Shopify Inc (Class A)
Held by 17 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 82509L107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 17 of the investors we track own this stock. In the latest quarter, 10 of them bought more of it and 5 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
17
0 vs last quarter (like-for-like)
Total value held
$9.19B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$471.26M
+6.9% vs last quarter
Net shares bought
+6.4M
Est. net flow +$727.31M
Quarter activity
10 bought · 5 sold
0 new · 0 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns SHOP?
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Who owns SHOP? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford | Baillie Gifford & Co | 28.40M | $3.24B | 2.9% | Reduced | -618.2K | -2.1% | -$70.59M |
| 2 | Norges Bank | Norges Bank Investment Management | 16.41M | $1.87B | 0.2% | — | — | — | — |
| 3 | Ron Baron | Baron Capital (BAMCO) | 11.16M | $1.27B | 1.9% | Added | +6.4M | +136.4% | +$735.01M |
| 4 | Sands Capital | Sands Capital Management | 7.24M | $826.90M | 3.1% | Reduced | -1.7M | -19.0% | -$193.37M |
| 5 | Polen Capital | Polen Capital Management | 4.58M | $522.66M | 4.5% | Reduced | -1.7M | -27.4% | -$197.44M |
| 6 | Cathie Wood | ARK Investment Management LLC | 4.16M | $474.52M | 3.1% | Reduced | -21.7K | -0.5% | -$2.48M |
| 7 | David Shaw | D.E. Shaw & Co. | 2.39M | $273.39M | 0.2% | Added | +939.8K | +64.6% | +$107.31M |
| 8 | Henry Ellenbogen | Durable Capital Partners | 2.34M | $266.69M | 2.6% | Added | +1.4M | +140.3% | +$155.73M |
| 9 | Ken Griffin | Citadel Advisors | 2.07M | $235.79M | 0.1% | Added | +1.6M | +391.1% | +$187.78M |
| 10 | Fred Alger | Fred Alger Management | 776.49K | $88.66M | 0.3% | Reduced | -154.2K | -16.6% | -$17.61M |
| 11 | Select Equity Group | Select Equity Group | 291.83K | $33.32M | 0.2% | Added | +56.1K | +23.8% | +$6.41M |
| 12 | Two Sigma | Two Sigma Investments | 252.16K | $28.79M | 0.0% | Added | +128.0K | +103.1% | +$14.61M |
| 13 | Israel Englander | Millennium Management | 247.08K | $28.21M | 0.0% | Added | +14.1K | +6.1% | +$1.61M |
| 14 | Tom Gayner | Markel Group | 102.75K | $11.73M | 0.1% | Held | 0 | 0.0% | $0 |
| 15 | Ken Fisher | Fisher Asset Management | 23.01K | $2.63M | 0.0% | Added | +2.5K | +12.2% | +$286.49K |
| 16 | Parnassus Investments | Parnassus Investments LLC | 12.16K | $1.39M | 0.0% | Added | +474 | +4.1% | +$54.12K |
| 17 | Mario Gabelli | GAMCO Investors | 2.70K | $308.29K | 0.0% | Added | +20 | +0.7% | +$2.28K |
Column filters
No tracked manager sold out of this stock this quarter.
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson Politician | Feb 3, 2026 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Morgan Stanley IRA | Mar 12, 2026 | 37 days | PTR ↗ |
| Jonathan L. Jackson Politician | Jan 30, 2026 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Joint | Morgan Stanley Trust Account | Feb 23, 2026 | 24 days | PTR ↗ |
| Jonathan L. Jackson Politician | Dec 8, 2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Joint | Morgan Stanley Trust Account | Jan 8, 2026 | 31 days | PTR ↗ |
| Jonathan L. Jackson Politician | Oct 8, 2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Morgan Stanley IRA | Nov 10, 2025 | 33 days | PTR ↗ |
| Jonathan L. Jackson Politician | Oct 6, 2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Morgan Stanley Trust Account | Nov 10, 2025 | 35 days | PTR ↗ |
| Lisa McClain Politician | Dec 11, 2024 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 548 | Aug 13, 2025 | 245 days Late | PTR ↗ |
| Lisa McClain Politician | Jun 9, 2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 65 days Late | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Apr 3, 2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account #2 | Apr 22, 2025 | 19 days | PTR ↗ |
| Josh Gottheimer Politician | Mar 19, 2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Apr 10, 2025 | 22 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 12, 2025 | SHOP | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 6, 2025 | 22 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 3, 2025 | SHOP | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 6, 2025 | 31 days | PTR ↗ |
| Josh Gottheimer Politician | Nov 13, 2024 | SHOP | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Dec 5, 2024 | 22 days | PTR ↗ |
| Byron Donalds Politician | Apr 24, 2024 | SHOP | Shopify Inc Cl A (SHOP) scanned | Purchase | — | — | — | — | Nov 8, 2024 | 198 days Late | PTR ↗ |
| Byron Donalds Politician | Apr 24, 2024 | SHOP | Shopify Inc Cl A (SHOP) scanned | Purchase | — | — | Spouse | — | Nov 8, 2024 | 198 days Late | PTR ↗ |
| Byron Donalds Politician | May 3, 2022 | SHOP | Shopify Inc Cl A (SHOP) scanned | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Nov 8, 2024 | 920 days Late | PTR ↗ |
| Josh Gottheimer Politician | Aug 1, 2024 | SHOP | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Sep 11, 2024 | 41 days | PTR ↗ |
| Josh Gottheimer Politician | Apr 29, 2024 | SHOP | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | May 15, 2024 | 16 days | PTR ↗ |