Ardsley Advisory Partners’s Shopify SHOP Stock Holding History

Ardsley Advisory Partners’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	$3.71M	Buy	+32,500	New	+$3.71M	0.39%	81
2026 Q1	–	Sell	-78,400	Closed	-$12.6M	–	199
2025 Q4	$12.6M	Sell	78,400 -4,800	-6%	-$771K	1.39%	21
2025 Q3	$12.4M	Buy	83,200 +23,800	+40%	+$3.23M	1.53%	19
2025 Q2	$6.85M	Buy	59,400 +18,750	+46%	+$1.88M	0.9%	39
2025 Q1	$3.88M	Buy	+40,650	New	+$4.43M	0.74%	52
2023 Q1	–	Sell	-15,550	Closed	-$540K	–	143
2022 Q4	$540K	Buy	+15,550	New	+$531K	0.11%	96
2022 Q1	–	Sell	-6,000	Closed	-$834K	–	153
2021 Q4	$834K	Buy	+6,000	New	+$877K	0.16%	75
2016 Q3	–	Sell	-100,000	Closed	-$308K	–	194
2016 Q2	$308K	Hold	100,000	–	–	0.05%	105
2016 Q1	$282K	Buy	100,000 +10,000	+11%	+$23.7K	0.04%	103
2015 Q4	$232K	Buy	+90,000	New	+$265K	0.03%	124

Other funds holding SHOP

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ardsley Advisory Partners's SHOP Position: Q2 2026 in Review

Ardsley Advisory Partners opened a new position in Shopify (SHOP) in Q2 2026: 32,500 shares worth $3.71M. The stake represents 0.39% of the portfolio and ranks #81 among its holdings. This is a return to the name: Ardsley Advisory Partners previously reported a position in SHOP as recently as Q4 2025.

Ardsley Advisory Partners first reported a position in SHOP in Q4 2015 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2025. 591 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Ardsley Advisory Partners held 32,500 shares of Shopify worth $3.71M as of Q2 2026.
Shopify was a new Ardsley Advisory Partners position in Q2 2026.
Shopify made up 0.39% of Ardsley Advisory Partners's portfolio in Q2 2026, its #81 holding.
Ardsley Advisory Partners first reported a position in Shopify in Q4 2015 and has held it in 10 quarters since.
Ardsley Advisory Partners's Shopify position peaked at $12.6M in Q4 2025.
591 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.