Contravisory Investment Management’s Shopify SHOP Stock Holding History

Contravisory Investment 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	–	Sell	-62,940	Closed	-$10.1M	–	420
2025 Q4	$10.1M	Sell	62,940 -2,708	-4%	-$435K	2.01%	14
2025 Q3	$9.76M	Buy	+65,648	New	+$8.9M	1.89%	20
2024 Q3	–	Sell	-120,347	Closed	-$7.95M	–	392
2024 Q2	$7.95M	Sell	120,347 -2,991	-2%	-$198K	1.76%	27
2024 Q1	$9.52M	Sell	123,338 -1,920	-2%	-$152K	2.11%	11
2023 Q4	$9.76M	Sell	125,258 -893	-0.7%	-$57K	2.39%	5
2023 Q3	$6.88M	Sell	126,151 -13,645	-10%	-$827K	1.95%	17
2023 Q2	$9.03M	Buy	139,796 +139,296	+27,859%	+$7.87M	2.39%	3
2023 Q1	$24K	Buy	+500	New	+$22K	0.01%	241

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

Contravisory Investment Management's SHOP Position: Q1 2026 in Review

Contravisory Investment Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 62,940 shares — an estimated $10.1M sold.

Contravisory Investment Management first reported a position in SHOP in Q1 2023 and held it in 8 quarters. The position peaked at $10.1M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Contravisory Investment Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Contravisory Investment Management sold 62,940 Shopify shares in Q1 2026, an estimated $10.1M.
Contravisory Investment Management first reported a position in Shopify in Q1 2023 and held it in 8 quarters.
Contravisory Investment Management's Shopify position peaked at $10.1M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.