JFL
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Jarislowsky, Fraser Ltd’s Shopify SHOP Stock Holding History

Jarislowsky, Fraser Ltd’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
Q3 		$722M Sell
4,861,383
-221,596
-4% -$30M 3.97% 6
2025
Q2 		$585M Buy
5,082,979
+1,083,169
+27% +$108M 3.34% 9
2025
Q1 		$380M Sell
3,999,810
-116,205
-3% -$12.7M 2.38% 14
2024
Q4 		$436M Sell
4,116,015
-1,833,209
-31% -$178M 2.55% 12
2024
Q3 		$477M Buy
5,949,224
+1,511,438
+34% +$104M 2.67% 12
2024
Q2 		$293M Buy
4,437,786
+667,604
+18% +$44.3M 1.78% 19
2024
Q1 		$291M Sell
3,770,182
-1,088,442
-22% -$86M 1.67% 21
2023
Q4 		$380M Sell
4,858,624
-2,822,947
-37% -$180M 2.24% 15
2023
Q3 		$421M Sell
7,681,571
-1,616,662
-17% -$98M 2.74% 11
2023
Q2 		$602M Sell
9,298,233
-1,020,322
-10% -$57.7M 3.58% 7
2023
Q1 		$494M Sell
10,318,555
-1,541,340
-13% -$67.8M 3.05% 10
2022
Q4 		$411M Sell
11,859,895
-408,109
-3% -$13.9M 2.69% 13
2022
Q3 		$332M Sell
12,268,004
-249,691
-2% -$8.49M 2.3% 15
2022
Q2 		$390M Buy
12,517,695
+1,056,155
+9% +$45.1M 2.48% 13
2022
Q1 		$776M Buy
11,461,540
+5,772,640
+101% +$474M 4.14% 4
2021
Q4 		$775M Sell
5,688,900
-175,940
-3% -$25.7M 3.61% 7
2021
Q3 		$796M Sell
5,864,840
-76,560
-1% -$11.5M 3.87% 7
2021
Q2 		$870M Buy
5,941,400
+1,659,420
+39% +$204M 4.07% 5
2021
Q1 		$473M Sell
4,281,980
-165,660
-4% -$20M 2.33% 17
2020
Q4 		$502M Sell
4,447,640
-67,370
-1% -$7.07M 2.55% 15
2020
Q3 		$460M Sell
4,515,010
-1,242,970
-22% -$124M 2.7% 13
2020
Q2 		$545M Buy
5,757,980
+1,066,160
+23% +$74M 3.41% 10
2020
Q1 		$194M Buy
+4,691,820
New +$212M 1.41% 20

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jarislowsky, Fraser Ltd's SHOP Position: Q3 2025 in Review

Jarislowsky, Fraser Ltd reduced its Shopify (SHOP) stake by 4.4% in Q3 2025, selling an estimated $30M and leaving 4,861,383 shares worth $722M. The position accounts for 3.97% of the portfolio, ranked #6.

Jarislowsky, Fraser Ltd first reported a position in SHOP in Q1 2020 and has held it in 23 quarters since. The position peaked at $870M in Q2 2021. 1,720 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

  • Jarislowsky, Fraser Ltd held 4,861,383 shares of Shopify worth $722M as of Q3 2025.
  • Jarislowsky, Fraser Ltd sold 221,596 Shopify shares in Q3 2025, an estimated $30M.
  • Shopify made up 3.97% of Jarislowsky, Fraser Ltd's portfolio in Q3 2025, its #6 holding.
  • Jarislowsky, Fraser Ltd first reported a position in Shopify in Q1 2020 and has held it in 23 quarters since.
  • Jarislowsky, Fraser Ltd's Shopify position peaked at $870M in Q2 2021.
  • 1,720 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Jarislowsky, Fraser Ltd's 13F filing for Q3 2025, filed 21 Oct 2025.