DA
SHOP icon

Doliver Advisors’s Shopify SHOP Stock Holding History

Doliver Advisors’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 		$1.27M Buy
11,158
+1,310
+13% +$149K 0.29% 57
2026
Q1 		$1.17M Buy
9,848
+1,958
+25% +$257K 0.27% 59
2025
Q4 		$1.27M Buy
7,890
+338
+4% +$54.3K 0.32% 62
2025
Q3 		$1.12M Buy
7,552
+4
+0.1% +$542 0.29% 64
2025
Q2 		$871K Buy
7,548
+183
+2% +$18.3K 0.24% 77
2025
Q1 		$703K Buy
7,365
+2,369
+47% +$258K 0.2% 75
2024
Q4 		$531K Sell
4,996
-917
-16% -$89.2K 0.15% 95
2024
Q3 		$474K Buy
5,913
+210
+4% +$14.5K 0.13% 95
2024
Q2 		$377K Buy
5,703
+2,172
+62% +$144K 0.11% 106
2024
Q1 		$272K Buy
3,531
+56
+2% +$4.42K 0.08% 128
2023
Q4 		$271K Sell
3,475
-290
-8% -$18.5K 0.08% 129
2023
Q3 		$205K Sell
3,765
-180
-5% -$10.9K 0.06% 140
2023
Q2 		$255K Buy
+3,945
New +$223K 0.08% 146
2022
Q2 		– Sell
-3,790
Closed -$256K – 178
2022
Q1 		$256K Buy
+3,790
New +$311K 0.08% 145

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

Doliver Advisors's SHOP Position: Q2 2026 in Review

Doliver Advisors increased its Shopify (SHOP) stake by 13% in Q2 2026, buying an estimated $149K and bringing the position to 11,158 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #57.

Doliver Advisors first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Doliver Advisors held 11,158 shares of Shopify worth $1.27M as of Q2 2026.
  • Doliver Advisors bought 1,310 Shopify shares in Q2 2026, an estimated $149K.
  • Shopify made up 0.29% of Doliver Advisors's portfolio in Q2 2026, its #57 holding.
  • Doliver Advisors first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.