DSM Capital Partners’s Shopify SHOP Stock Holding History

DSM Capital Partners’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	$470K	Buy	4,112 +799	+24%	+$91.2K	0.01%	45
2026 Q1	$393K	Buy	3,313 +195	+6%	+$25.6K	0.01%	38
2025 Q4	$502K	Buy	3,118 +1,126	+57%	+$181K	0.01%	35
2025 Q3	$296K	Buy	+1,992	New	+$270K	﹤0.01%	40
2024 Q4	–	Sell	-357	Closed	-$28.6K	–	87
2024 Q3	$28.6K	Hold	357	–	–	﹤0.01%	81
2024 Q2	$23.6K	Hold	357	–	–	﹤0.01%	87
2024 Q1	$27.6K	Hold	357	–	–	﹤0.01%	93
2023 Q4	$27.8K	Buy	+357	New	+$22.8K	﹤0.01%	97

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

DSM Capital Partners's SHOP Position: Q2 2026 in Review

DSM Capital Partners increased its Shopify (SHOP) stake by 24% in Q2 2026, buying an estimated $91.2K and bringing the position to 4,112 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #45.

DSM Capital Partners first reported a position in SHOP in Q4 2023 and has held it in 8 quarters since. The position peaked at $502K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

DSM Capital Partners held 4,112 shares of Shopify worth $470K as of Q2 2026.
DSM Capital Partners bought 799 Shopify shares in Q2 2026, an estimated $91.2K.
Shopify made up 0.01% of DSM Capital Partners's portfolio in Q2 2026, its #45 holding.
DSM Capital Partners first reported a position in Shopify in Q4 2023 and has held it in 8 quarters since.
DSM Capital Partners's Shopify position peaked at $502K in Q4 2025.
1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.