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
Q2 		$446K Sell
3,907
-1,017
-21% -$116K 0.05% 177
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 – 185
2022
Q3 		$1.07M Sell
39,813
-2,444
-6% -$83.1K 0.28% 65
2022
Q2 		$1.32M Sell
42,257
-4,583
-10% -$196K 0.36% 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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Family Management's SHOP Position: Q2 2026 in Review

Family Management reduced its Shopify (SHOP) stake by 21% in Q2 2026, selling an estimated $116K and leaving 3,907 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #177.

Family Management first reported a position in SHOP in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.25M in Q4 2021. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Family Management held 3,907 shares of Shopify worth $446K as of Q2 2026.
  • Family Management sold 1,017 Shopify shares in Q2 2026, an estimated $116K.
  • Shopify made up 0.05% of Family Management's portfolio in Q2 2026, its #177 holding.
  • Family Management first reported a position in Shopify in Q3 2020 and has held it in 18 quarters since.
  • Family Management's Shopify position peaked at $4.25M in Q4 2021.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.