EA
SHOP icon

Everpar Advisors’s Shopify SHOP Stock Holding History

Everpar Advisors’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 		$285K Sell
2,497
-515
-17% -$58.8K 0.08% 223
2026
Q1 		$357K Sell
3,012
-203
-6% -$26.7K 0.12% 179
2025
Q4 		$518K Buy
3,215
+151
+5% +$24.2K 0.19% 118
2025
Q3 		$455K Sell
3,064
-131
-4% -$17.8K 0.18% 131
2025
Q2 		$369K Sell
3,195
-283
-8% -$28.3K 0.17% 160
2025
Q1 		$332K Sell
3,478
-122
-3% -$13.3K 0.18% 159
2024
Q4 		$383K Buy
3,600
+778
+28% +$75.7K 0.19% 143
2024
Q3 		$226K Sell
2,822
-904
-24% -$62.4K 0.12% 229
2024
Q2 		$246K Buy
+3,726
New +$247K 0.12% 222

Other funds holding SHOP

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everpar Advisors's SHOP Position: Q2 2026 in Review

Everpar Advisors reduced its Shopify (SHOP) stake by 17% in Q2 2026, selling an estimated $58.8K and leaving 2,497 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #223.

Everpar Advisors first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $518K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Everpar Advisors held 2,497 shares of Shopify worth $285K as of Q2 2026.
  • Everpar Advisors sold 515 Shopify shares in Q2 2026, an estimated $58.8K.
  • Shopify made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #223 holding.
  • Everpar Advisors first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
  • Everpar Advisors's Shopify position peaked at $518K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.