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J. Safra Asset Management’s Shopify SHOP Stock Holding History

J. Safra 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
Q1 		$805K Buy
6,783
+6,301
+1,307% +$828K 0.04% 121
2025
Q4 		$77.6K Buy
+482
New +$77.4K ﹤0.01% 258
2025
Q2 		– Sell
-2,501
Closed -$239K – 396
2025
Q1 		$239K Buy
2,501
+1,125
+82% +$123K 0.02% 123
2024
Q4 		$147K Buy
+1,376
New +$134K 0.01% 147
2023
Q1 		– Sell
-185
Closed -$6K – 126
2022
Q4 		$6K Buy
+185
New +$6.32K ﹤0.01% 56

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

J. Safra Asset Management's SHOP Position: Q1 2026 in Review

J. Safra Asset Management increased its Shopify (SHOP) stake by 1,307% in Q1 2026, buying an estimated $828K and bringing the position to 6,783 shares worth $805K. The position accounts for 0.04% of the portfolio, ranked #121.

J. Safra Asset Management first reported a position in SHOP in Q4 2022 and has held it in 5 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • J. Safra Asset Management held 6,783 shares of Shopify worth $805K as of Q1 2026.
  • J. Safra Asset Management bought 6,301 Shopify shares in Q1 2026, an estimated $828K.
  • Shopify made up 0.04% of J. Safra Asset Management's portfolio in Q1 2026, its #121 holding.
  • J. Safra Asset Management first reported a position in Shopify in Q4 2022 and has held it in 5 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.