Apella Capital
SHOP icon

Apella Capital’s Shopify SHOP Stock Holding History

Apella Capital’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 		$465K Buy
2,800
+515
+23% +$69.9K 0.01% 516
2026
Q2 		$278K Sell
2,285
-128
-5% -$14.6K ﹤0.01% 600
2026
Q1 		$316K Buy
2,413
+1,114
+86% +$146K ﹤0.01% 539
2025
Q4 		$209K Buy
+1,299
New +$209K ﹤0.01% 513

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Apella Capital's SHOP Position: Q3 2026 in Review

Apella Capital increased its Shopify (SHOP) stake by 23% in Q3 2026, buying an estimated $69.9K and bringing the position to 2,800 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #516.

Apella Capital first reported a position in SHOP in Q4 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Apella Capital held 2,800 shares of Shopify worth $465K as of Q3 2026.
  • Apella Capital bought 515 Shopify shares in Q3 2026, an estimated $69.9K.
  • Shopify made up 0.01% of Apella Capital's portfolio in Q3 2026, its #516 holding.
  • Apella Capital first reported a position in Shopify in Q4 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.