Shopify Inc. Class ASHOP
13F holders, Q4 2025 (December 31)1,892holders +173
189new positions
111sold out
14famous investors
$161.03avg. 13F price*
At the end of Q4 2025, 1,892 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, up 173 from Q3 2025. 189 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($8.2B), FMR LLC ($7.7B) and Capital World Investors ($7.7B). 14 famous investors held it, including Cathie Wood (4.3% of ARK Investment Management's portfolio), Brad Gerstner (1.4% of Altimeter Capital Management's portfolio) and Ron Baron (1.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 189 | $2.0B |
| Exits | 111 | $593.0M |
All 13F filers, Q3 2025 → Q4 2025: 87,089,416 shares bought and 71,697,510 shares sold, net +15,391,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,892 holders
| Vanguard Group Inc. | 0.12% | Add +1.5% | 50,670,627 | $8.2B |
| FMR LLC | 0.39% | Add +3.4% | 48,003,077 | $7.7B |
| Capital World Investors | 1.05% | Reduce -10.8% | 47,822,705 | $7.7B |
| Invesco Ltd. | 0.63% | Add +224.8% | 41,493,470 | $6.7B |
| Capital International Investors | 0.97% | Reduce -0.7% | 38,343,155 | $6.2B |
| JPMorgan Chase & Co. | 0.36% | Reduce -1.6% | 33,418,297 | $5.4B |
| Baillie Gifford & Co. | 4.17% | Reduce -12.0% | 31,206,232 | $5.0B |
| Morgan Stanley | 0.25% | Reduce -9.7% | 26,453,143 | $4.3B |
| T. Rowe Price Associates Inc. | 0.41% | Reduce -11.0% | 23,531,422 | $3.8B |
| Royal Bank of Canada | 0.56% | Reduce -12.0% | 19,735,551 | $3.2B |
| Jennison Associates LLC | 1.83% | Add +0.2% | 18,966,407 | $3.1B |
| FIL Ltd | 2.22% | Reduce -4.1% | 18,385,371 | $3.0B |
| Norges Bank | 0.28% | — | 16,224,694 | $2.6B |
| Loomis Sayles & Co. L P | 2.81% | Reduce -2.3% | 14,470,169 | $2.3B |
| Goldman Sachs Group Inc. | 0.30% | Add +32.0% | 13,180,545 | $2.1B |
| Geode Capital Management, LLC | 0.13% | Add +6.2% | 12,601,476 | $2.0B |
| Bank of Montreal | 0.80% | Reduce -11.2% | 12,124,197 | $2.0B |
| Bank of America Corp. | 0.13% | Add +4.2% | 11,481,591 | $1.8B |
| Mackenzie Financial Corp. | 1.93% | Add +9.1% | 9,961,097 | $1.6B |
| BlackRock, Inc. | 0.03% | Add +14.8% | 10,087,672 | $1.6B |
| Sands Capital Management, LLC | 4.65% | Add +37.0% | 9,506,036 | $1.5B |
| National Bank of Canada | 1.55% | Reduce -4.3% | 9,417,620 | $1.5B |
| Canada Pension Plan Investment Board | 0.94% | Add +62.8% | 8,763,307 | $1.4B |
| Cibc World Market Inc. | 2.52% | Add +18.2% | 8,731,927 | $1.4B |
| TD Asset Management Inc | 1.13% | Add +2.2% | 8,713,762 | $1.4B |
| Franklin Resources Inc. | 0.34% | Reduce -9.5% | 8,544,645 | $1.4B |
| 1832 Asset Management L.P. | 1.61% | Add +127.1% | 7,813,418 | $1.3B |
| Manufacturers Life Insurance Company, The | 1.04% | Reduce -4.3% | 7,758,705 | $1.3B |
| Polen Capital Management LLC | 4.95% | Reduce -34.9% | 7,201,872 | $1.2B |
| WCM Investment Management, LLC | 2.26% | New | 6,700,679 | $1.1B |
| Alliancebernstein L.P. | 0.33% | Add +21.8% | 6,550,340 | $1.1B |
| Wellington Management Group LLP | 0.18% | Reduce -20.1% | 6,452,265 | $1.0B |
| Legal & General Group Plc | 0.23% | Add +2.6% | 6,349,261 | $1.0B |
| Newlands Management Operations LLC | 5.25% | No change | 6,325,050 | $1.0B |
| Connor, Clark & Lunn Investment Management Ltd. | 2.62% | Reduce -5.9% | 6,202,273 | $998.7M |
| Edgewood Management LLC | 4.75% | Reduce -29.0% | 6,199,459 | $997.9M |
| Nuveen, LLC | 0.26% | Reduce -14.4% | 6,100,961 | $983.0M |
| Arrowstreet Capital, Limited Partnership | 0.57% | Reduce -26.9% | 6,074,936 | $978.0M |
| Massachusetts Financial Services Co. | 0.31% | Add +6.4% | 5,892,833 | $948.6M |
| Artisan Partners Limited Partnership | 1.08% | Reduce -36.2% | 4,393,240 | $707.2M |
| Janus Henderson Group PLC | 0.32% | Reduce -12.3% | 4,423,410 | $704.4M |
| CIBC Asset Management Inc | 1.67% | Reduce -1.8% | 4,280,528 | $691.4M |
| Clearbridge Investments, LLC | 0.54% | Reduce -4.3% | 4,167,267 | $670.8M |
| ARK Investment Management | 4.25% | Reduce -17.4% | 3,978,898 | $640.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.33% | Reduce -15.4% | 3,533,102 | $568.7M |
| Deutsche Bank AG | 0.18% | Add +8.9% | 3,395,345 | $546.5M |
