CI
SHOP icon

CX Institutional’s Shopify SHOP Stock Holding History

CX Institutional’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 		$122K Hold
1,072
– – ﹤0.01% 825
2026
Q1 		$127K Buy
1,072
+195
+22% +$25.6K ﹤0.01% 814
2025
Q4 		$141K Sell
877
-62
-7% -$9.96K ﹤0.01% 788
2025
Q3 		$140K Hold
939
– – ﹤0.01% 774
2025
Q2 		$108K Sell
939
-296
-24% -$29.6K ﹤0.01% 755
2025
Q1 		$118K Buy
+1,235
New +$135K ﹤0.01% 720
2022
Q3 		– Sell
-1,050
Closed -$33K – 1020
2022
Q2 		$33K Buy
+1,050
New +$44.8K ﹤0.01% 754
2022
Q1 		– Sell
-1,550
Closed -$213K – 397
2021
Q4 		$213K Hold
1,550
– – 0.02% 322
2021
Q3 		$210K Sell
1,550
-90
-5% -$13.5K 0.02% 348
2021
Q2 		$240K Hold
1,640
– – 0.02% 321
2021
Q1 		$181K Hold
1,640
– – 0.02% 314
2020
Q4 		$186K Sell
1,640
-1,000
-38% -$105K 0.02% 297
2020
Q3 		$270K Buy
2,640
+1,000
+61% +$99.4K 0.03% 240
2020
Q2 		$156K Sell
1,640
-1,000
-38% -$69.4K 0.02% 254
2020
Q1 		$110K Buy
2,640
+90
+4% +$4.06K 0.02% 261
2019
Q4 		$101K Sell
2,550
-450
-15% -$15.2K 0.02% 234
2019
Q3 		$93K Sell
3,000
-900
-23% -$30.8K 0.02% 256
2019
Q2 		$117K Sell
3,900
-550
-12% -$14.3K 0.02% 258
2019
Q1 		$92K Hold
4,450
– – 0.02% 281
2018
Q4 		$62K Buy
4,450
+1,000
+29% +$14.1K 0.01% 244
2018
Q3 		$57K Hold
3,450
– – 0.02% 177
2018
Q2 		$50K Buy
+3,450
New +$48.8K 0.02% 162

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

CX Institutional's SHOP Position: Q2 2026 in Review

CX Institutional held its Shopify (SHOP) position steady in Q2 2026 at 1,072 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

CX Institutional first reported a position in SHOP in Q2 2018 and has held it in 22 quarters since. The position peaked at $270K in Q3 2020. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • CX Institutional held 1,072 shares of Shopify worth $122K as of Q2 2026.
  • CX Institutional left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #825 holding.
  • CX Institutional first reported a position in Shopify in Q2 2018 and has held it in 22 quarters since.
  • CX Institutional's Shopify position peaked at $270K in Q3 2020.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.