0.97% | Reduce -26.3% | 11,896,793 | $1.4B |
| Jennison Associates LLC | 0.79% | Add +118.1% | 11,519,610 | $1.3B |
| Bank of America Corp. | 0.11% | Add +21.8% | 11,461,378 | $1.3B |
| Bank of Montreal | 0.66% | Add +5.3% | 11,334,086 | $1.3B |
| Geode Capital Management, LLC | 0.09% | Add +19.9% | 10,731,795 | $1.2B |
| National Bank of Canada | 1.30% | Add +13.8% | 10,449,899 | $1.2B |
| Franklin Resources Inc. | 0.32% | Reduce -2.8% | 10,301,811 | $1.2B |
| Invesco Ltd. | 0.20% | Add +146.7% | 9,967,046 | $1.1B |
| Capital Research Global Investors | 0.23% | Reduce -57.7% | 9,857,851 | $1.1B |
| Edgewood Management LLC | 3.51% | Add +10.6% | 9,558,067 | $1.1B |
| Wellington Management Group LLP | 0.20% | Add +12.7% | 9,557,472 | $1.1B |
| Goldman Sachs Group Inc. | 0.17% | Add +35.8% | 9,315,911 | $1.1B |
| Mackenzie Financial Corp. | 1.39% | Add +7.4% | 9,291,485 | $1.1B |
| Nuveen, LLC | 0.28% | Add +27.3% | 8,918,418 | $1.0B |
| TD Asset Management Inc | 0.83% | Reduce -4.5% | 8,409,674 | $968.1M |
| BlackRock, Inc. | 0.02% | Add +27.8% | 8,010,064 | $924.0M |
| Sands Capital Management, LLC | 2.48% | Reduce -38.3% | 7,492,615 | $864.3M |
| Cibc World Market Inc. | 1.88% | Reduce -8.2% | 7,367,819 | $849.9M |
| Artisan Partners Limited Partnership | 1.26% | Reduce -5.9% | 7,341,843 | $846.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 2.59% | Reduce -3.4% | 6,375,619 | $735.3M |
| Newlands Management Operations LLC | 3.85% | No change | 6,325,050 | $729.6M |
| Legal & General Group Plc | 0.17% | Reduce -1.2% | 5,927,917 | $682.4M |
| Alliancebernstein L.P. | 0.21% | Reduce -1.0% | 5,500,179 | $634.4M |
| Manufacturers Life Insurance Company, The | 0.57% | Reduce -11.0% | 5,488,562 | $630.7M |
| Canada Pension Plan Investment Board | 0.52% | Reduce -11.2% | 5,280,409 | $609.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.38% | Add +4.4% | 5,231,257 | $603.4M |
| Clearbridge Investments, LLC | 0.48% | Add +3.6% | 5,163,273 | $595.6M |
| JARISLOWSKY, FRASER Ltd | 3.35% | Add +27.1% | 5,082,979 | $585.1M |
| ARK Investment Management | 4.27% | Add +13.6% | 5,049,508 | $582.5M |
| Amova Asset Management Americas, Inc. | 5.77% | Add +0.6% | 5,013,998 | $578.0M |
| Janus Henderson Group PLC | 0.28% | Add +18.2% | 4,916,681 | $567.1M |
| Massachusetts Financial Services Co. | 0.17% | Reduce -19.2% | 4,563,693 | $526.4M |
| Durable Capital Partners LP | 3.97% | Add +6.3% | 4,543,835 | $524.1M |
| CIBC Asset Management Inc | 1.54% | Reduce -0.8% | 4,251,226 | $491.3M |
| Bank of New York Mellon Corp | 0.08% | Add +12.1% | 3,769,075 | $434.8M |
| Swiss National Bank | 0.25% | Add +7.2% | 3,700,900 | $425.2M |
| Bank of Nova Scotia | 0.87% | Reduce -3.0% | 3,663,351 | $422.4M |
| Wells Fargo & Company | 0.08% | Add +15.2% | 3,316,117 | $382.5M |
| 1832 Asset Management L.P. | 0.62% | Add +72.5% | 3,108,563 | $358.6M |
| Mirova US LLC | 3.61% | Add +48.7% | 3,024,755 | $348.9M |
| Deutsche Bank AG | 0.12% | Add +44.7% | 2,857,511 | $329.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.2% | 2,753,899 | $318.9M |
| Baron Capital (BAMCO) | 0.83% | Add +5.8% | 2,664,940 | $307.4M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.3% | 2,622,495 | $301.9M |
