JF
SHOP icon

JSF Financial’s Shopify SHOP Stock Holding History

JSF Financial’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 		$266K Sell
2,328
-50
-2% -$5.71K 0.04% 126
2026
Q1 		$282K Buy
2,378
+118
+5% +$15.5K 0.06% 106
2025
Q4 		$364K Sell
2,260
-128
-5% -$20.6K 0.08% 96
2025
Q3 		$355K Hold
2,388
– – 0.08% 95
2025
Q2 		$275K Buy
+2,388
New +$239K 0.07% 103

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

JSF Financial's SHOP Position: Q2 2026 in Review

JSF Financial reduced its Shopify (SHOP) stake by 2.1% in Q2 2026, selling an estimated $5.71K and leaving 2,328 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #126.

JSF Financial first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $364K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • JSF Financial held 2,328 shares of Shopify worth $266K as of Q2 2026.
  • JSF Financial sold 50 Shopify shares in Q2 2026, an estimated $5.71K.
  • Shopify made up 0.04% of JSF Financial's portfolio in Q2 2026, its #126 holding.
  • JSF Financial first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • JSF Financial's Shopify position peaked at $364K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.