Financial Perspectives’s Shopify SHOP Stock Holding History

Financial Perspectives’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	$2.24M	Hold	18,858	–	–	0.62%	34
2025 Q4	$3.04M	Hold	18,858	–	–	0.82%	24
2025 Q3	$2.8M	Sell	18,858 -63	-0.3%	-$8.54K	0.78%	28
2025 Q2	$2.18M	Buy	18,921 +699	+4%	+$69.9K	0.66%	30
2025 Q1	$1.74M	Hold	18,222	–	–	0.6%	33
2024 Q4	$1.94M	Hold	18,222	–	–	0.65%	31
2024 Q3	$1.46M	Hold	18,222	–	–	0.51%	36
2024 Q2	$1.2M	Buy	18,222 +3,041	+20%	+$202K	0.44%	39
2024 Q1	$1.17M	Buy	15,181 +130	+0.9%	+$10.3K	0.44%	41
2023 Q4	$1.17M	Sell	15,051 -2,720	-15%	-$174K	0.48%	40
2023 Q3	$970K	Hold	17,771	–	–	0.44%	42
2023 Q2	$1.15M	Sell	17,771 -20	-0.1%	-$1.13K	0.51%	39
2023 Q1	$853K	Buy	17,791 +850	+5%	+$37.4K	0.41%	43
2022 Q4	$588K	Sell	16,941 -1,143	-6%	-$39K	0.3%	55
2022 Q3	$487K	Buy	18,084 +1,464	+9%	+$49.8K	0.27%	57
2022 Q2	$519K	Hold	16,620	–	–	0.29%	52
2022 Q1	$1.12M	Buy	+16,620	New	+$1.36M	0.52%	31

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 Perspectives's SHOP Position: Q1 2026 in Review

Financial Perspectives held its Shopify (SHOP) position steady in Q1 2026 at 18,858 shares worth $2.24M. The position accounts for 0.62% of the portfolio, ranked #34.

Financial Perspectives first reported a position in SHOP in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.04M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Financial Perspectives held 18,858 shares of Shopify worth $2.24M as of Q1 2026.
Financial Perspectives left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.62% of Financial Perspectives's portfolio in Q1 2026, its #34 holding.
Financial Perspectives first reported a position in Shopify in Q1 2022 and has held it in 17 quarters since.
Financial Perspectives's Shopify position peaked at $3.04M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.