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Concurrent Investment Advisors’s Shopify SHOP Stock Holding History

Concurrent Investment Advisors’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 		$3.37M Sell
28,399
-15,685
-36% -$2.06M 0.04% 456
2025
Q4 		$7.1M Buy
44,084
+17,495
+66% +$2.81M 0.08% 261
2025
Q3 		$3.95M Buy
26,589
+12,068
+83% +$1.64M 0.07% 285
2025
Q2 		$1.67M Buy
14,521
+717
+5% +$71.7K 0.03% 473
2025
Q1 		$1.32M Buy
13,804
+2,479
+22% +$270K 0.03% 467
2024
Q4 		$1.2M Buy
11,325
+698
+7% +$67.9K 0.03% 443
2024
Q3 		$852K Sell
10,627
-799
-7% -$55.2K 0.03% 504
2024
Q2 		$755K Buy
11,426
+882
+8% +$58.5K 0.02% 499
2024
Q1 		$814K Buy
10,544
+2,932
+39% +$232K 0.03% 421
2023
Q4 		$593K Buy
+7,612
New +$486K 0.03% 460

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

Concurrent Investment Advisors's SHOP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Shopify (SHOP) stake by 36% in Q1 2026, selling an estimated $2.06M and leaving 28,399 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #456.

Concurrent Investment Advisors first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.1M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Concurrent Investment Advisors held 28,399 shares of Shopify worth $3.37M as of Q1 2026.
  • Concurrent Investment Advisors sold 15,685 Shopify shares in Q1 2026, an estimated $2.06M.
  • Shopify made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #456 holding.
  • Concurrent Investment Advisors first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Shopify position peaked at $7.1M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.