Generate Investment Management’s Shopify SHOP Stock Holding History

Generate Investment 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 Q3	$409K	Buy	+2,756	New	+$374K	0.02%	83

Other funds holding SHOP

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return

Generate Investment Management's SHOP Position: Q3 2026 in Review

Generate Investment Management opened a new position in Shopify (SHOP) in Q3 2026: 2,756 shares worth $409K. The stake represents 0.02% of the portfolio and ranks #83 among its holdings.

184 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Generate Investment Management held 2,756 shares of Shopify worth $409K as of Q3 2026.
Shopify was a new Generate Investment Management position in Q3 2026.
Shopify made up 0.02% of Generate Investment Management's portfolio in Q3 2026, its #83 holding.
184 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.