DS
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Daniel Sundheim’s Shopify SHOP Stock Holding History

Daniel Sundheim’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 		$94.9M Buy
+830,891
New +$94.8M 0.27% 45
2022
Q1 		– Sell
-3,008,750
Closed -$414M – 38
2021
Q4 		$414M Buy
3,008,750
+1,373,750
+84% +$201M 2.5% 14
2021
Q3 		$222M Buy
1,635,000
+215,700
+15% +$32.3M 1.24% 27
2021
Q2 		$207M Buy
1,419,300
+184,000
+15% +$22.7M 1.36% 22
2021
Q1 		$137M Buy
+1,235,300
New +$149M 1.01% 29

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

Daniel Sundheim's SHOP Position: Q2 2026 in Review

Daniel Sundheim opened a new position in Shopify (SHOP) in Q2 2026: 830,891 shares worth $94.9M. The stake represents 0.27% of the portfolio and ranks #45 among its holdings. This is a return to the name: Daniel Sundheim previously reported a position in SHOP as recently as Q4 2021.

Daniel Sundheim first reported a position in SHOP in Q1 2021 and has held it in 5 quarters since. The position peaked at $414M in Q4 2021. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Daniel Sundheim held 830,891 shares of Shopify worth $94.9M as of Q2 2026.
  • Shopify was a new Daniel Sundheim position in Q2 2026.
  • Shopify made up 0.27% of Daniel Sundheim's portfolio in Q2 2026, its #45 holding.
  • Daniel Sundheim first reported a position in Shopify in Q1 2021 and has held it in 5 quarters since.
  • Daniel Sundheim's Shopify position peaked at $414M in Q4 2021.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.