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Investment Partners Asset Management’s Shopify SHOP Stock Holding History

Investment Partners Asset Management’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 		$330K Hold
2,225
– – 0.18% 134
2026
Q2 		$254K Buy
2,225
+5
+0.2% +$571 0.14% 149
2026
Q1 		$263K Buy
2,220
+543
+32% +$71.3K 0.16% 140
2025
Q4 		$270K Sell
1,677
-75
-4% -$12K 0.17% 138
2025
Q3 		$260K Sell
1,752
-65
-4% -$8.81K 0.17% 136
2025
Q2 		$210K Buy
+1,817
New +$182K 0.15% 144

Other funds holding SHOP

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 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Investment Partners Asset Management's SHOP Position: Q3 2026 in Review

Investment Partners Asset Management held its Shopify (SHOP) position steady in Q3 2026 at 2,225 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #134.

Investment Partners Asset Management first reported a position in SHOP in Q2 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Investment Partners Asset Management held 2,225 shares of Shopify worth $330K as of Q3 2026.
  • Investment Partners Asset Management left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.18% of Investment Partners Asset Management's portfolio in Q3 2026, its #134 holding.
  • Investment Partners Asset Management first reported a position in Shopify in Q2 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.