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Fulcrum Asset Management’s Shopify SHOP Stock Holding History

Fulcrum Asset 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 		$5.29M Buy
+46,316
New +$5.29M 0.53% 45
2021
Q4 		– Hold
0
– – – 161
2021
Q3 		– Hold
0
– – – 163
2021
Q2 		– Hold
0
– – – 65
2021
Q1 		– Hold
0
– – – 112
2020
Q4 		– Hold
0
– – – 119
2020
Q3 		– Sell
-8,230
Closed -$818K – 99
2020
Q2 		$769K Buy
+8,230
New +$571K 0.26% 120

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fulcrum Asset Management's SHOP Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Shopify (SHOP) in Q2 2026: 46,316 shares worth $5.29M. The stake represents 0.53% of the portfolio and ranks #45 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in SHOP as recently as Q2 2020.

Fulcrum Asset Management first reported a position in SHOP in Q2 2020 and has held it in 2 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Fulcrum Asset Management held 46,316 shares of Shopify worth $5.29M as of Q2 2026.
  • Shopify was a new Fulcrum Asset Management position in Q2 2026.
  • Shopify made up 0.53% of Fulcrum Asset Management's portfolio in Q2 2026, its #45 holding.
  • Fulcrum Asset Management first reported a position in Shopify in Q2 2020 and has held it in 2 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.