CAM
SHOP icon

Congress Asset Management’s Shopify SHOP Stock Holding History

Congress Asset 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 		$87.3M Sell
764,601
-27,389
-3% -$3.13M 0.54% 72
2026
Q1 		$93.9M Sell
791,990
-10,326
-1% -$1.36M 0.67% 48
2025
Q4 		$129M Sell
802,316
-15,871
-2% -$2.55M 0.91% 28
2025
Q3 		$122M Buy
818,187
+4,329
+0.5% +$587K 0.81% 38
2025
Q2 		$93.9M Buy
813,858
+65,663
+9% +$6.57M 0.64% 53
2025
Q1 		$71.4M Sell
748,195
-42,498
-5% -$4.63M 0.53% 75
2024
Q4 		$84.1M Buy
+790,693
New +$76.9M 0.57% 73

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Congress Asset Management's SHOP Position: Q2 2026 in Review

Congress Asset Management reduced its Shopify (SHOP) stake by 3.5% in Q2 2026, selling an estimated $3.13M and leaving 764,601 shares worth $87.3M. The position accounts for 0.54% of the portfolio, ranked #72.

Congress Asset Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $129M in Q4 2025. 445 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Congress Asset Management held 764,601 shares of Shopify worth $87.3M as of Q2 2026.
  • Congress Asset Management sold 27,389 Shopify shares in Q2 2026, an estimated $3.13M.
  • Shopify made up 0.54% of Congress Asset Management's portfolio in Q2 2026, its #72 holding.
  • Congress Asset Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Congress Asset Management's Shopify position peaked at $129M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.