Shopify Inc. Class ASHOP
13F holders, Q1 2026 (March 31)1,740holders −152
140new positions
290sold out
11famous investors
$118.98avg. 13F price*
At the end of Q1 2026, 1,740 institutions reported holding Shopify Inc. Class A (SHOP) in their 13F filings, down 152 from Q4 2025. 140 opened new positions and 290 sold out. The largest holders were Capital International Investors ($5.9B), FMR LLC ($5.4B) and Invesco Ltd. ($4.3B). 11 famous investors held it, including Cathie Wood (3.9% of ARK Investment Management's portfolio), Ron Baron (1.7% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $718.2M |
| Exits | 290 | $1.2B |
All 13F filers, Q4 2025 → Q1 2026: 75,085,687 shares bought and 86,087,912 shares sold, net −11,002,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,740 holders
| Capital International Investors | 1.40% | Add +30.6% | 50,060,088 | $5.9B |
| FMR LLC | 0.29% | Reduce -4.5% | 45,834,484 | $5.4B |
| Invesco Ltd. | 0.42% | Reduce -12.3% | 36,379,261 | $4.3B |
| Vanguard Capital Management LLC | 0.10% | — | 33,735,144 | $4.0B |
| Capital World Investors | 0.55% | Reduce -29.5% | 33,696,844 | $4.0B |
| Baillie Gifford & Co. | 3.52% | Reduce -7.0% | 29,021,841 | $3.4B |
| T. Rowe Price Associates Inc. | 0.34% | Add +6.3% | 25,016,858 | $3.0B |
| Morgan Stanley | 0.18% | Reduce -6.6% | 24,704,666 | $2.9B |
| Royal Bank of Canada | 0.49% | Add +9.7% | 21,658,696 | $2.6B |
| FIL Ltd | 1.68% | Reduce -0.9% | 18,226,469 | $2.2B |
| JPMorgan Chase & Co. | 0.13% | Reduce -47.8% | 17,457,018 | $2.0B |
| Jennison Associates LLC | 1.33% | Reduce -14.1% | 16,299,259 | $1.9B |
| Loomis Sayles & Co. L P | 2.30% | Reduce -0.5% | 14,403,445 | $1.7B |
| Bank of Montreal | 0.64% | Add +7.7% | 13,053,711 | $1.5B |
| Geode Capital Management, LLC | 0.10% | Add +2.5% | 12,910,116 | $1.5B |
| National Bank of Canada | 1.55% | Add +36.0% | 12,811,918 | $1.5B |
| Alliancebernstein L.P. | 0.46% | Add +34.6% | 8,813,928 | $1.4B |
| Capital Research Global Investors | 0.21% | Add +507.0% | 11,641,932 | $1.4B |
| Bank of America Corp. | 0.10% | Reduce -2.6% | 11,183,985 | $1.3B |
| Vanguard Fiduciary Trust Co. | 0.32% | — | 10,774,862 | $1.3B |
| 1832 Asset Management L.P. | 1.60% | Add +30.4% | 10,187,742 | $1.2B |
| Mackenzie Financial Corp. | 1.42% | Reduce -0.1% | 9,946,334 | $1.2B |
| TD Asset Management Inc | 0.92% | Add +9.9% | 9,574,621 | $1.1B |
| Goldman Sachs Group Inc. | 0.14% | Reduce -30.6% | 9,146,115 | $1.1B |
| Wellington Management Group LLP | 0.20% | Add +40.6% | 9,070,116 | $1.1B |
| Sands Capital Management, LLC | 4.16% | Reduce -6.0% | 8,935,666 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -11.9% | 8,887,516 | $1.1B |
| Cibc World Market Inc. | 1.82% | Add +0.2% | 8,749,299 | $1.0B |
| Manufacturers Life Insurance Company, The | 0.87% | Add +8.5% | 8,418,903 | $998.1M |
| Canada Pension Plan Investment Board | 0.64% | Reduce -5.2% | 8,312,252 | $986.5M |
| Franklin Resources Inc. | 0.24% | Reduce -3.2% | 8,272,377 | $981.6M |
| Massachusetts Financial Services Co. | 0.27% | Add +2.4% | 6,031,360 | $789.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.75% | Add +2.9% | 6,384,833 | $757.7M |
| Newlands Management Operations LLC | 4.85% | No change | 6,325,050 | $750.3M |
| Legal & General Group Plc | 0.17% | Reduce -0.1% | 6,344,182 | $750.2M |
| Polen Capital Management LLC | 5.17% | Reduce -12.4% | 6,306,740 | $748.1M |
| WCM Investment Management, LLC | 1.70% | Reduce -0.3% | 6,682,523 | $746.9M |
| Edgewood Management LLC | 4.64% | Reduce -2.1% | 6,066,124 | $719.6M |
| Nuveen, LLC | 0.16% | Reduce -16.6% | 5,087,563 | $602.7M |
| Vanguard Global Advisers, LLC | 0.31% | — | 4,919,938 | $583.8M |
| UBS Group AG | 0.10% | Add +67.3% | 4,730,646 | $561.1M |
| Baron Capital (BAMCO) | 1.69% | Add +106.2% | 4,718,230 | $559.7M |
| Artisan Partners Limited Partnership | 0.84% | Reduce -0.7% | 4,362,111 | $517.4M |
| CIBC Asset Management Inc | 1.25% | Add +0.6% | 4,305,479 | $511.1M |
| ARK Investment Management | 3.85% | Add +5.0% | 4,177,652 | $495.6M |
| Swiss National Bank | 0.28% | Add +27.1% | 4,115,300 | $487.6M |
