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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kovitz Investment Group Partners's SHOP Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Shopify (SHOP) stake by 6.4% in Q1 2026, buying an estimated $130K and bringing the position to 16,475 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #230.

Kovitz Investment Group Partners first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Kovitz Investment Group Partners held 16,475 shares of Shopify worth $1.95M as of Q1 2026.
Kovitz Investment Group Partners bought 986 Shopify shares in Q1 2026, an estimated $130K.
Shopify made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #230 holding.
Kovitz Investment Group Partners first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Kovitz Investment Group Partners's Shopify position peaked at $2.65M in Q3 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.