LA
SHOP icon

Latitude Advisors’s Shopify SHOP Stock Holding History

Latitude Advisors’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
Q3 		$607K Buy
4,091
+40
+1% +$5.43K 0.19% 111
2026
Q2 		$463K Buy
4,051
+33
+0.8% +$3.77K 0.18% 128
2026
Q1 		$477K Hold
4,018
– – 0.22% 112
2025
Q4 		$647K Buy
4,018
+134
+3% +$21.5K 0.28% 87
2025
Q3 		$577K Buy
3,884
+95
+3% +$12.9K 0.26% 89
2025
Q2 		$437K Buy
3,789
+112
+3% +$11.2K 0.22% 104
2025
Q1 		$351K Buy
3,677
+66
+2% +$7.19K 0.2% 116
2024
Q4 		$384K Sell
3,611
-117
-3% -$11.4K 0.22% 105
2024
Q3 		$299K Sell
3,728
-2,300
-38% -$159K 0.17% 134
2024
Q2 		$398K Buy
6,028
+380
+7% +$25.2K 0.24% 97
2024
Q1 		$436K Buy
5,648
+301
+6% +$23.8K 0.27% 86
2023
Q4 		$416K Sell
5,347
-361
-6% -$23.1K 0.29% 88
2023
Q3 		$311K Buy
5,708
+270
+5% +$16.4K 0.22% 108
2023
Q2 		$351K Buy
5,438
+162
+3% +$9.16K 0.24% 100
2023
Q1 		$253K Buy
+5,276
New +$232K 0.18% 131
2022
Q1 		– Sell
-4,580
Closed -$631K – 357
2021
Q4 		$631K Buy
+4,580
New +$669K 0.18% 123

Other funds holding SHOP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Latitude Advisors's SHOP Position: Q3 2026 in Review

Latitude Advisors increased its Shopify (SHOP) stake by 0.99% in Q3 2026, buying an estimated $5.43K and bringing the position to 4,091 shares worth $607K. The position accounts for 0.19% of the portfolio, ranked #111.

Latitude Advisors first reported a position in SHOP in Q4 2021 and has held it in 16 quarters since. The position peaked at $647K in Q4 2025. 714 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Latitude Advisors held 4,091 shares of Shopify worth $607K as of Q3 2026.
  • Latitude Advisors bought 40 Shopify shares in Q3 2026, an estimated $5.43K.
  • Shopify made up 0.19% of Latitude Advisors's portfolio in Q3 2026, its #111 holding.
  • Latitude Advisors first reported a position in Shopify in Q4 2021 and has held it in 16 quarters since.
  • Latitude Advisors's Shopify position peaked at $647K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.