CFP
SHOP icon

Cypress Financial Planning’s Shopify SHOP Stock Holding History

Cypress Financial 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
Q2 		$253K Sell
2,214
-1
-0% -$114 0.06% 99
2026
Q1 		$263K Hold
2,215
– – 0.07% 88
2025
Q4 		$363K Hold
2,215
– – 0.1% 76
2025
Q3 		$329K Sell
2,215
-288
-12% -$39K 0.1% 67
2025
Q2 		$289K Hold
2,503
– – 0.09% 70
2025
Q1 		$239K Buy
+2,503
New +$273K 0.09% 75

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cypress Financial Planning's SHOP Position: Q2 2026 in Review

Cypress Financial Planning reduced its Shopify (SHOP) stake by 0.05% in Q2 2026, selling an estimated $114 and leaving 2,214 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #99.

Cypress Financial Planning first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cypress Financial Planning held 2,214 shares of Shopify worth $253K as of Q2 2026.
  • Cypress Financial Planning sold 1 Shopify share in Q2 2026, an estimated $114.
  • Shopify made up 0.06% of Cypress Financial Planning's portfolio in Q2 2026, its #99 holding.
  • Cypress Financial Planning first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Cypress Financial Planning's Shopify position peaked at $363K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.