DLA
SHOP icon

Douglas Lane & Associates’s Shopify SHOP Stock Holding History

Douglas Lane & Associates’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 		$297K Sell
2,000
-1
-0% -$136 ﹤0.01% 216
2026
Q2 		$228K Buy
2,001
+230
+13% +$26.2K ﹤0.01% 243
2026
Q1 		$210K Hold
1,771
– – ﹤0.01% 234
2025
Q4 		$285K Hold
1,771
– – ﹤0.01% 214
2025
Q3 		$263K Sell
1,771
-104
-6% -$14.1K ﹤0.01% 214
2025
Q2 		$216K Buy
+1,875
New +$188K ﹤0.01% 230
2022
Q1 		– Sell
-2,620
Closed -$361K – 233
2021
Q4 		$361K Buy
2,620
+40
+2% +$5.84K ﹤0.01% 195
2021
Q3 		$350K Sell
2,580
-180
-7% -$27K 0.01% 191
2021
Q2 		$403K Buy
2,760
+240
+10% +$29.6K 0.01% 175
2021
Q1 		$279K Buy
2,520
+250
+11% +$30.2K ﹤0.01% 190
2020
Q4 		$257K Hold
2,270
– – ﹤0.01% 195
2020
Q3 		$232K Buy
+2,270
New +$226K ﹤0.01% 190

Other funds holding SHOP

AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
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
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return

Douglas Lane & Associates's SHOP Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Shopify (SHOP) stake by 0.05% in Q3 2026, selling an estimated $136 and leaving 2,000 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Douglas Lane & Associates first reported a position in SHOP in Q3 2020 and has held it in 12 quarters since. The position peaked at $403K in Q2 2021. 184 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Douglas Lane & Associates held 2,000 shares of Shopify worth $297K as of Q3 2026.
  • Douglas Lane & Associates sold 1 Shopify share in Q3 2026, an estimated $136.
  • Shopify made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #216 holding.
  • Douglas Lane & Associates first reported a position in Shopify in Q3 2020 and has held it in 12 quarters since.
  • Douglas Lane & Associates's Shopify position peaked at $403K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.