Jefferies Financial Group’s Shopify SHOP Stock Holding History

Jefferies Financial Group’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 Q2	$276K	Sell	2,420 -852	-26%	-$97.2K	﹤0.01%	1402
2026 Q1	$388K	Buy	+3,272	New	+$430K	﹤0.01%	1310
2025 Q2	–	Sell	-26,035	Closed	-$2.49M	–	1746
2025 Q1	$2.49M	Buy	+26,035	New	+$2.84M	0.02%	498
2024 Q1	–	Sell	-2,596	Closed	-$202K	–	1986
2023 Q4	$202K	Buy	+2,596	New	+$166K	﹤0.01%	1472
2023 Q3	–	Sell	-7,200	Closed	-$465K	–	1951
2023 Q2	$465K	Sell	7,200 -22,256	-76%	-$1.26M	﹤0.01%	1200
2023 Q1	$1.41M	Buy	+29,456	New	+$1.3M	0.01%	767

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jefferies Financial Group's SHOP Position: Q2 2026 in Review

Jefferies Financial Group reduced its Shopify (SHOP) stake by 26% in Q2 2026, selling an estimated $97.2K and leaving 2,420 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Jefferies Financial Group first reported a position in SHOP in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.49M in Q1 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Jefferies Financial Group held 2,420 shares of Shopify worth $276K as of Q2 2026.
Jefferies Financial Group sold 852 Shopify shares in Q2 2026, an estimated $97.2K.
Shopify made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1402 holding.
Jefferies Financial Group first reported a position in Shopify in Q1 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Shopify position peaked at $2.49M in Q1 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.