HolderBook

SHOPIFY INC (SHOP)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

83
Reporting holders
$347.6M
Reported value
0.4%
Calls
0.2%
Puts
-1,651
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ZEVENBERGEN CAPITAL INVESTMENTS LLC$157.8M1,064,0213.61%32q-10.1%-$17.8M
CONGRESS ASSET MANAGEMENT CO$108.4M730,8430.70%8q-4.4%-$5.0M
Venture Visionary Partners LLC$14.2M95,7790.37%19q+4.6%+$624.3K
Farther Finance Advisors, LLC$7.9M53,3890.06%16qHELD
Meadowbrook Wealth Management, LLC$7.9M53,1048.25%5q-2.8%-$223.9K
Central Pacific Bank - Trust Division$3.5M23,3060.36%11q+12.2%+$376.7K
Grove Bank & Trust$2.9M19,4200.29%10q-6.3%-$194.3K
Valeo Financial Advisors, LLC$2.6M17,2940.05%32q-12.7%-$374.8K
LifeGoal Investments, LLC$2.5M16,8370.76%2q+716.1%+$2.2M
CenterStar Asset Management, LLC$2.0Moptions only0.46%newOPTIONS
Bank of New Hampshire$1.9M12,7580.41%22q-11.9%-$254.6K
Cooper Financial Group$1.8M11,9740.14%5q+19.2%+$286.5K
STABLEFORD CAPITAL II LLC$1.7M11,6330.60%3q-1.5%-$26.8K
DOLIVER ADVISORS, LP$1.6M11,0790.36%14q-0.7%-$11.7K
Strong Retirement Solutions LLC$1.6M11,0180.92%4qHELD
Eleva Capital SAS$1.6M10,6631.40%newNEW
BAKER TILLY WEALTH MANAGEMENT, LLC$1.5M9,9220.29%19q-1.8%-$27.3K
TITLEIST ASSET MANAGEMENT, LLC$1.4M9,4920.09%15q-6.2%-$93.4K
CONFLUENCE INVESTMENT MANAGEMENT LLC$1.3M8,9040.02%32q+1.0%+$13.3K
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2M8,0650.10%9q+25.7%+$244.5K
Coastline Trust Co$1.1M7,6110.11%6q-21.3%-$304.6K
Everhart Financial Group, Inc.$1.1M7,3120.07%12qHELD
EASTERN BANK$1.1M7,1700.02%9qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$1.1M7,1110.76%4q-26.9%-$387.7K
SAPIENT CAPITAL LLC$878.4K5,9230.01%6q-49.5%-$860.6K
Breakwater Capital Group$860.9K5,8050.10%12q+5.3%+$43.6K
TOTH FINANCIAL ADVISORY CORP$693.9K4,6790.07%27q+77.0%+$301.9K
CoreCap Advisors, LLC$657.0K4,4300.02%12q+58.6%+$242.8K
Wedmont Private Capital$617.4K3,7520.01%9qHELD
M.E. ALLISON & CO., INC.$593.2K4,0000.33%8qHELD
Avidian Wealth Enterprises, LLC$578.8K3,9030.02%14q+3.9%+$21.9K
JUNCTURE WEALTH STRATEGIES, LLC$555.2K3,7440.14%7q+38.9%+$155.6K
BENEDICT FINANCIAL ADVISORS INC$553.2K3,7300.11%14qHELD
Versant Capital Management, Inc$545.0K3,6750.05%8q-7.2%-$42.0K
Gerald Baker Financial Group LLC$489.4K3,3000.14%3qHELD
ACIMA PRIVATE WEALTH, LLC$482.1K3,2510.14%15qHELD
Ridgewood Investments LLC$475.6K3,2070.18%11q-6.4%-$32.5K
Apella Capital, LLC$464.8K2,8000.01%4q+22.5%+$85.5K
GAMMA Investing LLC$464.0K3,1290.02%12q+17.8%+$70.0K
Worth Asset Management, LLC$461.8K3,1140.13%6q+48.8%+$151.4K
Nautilus Advisors LLC$448.9K3,0270.27%8q-1.9%-$8.9K
Balefire, LLC$429.0K2,8930.07%6q-7.6%-$35.4K
Gallagher Capital Advisors, LLC$412.9K2,7840.22%5qHELD
Hummer Financial Advisory Services Inc$384.8K2,5950.25%9qHELD
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$384.1K2,5900.03%9qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$377.6K2,5460.00%8qHELD
Quintet Private Bank (Europe) S.A.$363.3K2,4500.02%11qHELD
GK Wealth Management LLC$357.0K2,4070.20%2q-10.6%-$42.4K
First Heartland Consultants, Inc.$344.4K2,3220.02%15q-2.1%-$7.4K
CYPRESS FINANCIAL PLANNING LLC$335.9K2,2650.09%7q+2.3%+$7.6K
Investment Partners Asset Management, Inc.$330.0K2,2250.18%6qHELD
TOMPKINS FINANCIAL CORP$296.6K2,0000.02%2qHELD
