CFO
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Callan Family Office’s Shopify SHOP Stock Holding History

Callan 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
Q2 		$6.31M Sell
55,278
-11,589
-17% -$1.32M 0.12% 163
2026
Q1 		$7.93M Buy
66,867
+6,363
+11% +$836K 0.18% 113
2025
Q4 		$9.74M Buy
60,504
+41,972
+226% +$6.74M 0.21% 92
2025
Q3 		$2.75M Buy
18,532
+9,409
+103% +$1.28M 0.09% 228
2025
Q2 		$1.05M Buy
+9,123
New +$912K 0.03% 388

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

Callan Family Office's SHOP Position: Q2 2026 in Review

Callan Family Office reduced its Shopify (SHOP) stake by 17% in Q2 2026, selling an estimated $1.32M and leaving 55,278 shares worth $6.31M. The position accounts for 0.12% of the portfolio, ranked #163.

Callan Family Office first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.74M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Callan Family Office held 55,278 shares of Shopify worth $6.31M as of Q2 2026.
  • Callan Family Office sold 11,589 Shopify shares in Q2 2026, an estimated $1.32M.
  • Shopify made up 0.12% of Callan Family Office's portfolio in Q2 2026, its #163 holding.
  • Callan Family Office first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Shopify position peaked at $9.74M in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.