Insigneo Advisory Services’s Shopify SHOP Stock Holding History

Insigneo Advisory Services’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	$2.46M	Sell	20,721 -2,801	-12%	-$368K	0.17%	110
2025 Q4	$3.79M	Buy	23,522 +1,075	+5%	+$173K	0.27%	59
2025 Q3	$3.34M	Sell	22,447 -6,529	-23%	-$885K	0.23%	75
2025 Q2	$3.34M	Sell	28,976 -621	-2%	-$62.1K	0.29%	62
2025 Q1	$2.83M	Buy	29,597 +1,940	+7%	+$211K	0.29%	67
2024 Q4	$2.94M	Sell	27,657 -3,949	-12%	-$384K	0.3%	56
2024 Q3	$2.53M	Sell	31,606 -331	-1%	-$22.9K	0.26%	77
2024 Q2	$1.67M	Buy	31,937 +1,245	+4%	+$82.6K	0.19%	109
2024 Q1	$2.37M	Sell	30,692 -3,019	-9%	-$239K	0.28%	68
2023 Q4	$2.63M	Buy	33,711 +1,550	+5%	+$99K	0.37%	57
2023 Q3	$1.76M	Buy	+32,161	New	+$1.95M	0.36%	56

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

Insigneo Advisory Services's SHOP Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Shopify (SHOP) stake by 12% in Q1 2026, selling an estimated $368K and leaving 20,721 shares worth $2.46M. The position accounts for 0.17% of the portfolio, ranked #110.

Insigneo Advisory Services first reported a position in SHOP in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Insigneo Advisory Services held 20,721 shares of Shopify worth $2.46M as of Q1 2026.
Insigneo Advisory Services sold 2,801 Shopify shares in Q1 2026, an estimated $368K.
Shopify made up 0.17% of Insigneo Advisory Services's portfolio in Q1 2026, its #110 holding.
Insigneo Advisory Services first reported a position in Shopify in Q3 2023 and has held it in 11 quarters since.
Insigneo Advisory Services's Shopify position peaked at $3.79M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.