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Emerald Mutual Fund Advisers Trust’s Shopify SHOP Stock Holding History

Emerald Mutual Fund Advisers Trust’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
Q1 		$481K Hold
4,053
– – 0.02% 163
2025
Q4 		$652K Hold
4,053
– – 0.03% 149
2025
Q3 		$602K Buy
4,053
+1,847
+84% +$250K 0.03% 163
2025
Q2 		$254K Buy
+2,206
New +$221K 0.02% 177

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SHOP Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust held its Shopify (SHOP) position steady in Q1 2026 at 4,053 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #163.

Emerald Mutual Fund Advisers Trust first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $652K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust held 4,053 shares of Shopify worth $481K as of Q1 2026.
  • Emerald Mutual Fund Advisers Trust left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.02% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #163 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • Emerald Mutual Fund Advisers Trust's Shopify position peaked at $652K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.