Allen Capital Group
SHOP icon

Allen Capital Group’s Shopify SHOP Stock Holding History

Allen Capital Group’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
Q3 		– Sell
-2,025
Closed -$231K – 331
2026
Q2 		$231K Buy
+2,025
New +$231K 0.02% 281
2021
Q3 		– Sell
-1,410
Closed -$206K – 169
2021
Q2 		$206K Buy
+1,410
New +$174K 0.04% 149

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allen Capital Group's SHOP Position: Q3 2026 in Review

Allen Capital Group sold out of Shopify (SHOP) in Q3 2026, closing a stake of 2,025 shares — an estimated $231K sold.

Allen Capital Group first reported a position in SHOP in Q2 2021 and held it in 2 quarters. The position peaked at $231K in Q2 2026. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Allen Capital Group reported no remaining Shopify position as of Q3 2026 after selling out during the quarter.
  • Allen Capital Group sold 2,025 Shopify shares in Q3 2026, an estimated $231K.
  • Allen Capital Group first reported a position in Shopify in Q2 2021 and held it in 2 quarters.
  • Allen Capital Group's Shopify position peaked at $231K in Q2 2026.
  • 1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.