Creative Planning
SHOP icon

Creative Planning’s Shopify SHOP Stock Holding History

Creative Planning’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 		$52.2M Buy
440,326
+30,945
+8% +$4.07M 0.04% 215
2025
Q4 		$65.9M Buy
409,381
+24,919
+6% +$4M 0.05% 163
2025
Q3 		$57.1M Buy
384,462
+17,986
+5% +$2.44M 0.04% 168
2025
Q2 		$42.3M Buy
366,476
+31,102
+9% +$3.11M 0.04% 201
2025
Q1 		$32M Buy
335,374
+37,891
+13% +$4.13M 0.03% 230
2024
Q4 		$31.6M Sell
297,483
-94,932
-24% -$9.23M 0.03% 211
2024
Q3 		$31.4M Buy
392,415
+16,375
+4% +$1.13M 0.03% 208
2024
Q2 		$24.8M Buy
376,040
+117,593
+45% +$7.8M 0.03% 230
2024
Q1 		$19.9M Buy
258,447
+19,194
+8% +$1.52M 0.02% 266
2023
Q4 		$18.6M Sell
239,253
-55,865
-19% -$3.57M 0.03% 248
2023
Q3 		$16.1M Buy
295,118
+103,960
+54% +$6.3M 0.02% 272
2023
Q2 		$12.3M Buy
191,158
+11,551
+6% +$653K 0.02% 305
2023
Q1 		$8.61M Sell
179,607
-7,503
-4% -$330K 0.01% 372
2022
Q4 		$6.49M Buy
187,110
+8,836
+5% +$302K 0.01% 422
2022
Q3 		$4.8M Buy
178,274
+5,806
+3% +$198K 0.01% 449
2022
Q2 		$5.39M Sell
172,468
-29,612
-15% -$1.26M 0.01% 435
2022
Q1 		$13.7M Sell
202,080
-1,860
-0.9% -$153K 0.02% 274
2021
Q4 		$28.1M Buy
203,940
+950
+0.5% +$139K 0.05% 146
2021
Q3 		$27.5M Sell
202,990
-9,500
-4% -$1.42M 0.05% 146
2021
Q2 		$31M Sell
212,490
-55,420
-21% -$6.83M 0.06% 121
2021
Q1 		$29.6M Sell
267,910
-10,430
-4% -$1.26M 0.06% 123
2020
Q4 		$31.5M Buy
278,340
+70,580
+34% +$7.41M 0.07% 116
2020
Q3 		$21.3M Buy
207,760
+18,190
+10% +$1.81M 0.06% 132
2020
Q2 		$18M Sell
189,570
-5,990
-3% -$416K 0.05% 131
2020
Q1 		$8.15M Sell
195,560
-19,850
-9% -$895K 0.03% 189
2019
Q4 		$8.56M Buy
215,410
+260
+0.1% +$8.79K 0.03% 220
2019
Q3 		$6.71M Sell
215,150
-4,640
-2% -$159K 0.02% 241
2019
Q2 		$6.6M Sell
219,790
-15,940
-7% -$415K 0.02% 239
2019
Q1 		$4.87M Buy
235,730
+6,460
+3% +$114K 0.02% 284
2018
Q4 		$3.17M Buy
229,270
+4,290
+2% +$60.4K 0.01% 333
2018
Q3 		$3.7M Buy
224,980
+31,080
+16% +$473K 0.01% 331
2018
Q2 		$2.83M Buy
193,900
+4,720
+2% +$66.8K 0.01% 387
2018
Q1 		$2.36M Buy
189,180
+17,220
+10% +$223K 0.01% 428
2017
Q4 		$1.74M Buy
171,960
+29,260
+21% +$300K 0.01% 502
2017
Q3 		$1.66M Buy
142,700
+30,700
+27% +$314K 0.01% 525
2017
Q2 		$973K Buy
112,000
+6,260
+6% +$53K ﹤0.01% 708
2017
Q1 		$720K Buy
105,740
+86,780
+458% +$500K ﹤0.01% 800
2016
Q4 		$81K Sell
18,960
-19,050
-50% -$80K ﹤0.01% 2007
2016
Q3 		$163K Buy
38,010
+20,110
+112% +$76.8K ﹤0.01% 1524
2016
Q2 		$55K Buy
+17,900
New +$52.3K ﹤0.01% 2081

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

Creative Planning's SHOP Position: Q1 2026 in Review

Creative Planning increased its Shopify (SHOP) stake by 7.6% in Q1 2026, buying an estimated $4.07M and bringing the position to 440,326 shares worth $52.2M. The position accounts for 0.04% of the portfolio, ranked #215.

Creative Planning first reported a position in SHOP in Q2 2016 and has held it in 40 quarters since. The position peaked at $65.9M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Creative Planning held 440,326 shares of Shopify worth $52.2M as of Q1 2026.
  • Creative Planning bought 30,945 Shopify shares in Q1 2026, an estimated $4.07M.
  • Shopify made up 0.04% of Creative Planning's portfolio in Q1 2026, its #215 holding.
  • Creative Planning first reported a position in Shopify in Q2 2016 and has held it in 40 quarters since.
  • Creative Planning's Shopify position peaked at $65.9M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.