First Manhattan
SHOP icon

First Manhattan’s Shopify SHOP Stock Holding History

First Manhattan’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 		$1.03M Sell
8,661
-3,432
-28% -$451K ﹤0.01% 433
2025
Q4 		$1.95M Buy
12,093
+2,777
+30% +$446K 0.01% 344
2025
Q3 		$1.38M Sell
9,316
-17
-0.2% -$2.31K ﹤0.01% 380
2025
Q2 		$1.08M Sell
9,333
-222
-2% -$22.2K ﹤0.01% 414
2025
Q1 		$912K Buy
+9,555
New +$1.04M ﹤0.01% 405
2024
Q2 		– Sell
-740
Closed -$57.1K – 1194
2024
Q1 		$57.1K Hold
740
– – ﹤0.01% 857
2023
Q4 		$57.6K Buy
740
+310
+72% +$19.8K ﹤0.01% 843
2023
Q3 		$23.5K Sell
430
-450
-51% -$27.3K ﹤0.01% 1000
2023
Q2 		$56.8K Hold
880
– – ﹤0.01% 860
2023
Q1 		$42.2K Sell
880
-194
-18% -$8.54K ﹤0.01% 942
2022
Q4 		$37.3K Buy
1,074
+444
+70% +$15.2K ﹤0.01% 989
2022
Q3 		$16K Sell
630
-2,000
-76% -$68K ﹤0.01% 1136
2022
Q2 		$82K Hold
2,630
– – ﹤0.01% 884
2022
Q1 		$177K Buy
2,630
+2,000
+317% +$164K ﹤0.01% 777
2021
Q4 		$86K Hold
630
– – ﹤0.01% 896
2021
Q3 		$85K Buy
630
+30
+5% +$4.5K ﹤0.01% 896
2021
Q2 		$87K Hold
600
– – ﹤0.01% 878
2021
Q1 		$66K Hold
600
– – ﹤0.01% 901
2020
Q4 		$67K Hold
600
– – ﹤0.01% 857
2020
Q3 		$61K Buy
600
+50
+9% +$4.97K ﹤0.01% 855
2020
Q2 		$52K Buy
550
+100
+22% +$6.94K ﹤0.01% 872
2020
Q1 		$18K Sell
450
-4,550
-91% -$205K ﹤0.01% 1023
2019
Q4 		$198K Hold
5,000
– – ﹤0.01% 692
2019
Q3 		$155K Sell
5,000
-1,000
-17% -$34.2K ﹤0.01% 736
2019
Q2 		$180K Buy
6,000
+5,000
+500% +$130K ﹤0.01% 724
2019
Q1 		$20K Hold
1,000
– – ﹤0.01% 1094
2018
Q4 		$13K Hold
1,000
– – ﹤0.01% 1135
2018
Q3 		$16K Buy
+1,000
New +$15.2K ﹤0.01% 1157

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

First Manhattan's SHOP Position: Q1 2026 in Review

First Manhattan reduced its Shopify (SHOP) stake by 28% in Q1 2026, selling an estimated $451K and leaving 8,661 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #433.

First Manhattan first reported a position in SHOP in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.95M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • First Manhattan held 8,661 shares of Shopify worth $1.03M as of Q1 2026.
  • First Manhattan sold 3,432 Shopify shares in Q1 2026, an estimated $451K.
  • Shopify made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #433 holding.
  • First Manhattan first reported a position in Shopify in Q3 2018 and has held it in 28 quarters since.
  • First Manhattan's Shopify position peaked at $1.95M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.