AFG
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Atomi Financial Group’s Shopify SHOP Stock Holding History

Atomi Financial 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
Q1 		$3.83M Sell
32,249
-856
-3% -$112K 0.12% 140
2025
Q4 		$5.33M Buy
33,105
+2,488
+8% +$399K 0.16% 110
2025
Q3 		$4.55M Buy
30,617
+2,118
+7% +$287K 0.15% 113
2025
Q2 		$3.29M Buy
28,499
+4,222
+17% +$422K 0.12% 126
2025
Q1 		$2.32M Buy
24,277
+3,066
+14% +$334K 0.11% 149
2024
Q4 		$2.26M Buy
21,211
+5,656
+36% +$550K 0.11% 130
2024
Q3 		$1.25M Buy
15,555
+4,411
+40% +$305K 0.08% 200
2024
Q2 		$736K Sell
11,144
-182
-2% -$12.1K 0.05% 271
2024
Q1 		$874K Buy
11,326
+1,510
+15% +$119K 0.08% 206
2023
Q4 		$765K Buy
+9,816
New +$627K 0.11% 174

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Atomi Financial Group's SHOP Position: Q1 2026 in Review

Atomi Financial Group reduced its Shopify (SHOP) stake by 2.6% in Q1 2026, selling an estimated $112K and leaving 32,249 shares worth $3.83M. The position accounts for 0.12% of the portfolio, ranked #140.

Atomi Financial Group first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Atomi Financial Group held 32,249 shares of Shopify worth $3.83M as of Q1 2026.
  • Atomi Financial Group sold 856 Shopify shares in Q1 2026, an estimated $112K.
  • Shopify made up 0.12% of Atomi Financial Group's portfolio in Q1 2026, its #140 holding.
  • Atomi Financial Group first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Shopify position peaked at $5.33M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.