ECM
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Evergreen Capital Management’s Shopify SHOP Stock Holding History

Evergreen Capital 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 		$1.42M Sell
12,415
-1,383
-10% -$158K 0.02% 415
2026
Q1 		$1.64M Sell
13,798
-690
-5% -$90.7K 0.04% 361
2025
Q4 		$2.33M Buy
14,488
+527
+4% +$84.6K 0.05% 281
2025
Q3 		$2.07M Buy
13,961
+432
+3% +$58.6K 0.05% 283
2025
Q2 		$1.56M Buy
13,529
+1,393
+11% +$139K 0.05% 296
2025
Q1 		$1.16M Sell
12,136
-824
-6% -$89.8K 0.04% 312
2024
Q4 		$1.38M Buy
12,960
+1,154
+10% +$112K 0.04% 300
2024
Q3 		$946K Buy
11,806
+1,298
+12% +$89.6K 0.03% 335
2024
Q2 		$694K Buy
10,508
+1,201
+13% +$79.7K 0.03% 379
2024
Q1 		$718K Buy
9,307
+527
+6% +$41.6K 0.03% 348
2023
Q4 		$684K Sell
8,780
-217
-2% -$13.9K 0.03% 353
2023
Q3 		$491K Buy
8,997
+39
+0.4% +$2.36K 0.02% 400
2023
Q2 		$579K Buy
8,958
+54
+0.6% +$3.05K 0.02% 362
2023
Q1 		$427K Buy
8,904
+880
+11% +$38.7K 0.02% 409
2022
Q4 		$279K Buy
+8,024
New +$274K 0.01% 508
2022
Q2 		– Sell
-5,040
Closed -$341K – 670
2022
Q1 		$341K Buy
5,040
+980
+24% +$80.5K 0.01% 453
2021
Q4 		$559K Buy
4,060
+190
+5% +$27.8K 0.02% 358
2021
Q3 		$525K Buy
3,870
+120
+3% +$18K 0.02% 347
2021
Q2 		$548K Buy
3,750
+650
+21% +$80.1K 0.03% 327
2021
Q1 		$343K Buy
+3,100
New +$375K 0.02% 369

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Evergreen Capital Management's SHOP Position: Q2 2026 in Review

Evergreen Capital Management reduced its Shopify (SHOP) stake by 10% in Q2 2026, selling an estimated $158K and leaving 12,415 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #415.

Evergreen Capital Management first reported a position in SHOP in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Evergreen Capital Management held 12,415 shares of Shopify worth $1.42M as of Q2 2026.
  • Evergreen Capital Management sold 1,383 Shopify shares in Q2 2026, an estimated $158K.
  • Shopify made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #415 holding.
  • Evergreen Capital Management first reported a position in Shopify in Q1 2021 and has held it in 20 quarters since.
  • Evergreen Capital Management's Shopify position peaked at $2.33M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.