| Wells Fargo & Company | 0.11% | Reduce -0.8% | 3,385,404 | $544.9M |
| Bank of New York Mellon Corp | 0.09% | Reduce -4.0% | 3,336,091 | $537.0M |
| Amova Asset Management Americas, Inc. | 6.12% | Reduce -17.0% | 3,293,185 | $529.8M |
| Swiss National Bank | 0.31% | Reduce -7.7% | 3,239,200 | $522.6M |
| Toronto Dominion Bank | 0.92% | Add +36.7% | 3,211,014 | $517.0M |
| Amundi | 0.15% | Add +5.7% | 3,115,972 | $501.6M |
| Winslow Capital Management, LLC | 1.60% | Reduce -9.3% | 2,956,282 | $477.6M |
| UBS Group AG | 0.09% | Add +18.0% | 2,827,294 | $455.1M |
| Mirova US LLC | 4.50% | Reduce -3.4% | 2,785,943 | $448.5M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.2% | 2,624,776 | $423.2M |
| Bank of Nova Scotia | 0.62% | Reduce -43.7% | 2,574,111 | $414.5M |
| Sei Investments Co. | 0.40% | Reduce -6.0% | 2,515,035 | $404.8M |
| ICONIQ Capital, LLC | 5.97% | Add +47.3% | 2,456,052 | $395.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.33% | Add +1247.3% | 2,339,097 | $376.5M |
| Baron Capital (BAMCO) | 1.00% | Add +0.1% | 2,288,270 | $368.3M |
| Federation des caisses Desjardins du Quebec | 1.39% | Add +14.2% | 2,269,766 | $365.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.92% | Reduce -7.9% | 2,257,790 | $363.5M |
| Raymond James Financial Inc. | 0.11% | Reduce -3.3% | 2,235,961 | $359.9M |
| Gilder Gagnon Howe & Co. LLC | 3.70% | Reduce -5.9% | 2,178,396 | $350.7M |
| Ameriprise Financial Inc. | 0.08% | Reduce -3.5% | 2,124,749 | $343.4M |
| Durable Capital Partners LP | 3.11% | Reduce -55.0% | 2,043,219 | $328.9M |
| Castle Hook Partners LP | 4.58% | Add +60.8% | 1,979,636 | $318.7M |
| Picton Mahoney Asset Management | 3.41% | Add +11.7% | 1,932,932 | $311.7M |
| Capital Research Global Investors | 0.06% | Reduce -79.8% | 1,917,942 | $308.7M |
| Marshall Wace, LLP | 0.30% | Add +172.5% | 1,899,719 | $305.8M |
| ProShare Advisors LLC | 0.54% | Add +43.6% | 1,899,632 | $305.8M |
| Mufg Securities (canada), LTD. | 8.34% | Reduce -7.8% | 1,862,000 | $299.9M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -4.5% | 1,849,293 | $297.7M |
| Northern Trust Corp. | 0.04% | Add +20.7% | 1,773,610 | $285.5M |
| Ashe Capital Management, LP | 27.30% | Reduce -19.9% | 1,750,240 | $281.7M |
| Barclays PLC | 0.11% | Reduce -1.1% | 1,749,625 | $281.6M |
| Brown Advisory Inc. | 0.39% | Reduce -19.2% | 1,744,474 | $280.8M |
| Polar Capital Holdings Plc | 1.24% | Add +52.6% | 1,678,793 | $270.2M |
| Zevenbergen Capital Investments LLC | 6.00% | Reduce -18.4% | 1,674,737 | $269.6M |
| Barton Investment Management | 28.45% | Reduce -2.6% | 1,640,426 | $264.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.40% | Add +8.3% | 1,636,407 | $263.5M |
| Strategy Capital LLC | 19.42% | Reduce -10.4% | 1,635,575 | $263.3M |
| Natixis Advisors, LLC | 0.36% | Add +7.2% | 1,586,104 | $255.3M |
| Russell Investments Group, Ltd. | 0.27% | Reduce -0.1% | 1,544,992 | $249.3M |
| Lord, Abbett & Co. LLC | 0.74% | Add +3.4% | 1,423,900 | $229.2M |
| Caisse de depot et placement du Quebec | 0.39% | Add +5.3% | 1,411,721 | $227.6M |
| Rathbones Group PLC | 0.88% | Reduce -5.2% | 1,401,781 | $225.6M |
| Voya Investment Management LLC | 0.25% | Add +8455.8% | 1,392,374 | $224.1M |
| LPL Financial LLC | 0.06% | Add +3.3% | 1,376,322 | $221.5M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -10.8% | 1,364,459 | $219.8M |
| Citigroup Inc. | 0.15% | Reduce -19.8% | 1,336,660 | $215.5M |
| Federated Hermes, Inc. | 0.36% | Reduce -6.4% | 1,334,162 | $214.8M |
| D. E. Shaw & Co. | 0.17% | Add +411.4% | 1,280,169 | $206.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.33% | Reduce -14.8% | 1,215,033 | $195.6M |
| Scotia Capital Inc. | 0.75% | Add +2.2% | 1,161,177 | $186.7M |
| Thrivent Financial for Lutherans | 0.34% | Add +7207.2% | 1,148,259 | $184.9M |
| Axiom Investors LLC | 1.55% | Add +7.5% | 1,098,515 | $176.8M |
| Steadfast Capital Management LP | 3.03% | Add +13.4% | 1,075,656 | $173.1M |
| American Century Companies Inc. | 0.09% | Reduce -46.4% | 1,071,332 | $172.5M |
"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.