LB
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Legacy Bridge’s Shopify SHOP Stock Holding History

Legacy Bridge’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 		– Sell
-98
Closed -$15.8K – 450
2025
Q4 		$15.8K Hold
98
– – 0.01% 266
2025
Q3 		$14.6K Hold
98
– – 0.01% 254
2025
Q2 		$11.3K Hold
98
– – 0.01% 252
2025
Q1 		$9.36K Hold
98
– – 0.01% 244
2024
Q4 		$10.4K Hold
98
– – 0.01% 259
2024
Q3 		$7.85K Hold
98
– – ﹤0.01% 266
2024
Q2 		$6.47K Hold
98
– – ﹤0.01% 261
2024
Q1 		$7.56K Buy
+98
New +$7.74K ﹤0.01% 281

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Bridge's SHOP Position: Q1 2026 in Review

Legacy Bridge sold out of Shopify (SHOP) in Q1 2026, closing a stake of 98 shares — an estimated $15.8K sold.

Legacy Bridge first reported a position in SHOP in Q1 2024 and held it in 8 quarters. The position peaked at $15.8K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Legacy Bridge reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 98 Shopify shares in Q1 2026, an estimated $15.8K.
  • Legacy Bridge first reported a position in Shopify in Q1 2024 and held it in 8 quarters.
  • Legacy Bridge's Shopify position peaked at $15.8K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.