Empirical Asset Management’s Shopify SHOP Stock Holding History

Empirical Asset Management’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	$801K	Buy	7,017 +3,779	+117%	+$431K	0.18%	145
2026 Q1	$384K	Buy	3,238 +222	+7%	+$29.2K	0.1%	253
2025 Q4	$485K	Sell	3,016 -887	-23%	-$142K	0.14%	202
2025 Q3	$580K	Buy	3,903 +250	+7%	+$33.9K	0.16%	199
2025 Q2	$421K	Hold	3,653	–	–	0.13%	222
2025 Q1	$349K	Sell	3,653 -1,517	-29%	-$165K	0.12%	234
2024 Q4	$413K	Buy	5,170 +1,295	+33%	+$126K	0.14%	186
2024 Q3	$311K	Buy	3,875 +530	+16%	+$36.6K	0.11%	226
2024 Q2	$221K	Buy	+3,345	New	+$222K	0.08%	293

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

Empirical Asset Management's SHOP Position: Q2 2026 in Review

Empirical Asset Management increased its Shopify (SHOP) stake by 117% in Q2 2026, buying an estimated $431K and bringing the position to 7,017 shares worth $801K. The position accounts for 0.18% of the portfolio, ranked #145.

Empirical Asset Management first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Empirical Asset Management held 7,017 shares of Shopify worth $801K as of Q2 2026.
Empirical Asset Management bought 3,779 Shopify shares in Q2 2026, an estimated $431K.
Shopify made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #145 holding.
Empirical Asset Management first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.