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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
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

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

Allen Capital Group's SHOP Position: Q2 2026 in Review

Allen Capital Group opened a new position in Shopify (SHOP) in Q2 2026: 2,025 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Allen Capital Group previously reported a position in SHOP as recently as Q2 2021.

Allen Capital Group first reported a position in SHOP in Q2 2021 and has held it in 2 quarters since. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Allen Capital Group held 2,025 shares of Shopify worth $231K as of Q2 2026.
  • Shopify was a new Allen Capital Group position in Q2 2026.
  • Shopify made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #281 holding.
  • Allen Capital Group first reported a position in Shopify in Q2 2021 and has held it in 2 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.