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SHOP icon

Callan Capital’s Shopify SHOP Stock Holding History

Callan Capital’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
2025
Q1 		$575K Buy
6,018
+1,225
+26% +$133K 0.04% 187
2024
Q4 		$510K Sell
4,793
-442
-8% -$43K 0.04% 173
2024
Q3 		$420K Buy
5,235
+220
+4% +$15.2K 0.03% 206
2024
Q2 		$331K Buy
5,015
+114
+2% +$7.56K 0.03% 221
2024
Q1 		$378K Buy
4,901
+17
+0.3% +$1.34K 0.03% 172
2023
Q4 		$380K Buy
+4,884
New +$312K 0.04% 148

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Callan Capital's SHOP Position: Q1 2025 in Review

Callan Capital increased its Shopify (SHOP) stake by 26% in Q1 2025, buying an estimated $133K and bringing the position to 6,018 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #187.

Callan Capital first reported a position in SHOP in Q4 2023 and has held it in 6 quarters since. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

  • Callan Capital held 6,018 shares of Shopify worth $575K as of Q1 2025.
  • Callan Capital bought 1,225 Shopify shares in Q1 2025, an estimated $133K.
  • Shopify made up 0.04% of Callan Capital's portfolio in Q1 2025, its #187 holding.
  • Callan Capital first reported a position in Shopify in Q4 2023 and has held it in 6 quarters since.
  • 1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.