Wedbush Fund Advisers, LLC’s Shopify SHOP Stock Holding History

Wedbush Fund Advisers, LLC’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
2025 Q4	$32.6M	Buy	+202,693	New	+$32.5M	3.38%	16

Other funds holding SHOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Fund Advisers, LLC's SHOP Position: Q4 2025 in Review

Wedbush Fund Advisers, LLC opened a new position in Shopify (SHOP) in Q4 2025: 202,693 shares worth $32.6M. The stake represents 3.38% of the portfolio and ranks #16 among its holdings.

1,884 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Wedbush Fund Advisers, LLC held 202,693 shares of Shopify worth $32.6M as of Q4 2025.
Shopify was a new Wedbush Fund Advisers, LLC position in Q4 2025.
Shopify made up 3.38% of Wedbush Fund Advisers, LLC's portfolio in Q4 2025, its #16 holding.
1,884 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Wedbush Fund Advisers, LLC's 13F filing for Q4 2025, filed 23 Jul 2026.