BFS
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Bare Financial Services’s Shopify SHOP Stock Holding History

Bare Financial Services’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 		$16.2K Buy
142
+60
+73% +$6.85K ﹤0.01% 366
2026
Q1 		$9.73K Buy
82
+9
+12% +$1.18K ﹤0.01% 361
2025
Q4 		$11.8K Buy
73
+6
+9% +$963 ﹤0.01% 198
2025
Q3 		$9.96K Buy
67
+17
+34% +$2.31K ﹤0.01% 241
2025
Q2 		$5.77K Buy
50
+35
+233% +$3.5K ﹤0.01% 403
2025
Q1 		$1.43K Buy
+15
New +$1.64K ﹤0.01% 420

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

Bare Financial Services's SHOP Position: Q2 2026 in Review

Bare Financial Services increased its Shopify (SHOP) stake by 73% in Q2 2026, buying an estimated $6.85K and bringing the position to 142 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Bare Financial Services first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Bare Financial Services held 142 shares of Shopify worth $16.2K as of Q2 2026.
  • Bare Financial Services bought 60 Shopify shares in Q2 2026, an estimated $6.85K.
  • Shopify made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #366 holding.
  • Bare Financial Services first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.