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 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Clear Creek Financial Management's SHOP Position: Q1 2026 in Review

Clear Creek Financial Management increased its Shopify (SHOP) stake by 0.48% in Q1 2026, buying an estimated $4.21K and bringing the position to 6,675 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #294.

Clear Creek Financial Management first reported a position in SHOP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Clear Creek Financial Management held 6,675 shares of Shopify worth $792K as of Q1 2026.
Clear Creek Financial Management bought 32 Shopify shares in Q1 2026, an estimated $4.21K.
Shopify made up 0.06% of Clear Creek Financial Management's portfolio in Q1 2026, its #294 holding.
Clear Creek Financial Management first reported a position in Shopify in Q4 2021 and has held it in 14 quarters since.
Clear Creek Financial Management's Shopify position peaked at $1.07M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.