Franklin Resources
SHOP icon

Franklin Resources’s Shopify SHOP Stock Holding History

Franklin Resources’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 		$982M Sell
8,272,377
-272,268
-3% -$35.8M 0.24% 93
2025
Q4 		$1.38B Sell
8,544,645
-893,883
-9% -$144M 0.34% 65
2025
Q3 		$1.4B Sell
9,438,528
-863,283
-8% -$117M 0.35% 60
2025
Q2 		$1.19B Sell
10,301,811
-298,453
-3% -$29.9M 0.32% 77
2025
Q1 		$1.01B Sell
10,600,264
-492,649
-4% -$53.7M 0.29% 85
2024
Q4 		$1.18B Sell
11,092,913
-758,185
-6% -$73.7M 0.33% 70
2024
Q3 		$997M Sell
11,851,098
-449,484
-4% -$31M 0.28% 88
2024
Q2 		$813M Buy
12,300,582
+581,864
+5% +$38.6M 0.25% 101
2024
Q1 		$904M Buy
11,718,718
+366,265
+3% +$28.9M 0.29% 88
2023
Q4 		$884M Sell
11,352,453
-1,650,389
-13% -$105M 0.41% 54
2023
Q3 		$710M Buy
13,002,842
+1,819,689
+16% +$110M 0.36% 65
2023
Q2 		$723M Sell
11,183,153
-2,984,605
-21% -$169M 0.34% 70
2023
Q1 		$679M Buy
14,167,758
+300,160
+2% +$13.2M 0.34% 68
2022
Q4 		$481M Buy
13,867,598
+618,195
+5% +$21.1M 0.25% 101
2022
Q3 		$357M Sell
13,249,403
-340,847
-3% -$11.6M 0.19% 138
2022
Q2 		$425M Buy
13,590,250
+1,987,550
+17% +$84.9M 0.21% 125
2022
Q1 		$784M Buy
11,602,700
+1,397,260
+14% +$115M 0.31% 76
2021
Q4 		$1.41B Buy
10,205,440
+543,020
+6% +$79.3M 0.51% 40
2021
Q3 		$1.31B Buy
9,662,420
+116,660
+1% +$17.5M 0.49% 42
2021
Q2 		$1.4B Buy
9,545,760
+113,940
+1% +$14M 0.53% 40
2021
Q1 		$1.04B Sell
9,431,820
-24,060
-0.3% -$2.91M 0.42% 52
2020
Q4 		$1.07B Buy
9,455,880
+636,090
+7% +$66.8M 0.45% 48
2020
Q3 		$902M Sell
8,819,790
-346,250
-4% -$34.4M 0.44% 53
2020
Q2 		$871M Buy
9,166,040
+524,450
+6% +$36.4M 0.45% 54
2020
Q1 		$361M Sell
8,641,590
-2,125,420
-20% -$95.8M 0.24% 110
2019
Q4 		$428M Sell
10,767,010
-736,690
-6% -$24.9M 0.22% 119
2019
Q3 		$358M Sell
11,503,700
-570,950
-5% -$19.5M 0.19% 134
2019
Q2 		$363M Sell
12,074,650
-2,553,860
-17% -$66.5M 0.19% 139
2019
Q1 		$302M Sell
14,628,510
-1,947,910
-12% -$34.4M 0.16% 168
2018
Q4 		$229M Sell
16,576,420
-412,980
-2% -$5.81M 0.14% 194
2018
Q3 		$279M Buy
16,989,400
+3,790,700
+29% +$57.7M 0.14% 193
2018
Q2 		$193M Buy
13,198,700
+1,377,300
+12% +$19.5M 0.1% 235
2018
Q1 		$147M Buy
11,821,400
+2,848,000
+32% +$36.9M 0.07% 274
2017
Q4 		$90.6M Buy
8,973,400
+3,634,900
+68% +$37.2M 0.04% 392
2017
Q3 		$62.2M Buy
5,338,500
+1,356,000
+34% +$13.8M 0.03% 478
2017
Q2 		$34.6M Buy
3,982,500
+3,780,500
+1,872% +$32M 0.02% 640
2017
Q1 		$1.38M Buy
+202,000
New +$1.16M ﹤0.01% 1290
2016
Q1 		– Sell
-850,000
Closed -$2.19M – 1553
2015
Q4 		$2.19M Buy
850,000
+707,000
+494% +$2.08M ﹤0.01% 1280
2015
Q3 		$503K Hold
143,000
– – ﹤0.01% 1445
2015
Q2 		$485K Buy
+143,000
New +$447K ﹤0.01% 1466

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

Franklin Resources's SHOP Position: Q1 2026 in Review

Franklin Resources reduced its Shopify (SHOP) stake by 3.2% in Q1 2026, selling an estimated $35.8M and leaving 8,272,377 shares worth $982M. The position accounts for 0.24% of the portfolio, ranked #93.

Franklin Resources first reported a position in SHOP in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.41B in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Franklin Resources held 8,272,377 shares of Shopify worth $982M as of Q1 2026.
  • Franklin Resources sold 272,268 Shopify shares in Q1 2026, an estimated $35.8M.
  • Shopify made up 0.24% of Franklin Resources's portfolio in Q1 2026, its #93 holding.
  • Franklin Resources first reported a position in Shopify in Q2 2015 and has held it in 40 quarters since.
  • Franklin Resources's Shopify position peaked at $1.41B in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.