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SHOP icon

Atala Financial’s Shopify SHOP Stock Holding History

Atala Financial’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 		$2.35M Buy
20,580
+364
+2% +$41.5K 1.43% 22
2026
Q1 		$2.41M Buy
20,216
+317
+2% +$41.7K 1.61% 19
2025
Q4 		$3.2M Sell
19,899
-4
-0% -$642 2.04% 11
2025
Q3 		$2.96M Buy
19,903
+44
+0.2% +$5.96K 1.85% 12
2025
Q2 		$2.29M Buy
19,859
+538
+3% +$53.8K 1.58% 16
2025
Q1 		$1.85M Sell
19,321
-35
-0.2% -$3.81K 1.35% 21
2024
Q4 		$2.06M Buy
+19,356
New +$1.88M 1.44% 18

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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
Mirae Asset Global Investments
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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Atala Financial's SHOP Position: Q2 2026 in Review

Atala Financial increased its Shopify (SHOP) stake by 1.8% in Q2 2026, buying an estimated $41.5K and bringing the position to 20,580 shares worth $2.35M. The position accounts for 1.43% of the portfolio, ranked #22.

Atala Financial first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.2M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Atala Financial held 20,580 shares of Shopify worth $2.35M as of Q2 2026.
  • Atala Financial bought 364 Shopify shares in Q2 2026, an estimated $41.5K.
  • Shopify made up 1.43% of Atala Financial's portfolio in Q2 2026, its #22 holding.
  • Atala Financial first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Shopify position peaked at $3.2M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.