BFO
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Boston Family Office’s Shopify SHOP Stock Holding History

Boston Family Office’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 		$786K Buy
6,623
+264
+4% +$34.7K 0.05% 189
2025
Q4 		$1.02M Buy
6,359
+3,479
+121% +$559K 0.06% 162
2025
Q3 		$428K Hold
2,880
– – 0.03% 223
2025
Q2 		$332K Buy
+2,880
New +$288K 0.02% 234

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

Boston Family Office's SHOP Position: Q1 2026 in Review

Boston Family Office increased its Shopify (SHOP) stake by 4.2% in Q1 2026, buying an estimated $34.7K and bringing the position to 6,623 shares worth $786K. The position accounts for 0.05% of the portfolio, ranked #189.

Boston Family Office first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 1,726 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Boston Family Office held 6,623 shares of Shopify worth $786K as of Q1 2026.
  • Boston Family Office bought 264 Shopify shares in Q1 2026, an estimated $34.7K.
  • Shopify made up 0.05% of Boston Family Office's portfolio in Q1 2026, its #189 holding.
  • Boston Family Office first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • Boston Family Office's Shopify position peaked at $1.02M in Q4 2025.
  • 1,726 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.