Haven Private
SHOP icon

Haven Private’s Shopify SHOP Stock Holding History

Haven Private’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 		$271K Buy
+1,830
New +$248K 0.11% 150
2026
Q1 		– Sell
-1,559
Closed -$251K – 175
2025
Q4 		$251K Hold
1,559
– – 0.11% 149
2025
Q3 		$232K Buy
+1,559
New +$211K 0.1% 145

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Haven Private's SHOP Position: Q3 2026 in Review

Haven Private opened a new position in Shopify (SHOP) in Q3 2026: 1,830 shares worth $271K. The stake represents 0.11% of the portfolio and ranks #150 among its holdings. This is a return to the name: Haven Private previously reported a position in SHOP as recently as Q4 2025.

Haven Private first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Haven Private held 1,830 shares of Shopify worth $271K as of Q3 2026.
  • Shopify was a new Haven Private position in Q3 2026.
  • Shopify made up 0.11% of Haven Private's portfolio in Q3 2026, its #150 holding.
  • Haven Private first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Haven Private's 13F filing for Q3 2026, filed 27 Oct 2026.