GSEP
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Golden State Equity Partners’s Shopify SHOP Stock Holding History

Golden State Equity Partners’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 		$564K Buy
4,756
+2,802
+143% +$368K 0.04% 419
2025
Q4 		$315K Buy
1,954
+423
+28% +$67.9K 0.05% 384
2025
Q3 		$228K Buy
+1,531
New +$208K 0.04% 404

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

Golden State Equity Partners's SHOP Position: Q1 2026 in Review

Golden State Equity Partners increased its Shopify (SHOP) stake by 143% in Q1 2026, buying an estimated $368K and bringing the position to 4,756 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #419.

Golden State Equity Partners first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Golden State Equity Partners held 4,756 shares of Shopify worth $564K as of Q1 2026.
  • Golden State Equity Partners bought 2,802 Shopify shares in Q1 2026, an estimated $368K.
  • Shopify made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #419 holding.
  • Golden State Equity Partners first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.