CSM Advisors’s Shopify SHOP Stock Holding History

CSM Advisors’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	$4.88M	Buy	41,171 +33,068	+408%	+$4.34M	0.12%	195
2025 Q4	$1.3M	Buy	+8,103	New	+$1.3M	0.04%	313

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

CSM Advisors's SHOP Position: Q1 2026 in Review

CSM Advisors increased its Shopify (SHOP) stake by 408% in Q1 2026, buying an estimated $4.34M and bringing the position to 41,171 shares worth $4.88M. The position accounts for 0.12% of the portfolio, ranked #195.

CSM Advisors first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

CSM Advisors held 41,171 shares of Shopify worth $4.88M as of Q1 2026.
CSM Advisors bought 33,068 Shopify shares in Q1 2026, an estimated $4.34M.
Shopify made up 0.12% of CSM Advisors's portfolio in Q1 2026, its #195 holding.
CSM Advisors first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.