1WCM
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12 West Capital Management’s Shopify SHOP Stock Holding History

12 West Capital Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.94M Hold
52,000
– – 1.11% 15
2026
Q1 		$6.17M Buy
+52,000
New +$6.83M 1.04% 14

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

12 West Capital Management's SHOP Position: Q2 2026 in Review

12 West Capital Management held its Shopify (SHOP) position steady in Q2 2026 at 52,000 shares worth $5.94M. The position accounts for 1.11% of the portfolio, ranked #15.

12 West Capital Management first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.17M in Q1 2026. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • 12 West Capital Management held 52,000 shares of Shopify worth $5.94M as of Q2 2026.
  • 12 West Capital Management left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 1.11% of 12 West Capital Management's portfolio in Q2 2026, its #15 holding.
  • 12 West Capital Management first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • 12 West Capital Management's Shopify position peaked at $6.17M in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.