FFM
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Forum Financial Management’s Shopify SHOP Stock Holding History

Forum Financial 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
Q2 		$391K Buy
3,421
+310
+10% +$35.4K 0.01% 238
2026
Q1 		$369K Sell
3,111
-4,729
-60% -$621K 0.01% 235
2025
Q4 		$1.26M Sell
7,840
-414
-5% -$66.5K 0.02% 200
2025
Q3 		$1.23M Buy
8,254
+2,730
+49% +$370K 0.02% 205
2025
Q2 		$637K Sell
5,524
-1,264
-19% -$126K 0.01% 329
2025
Q1 		$648K Sell
6,788
-337
-5% -$36.7K 0.01% 288
2024
Q4 		$758K Buy
7,125
+2,953
+71% +$287K 0.01% 259
2024
Q3 		$334K Buy
4,172
+20
+0.5% +$1.38K 0.01% 467
2024
Q2 		$274K Buy
4,152
+345
+9% +$22.9K 0.01% 518
2024
Q1 		$294K Sell
3,807
-316
-8% -$25K 0.01% 511
2023
Q4 		$321K Sell
4,123
-259
-6% -$16.5K 0.01% 429
2023
Q3 		$239K Buy
4,382
+5
+0.1% +$303 0.01% 512
2023
Q2 		$283K Buy
4,377
+15
+0.3% +$848 0.01% 457
2023
Q1 		$209K Sell
4,362
-2,118
-33% -$93.2K 0.01% 550
2022
Q4 		$225K Buy
+6,480
New +$221K 0.01% 507
2022
Q2 		– Sell
-4,390
Closed -$296K – 640
2022
Q1 		$296K Buy
4,390
+40
+0.9% +$3.28K 0.01% 400
2021
Q4 		$599K Buy
+4,350
New +$636K 0.03% 211

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Forum Financial Management's SHOP Position: Q2 2026 in Review

Forum Financial Management increased its Shopify (SHOP) stake by 10% in Q2 2026, buying an estimated $35.4K and bringing the position to 3,421 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #238.

Forum Financial Management first reported a position in SHOP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Forum Financial Management held 3,421 shares of Shopify worth $391K as of Q2 2026.
  • Forum Financial Management bought 310 Shopify shares in Q2 2026, an estimated $35.4K.
  • Shopify made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #238 holding.
  • Forum Financial Management first reported a position in Shopify in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Shopify position peaked at $1.26M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.