CD
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Chapin Davis’s Shopify SHOP Stock Holding History

Chapin Davis’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
Q3 		$222K Buy
+1,500
New +$204K 0.04% 228
2026
Q1 		– Sell
-1,500
Closed -$241K – 272
2025
Q4 		$241K Hold
1,500
– – 0.06% 212
2025
Q3 		$223K Buy
+1,500
New +$203K 0.05% 222

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Chapin Davis's SHOP Position: Q3 2026 in Review

Chapin Davis opened a new position in Shopify (SHOP) in Q3 2026: 1,500 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #228 among its holdings. This is a return to the name: Chapin Davis previously reported a position in SHOP as recently as Q4 2025.

Chapin Davis first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Chapin Davis held 1,500 shares of Shopify worth $222K as of Q3 2026.
  • Shopify was a new Chapin Davis position in Q3 2026.
  • Shopify made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #228 holding.
  • Chapin Davis first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • Chapin Davis's Shopify position peaked at $241K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.