First Foundation Advisors’s Shopify SHOP Stock Holding History

First Foundation 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 Q2	$343K	Hold	3,000	–	–	0.01%	287
2026 Q1	$356K	Hold	3,000	–	–	0.01%	273
2025 Q4	$483K	Hold	3,000	–	–	0.02%	237
2025 Q3	$446K	Sell	3,000 -6	-0.2%	-$813	0.02%	245
2025 Q2	$347K	Sell	3,006 -134	-4%	-$13.4K	0.01%	272
2025 Q1	$300K	Sell	3,140 -100	-3%	-$10.9K	0.01%	272
2024 Q4	$345K	Hold	3,240	–	–	0.01%	267
2024 Q3	$260K	Buy	3,240 +2,239	+224%	+$155K	0.01%	300
2024 Q2	$66.1K	Sell	1,001 -27	-3%	-$1.79K	﹤0.01%	393
2024 Q1	$79.3K	Sell	1,028 -50	-5%	-$3.95K	﹤0.01%	390
2023 Q4	$84K	Buy	+1,078	New	+$68.8K	﹤0.01%	393
2023 Q3	–	Sell	-3,745	Closed	-$242K	–	439
2023 Q2	$242K	Buy	+3,745	New	+$212K	0.01%	356
2022 Q3	–	Sell	-16,847	Closed	-$526K	–	417
2022 Q2	$526K	Buy	16,847 +1,017	+6%	+$43.4K	0.02%	245
2022 Q1	$1.07M	Buy	15,830 +2,360	+18%	+$194K	0.04%	186
2021 Q4	$1.85M	Buy	13,470 +11,490	+580%	+$1.68M	0.06%	146
2021 Q3	$268K	Buy	1,980 +40	+2%	+$5.99K	0.01%	359
2021 Q2	$283K	Sell	1,940 -40	-2%	-$4.93K	0.01%	373
2021 Q1	$219K	Buy	1,980 +140	+8%	+$16.9K	0.01%	380
2020 Q4	$208K	Buy	+1,840	New	+$193K	0.01%	383

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Foundation Advisors's SHOP Position: Q2 2026 in Review

First Foundation Advisors held its Shopify (SHOP) position steady in Q2 2026 at 3,000 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #287.

First Foundation Advisors first reported a position in SHOP in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2021. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

First Foundation Advisors held 3,000 shares of Shopify worth $343K as of Q2 2026.
First Foundation Advisors left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #287 holding.
First Foundation Advisors first reported a position in Shopify in Q4 2020 and has held it in 19 quarters since.
First Foundation Advisors's Shopify position peaked at $1.85M in Q4 2021.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.