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Connective Capital Management’s Shopify SHOP Stock Holding History

Connective Capital 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 		$4.62M Buy
+38,913
New +$5.11M 3.81% 7
2024
Q3 		– Sell
-17,606
Closed -$1.16M – 47
2024
Q2 		$1.16M Buy
+17,606
New +$1.17M 2.09% 17

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

Connective Capital Management's SHOP Position: Q1 2026 in Review

Connective Capital Management opened a new position in Shopify (SHOP) in Q1 2026: 38,913 shares worth $4.62M. The stake represents 3.81% of the portfolio and ranks #7 among its holdings. This is a return to the name: Connective Capital Management previously reported a position in SHOP as recently as Q2 2024.

Connective Capital Management first reported a position in SHOP in Q2 2024 and has held it in 2 quarters since. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Connective Capital Management held 38,913 shares of Shopify worth $4.62M as of Q1 2026.
  • Shopify was a new Connective Capital Management position in Q1 2026.
  • Shopify made up 3.81% of Connective Capital Management's portfolio in Q1 2026, its #7 holding.
  • Connective Capital Management first reported a position in Shopify in Q2 2024 and has held it in 2 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Connective Capital Management's 13F filing for Q1 2026, filed 13 May 2026.