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
Q3 		$159K Hold
1,072
– – ﹤0.01% 790
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

CX Institutional's SHOP Position: Q3 2026 in Review

CX Institutional held its Shopify (SHOP) position steady in Q3 2026 at 1,072 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

CX Institutional first reported a position in SHOP in Q2 2018 and has held it in 23 quarters since. The position peaked at $270K in Q3 2020. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • CX Institutional held 1,072 shares of Shopify worth $159K as of Q3 2026.
  • CX Institutional left its Shopify share count unchanged in Q3 2026.
  • Shopify made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #790 holding.
  • CX Institutional first reported a position in Shopify in Q2 2018 and has held it in 23 quarters since.
  • CX Institutional's Shopify position peaked at $270K in Q3 2020.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.