SHOPIFY INC - CLASS A (SHOP) Institutional Ownership Changes & 13F Activity

SHOPIFY INC - CLASS A (SHOP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Advisors Asset Management, Inc., Ensign Peak Advisors, Inc, Purpose Unlimited Inc., and Journey Retirement Planning & Investment Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+85—85$13.68KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-358,900-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-201-3.2%6,095$981.11KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-95,414-18.2%429,255$69.11MQ4 2025Aug 18, 2026
Algert Global LlcBuy+949+30.3%4,081$657.78KQ4 2025Aug 11, 2026
Invesco Ltd.Buy+27,467,277—27,467,277$4.42BQ4 2025Jul 15, 2026
Verus Capital Partners, LlcBuy+371+12.0%3,450$555.35KQ4 2025Jul 09, 2026
Dala Group, LlcBuy+2,176—2,176$350.27KQ4 2025Jun 18, 2026
Bannerstone Capital Management, LlcBuy+3,374—3,374$543.11KQ4 2025May 28, 2026
Norris Financial Group, LlcSell-7,259-39.0%11,369$1.83MQ4 2025May 20, 2026
Pathway Wealth Management LlcBuy+2,850—2,850$458.76KQ4 2025May 20, 2026
Alamar Capital Management, LlcBuy+1,300—1,300$209.26KQ4 2025May 20, 2026
Financial Advisors Network, Inc.Buy+3,939—3,939$634.06KQ4 2025May 15, 2026
Independent Financial Group, LlcSell-2,582-11.1%20,771$3.34MQ4 2025May 15, 2026
E-Wealth Partners, LlcBuy+1,957—1,957$315.02KQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+428—428$68.89KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+50—50$8.05KQ4 2025May 11, 2026
Z3 Capital Partners, LlcBuy+9,350—9,350$1.51MQ4 2025May 07, 2026
Vision Retirement, LlcBuy+300—300$48.29KQ4 2025May 07, 2026
Journey Retirement Planning & Investment Management LlcBuy+45,988—45,988$7.40MQ4 2025Apr 29, 2026
Bravera WealthBuy+13—13$2.09KQ4 2025Apr 22, 2026
Athena Wealth Management, LlcBuy+2,187—2,187$352.04KQ4 2025Apr 17, 2026
Unify Financial AdvisorsBuy+3,631—3,631$584.48KQ4 2025Apr 08, 2026
Estate Planners Group, LlcBuy+60—60$9.66KQ4 2025Apr 07, 2026
Northavenue LlcBuy+200—200$32.19KQ4 2025Apr 02, 2026
Hamrick Investment Counsel, LlcBuy+120—120$19.32KQ4 2025Apr 01, 2026
Purpose Unlimited Inc.Buy+60,775—60,775$9.79MQ4 2025Mar 20, 2026
Cornerstone Planning, LlcBuy+3,958—3,958$637.12KQ4 2025Mar 17, 2026
Bank Of New HampshireBuy+13,240—13,240$2.13MQ4 2025Mar 16, 2026
Osbon Capital Management LlcBuy+1,120—1,120$180.30KQ4 2025Mar 16, 2026
Showing 30 of 1,823

Frequently asked questions about SHOP activity

  • Which institutional owners are buying SHOP?

    Institutional owners buying SHOP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHOP activity?

    "Buy" means an investor increased their reported position in SHOP compared to the prior reporting period. This reflects growing exposure to SHOPIFY INC - CLASS A (SHOP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHOP increasing?

    Institutional interest in SHOP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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