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 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Douglas Lane & Associates's SHOP Position: Q2 2026 in Review

Douglas Lane & Associates increased its Shopify (SHOP) stake by 13% in Q2 2026, buying an estimated $26.2K and bringing the position to 2,001 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Douglas Lane & Associates first reported a position in SHOP in Q3 2020 and has held it in 11 quarters since. The position peaked at $403K in Q2 2021. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Douglas Lane & Associates held 2,001 shares of Shopify worth $228K as of Q2 2026.
Douglas Lane & Associates bought 230 Shopify shares in Q2 2026, an estimated $26.2K.
Shopify made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #243 holding.
Douglas Lane & Associates first reported a position in Shopify in Q3 2020 and has held it in 11 quarters since.
Douglas Lane & Associates's Shopify position peaked at $403K in Q2 2021.
1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.