Baillie Gifford & Co
SHOP icon

Baillie Gifford & Co’s Shopify SHOP Stock Holding History

Baillie Gifford & Co’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 		$3.44B Sell
29,021,841
-2,184,391
-7% -$287M 3.52% 6
2025
Q4 		$5.02B Sell
31,206,232
-4,237,555
-12% -$680M 4.17% 4
2025
Q3 		$5.27B Sell
35,443,787
-2,304,285
-6% -$312M 3.9% 6
2025
Q2 		$4.35B Sell
37,748,072
-18,129,676
-32% -$1.81B 3.25% 9
2025
Q1 		$5.34B Sell
55,877,748
-3,898,764
-7% -$425M 4.66% 4
2024
Q4 		$6.36B Sell
59,776,512
-3,589,796
-6% -$349M 4.88% 4
2024
Q3 		$5.08B Buy
63,366,308
+8,131,160
+15% +$562M 3.8% 5
2024
Q2 		$3.65B Sell
55,235,148
-6,152,195
-10% -$408M 2.84% 7
2024
Q1 		$4.74B Sell
61,387,343
-2,777,415
-4% -$219M 3.68% 6
2023
Q4 		$5B Buy
64,164,758
+1,419,749
+2% +$90.7M 3.96% 5
2023
Q3 		$3.42B Sell
62,745,009
-2,805,782
-4% -$170M 3.12% 9
2023
Q2 		$4.23B Sell
65,550,791
-5,565,433
-8% -$315M 3.6% 6
2023
Q1 		$3.41B Sell
71,116,224
-1,331,737
-2% -$58.6M 3.08% 8
2022
Q4 		$2.51B Buy
72,447,961
+7,936,912
+12% +$271M 2.62% 7
2022
Q3 		$1.74B Buy
64,511,049
+7,465,746
+13% +$254M 1.79% 13
2022
Q2 		$1.78B Buy
57,045,303
+3,315,683
+6% +$142M 1.83% 12
2022
Q1 		$3.63B Sell
53,729,620
-777,610
-1% -$63.8M 2.55% 7
2021
Q4 		$7.51B Sell
54,507,230
-439,660
-0.8% -$64.2M 4.12% 4
2021
Q3 		$7.45B Sell
54,946,890
-2,568,750
-4% -$385M 3.9% 5
2021
Q2 		$8.4B Sell
57,515,640
-1,167,760
-2% -$144M 4.1% 5
2021
Q1 		$6.49B Buy
58,683,400
+1,436,010
+3% +$174M 3.63% 5
2020
Q4 		$6.48B Buy
57,247,390
+756,420
+1% +$79.4M 3.61% 6
2020
Q3 		$5.78B Sell
56,490,970
-1,615,040
-3% -$161M 3.98% 4
2020
Q2 		$5.52B Sell
58,106,010
-2,133,610
-4% -$148M 4.2% 6
2020
Q1 		$2.51B Sell
60,239,620
-143,420
-0.2% -$6.47M 2.72% 9
2019
Q4 		$2.4B Sell
60,383,040
-187,020
-0.3% -$6.32M 2.32% 10
2019
Q3 		$1.89B Sell
60,570,060
-3,619,070
-6% -$124M 2.15% 11
2019
Q2 		$1.93B Buy
64,189,130
+4,988,740
+8% +$130M 2.04% 11
2019
Q1 		$1.22B Buy
59,200,390
+21,320,300
+56% +$376M 1.34% 18
2018
Q4 		$524M Buy
37,880,090
+6,746,480
+22% +$95M 0.68% 36
2018
Q3 		$512M Buy
31,133,610
+14,312,380
+85% +$218M 0.55% 45
2018
Q2 		$245M Buy
16,821,230
+2,968,720
+21% +$42M 0.26% 71
2018
Q1 		$173M Buy
13,852,510
+3,777,660
+37% +$48.9M 0.2% 75
2017
Q4 		$102M Buy
10,074,850
+688,240
+7% +$7.05M 0.13% 87
2017
Q3 		$109M Buy
+9,386,610
New +$95.9M 0.14% 86

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co's SHOP Position: Q1 2026 in Review

Baillie Gifford & Co reduced its Shopify (SHOP) stake by 7% in Q1 2026, selling an estimated $287M and leaving 29,021,841 shares worth $3.44B. The position accounts for 3.52% of the portfolio, ranked #6.

Baillie Gifford & Co first reported a position in SHOP in Q3 2017 and has held it in 35 quarters since. The position peaked at $8.4B in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Baillie Gifford & Co held 29,021,841 shares of Shopify worth $3.44B as of Q1 2026.
  • Baillie Gifford & Co sold 2,184,391 Shopify shares in Q1 2026, an estimated $287M.
  • Shopify made up 3.52% of Baillie Gifford & Co's portfolio in Q1 2026, its #6 holding.
  • Baillie Gifford & Co first reported a position in Shopify in Q3 2017 and has held it in 35 quarters since.
  • Baillie Gifford & Co's Shopify position peaked at $8.4B in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.