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 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

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Investment Partners Asset Management's SHOP Position: Q2 2026 in Review

Investment Partners Asset Management increased its Shopify (SHOP) stake by 0.23% in Q2 2026, buying an estimated $571 and bringing the position to 2,225 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #149.

Investment Partners Asset Management first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $270K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Investment Partners Asset Management held 2,225 shares of Shopify worth $254K as of Q2 2026.
Investment Partners Asset Management bought 5 Shopify shares in Q2 2026, an estimated $571.
Shopify made up 0.14% of Investment Partners Asset Management's portfolio in Q2 2026, its #149 holding.
Investment Partners Asset Management first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
Investment Partners Asset Management's Shopify position peaked at $270K in Q4 2025.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.