FM
SHOP icon

Family Management’s Shopify SHOP Stock Holding History

Family 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
Q1 		$584K Sell
4,924
-271
-5% -$35.6K 0.07% 146
2025
Q4 		$836K Buy
5,195
+1,727
+50% +$277K 0.11% 99
2025
Q3 		$515K Buy
3,468
+338
+11% +$45.8K 0.07% 128
2025
Q2 		$361K Buy
3,130
+605
+24% +$60.5K 0.05% 139
2025
Q1 		$241K Buy
2,525
+127
+5% +$13.8K 0.04% 155
2024
Q4 		$255K Sell
2,398
-253
-10% -$24.6K 0.04% 142
2024
Q3 		$212K Buy
+2,651
New +$183K 0.04% 157
2024
Q1 		– Sell
-2,600
Closed -$203K – 193
2023
Q4 		$203K Buy
+2,600
New +$166K 0.04% 132
2022
Q4 		– Sell
-39,813
Closed -$1.07M – 186
2022
Q3 		$1.07M Sell
39,813
-2,444
-6% -$83.1K 0.29% 65
2022
Q2 		$1.32M Sell
42,257
-4,583
-10% -$196K 0.38% 61
2022
Q1 		$3.17M Buy
46,840
+15,950
+52% +$1.31M 0.88% 36
2021
Q4 		$4.25M Buy
30,890
+2,800
+10% +$409K 1.11% 29
2021
Q3 		$3.81M Buy
28,090
+20,970
+295% +$3.14M 1.05% 30
2021
Q2 		$1.04M Buy
7,120
+1,390
+24% +$171K 0.28% 68
2021
Q1 		$634K Buy
5,730
+1,200
+26% +$145K 0.2% 80
2020
Q4 		$513K Buy
4,530
+100
+2% +$10.5K 0.18% 86
2020
Q3 		$453K Buy
+4,430
New +$440K 0.2% 79

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
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 $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return