SHOP

Shopify Inc - Class A
Information TechnologyUSCUSIP 82509L107◍ Confluence graph
Tracked 13F Holders
1524
-331 QoQ
13F Value (tracked)
$77.9B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)26 adding · 23 trimming
Insider net (180d)$0

Who owns SHOP?

1524 tracked 13F filers

1524 tracked 13F filers disclose a position in SHOP as of the latest SEC 13F filings, a combined $77.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
5 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$5.4B
45.8M
−4.5%
Reduced · −2.2M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$4.0B
33.7M
First observed position
No prior filed position
Q1 2026
3BAILLIE GIFFORD & CO
$3.4B
29.0M
−7.0%
Reduced · −2.2M sh
Q1 2026
4PRICE T ROWE ASSOCIATES INC /MD/
$3.0B
25.0M
+6.3%
Added · +1.5M sh
Q1 2026
5MORGAN STANLEY
$2.9B
24.7M
−6.6%
Reduced · −1.7M sh
Q1 2026
6ROYAL BANK OF CANADA
$2.6B
21.7M
+9.7%
Added · +1.9M sh
Q1 2026
7FIL Ltd
$2.2B
18.2M
−0.9%
Reduced · −159K sh
Q1 2026
8JPMORGAN CHASE & CO
$2.0B
17.5M
−48%
Reduced · −16.0M sh
Q1 2026
9JENNISON ASSOCIATES LLC
$1.9B
16.3M
−14%
Reduced · −2.7M sh
Q1 2026
10NORGES BANK
$2.6B
16.2M
+4.3%
Added · +665K sh
Q4 2025
11LOOMIS SAYLES & CO L P
$1.7B
14.4M
−0.5%
Reduced · −67K sh
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$1.7B
14.3M
+11%
Added · +1.4M sh
Q2 2026
13BANK OF MONTREAL /CAN/
$1.5B
13.1M
+7.7%
Added · +930K sh
Q1 2026
14NATIONAL BANK OF CANADA /FI/
$1.5B
12.8M
+36%
Added · +3.4M sh
Q1 2026
15BANK OF AMERICA CORP /DE/
$1.3B
11.2M
−2.6%
Reduced · −298K sh
Q1 2026
16VANGUARD FIDUCIARY TRUST CO
$1.3B
10.8M
First observed position
No prior filed position
Q1 2026
17TD ASSET MANAGEMENT INC
$1.1B
9.6M
+9.9%
Added · +861K sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$1.1B
9.1M
−31%
Reduced · −4.0M sh
Q1 2026
19BlackRock, Inc.
$1.1B
8.9M
−12%
Reduced · −1.2M sh
Q1 2026
20ALLIANCEBERNSTEIN L.P.
$1.4B
8.8M
+35%
Added · +2.3M sh
Q1 2026
21CIBC WORLD MARKET INC.
$1.0B
8.7M
+0.2%
Added · +17K sh
Q1 2026
22MANUFACTURERS LIFE INSURANCE COMPANY, THE
$998.1M
8.4M
+8.5%
Added · +660K sh
Q1 2026
23CANADA PENSION PLAN INVESTMENT BOARD
$986.5M
8.3M
−5.1%
Reduced · −451K sh
Q1 2026
24FRANKLIN RESOURCES INC
$981.6M
8.3M
−3.2%
Reduced · −272K sh
Q1 2026
25SANDS CAPITAL MANAGEMENT, LLC
$826.9M
7.2M
−19%
Reduced · −1.7M sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SHOP being bought or sold by institutions?

Last quarter, 1 fund opened a new position in SHOP and 25 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
25
funds
Reduced
23
funds
Exited
0
funds

Funds that own SHOP also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT998 funds$353.0B
AMAZON.COM INCAMZN997 funds$277.7B
NVIDIA CORPNVDA994 funds$515.3B
APPLE INCAAPL977 funds$385.4B
META PLATFORMS INC-CLASS AMETA971 funds$155.1B
ALPHABET INC-CL AGOOGL970 funds$240.4B
ALPHABET INC-CL CGOOG941 funds$159.9B
BROADCOM INCAVGO937 funds$203.1B
JPMORGAN CHASE & COJPM916 funds$91.0B
ELI LILLY & COLLY910 funds$102.4B
TESLA INCTSLA892 funds$91.6B
VISA INC-CLASS A SHARESV887 funds$85.8B

Ranked by how many of SHOP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

1162 funds+321 since Q3 2024
08041607Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $12.4B · 4 values withheld

Share classes

Class13F holdersValue held
SHOPthis pagecs1524 funds$77.9B
82509L958EQUITY1 funds$18.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for SHOP

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Ask your agent what changed in SHOP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SHOP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SHOP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SHOP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.