CFO
SHOP icon

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
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 $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

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

Callan Family Office increased its Shopify (SHOP) stake by 11% in Q1 2026, buying an estimated $836K and bringing the position to 66,867 shares worth $7.93M. The position accounts for 0.18% of the portfolio, ranked #113.

Callan Family Office first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.74M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Callan Family Office held 66,867 shares of Shopify worth $7.93M as of Q1 2026.
  • Callan Family Office bought 6,363 Shopify shares in Q1 2026, an estimated $836K.
  • Shopify made up 0.18% of Callan Family Office's portfolio in Q1 2026, its #113 holding.
  • Callan Family Office first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Shopify position peaked at $9.74M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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