DLK Investment Management’s Shopify SHOP Stock Holding History

DLK Investment Management’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	$200K	Buy	+3,030	New	+$346K	0.09%	79
2025 Q3	–	Sell	-3,030	Closed	-$350K	–	100
2025 Q2	$350K	Hold	3,030	–	–	0.13%	61
2025 Q1	$289K	Hold	3,030	–	–	0.12%	59
2024 Q4	$322K	Hold	3,030	–	–	0.13%	58
2024 Q3	$243K	Hold	3,030	–	–	0.09%	81
2024 Q2	$200K	Hold	3,030	–	–	0.08%	81
2024 Q1	$234K	Hold	3,030	–	–	0.1%	74
2023 Q4	$236K	Buy	+3,030	New	+$193K	0.11%	69

Other funds holding SHOP

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return