Frank Rimerman Advisors’s Shopify SHOP Stock Holding History

Frank Rimerman 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 Q1	$1.04M	Sell	8,760 -868	-9%	-$114K	0.07%	232
2025 Q4	$1.55M	Buy	9,628 +28	+0.3%	+$4.5K	0.1%	159
2025 Q3	$1.43M	Buy	9,600 +1,018	+12%	+$138K	0.09%	166
2025 Q2	$990K	Buy	8,582 +6,147	+252%	+$615K	0.07%	213
2025 Q1	$232K	Hold	2,435	–	–	0.02%	467
2024 Q4	$259K	Buy	+2,435	New	+$237K	0.02%	453
2022 Q2	–	Sell	-6,160	Closed	-$416K	–	121
2022 Q1	$416K	Sell	6,160 -2,730	-31%	-$224K	0.13%	83
2021 Q4	$1.22M	Buy	8,890 +1,520	+21%	+$222K	0.41%	37
2021 Q3	$999K	Buy	+7,370	New	+$1.1M	0.39%	37

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

Frank Rimerman Advisors's SHOP Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Shopify (SHOP) stake by 9% in Q1 2026, selling an estimated $114K and leaving 8,760 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #232.

Frank Rimerman Advisors first reported a position in SHOP in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.55M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Frank Rimerman Advisors held 8,760 shares of Shopify worth $1.04M as of Q1 2026.
Frank Rimerman Advisors sold 868 Shopify shares in Q1 2026, an estimated $114K.
Shopify made up 0.07% of Frank Rimerman Advisors's portfolio in Q1 2026, its #232 holding.
Frank Rimerman Advisors first reported a position in Shopify in Q3 2021 and has held it in 9 quarters since.
Frank Rimerman Advisors's Shopify position peaked at $1.55M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.