Cooper Financial Group
SHOP icon

Cooper Financial Group’s Shopify SHOP Stock Holding History

Cooper Financial Group’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 		$1.78M Buy
11,974
+1,932
+19% +$262K 0.14% 115
2026
Q2 		$1.15M Buy
10,042
+4,496
+81% +$513K 0.1% 149
2026
Q1 		$658K Buy
5,546
+2,304
+71% +$303K 0.07% 217
2025
Q4 		$522K Sell
3,242
-68
-2% -$10.9K 0.06% 236
2025
Q3 		$492K Buy
+3,310
New +$449K 0.05% 240
2021
Q1 		– Sell
-2,080
Closed -$235K – 304
2020
Q4 		$235K Buy
+2,080
New +$218K 0.05% 255

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return

Cooper Financial Group's SHOP Position: Q3 2026 in Review

Cooper Financial Group increased its Shopify (SHOP) stake by 19% in Q3 2026, buying an estimated $262K and bringing the position to 11,974 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #115.

Cooper Financial Group first reported a position in SHOP in Q4 2020 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Cooper Financial Group held 11,974 shares of Shopify worth $1.78M as of Q3 2026.
  • Cooper Financial Group bought 1,932 Shopify shares in Q3 2026, an estimated $262K.
  • Shopify made up 0.14% of Cooper Financial Group's portfolio in Q3 2026, its #115 holding.
  • Cooper Financial Group first reported a position in Shopify in Q4 2020 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.