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Custom Index Systems’s Shopify SHOP Stock Holding History

Custom Index Systems’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 		$153K Sell
1,339
-1,357
-50% -$155K 0.05% 263
2026
Q1 		$320K Sell
2,696
-80
-3% -$10.5K 0.14% 194
2025
Q4 		$447K Buy
+2,776
New +$446K 0.2% 146

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Custom Index Systems's SHOP Position: Q2 2026 in Review

Custom Index Systems reduced its Shopify (SHOP) stake by 50% in Q2 2026, selling an estimated $155K and leaving 1,339 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #263.

Custom Index Systems first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $447K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Custom Index Systems held 1,339 shares of Shopify worth $153K as of Q2 2026.
  • Custom Index Systems sold 1,357 Shopify shares in Q2 2026, an estimated $155K.
  • Shopify made up 0.05% of Custom Index Systems's portfolio in Q2 2026, its #263 holding.
  • Custom Index Systems first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Custom Index Systems's Shopify position peaked at $447K in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.