Jane Street’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415M | Buy |
3,497,721
+3,187,389
| +1,027% | +$419M | 0.05% | 237 |
|
|
2025
Q4 | $50M | Sell |
310,332
-631,970
| -67% | -$101M | 0.01% | 943 |
|
|
2025
Q3 | $140M | Buy |
942,302
+886,320
| +1,583% | +$120M | 0.02% | 453 |
|
|
2025
Q2 | $6.46M | Sell |
55,982
-2,452,825
| -98% | -$245M | ﹤0.01% | 2676 |
|
|
2025
Q1 | $240M | Buy |
2,508,807
+2,073,618
| +476% | +$226M | 0.06% | 189 |
|
|
2024
Q4 | $46.3M | Sell |
435,189
-46,428
| -10% | -$4.52M | 0.01% | 733 |
|
|
2024
Q3 | $38.6M | Sell |
481,617
-634,079
| -57% | -$43.8M | 0.01% | 818 |
|
|
2024
Q2 | $73.7M | Buy |
1,115,696
+690,934
| +163% | +$45.8M | 0.02% | 517 |
|
|
2024
Q1 | $32.8M | Sell |
424,762
-493,517
| -54% | -$39M | 0.01% | 853 |
|
|
2023
Q4 | $71.5M | Sell |
918,279
-39,923
| -4% | -$2.55M | 0.02% | 526 |
|
|
2023
Q3 | $52.3M | Sell |
958,202
-937,232
| -49% | -$56.8M | 0.02% | 539 |
|
|
2023
Q2 | $122M | Buy |
1,895,434
+605,252
| +47% | +$34.2M | 0.04% | 278 |
|
|
2023
Q1 | $61.9M | Sell |
1,290,182
-657,255
| -34% | -$28.9M | 0.03% | 442 |
|
|
2022
Q4 | $67.6M | Buy |
1,947,437
+979,790
| +101% | +$33.5M | 0.03% | 409 |
|
|
2022
Q3 | $26.1M | Buy |
967,647
+415,671
| +75% | +$14.1M | 0.01% | 873 |
|
|
2022
Q2 | $17.2M | Sell |
551,976
-1,791,394
| -76% | -$76.5M | 0.01% | 1228 |
|
|
2022
Q1 | $158M | Buy |
2,343,370
+932,100
| +66% | +$76.5M | 0.05% | 242 |
|
|
2021
Q4 | $194M | Buy |
1,411,270
+1,204,680
| +583% | +$176M | 0.06% | 186 |
|
|
2021
Q3 | $28M | Sell |
206,590
-909,160
| -81% | -$136M | 0.01% | 902 |
|
|
2021
Q2 | $163M | Sell |
1,115,750
-2,448,580
| -69% | -$302M | 0.06% | 209 |
|
|
2021
Q1 | $394M | Buy |
3,564,330
+2,344,780
| +192% | +$283M | 0.2% | 65 |
|
|
2020
Q4 | $138M | Buy |
1,219,550
+129,100
| +12% | +$13.6M | 0.07% | 185 |
|
|
2020
Q3 | $112M | Buy |
1,090,450
+667,670
| +158% | +$66.4M | 0.07% | 196 |
|
|
2020
Q2 | $40.1M | Buy |
422,780
+247,540
| +141% | +$17.2M | 0.03% | 429 |
|
|
2020
Q1 | $7.31M | Sell |
175,240
-786,450
| -82% | -$35.5M | 0.01% | 957 |
|
|
2019
Q4 | $38.2M | Buy |
961,690
+226,070
| +31% | +$7.65M | 0.05% | 227 |
|
|
2019
Q3 | $22.9M | Buy |
735,620
+62,780
| +9% | +$2.15M | 0.04% | 325 |
|
|
2019
Q2 | $20.2M | Sell |
672,840
-218,160
| -24% | -$5.68M | 0.04% | 365 |
|
|
2019
Q1 | $18.4M | Buy |
891,000
+541,810
| +155% | +$9.57M | 0.03% | 436 |
|
|
2018
Q4 | $4.83M | Sell |
349,190
-349,920
| -50% | -$4.93M | 0.01% | 970 |
|
|
2018
Q3 | $11.5M | Buy |
699,110
+586,720
| +522% | +$8.94M | 0.02% | 533 |
|
|
2018
Q2 | $1.64M | Sell |
112,390
-335,330
| -75% | -$4.75M | ﹤0.01% | 2179 |
|
|
2018
Q1 | $5.58M | Sell |
447,720
-90,150
| -17% | -$1.17M | 0.01% | 893 |
|
|
2017
Q4 | $5.43M | Buy |
537,870
+338,940
| +170% | +$3.47M | 0.02% | 821 |
|
|
2017
Q3 | $2.32M | Sell |
198,930
-172,280
| -46% | -$1.76M | 0.01% | 1455 |
|
|
2017
Q2 | $3.23M | Buy |
371,210
+170,480
| +85% | +$1.44M | 0.01% | 1080 |
|
|
2017
Q1 | $1.37M | Sell |
200,730
-396,240
| -66% | -$2.28M | 0.01% | 1726 |
|
|
2016
Q4 | $2.56M | Buy |
596,970
+495,260
| +487% | +$2.08M | 0.01% | 1105 |
|
|
2016
Q3 | $437K | Buy |
+101,710
| New | +$388K | ﹤0.01% | 2908 |
|
|
2016
Q1 | – | Sell |
-118,690
| Closed | -$306K | – | 4591 |
|
|
2015
Q4 | $306K | Buy |
+118,690
| New | +$349K | ﹤0.01% | 3061 |
|
Other funds holding SHOP
VCM
Jane Street's SHOP Position: Q1 2026 in Review
Jane Street increased its Shopify (SHOP) stake by 1,027% in Q1 2026, buying an estimated $419M and bringing the position to 3,497,721 shares worth $415M. The position accounts for 0.05% of the portfolio, ranked #237.
Jane Street first reported a position in SHOP in Q4 2015 and has held it in 40 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.
- Jane Street held 3,497,721 shares of Shopify worth $415M as of Q1 2026.
- Jane Street bought 3,187,389 Shopify shares in Q1 2026, an estimated $419M.
- Shopify made up 0.05% of Jane Street's portfolio in Q1 2026, its #237 holding.
- Jane Street first reported a position in Shopify in Q4 2015 and has held it in 40 quarters since.
- 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.
Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.