Kovitz Investment Group Partners’s Shopify SHOP Stock Holding History

Kovitz Investment Group Partners’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	$1.84M	Sell	16,154 -321	-2%	-$36.6K	0.04%	241
2026 Q1	$1.95M	Buy	16,475 +986	+6%	+$130K	0.05%	230
2025 Q4	$2.49M	Sell	15,489 -2,359	-13%	-$379K	0.06%	208
2025 Q3	$2.65M	Buy	17,848 +2,736	+18%	+$371K	0.01%	583
2025 Q2	$1.74M	Buy	15,112 +9,858	+188%	+$986K	0.01%	665
2025 Q1	$502K	Buy	5,254 +1,658	+46%	+$181K	﹤0.01%	904
2024 Q4	$382K	Buy	+3,596	New	+$350K	﹤0.01%	973

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

Kovitz Investment Group Partners's SHOP Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Shopify (SHOP) stake by 1.9% in Q2 2026, selling an estimated $36.6K and leaving 16,154 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #241.

Kovitz Investment Group Partners first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q3 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Kovitz Investment Group Partners held 16,154 shares of Shopify worth $1.84M as of Q2 2026.
Kovitz Investment Group Partners sold 321 Shopify shares in Q2 2026, an estimated $36.6K.
Shopify made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #241 holding.
Kovitz Investment Group Partners first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Shopify position peaked at $2.65M in Q3 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.