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 Q3	$108M	Sell	730,843 -33,758	-4%	-$4.58M	0.7%	43
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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 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

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Congress Asset Management's SHOP Position: Q3 2026 in Review

Congress Asset Management reduced its Shopify (SHOP) stake by 4.4% in Q3 2026, selling an estimated $4.58M and leaving 730,843 shares worth $108M. The position accounts for 0.7% of the portfolio, ranked #43.

Congress Asset Management first reported a position in SHOP in Q4 2024 and has held it in 8 quarters since. The position peaked at $129M in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Congress Asset Management held 730,843 shares of Shopify worth $108M as of Q3 2026.
Congress Asset Management sold 33,758 Shopify shares in Q3 2026, an estimated $4.58M.
Shopify made up 0.7% of Congress Asset Management's portfolio in Q3 2026, its #43 holding.
Congress Asset Management first reported a position in Shopify in Q4 2024 and has held it in 8 quarters since.
Congress Asset Management's Shopify position peaked at $129M in Q4 2025.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.