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Ampersand Capital Group’s Shopify SHOP Stock Holding History

Ampersand 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
Q1 		$23.7M Buy
199,763
+15,000
+8% +$1.97M 12.97% 4
2025
Q4 		$29.7M Hold
184,763
– – 13.26% 4
2025
Q3 		$27.5M Hold
184,763
– – 12.37% 5
2025
Q2 		$21.3M Buy
184,763
+9,750
+6% +$975K 10.6% 5
2025
Q1 		$16.7M Hold
175,013
– – 11.54% 5
2024
Q4 		$18.6M Buy
+175,013
New +$17M 12.47% 6

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ampersand Capital Group's SHOP Position: Q1 2026 in Review

Ampersand Capital Group increased its Shopify (SHOP) stake by 8.1% in Q1 2026, buying an estimated $1.97M and bringing the position to 199,763 shares worth $23.7M. The position accounts for 12.97% of the portfolio, ranked #4.

Ampersand Capital Group first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.7M in Q4 2025. 1,734 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Ampersand Capital Group held 199,763 shares of Shopify worth $23.7M as of Q1 2026.
  • Ampersand Capital Group bought 15,000 Shopify shares in Q1 2026, an estimated $1.97M.
  • Shopify made up 12.97% of Ampersand Capital Group's portfolio in Q1 2026, its #4 holding.
  • Ampersand Capital Group first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Ampersand Capital Group's Shopify position peaked at $29.7M in Q4 2025.
  • 1,734 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Ampersand Capital Group's 13F filing for Q1 2026, filed 15 May 2026.