Greenleaf Trust’s Shopify SHOP Stock Holding History

Greenleaf Trust’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	$671K	Buy	5,656 +795	+16%	+$104K	0.01%	427
2025 Q4	$782K	Buy	4,861 +776	+19%	+$125K	0.01%	387
2025 Q3	$607K	Buy	4,085 +100	+3%	+$13.6K	0.01%	454
2025 Q2	$460K	Sell	3,985 -161	-4%	-$16.1K	﹤0.01%	509
2025 Q1	$396K	Buy	4,146 +208	+5%	+$22.7K	﹤0.01%	560
2024 Q4	$419K	Buy	3,938 +183	+5%	+$17.8K	﹤0.01%	553
2024 Q3	$301K	Buy	+3,755	New	+$259K	﹤0.01%	663
2024 Q2	–	Sell	-6,156	Closed	-$475K	–	823
2024 Q1	$475K	Buy	+6,156	New	+$486K	﹤0.01%	492
2023 Q2	–	Sell	-4,351	Closed	-$209K	–	798
2023 Q1	$209K	Buy	+4,351	New	+$191K	﹤0.01%	718
2022 Q1	–	Sell	-3,600	Closed	-$496K	–	798
2021 Q4	$496K	Sell	3,600 -120	-3%	-$17.5K	0.01%	418
2021 Q3	$504K	Sell	3,720 -180	-5%	-$27K	0.01%	390
2021 Q2	$570K	Buy	3,900 +150	+4%	+$18.5K	0.01%	365
2021 Q1	$415K	Buy	+3,750	New	+$453K	0.01%	435

Other funds holding SHOP

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Greenleaf Trust's SHOP Position: Q1 2026 in Review

Greenleaf Trust increased its Shopify (SHOP) stake by 16% in Q1 2026, buying an estimated $104K and bringing the position to 5,656 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #427.

Greenleaf Trust first reported a position in SHOP in Q1 2021 and has held it in 13 quarters since. The position peaked at $782K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Greenleaf Trust held 5,656 shares of Shopify worth $671K as of Q1 2026.
Greenleaf Trust bought 795 Shopify shares in Q1 2026, an estimated $104K.
Shopify made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #427 holding.
Greenleaf Trust first reported a position in Shopify in Q1 2021 and has held it in 13 quarters since.
Greenleaf Trust's Shopify position peaked at $782K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.