Janus Henderson Group’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 | $479M | Sell |
4,088,788
-334,622
| -8% | -$44M | 0.23% | 109 |
|
|
2025
Q4 | $704M | Sell |
4,423,410
-618,043
| -12% | -$99.2M | 0.32% | 72 |
|
|
2025
Q3 | $749M | Buy |
5,041,453
+124,772
| +3% | +$16.9M | 0.34% | 56 |
|
|
2025
Q2 | $567M | Buy |
4,916,681
+755,560
| +18% | +$75.6M | 0.28% | 80 |
|
|
2025
Q1 | $402M | Sell |
4,161,121
-8,123
| -0.2% | -$885K | 0.22% | 107 |
|
|
2024
Q4 | $443M | Sell |
4,169,244
-48,355
| -1% | -$4.7M | 0.23% | 105 |
|
|
2024
Q3 | $338M | Sell |
4,217,599
-1,077
| -0% | -$74.4K | 0.17% | 138 |
|
|
2024
Q2 | $279M | Buy |
4,218,676
+4,091,580
| +3,219% | +$271M | 0.15% | 139 |
|
|
2024
Q1 | $9.82M | Sell |
127,096
-1,468
| -1% | -$116K | 0.01% | 697 |
|
|
2023
Q4 | $10.1M | Hold |
128,564
| – | – | 0.01% | 668 |
|
|
2023
Q3 | $7.05M | Buy |
128,564
+1,919
| +2% | +$116K | ﹤0.01% | 739 |
|
|
2023
Q2 | $8.19M | Sell |
126,645
-12,605
| -9% | -$713K | 0.01% | 732 |
|
|
2023
Q1 | $6.67M | Sell |
139,250
-400
| -0.3% | -$17.6K | ﹤0.01% | 798 |
|
|
2022
Q4 | $4.85M | Sell |
139,650
-129,450
| -48% | -$4.42M | ﹤0.01% | 872 |
|
|
2022
Q3 | $7.29M | Sell |
269,100
-492,984
| -65% | -$16.8M | ﹤0.01% | 899 |
|
|
2022
Q2 | $23.8M | Buy |
762,084
+228,814
| +43% | +$9.77M | 0.02% | 533 |
|
|
2022
Q1 | $36.1M | Sell |
533,270
-2,295,450
| -81% | -$188M | 0.02% | 590 |
|
|
2021
Q4 | $390M | Buy |
2,828,720
+453,540
| +19% | +$66.3M | 0.16% | 144 |
|
|
2021
Q3 | $322M | Sell |
2,375,180
-25,290
| -1% | -$3.79M | 0.14% | 167 |
|
|
2021
Q2 | $351M | Buy |
2,400,470
+277,890
| +13% | +$34.2M | 0.15% | 160 |
|
|
2021
Q1 | $235M | Buy |
2,122,580
+1,887,530
| +803% | +$228M | 0.11% | 202 |
|
|
2020
Q4 | $26.5M | Sell |
235,050
-2,580
| -1% | -$271K | 0.01% | 691 |
|
|
2020
Q3 | $24.2M | Buy |
237,630
+9,760
| +4% | +$970K | 0.01% | 663 |
|
|
2020
Q2 | $21.6M | Sell |
227,870
-2,537,060
| -92% | -$176M | 0.01% | 678 |
|
|
2020
Q1 | $115M | Buy |
2,764,930
+1,604,020
| +138% | +$72.3M | 0.08% | 255 |
|
|
2019
Q4 | $46.2M | Sell |
1,160,910
-120,630
| -9% | -$4.08M | 0.02% | 620 |
|
|
2019
Q3 | $39.9M | Buy |
1,281,540
+938,900
| +274% | +$32.1M | 0.02% | 650 |
|
|
2019
Q2 | $10.3M | Buy |
342,640
+96,590
| +39% | +$2.51M | 0.01% | 943 |
|
|
2019
Q1 | $5.08M | Sell |
246,050
-408,550
| -62% | -$7.21M | ﹤0.01% | 1002 |
|
|
2018
Q4 | $9.06M | Buy |
654,600
+285,210
| +77% | +$4.01M | 0.01% | 905 |
|
|
2018
Q3 | $6.07M | Sell |
369,390
-440,930
| -54% | -$6.72M | ﹤0.01% | 1002 |
|
|
2018
Q2 | $11.8M | Sell |
810,320
-1,013,000
| -56% | -$14.3M | 0.01% | 894 |
|
|
2018
Q1 | $22.7M | Buy |
+1,823,320
| New | +$23.6M | 0.01% | 761 |
|
Other funds holding SHOP
VCM
Janus Henderson Group's SHOP Position: Q1 2026 in Review
Janus Henderson Group reduced its Shopify (SHOP) stake by 7.6% in Q1 2026, selling an estimated $44M and leaving 4,088,788 shares worth $479M. The position accounts for 0.23% of the portfolio, ranked #109.
Janus Henderson Group first reported a position in SHOP in Q1 2018 and has held it in 33 quarters since. The position peaked at $749M in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.
- Janus Henderson Group held 4,088,788 shares of Shopify worth $479M as of Q1 2026.
- Janus Henderson Group sold 334,622 Shopify shares in Q1 2026, an estimated $44M.
- Shopify made up 0.23% of Janus Henderson Group's portfolio in Q1 2026, its #109 holding.
- Janus Henderson Group first reported a position in Shopify in Q1 2018 and has held it in 33 quarters since.
- Janus Henderson Group's Shopify position peaked at $749M in Q3 2025.
- 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.
Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.