| Amundi | 0.10% | Add +61.4% | 2,616,272 | $300.3M |
| Winslow Capital Management, LLC | 1.00% | Reduce -0.1% | 2,587,012 | $298.4M |
| Sei Investments Co. | 0.35% | Reduce -5.9% | 2,587,018 | $298.4M |
| UBS Group AG | 0.06% | Add +63.8% | 2,429,468 | $280.2M |
| Gilder Gagnon Howe & Co. LLC | 2.93% | Add +57.1% | 2,390,749 | $275.8M |
| Zevenbergen Capital Investments LLC | 5.20% | Reduce -4.2% | 2,310,999 | $266.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.52% | Reduce -22.6% | 2,265,068 | $261.4M |
| Raymond James Financial Inc. | 0.09% | Add +5.7% | 2,249,332 | $259.5M |
| Select Equity Group, L.P. | 1.10% | Add +92.5% | 2,246,473 | $259.1M |
| Ashe Capital Management, LP | 19.64% | No change | 2,185,712 | $252.1M |
| American Century Companies Inc. | 0.13% | Add +10.7% | 2,128,131 | $245.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +3.3% | 2,092,429 | $241.4M |
| Brown Advisory Inc. | 0.31% | Add +5193.6% | 2,066,884 | $238.4M |
| Mufg Securities (canada), LTD. | 7.23% | Add +11.3% | 2,065,126 | $237.8M |
| Federation des caisses Desjardins du Quebec | 1.02% | Add +20.7% | 2,018,186 | $232.6M |
| Toronto Dominion Bank | 0.49% | Add +5.8% | 1,947,781 | $224.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +15.8% | 1,910,148 | $220.3M |
| Strategy Capital LLC | 14.21% | Add +4.5% | 1,829,917 | $211.1M |
| Picton Mahoney Asset Management | 2.85% | Add +246359.0% | 1,759,717 | $202.1M |
| Barton Investment Management | 20.54% | Reduce -0.6% | 1,718,366 | $198.2M |
| ICONIQ Capital, LLC | 3.26% | Reduce -9.9% | 1,675,473 | $193.3M |
| ProShare Advisors LLC | 0.38% | New | 1,659,028 | $191.4M |
| Northern Trust Corp. | 0.03% | Reduce -13.6% | 1,649,393 | $190.3M |
| Polar Capital Holdings Plc | 0.98% | Add +14.1% | 1,613,211 | $186.1M |
| Barclays PLC | 0.07% | Add +331.6% | 1,608,488 | $185.5M |
| Pictet Asset Management Holding SA | 0.19% | Reduce -16.0% | 1,580,889 | $182.2M |
| Rathbones Group PLC | 0.79% | Add +7.2% | 1,577,832 | $182.0M |
| Russell Investments Group, Ltd. | 0.23% | Add +6.5% | 1,576,336 | $181.6M |
| First Trust Advisors LP | 0.14% | Add +88.2% | 1,556,123 | $179.5M |
| Citigroup Inc. | 0.12% | Add +33.0% | 1,506,253 | $173.4M |
| Federated Hermes, Inc. | 0.31% | Reduce -0.3% | 1,443,505 | $166.5M |
| Natixis Advisors, LLC | 0.26% | Reduce -4.5% | 1,432,584 | $165.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.31% | Add +107.9% | 1,394,631 | $160.9M |
| Foxhaven Asset Management, LP | 3.76% | New | 1,352,791 | $156.0M |
| Caisse de depot et placement du Quebec | 0.33% | Add +0.9% | 1,352,564 | $155.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.38% | Reduce -3.9% | 1,340,613 | $154.6M |
| Lord, Abbett & Co. LLC | 0.51% | Reduce -7.3% | 1,323,039 | $152.6M |
| LPL Financial LLC | 0.05% | Add +8.5% | 1,261,530 | $145.5M |
| Macquarie Group Ltd. | 0.18% | Add +1.0% | 1,214,209 | $145.2M |
| TCW Group Inc. | 1.11% | Reduce -0.2% | 1,231,187 | $142.0M |
| Castle Hook Partners LP | 2.07% | Add +66.0% | 1,218,885 | $140.6M |
| Rockefeller Capital Management L.P. | 0.29% | Add +81.6% | 1,128,576 | $130.2M |
| Scotia Capital Inc. | 0.61% | Add +2.9% | 1,115,494 | $128.6M |
"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.