Indie Asset Partners’s Shopify SHOP Stock Holding History

Indie Asset 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
2025 Q2	–	Sell	-2,880	Closed	-$275K	–	101
2025 Q1	$275K	Sell	2,880 -1,090	-27%	-$119K	0.24%	70
2024 Q4	$422K	Sell	3,970 -10	-0.3%	-$973	0.33%	52
2024 Q3	$319K	Hold	3,980	–	–	0.24%	70
2024 Q2	$263K	Buy	3,980 +25	+0.6%	+$1.66K	0.21%	77
2024 Q1	$305K	Sell	3,955 -25	-0.6%	-$1.98K	0.27%	58
2023 Q4	$310K	Sell	3,980 -180	-4%	-$11.5K	0.28%	53
2023 Q3	$227K	Hold	4,160	–	–	0.23%	64
2023 Q2	$269K	Sell	4,160 -100	-2%	-$5.65K	0.29%	53
2023 Q1	$204K	Buy	+4,260	New	+$187K	0.24%	76
2022 Q2	–	Sell	-4,410	Closed	-$298K	–	122
2022 Q1	$298K	Sell	4,410 -200	-4%	-$16.4K	0.22%	83
2021 Q4	$635K	Sell	4,610 -300	-6%	-$43.8K	0.46%	38
2021 Q3	$666K	Buy	4,910 +200	+4%	+$30K	0.54%	36
2021 Q2	$688K	Sell	4,710 -260	-5%	-$32K	0.56%	34
2021 Q1	$550K	Sell	4,970 -650	-12%	-$78.5K	0.63%	41
2020 Q4	$636K	Sell	5,620 -1,340	-19%	-$141K	0.74%	31
2020 Q3	$712K	Buy	6,960 +160	+2%	+$15.9K	0.89%	27
2020 Q2	$684K	Sell	6,800 -310	-4%	-$21.5K	0.86%	31
2020 Q1	$296K	Buy	7,110 +960	+16%	+$43.3K	0.37%	55
2019 Q4	$245K	Buy	+6,150	New	+$208K	0.26%	74

Other funds holding SHOP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Indie Asset Partners's SHOP Position: Q2 2025 in Review

Indie Asset Partners sold out of Shopify (SHOP) in Q2 2025, closing a stake of 2,880 shares — an estimated $275K sold.

Indie Asset Partners first reported a position in SHOP in Q4 2019 and held it in 19 quarters. The position peaked at $712K in Q3 2020. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Indie Asset Partners reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 2,880 Shopify shares in Q2 2025, an estimated $275K.
Indie Asset Partners first reported a position in Shopify in Q4 2019 and held it in 19 quarters.
Indie Asset Partners's Shopify position peaked at $712K in Q3 2020.
1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.