AC
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
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's SHOP Position: Q2 2026 in Review

Apella Capital reduced its Shopify (SHOP) stake by 5.3% in Q2 2026, selling an estimated $14.6K and leaving 2,285 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Apella Capital first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Apella Capital held 2,285 shares of Shopify worth $278K as of Q2 2026.
  • Apella Capital sold 128 Shopify shares in Q2 2026, an estimated $14.6K.
  • Shopify made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #600 holding.
  • Apella Capital first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's Shopify position peaked at $316K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.