CFG
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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
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

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

Cooper Financial Group's SHOP Position: Q2 2026 in Review

Cooper Financial Group increased its Shopify (SHOP) stake by 81% in Q2 2026, buying an estimated $513K and bringing the position to 10,042 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #149.

Cooper Financial Group first reported a position in SHOP in Q4 2020 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cooper Financial Group held 10,042 shares of Shopify worth $1.15M as of Q2 2026.
  • Cooper Financial Group bought 4,496 Shopify shares in Q2 2026, an estimated $513K.
  • Shopify made up 0.1% of Cooper Financial Group's portfolio in Q2 2026, its #149 holding.
  • Cooper Financial Group first reported a position in Shopify in Q4 2020 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.