FGAM
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Financial Gravity Asset Management’s Shopify SHOP Stock Holding History

Financial Gravity Asset 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 		$356 Buy
+3
New +$394 ﹤0.01% 816
2025
Q1 		$23K Buy
+241
New +$26.3K 0.01% 456
2024
Q2 		– Sell
-210
Closed -$16.2K – 2274
2024
Q1 		$16.2K Buy
210
+120
+133% +$9.48K ﹤0.01% 597
2023
Q4 		$5.9K Buy
90
+60
+200% +$3.83K ﹤0.01% 858
2023
Q3 		$1.37K Sell
30
-35
-54% -$2.12K ﹤0.01% 734
2023
Q2 		$25.4K Buy
65
+17
+35% +$961 0.07% 127
2023
Q1 		$5.62K Buy
48
+13
+37% +$572 0.17% 138
2022
Q4 		$17K Sell
35
-532
-94% -$18.2K 0.09% 130
2022
Q3 		$3.94K Buy
567
+412
+266% +$14K 0.13% 152
2022
Q2 		$886 Sell
155
-168,845
-100% -$7.21M 0.03% 328
2022
Q1 		$4.36K Sell
169,000
-299,180
-64% -$24.6M 0.12% 159
2021
Q4 		$21.7K Buy
468,180
+468,020
+292,513% +$68.4M 0.49% 43
2021
Q3 		$1.36M Sell
160
-10
-6% -$1.5K 0.64% 30
2021
Q2 		$1.46M Buy
+170
New +$20.9K 0.52% 41
2019
Q4 		– Sell
-8,000
Closed -$249K – 1667
2019
Q3 		$249K Sell
8,000
-2,390
-23% -$81.8K 0.21% 95
2019
Q2 		$312K Sell
10,390
-2,620
-20% -$68.2K 0.26% 89
2019
Q1 		$268K Buy
+13,010
New +$230K 0.22% 98

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Gravity Asset Management's SHOP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Shopify (SHOP) in Q1 2026: 3 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SHOP as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in SHOP in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2021. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Financial Gravity Asset Management held 3 shares of Shopify worth $356 as of Q1 2026.
  • Shopify was a new Financial Gravity Asset Management position in Q1 2026.
  • Shopify made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #816 holding.
  • Financial Gravity Asset Management first reported a position in Shopify in Q1 2019 and has held it in 17 quarters since.
  • Financial Gravity Asset Management's Shopify position peaked at $1.46M in Q2 2021.
  • 1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.