| Janus Henderson Group PLC | 0.23% | Reduce -7.6% | 4,088,788 | $478.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.28% | Add +4.1% | 3,678,602 | $436.4M |
| Barclays PLC | 0.15% | Add +108.0% | 3,639,371 | $431.7M |
| Jane Street Group, LLC | 0.45% | Add +1027.1% | 3,497,721 | $414.9M |
| Bank of New York Mellon Corp | 0.08% | Add +4.8% | 3,495,964 | $414.7M |
| Amova Asset Management Americas, Inc. | 5.80% | Add +5.0% | 3,458,265 | $410.2M |
| Deutsche Bank AG | 0.13% | Reduce -4.8% | 3,232,952 | $383.5M |
| Amundi | 0.10% | Add +2.7% | 3,200,943 | $379.7M |
| Bank of Nova Scotia | 0.67% | Add +24.2% | 3,196,004 | $379.1M |
| Wells Fargo & Company | 0.07% | Reduce -9.2% | 3,073,182 | $364.5M |
| Toronto Dominion Bank | 0.71% | Reduce -4.4% | 3,070,686 | $364.4M |
| Clearbridge Investments, LLC | 0.31% | Reduce -27.0% | 3,041,015 | $360.7M |
| Winslow Capital Management, LLC | 1.40% | Add +2.3% | 3,024,200 | $358.7M |
| Federation des caisses Desjardins du Quebec | 1.24% | Add +28.6% | 2,920,057 | $345.0M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.9% | 2,726,780 | $322.5M |
| Sei Investments Co. | 0.30% | Add +7.5% | 2,704,618 | $320.8M |
| Mirova US LLC | 3.60% | Reduce -4.1% | 2,671,242 | $316.9M |
| Victory Capital Management Inc. | 0.20% | Add +358.2% | 2,546,610 | $302.1M |
| Marshall Wace, LLP | 0.33% | Add +33.8% | 2,541,886 | $301.5M |
| Ameriprise Financial Inc. | 0.07% | Add +15.2% | 2,446,749 | $292.3M |
| ICONIQ Capital, LLC | 6.53% | No change | 2,456,052 | $291.3M |
| Susquehanna International Group, LLP | 0.35% | Add +334.9% | 2,254,053 | $267.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +21.7% | 2,251,187 | $267.0M |
| Raymond James Financial Inc. | 0.08% | Reduce -1.7% | 2,198,319 | $260.8M |
| Gilder Gagnon Howe & Co. LLC | 3.07% | Reduce -1.1% | 2,154,743 | $255.6M |
| Picton Mahoney Asset Management | 2.64% | Add +10.5% | 2,135,617 | $253.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.22% | — | 2,129,246 | $252.6M |
| Natixis Advisors, LLC | 0.31% | Add +18.8% | 1,884,639 | $223.6M |
| Northern Trust Corp. | 0.03% | Add +2.5% | 1,818,538 | $215.7M |
| Mufg Securities (canada), LTD. | 6.19% | Reduce -2.3% | 1,818,588 | $215.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.23% | Reduce -22.5% | 1,749,349 | $207.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.28% | Add +4.7% | 1,713,564 | $203.2M |
| Strategy Capital LLC | 16.00% | Add +0.9% | 1,649,987 | $195.7M |
| Ashe Capital Management, LP | 24.51% | Reduce -5.9% | 1,647,738 | $195.5M |
| Russell Investments Group, Ltd. | 0.21% | Add +7.0% | 1,652,855 | $194.6M |
| Pictet Asset Management Holding SA | 0.20% | Add +18.9% | 1,622,681 | $192.3M |
| Barton Investment Management | 23.85% | Reduce -2.3% | 1,602,959 | $190.1M |
| ProShare Advisors LLC | 0.27% | Reduce -18.1% | 1,554,879 | $184.4M |
| Rathbones Group PLC | 0.72% | Add +7.8% | 1,510,859 | $179.2M |
| Brown Advisory Inc. | 0.29% | Reduce -14.6% | 1,490,532 | $176.8M |
| LPL Financial LLC | 0.05% | Add +6.5% | 1,465,785 | $173.9M |
| D. E. Shaw & Co. | 0.15% | Add +13.6% | 1,454,594 | $172.5M |
| Polar Capital Holdings Plc | 0.75% | Reduce -14.2% | 1,441,167 | $171.0M |
| American Century Companies Inc. | 0.09% | Add +32.1% | 1,415,395 | $167.9M |
| Caisse de depot et placement du Quebec | 0.26% | Reduce -1.3% | 1,392,886 | $164.7M |
| Zevenbergen Capital Investments LLC | 4.47% | Reduce -21.8% | 1,309,176 | $155.3M |
| Scotia Capital Inc. | 0.64% | Add +12.5% | 1,305,851 | $154.7M |
| Thrivent Financial for Lutherans | 0.29% | Add +10.4% | 1,267,968 | $150.4M |
| TD Waterhouse Canada Inc. | 0.42% | Add +132.2% | 1,194,385 | $140.9M |
| First Trust Advisors LP | 0.10% | Add +20.0% | 1,177,120 | $139.6M |
| Aviva PLC | 0.21% | Add +3.0% | 1,053,953 | $124.7M |
| Neuberger Berman Group LLC | 0.09% | Add +23.8% | 1,056,314 | $124.3M |
| Vaughan Nelson Investment Management, L.P. | 1.20% | New | 1,005,760 | $119.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -83.5% | 1,001,408 | $118.8M |
"% of holder's portfolio" is SHOP's weight in each manager's 13F, not the share of Shopify Inc. Class A the manager owns.