Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
SHOPInformation TechnologyCommon Stock

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

Download report
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).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SHOP?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns SHOP? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# 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

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in SHOP

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.