Cerity Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.4M | Sell |
117,795
-9,889
| -8% | -$1.13M | 0.02% | 623 |
|
|
2026
Q1 | $15.1M | Buy |
127,684
+484
| +0.4% | +$63.6K | 0.02% | 526 |
|
|
2025
Q4 | $20.5M | Buy |
127,200
+10,736
| +9% | +$1.72M | 0.03% | 415 |
|
|
2025
Q3 | $17.3M | Buy |
116,464
+6,009
| +5% | +$815K | 0.03% | 410 |
|
|
2025
Q2 | $12.7M | Buy |
110,455
+12,510
| +13% | +$1.25M | 0.02% | 459 |
|
|
2025
Q1 | $9.35M | Buy |
97,945
+6,498
| +7% | +$708K | 0.02% | 508 |
|
|
2024
Q4 | $8.89M | Buy |
91,447
+5,454
| +6% | +$530K | 0.02% | 526 |
|
|
2024
Q3 | $6.89M | Buy |
85,993
+22,667
| +36% | +$1.57M | 0.02% | 604 |
|
|
2024
Q2 | $4.18M | Sell |
63,326
-2,890
| -4% | -$192K | 0.01% | 661 |
|
|
2024
Q1 | $5.11M | Buy |
66,216
+20,634
| +45% | +$1.63M | 0.01% | 642 |
|
|
2023
Q4 | $3.55M | Buy |
45,582
+22,689
| +99% | +$1.45M | 0.01% | 621 |
|
|
2023
Q3 | $1.25M | Sell |
22,893
-17,036
| -43% | -$1.03M | 0.01% | 695 |
|
|
2023
Q2 | $2.58M | Sell |
39,929
-2,464
| -6% | -$139K | 0.01% | 655 |
|
|
2023
Q1 | $5.5M | Sell |
42,393
-7,936
| -16% | -$349K | 0.01% | 473 |
|
|
2022
Q4 | $1.75M | Buy |
50,329
+10,752
| +27% | +$367K | 0.01% | 548 |
|
|
2022
Q3 | $1.07M | Buy |
39,577
+2,442
| +7% | +$83.1K | 0.01% | 500 |
|
|
2022
Q2 | $1.16M | Buy |
37,135
+14,475
| +64% | +$618K | 0.01% | 519 |
|
|
2022
Q1 | $1.53M | Sell |
22,660
-5,580
| -20% | -$458K | 0.02% | 374 |
|
|
2021
Q4 | $3.89M | Buy |
28,240
+13,380
| +90% | +$1.96M | 0.06% | 231 |
|
|
2021
Q3 | $2.02M | Buy |
14,860
+490
| +3% | +$73.4K | 0.04% | 264 |
|
|
2021
Q2 | $2.1M | Sell |
14,370
-200
| -1% | -$24.6K | 0.05% | 255 |
|
|
2021
Q1 | $1.61M | Buy |
14,570
+940
| +7% | +$114K | 0.04% | 283 |
|
|
2020
Q4 | $1.54M | Buy |
13,630
+180
| +1% | +$18.9K | 0.05% | 245 |
|
|
2020
Q3 | $1.38M | Buy |
13,450
+3,770
| +39% | +$375K | 0.06% | 212 |
|
|
2020
Q2 | $919K | Buy |
9,680
+790
| +9% | +$54.8K | 0.05% | 211 |
|
|
2020
Q1 | $370K | Buy |
8,890
+250
| +3% | +$11.3K | 0.02% | 314 |
|
|
2019
Q4 | $343K | Buy |
8,640
+300
| +4% | +$10.1K | 0.02% | 403 |
|
|
2019
Q3 | $260K | Sell |
8,340
-4,280
| -34% | -$147K | 0.02% | 415 |
|
|
2019
Q2 | $379K | Buy |
12,620
+2,920
| +30% | +$76K | 0.02% | 360 |
|
|
2019
Q1 | $200K | Sell |
9,700
-5,650
| -37% | -$99.8K | 0.01% | 507 |
|
|
2018
Q4 | $213K | Buy |
+15,350
| New | +$216K | 0.01% | 474 |
|
Other funds holding SHOP
VCM
Cerity Partners's SHOP Position: Q2 2026 in Review
Cerity Partners reduced its Shopify (SHOP) stake by 7.7% in Q2 2026, selling an estimated $1.13M and leaving 117,795 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #623.
Cerity Partners first reported a position in SHOP in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.5M in Q4 2025. 1,621 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.
- Cerity Partners held 117,795 shares of Shopify worth $13.4M as of Q2 2026.
- Cerity Partners sold 9,889 Shopify shares in Q2 2026, an estimated $1.13M.
- Shopify made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #623 holding.
- Cerity Partners first reported a position in Shopify in Q4 2018 and has held it in 31 quarters since.
- Cerity Partners's Shopify position peaked at $20.5M in Q4 2025.
- 1,621 funds tracked by Wall St. Rank held Shopify as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.