BIM
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Barton Investment Management’s Shopify SHOP Stock Holding History

Barton Investment Management’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 		$190M Sell
1,602,959
-37,467
-2% -$4.92M 23.85% 2
2025
Q4 		$264M Sell
1,640,426
-44,363
-3% -$7.12M 28.45% 1
2025
Q3 		$250M Sell
1,684,789
-33,577
-2% -$4.55M 25.5% 2
2025
Q2 		$198M Sell
1,718,366
-10,010
-0.6% -$1M 20.54% 2
2025
Q1 		$165M Sell
1,728,376
-144,621
-8% -$15.8M 20.27% 2
2024
Q4 		$199M Sell
1,872,997
-22,140
-1% -$2.15M 21.12% 2
2024
Q3 		$152M Sell
1,895,137
-10,892
-0.6% -$752K 18.99% 2
2024
Q2 		$126M Sell
1,906,029
-135,915
-7% -$9.02M 16.75% 2
2024
Q1 		$158M Sell
2,041,944
-47,589
-2% -$3.76M 19.12% 2
2023
Q4 		$163M Sell
2,089,533
-8,638
-0.4% -$552K 21.34% 2
2023
Q3 		$114M Buy
2,098,171
+3,658
+0.2% +$222K 18.49% 2
2023
Q2 		$135M Sell
2,094,513
-10,181
-0.5% -$576K 20.32% 2
2023
Q1 		$101M Sell
2,104,694
-36,659
-2% -$1.61M 17.75% 2
2022
Q4 		$74.3M Sell
2,141,353
-9,814
-0.5% -$335K 14.61% 2
2022
Q3 		$58M Sell
2,151,167
-30,683
-1% -$1.04M 11.79% 3
2022
Q2 		$68.2M Sell
2,181,850
-51,650
-2% -$2.21M 13.78% 3
2022
Q1 		$151M Sell
2,233,500
-15,630
-0.7% -$1.28M 19.12% 2
2021
Q4 		$310M Buy
2,249,130
+8,730
+0.4% +$1.28M 26.91% 1
2021
Q3 		$304M Sell
2,240,400
-57,750
-3% -$8.65M 25.42% 1
2021
Q2 		$336M Sell
2,298,150
-40,190
-2% -$4.95M 27.56% 1
2021
Q1 		$259M Sell
2,338,340
-159,920
-6% -$19.3M 24.09% 1
2020
Q4 		$283M Sell
2,498,260
-59,950
-2% -$6.29M 24.28% 1
2020
Q3 		$262M Sell
2,558,210
-116,970
-4% -$11.6M 25.14% 1
2020
Q2 		$254M Sell
2,675,180
-108,290
-4% -$7.52M 25.82% 1
2020
Q1 		$116M Sell
2,783,470
-177,550
-6% -$8M 17.99% 2
2019
Q4 		$118M Sell
2,961,020
-32,180
-1% -$1.09M 18.29% 2
2019
Q3 		$93.3M Sell
2,993,200
-29,650
-1% -$1.02M 15.64% 2
2019
Q2 		$90.7M Sell
3,022,850
-20,440
-0.7% -$532K 13.56% 2
2019
Q1 		$62.9M Sell
3,043,290
-4,140
-0.1% -$73.1K 10.5% 3
2018
Q4 		$42.2M Buy
3,047,430
+162,080
+6% +$2.28M 8.43% 4
2018
Q3 		$47.5M Sell
2,885,350
-1,000
-0% -$15.2K 7.34% 4
2018
Q2 		$42.1M Buy
2,886,350
+72,100
+3% +$1.02M 6.81% 4
2018
Q1 		$35.1M Sell
2,814,250
-61,800
-2% -$800K 6.47% 4
2017
Q4 		$29M Buy
2,876,050
+127,050
+5% +$1.3M 6.38% 6
2017
Q3 		$32M Buy
2,749,000
+152,500
+6% +$1.56M 7.59% 4
2017
Q2 		$22.6M Buy
2,596,500
+298,300
+13% +$2.52M 5.95% 7
2017
Q1 		$15.6M Buy
2,298,200
+866,800
+61% +$4.99M 4.55% 9
2016
Q4 		$6.14M Buy
1,431,400
+1,227,900
+603% +$5.16M 2.04% 11
2016
Q3 		$873K Buy
+203,500
New +$777K 0.29% 20

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

Barton Investment Management's SHOP Position: Q1 2026 in Review

Barton Investment Management reduced its Shopify (SHOP) stake by 2.3% in Q1 2026, selling an estimated $4.92M and leaving 1,602,959 shares worth $190M. The position accounts for 23.85% of the portfolio, ranked #2.

Barton Investment Management first reported a position in SHOP in Q3 2016 and has held it in 39 quarters since. The position peaked at $336M in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Barton Investment Management held 1,602,959 shares of Shopify worth $190M as of Q1 2026.
  • Barton Investment Management sold 37,467 Shopify shares in Q1 2026, an estimated $4.92M.
  • Shopify made up 23.85% of Barton Investment Management's portfolio in Q1 2026, its #2 holding.
  • Barton Investment Management first reported a position in Shopify in Q3 2016 and has held it in 39 quarters since.
  • Barton Investment Management's Shopify position peaked at $336M in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Barton Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.