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 Q2	$24.3M	Buy	212,763 +13,000	+7%	+$1.48M	10.96%	5
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Ampersand Capital Group increased its Shopify (SHOP) stake by 6.5% in Q2 2026, buying an estimated $1.48M and bringing the position to 212,763 shares worth $24.3M. The position accounts for 10.96% of the portfolio, ranked #5.

Ampersand Capital Group first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.7M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Ampersand Capital Group held 212,763 shares of Shopify worth $24.3M as of Q2 2026.
Ampersand Capital Group bought 13,000 Shopify shares in Q2 2026, an estimated $1.48M.
Shopify made up 10.96% of Ampersand Capital Group's portfolio in Q2 2026, its #5 holding.
Ampersand Capital Group first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
Ampersand Capital Group's Shopify position peaked at $29.7M in Q4 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Ampersand Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.