Goldman Sachs’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08B | Sell |
9,146,115
-4,034,430
| -31% | -$530M | 0.12% | 149 |
|
|
2025
Q4 | $2.12B | Buy |
13,180,545
+3,194,738
| +32% | +$513M | 0.26% | 51 |
|
|
2025
Q3 | $1.48B | Buy |
9,985,807
+669,896
| +7% | +$90.8M | 0.18% | 89 |
|
|
2025
Q2 | $1.07B | Buy |
9,315,911
+2,456,048
| +36% | +$246M | 0.15% | 124 |
|
|
2025
Q1 | $655M | Buy |
6,859,863
+3,303,521
| +93% | +$360M | 0.11% | 178 |
|
|
2024
Q4 | $378M | Buy |
3,556,342
+106,545
| +3% | +$10.4M | 0.06% | 298 |
|
|
2024
Q3 | $276M | Sell |
3,449,797
-1,977,647
| -36% | -$137M | 0.04% | 417 |
|
|
2024
Q2 | $358M | Buy |
5,427,444
+847,922
| +19% | +$56.2M | 0.06% | 318 |
|
|
2024
Q1 | $353M | Sell |
4,579,522
-1,081,222
| -19% | -$85.4M | 0.06% | 316 |
|
|
2023
Q4 | $441M | Buy |
5,660,744
+1,529,637
| +37% | +$97.7M | 0.08% | 246 |
|
|
2023
Q3 | $225M | Buy |
4,131,107
+723,803
| +21% | +$43.9M | 0.05% | 384 |
|
|
2023
Q2 | $220M | Buy |
3,407,304
+782,408
| +30% | +$44.2M | 0.05% | 387 |
|
|
2023
Q1 | $126M | Sell |
2,624,896
-2,300,791
| -47% | -$101M | 0.03% | 589 |
|
|
2022
Q4 | $171M | Buy |
4,925,687
+2,372,395
| +93% | +$81M | 0.04% | 475 |
|
|
2022
Q3 | $68.8M | Sell |
2,553,292
-160,437
| -6% | -$5.46M | 0.02% | 890 |
|
|
2022
Q2 | $84.8M | Buy |
2,713,729
+762,169
| +39% | +$32.5M | 0.02% | 788 |
|
|
2022
Q1 | $132M | Sell |
1,951,560
-1,630,680
| -46% | -$134M | 0.03% | 610 |
|
|
2021
Q4 | $493M | Buy |
3,582,240
+688,410
| +24% | +$101M | 0.1% | 189 |
|
|
2021
Q3 | $392M | Buy |
2,893,830
+9,570
| +0.3% | +$1.43M | 0.08% | 216 |
|
|
2021
Q2 | $421M | Buy |
2,884,260
+740,690
| +35% | +$91.3M | 0.09% | 190 |
|
|
2021
Q1 | $237M | Buy |
2,143,570
+655,010
| +44% | +$79.1M | 0.06% | 317 |
|
|
2020
Q4 | $168M | Sell |
1,488,560
-208,320
| -12% | -$21.9M | 0.04% | 393 |
|
|
2020
Q3 | $174M | Sell |
1,696,880
-1,610,610
| -49% | -$160M | 0.05% | 376 |
|
|
2020
Q2 | $314M | Sell |
3,307,490
-873,340
| -21% | -$60.6M | 0.1% | 198 |
|
|
2020
Q1 | $174M | Buy |
4,180,830
+3,162,500
| +311% | +$143M | 0.06% | 305 |
|
|
2019
Q4 | $40.5M | Buy |
1,018,330
+57,850
| +6% | +$1.96M | 0.01% | 1310 |
|
|
2019
Q3 | $29.9M | Sell |
960,480
-1,893,270
| -66% | -$64.8M | 0.01% | 1483 |
|
|
2019
Q2 | $85.7M | Buy |
2,853,750
+552,360
| +24% | +$14.4M | 0.02% | 777 |
|
|
2019
Q1 | $47.6M | Sell |
2,301,390
-229,740
| -9% | -$4.06M | 0.01% | 1164 |
|
|
2018
Q4 | $35M | Buy |
2,531,130
+748,000
| +42% | +$10.5M | 0.01% | 1363 |
|
|
2018
Q3 | $29.3M | Sell |
1,783,130
-285,810
| -14% | -$4.35M | 0.01% | 1631 |
|
|
2018
Q2 | $30.2M | Buy |
2,068,940
+671,940
| +48% | +$9.51M | 0.01% | 1592 |
|
|
2018
Q1 | $17.4M | Sell |
1,397,000
-1,021,310
| -42% | -$13.2M | ﹤0.01% | 1954 |
|
|
2017
Q4 | $24.4M | Sell |
2,418,310
-1,035,350
| -30% | -$10.6M | 0.01% | 1780 |
|
|
2017
Q3 | $40.2M | Sell |
3,453,660
-1,018,050
| -23% | -$10.4M | 0.01% | 1445 |
|
|
2017
Q2 | $38.9M | Buy |
4,471,710
+2,899,530
| +184% | +$24.5M | 0.01% | 1419 |
|
|
2017
Q1 | $10.7M | Buy |
1,572,180
+1,170,620
| +292% | +$6.74M | ﹤0.01% | 2359 |
|
|
2016
Q4 | $1.72M | Buy |
401,560
+290,300
| +261% | +$1.22M | ﹤0.01% | 3986 |
|
|
2016
Q3 | $478K | Buy |
111,260
+32,150
| +41% | +$123K | ﹤0.01% | 5082 |
|
|
2016
Q2 | $243K | Buy |
+79,110
| New | +$231K | ﹤0.01% | 5530 |
|
|
2015
Q3 | – | Sell |
-215,750
| Closed | -$732K | – | 7474 |
|
|
2015
Q2 | $732K | Buy |
+215,750
| New | +$674K | ﹤0.01% | 4836 |
|
Other funds holding SHOP
VCM
Goldman Sachs's SHOP Position: Q1 2026 in Review
Goldman Sachs reduced its Shopify (SHOP) stake by 31% in Q1 2026, selling an estimated $530M and leaving 9,146,115 shares worth $1.08B. The position accounts for 0.12% of the portfolio, ranked #149.
Goldman Sachs first reported a position in SHOP in Q2 2015 and has held it in 41 quarters since. The position peaked at $2.12B in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.
- Goldman Sachs held 9,146,115 shares of Shopify worth $1.08B as of Q1 2026.
- Goldman Sachs sold 4,034,430 Shopify shares in Q1 2026, an estimated $530M.
- Shopify made up 0.12% of Goldman Sachs's portfolio in Q1 2026, its #149 holding.
- Goldman Sachs first reported a position in Shopify in Q2 2015 and has held it in 41 quarters since.
- Goldman Sachs's Shopify position peaked at $2.12B in Q4 2025.
- 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.
Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.