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Janney Capital Management’s Shopify SHOP Stock Holding History

Janney Capital 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
2025
Q4 		$12.2M Sell
76,007
-764
-1% -$123K 0.77% 47
2025
Q3 		$11.4M Sell
76,771
-2,511
-3% -$340K 0.71% 57
2025
Q2 		$9.14M Buy
79,282
+22,393
+39% +$2.24M 0.59% 79
2025
Q1 		$5.43M Buy
+56,889
New +$6.2M 0.37% 97

Other funds holding SHOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Capital Management's SHOP Position: Q4 2025 in Review

Janney Capital Management reduced its Shopify (SHOP) stake by 1% in Q4 2025, selling an estimated $123K and leaving 76,007 shares worth $12.2M. The position accounts for 0.77% of the portfolio, ranked #47.

Janney Capital Management first reported a position in SHOP in Q1 2025 and has held it in 4 quarters since. 1,884 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Janney Capital Management held 76,007 shares of Shopify worth $12.2M as of Q4 2025.
  • Janney Capital Management sold 764 Shopify shares in Q4 2025, an estimated $123K.
  • Shopify made up 0.77% of Janney Capital Management's portfolio in Q4 2025, its #47 holding.
  • Janney Capital Management first reported a position in Shopify in Q1 2025 and has held it in 4 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.