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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SHOP/capital-change-brief"
Use Arkolith's capital_change_brief for SHOP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $5.4B | 45.8M | ▼−4.5% Reduced · −2.2M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.0B | 33.7M | ▲New +33.7M sh | Q1 2026 | |
| 3 | BAILLIE GIFFORD & CO | $3.4B | 29.0M | ▼−7.0% Reduced · −2.2M sh | Q1 2026 | |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.0B | 25.0M | ▲+6.3% Added · +1.5M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $2.9B | 24.7M | ▼−6.6% Reduced · −1.7M sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $2.6B | 21.7M | ▲+9.7% Added · +1.9M sh | Q1 2026 | |
| 7 | FIL Ltd | $2.2B | 18.2M | ▼−0.9% Reduced · −159K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $2.0B | 17.5M | ▼−48% Reduced · −16.0M sh | Q1 2026 | |
| 9 | JENNISON ASSOCIATES LLC | $1.9B | 16.3M | ▼−14% Reduced · −2.7M sh | Q1 2026 | |
| 10 | NORGES BANK | $2.6B | 16.2M | ▲+4.3% Added · +665K sh | Q4 2025 | |
| 11 | LOOMIS SAYLES & CO L P | $1.7B | 14.4M | ▼−0.5% Reduced · −67K sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $1.5B | 13.1M | ▲+7.7% Added · +930K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 12.9M | ▲+2.4% Added · +309K sh | Q1 2026 | |
| 14 | NATIONAL BANK OF CANADA /FI/ | $1.5B | 12.8M | ▲+36% Added · +3.4M sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $1.3B | 11.2M | ▼−2.6% Reduced · −298K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $1.3B | 10.8M | ▲New +10.8M sh | Q1 2026 | |
| 17 | TD ASSET MANAGEMENT INC | $1.1B | 9.6M | ▲+9.9% Added · +861K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $1.1B | 9.1M | ▼−31% Reduced · −4.0M sh | Q1 2026 | |
| 19 | SANDS CAPITAL MANAGEMENT, LLC | $1.1B | 8.9M | ▼−6.0% Reduced · −570K sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $1.1B | 8.9M | ▼−12% Reduced · −1.2M sh | Q1 2026 | |
| 21 | ALLIANCEBERNSTEIN L.P. | $1.4B | 8.8M | ▲+35% Added · +2.3M sh | Q1 2026 | |
| 22 | CIBC WORLD MARKET INC. | $1.0B | 8.7M | ▲+0.2% Added · +17K sh | Q1 2026 | |
| 23 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $998.1M | 8.4M | ▲+8.5% Added · +660K sh | Q1 2026 | |
| 24 | CANADA PENSION PLAN INVESTMENT BOARD | $986.5M | 8.3M | ▼−5.1% Reduced · −451K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $981.6M | 8.3M | ▼−3.2% Reduced · −272K sh | Q1 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 486 funds | $306.1B |
| AMAZON.COM INCAMZN | 486 funds | $240.9B |
| NVIDIA CORPNVDA | 483 funds | $435.9B |
| APPLE INCAAPL | 479 funds | $318.0B |
| META PLATFORMS INC-CLASS AMETA | 479 funds | $135.3B |
| BROADCOM INCAVGO | 475 funds | $169.3B |
| ALPHABET INC-CL AGOOGL | 473 funds | $205.3B |
| ALPHABET INC-CL CGOOG | 462 funds | $132.1B |
| VISA INC-CLASS A SHARESV | 462 funds | $70.8B |
| ELI LILLY & COLLY | 459 funds | $84.0B |
| JPMORGAN CHASE & COJPM | 456 funds | $78.0B |
| MASTERCARD INC - AMA | 452 funds | $64.8B |
Ranked by how many of SHOP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.