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
Q2 		$3.27M Sell
28,597
-3,652
-11% -$417K 0.09% 181
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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atomi Financial Group's SHOP Position: Q2 2026 in Review

Atomi Financial Group reduced its Shopify (SHOP) stake by 11% in Q2 2026, selling an estimated $417K and leaving 28,597 shares worth $3.27M. The position accounts for 0.09% of the portfolio, ranked #181.

Atomi Financial Group first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.33M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Atomi Financial Group held 28,597 shares of Shopify worth $3.27M as of Q2 2026.
  • Atomi Financial Group sold 3,652 Shopify shares in Q2 2026, an estimated $417K.
  • Shopify made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #181 holding.
  • Atomi Financial Group first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Shopify position peaked at $5.33M in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.