Financial Engines Advisors’s Shopify SHOP Stock Holding History

Financial Engines 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 Q1	$231K	Sell	1,945 -1,145	-37%	-$150K	﹤0.01%	501
2025 Q4	$497K	Sell	3,090 -282	-8%	-$45.3K	﹤0.01%	397
2025 Q3	$501K	Buy	3,372 +880	+35%	+$119K	﹤0.01%	395
2025 Q2	$287K	Buy	+2,492	New	+$249K	﹤0.01%	456
2022 Q2	–	Sell	-43,800	Closed	-$2.96M	–	327
2022 Q1	$2.96M	Buy	+43,800	New	+$3.6M	0.01%	100
2021 Q2	–	Sell	-17,610	Closed	-$1.95M	–	254
2021 Q1	$1.95M	Sell	17,610 -2,560	-13%	-$309K	0.01%	87
2020 Q4	$2.28M	Buy	20,170 +230	+1%	+$24.1K	0.01%	85
2020 Q3	$2.04M	Buy	19,940 +1,990	+11%	+$198K	0.01%	84
2020 Q2	$1.7M	Buy	+17,950	New	+$1.25M	0.01%	81

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Engines Advisors's SHOP Position: Q1 2026 in Review

Financial Engines Advisors reduced its Shopify (SHOP) stake by 37% in Q1 2026, selling an estimated $150K and leaving 1,945 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Financial Engines Advisors first reported a position in SHOP in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.96M in Q1 2022. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Financial Engines Advisors held 1,945 shares of Shopify worth $231K as of Q1 2026.
Financial Engines Advisors sold 1,145 Shopify shares in Q1 2026, an estimated $150K.
Shopify made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #501 holding.
Financial Engines Advisors first reported a position in Shopify in Q2 2020 and has held it in 9 quarters since.
Financial Engines Advisors's Shopify position peaked at $2.96M in Q1 2022.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.