CCFM
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Clear Creek Financial Management’s Shopify SHOP Stock Holding History

Clear Creek Financial Management’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 		$791K Buy
6,932
+257
+4% +$29.3K 0.05% 313
2026
Q1 		$792K Buy
6,675
+32
+0.5% +$4.21K 0.06% 294
2025
Q4 		$1.07M Buy
6,643
+365
+6% +$58.6K 0.09% 224
2025
Q3 		$933K Sell
6,278
-189
-3% -$25.6K 0.08% 243
2025
Q2 		$746K Buy
6,467
+407
+7% +$40.7K 0.07% 279
2025
Q1 		$579K Sell
6,060
-200
-3% -$21.8K 0.06% 290
2024
Q4 		$666K Sell
6,260
-955
-13% -$92.9K 0.07% 244
2024
Q3 		$578K Buy
7,215
+172
+2% +$11.9K 0.07% 236
2024
Q2 		$465K Buy
7,043
+542
+8% +$36K 0.06% 267
2024
Q1 		$502K Buy
6,501
+2,282
+54% +$180K 0.06% 247
2023
Q4 		$329K Sell
4,219
-142
-3% -$9.07K 0.05% 252
2023
Q3 		$238K Sell
4,361
-447
-9% -$27.1K 0.04% 265
2023
Q2 		$311K Buy
4,808
+330
+7% +$18.7K 0.05% 237
2023
Q1 		$215K Buy
+4,478
New +$197K 0.04% 272
2022
Q1 		– Sell
-1,680
Closed -$231K – 372
2021
Q4 		$231K Buy
+1,680
New +$245K 0.03% 298

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

Clear Creek Financial Management's SHOP Position: Q2 2026 in Review

Clear Creek Financial Management increased its Shopify (SHOP) stake by 3.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 6,932 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #313.

Clear Creek Financial Management first reported a position in SHOP in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Clear Creek Financial Management held 6,932 shares of Shopify worth $791K as of Q2 2026.
  • Clear Creek Financial Management bought 257 Shopify shares in Q2 2026, an estimated $29.3K.
  • Shopify made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #313 holding.
  • Clear Creek Financial Management first reported a position in Shopify in Q4 2021 and has held it in 15 quarters since.
  • Clear Creek Financial Management's Shopify position peaked at $1.07M in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.