Montecito Bank & Trust$296.6K2,0000.04%5qHELD
Douglas Lane & Associates, LLC$296.6K2,0000.00%6qHELD
Acropolis Investment Management, LLC$290.7K1,9600.01%5q-52.2%-$317.4K
Sound Income Strategies, LLC$283.4K1,7220.01%newNEW
Sunburst Financial Group, LLC$276.6K1,8650.04%4qHELD
RIVERSEDGE ADVISORS, LLC$269.0K1,8140.03%newNEW
Allen Mooney & Barnes Investment Advisors LLC$266.2K1,7950.04%newNEW
MassMutual Private Wealth & Trust, FSB$259.7K1,7510.01%32q+5.0%+$12.3K
Vann Equity Management LLC$240.1K1,6190.14%newNEW
Noble Wealth Management PBC$239.1K1120.11%4qHELD
FIRST COMMUNITY TRUST NA$237.1K1,5990.08%6qHELD
CHAPIN DAVIS, INC.$222.4K1,5000.04%newNEW
DLK Investment Management, LLC$222.4K1,5000.08%2q-50.5%-$226.9K
Kennon-Green & Company, LLC$220.8K1,4890.17%newNEW
Pacifica Partners Inc.$182.6K1,2280.05%25q-3.9%-$7.4K
Rosenberg Matthew Hamilton$91.1K6140.02%26qHELD
Mn Services Vermogensbeheer B.V.$54.1K364,0720.40%31q+1.9%+$1.0K
GoalVest Advisory LLC$51.5K3470.01%22qHELD
Hickory Point Bank & Trust$50.4K3400.03%3qHELD
Roxbury Financial LLC$40.2K2710.03%2q+171.0%+$25.4K
Horrell Capital Management, Inc.$39.3K2650.02%32qHELD
AMERICAN NATIONAL BANK & TRUST$34.9K2350.00%12qHELD
ARMSTRONG ADVISORY GROUP, INC$32.0K2160.00%16q+36.7%+$8.6K
GLYNN CAPITAL MANAGEMENT LLC$25.2K1700.01%6qHELD
GILPIN WEALTH MANAGEMENT, LLC$21.5K1450.01%4q+1350.0%+$20.0K
Bangor Savings Bank$19.0K1280.00%18q-15.8%-$3.6K
ATWOOD & PALMER INC$18.1K1220.00%12qHELD
Olistico Wealth, LLC$17.8K1200.01%4qHELD
MJT & Associates Financial Advisory Group, Inc.$10.2K690.01%7q+9.5%
ELEVATION WEALTH PARTNERS, LLC$6.4K430.00%2q+138.9%+$3.7K
Retirement Wealth Solutions LLC$3.3K220.00%8qHELD
Investors Research Corp$2.1K140.00%3qHELD
JACOBS & CO/CA$3302,2280.03%6qHELD
CX Institutional$1591,0720.00%7qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3013GBlackRock, Inc.5.1%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202683$347.6M2,328,326821230.6%
Q2 20261,734$109.1B849,051,8541386206209.6%
Q1 20261,747$108.8B839,075,4191486395918.3%
Q4 20251,901$148.1B861,170,0161906086266.5%
Q3 20251,740$136.8B865,058,6842575335776.0%
Q2 20251,582$105.5B866,105,3072065424865.3%
Q1 20251,488$84.6B848,785,3471365055134.3%
Q4 20241,512$97.3B848,813,9412234015067.1%
Q3 20241,283$73.6B849,536,7661434414197.5%
Q2 20241,226$60.1B841,929,7201415093407.3%
Q1 20241,229$76.8B934,853,1231054194166.2%
Q4 20231,234$76.5B894,916,6881803524048.9%
Q3 20231,094$46.8B782,360,573893693578.4%
Q2 20231,141$55.3B787,415,7811773304028.0%
Q1 20231,033$41.5B794,001,7991563363328.5%
Q4 2022979$30.8B782,229,79116625834511.9%
Q3 2022889$27.8B726,720,6729635026729.7%
Q2 2022952$34.0B694,804,0781168022436.1%
Q1 20221,159$74.1B77,243,95214749135729.6%
Q4 20211,357$139.9B79,047,33412849136022.3%
Q3 20211,235$125.9B76,637,20811546933117.4%
Q2 20211,220$133.1B76,132,49114246935416.3%
Q1 20211,168$95.9B74,757,29215446933813.5%
Q4 20201,142$102.6B73,607,92016541128718.6%
Q3 2020954$84.8B70,480,48015033331714.8%
Q2 2020900$78.8B70,991,16024625329914.3%
Q1 2020707$34.0B71,254,83215123123412.6%
Q4 2019625$33.8B70,901,85410319415416.5%
Q3 2019542$24.8B67,084,6589215719915.5%
Q2 2019509$24.8B67,734,96910413118418.1%
Q1 2019469$17.1B74,560,9498915012710.0%
Q4 2018429$11.2B72,013,772511311.2%