LAI
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Legal Advantage Investments’s Shopify SHOP Stock Holding History

Legal Advantage Investments’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 		$3.01M Buy
26,360
+50
+0.2% +$5.71K 1.06% 31
2026
Q1 		$3.12M Buy
26,310
+25
+0.1% +$3.29K 1.61% 27
2025
Q4 		$4.23M Buy
26,285
+175
+0.7% +$28.1K 1.96% 21
2025
Q3 		$3.88M Hold
26,110
– – 1.75% 25
2025
Q2 		$3.01M Buy
26,110
+2,000
+8% +$200K 1.41% 29
2025
Q1 		$2.3M Sell
24,110
-100
-0.4% -$10.9K 1.24% 30
2024
Q4 		$2.57M Sell
24,210
-300
-1% -$29.2K 1.36% 28
2024
Q3 		$1.96M Hold
24,510
– – 1.08% 32
2024
Q2 		$1.62M Hold
24,510
– – 0.93% 34
2024
Q1 		$1.89M Hold
24,510
– – 1.06% 31
2023
Q4 		$1.91M Hold
24,510
– – 1.15% 26
2023
Q3 		$1.34M Buy
24,510
+100
+0.4% +$6.06K 0.96% 32
2023
Q2 		$1.58M Hold
24,410
– – 1.05% 28
2023
Q1 		$1.17M Hold
24,410
– – 0.86% 35
2022
Q4 		$847K Hold
24,410
– – 0.7% 41
2022
Q3 		$658K Hold
24,410
– – 0.62% 47
2022
Q2 		$763K Buy
24,410
+5,630
+30% +$240K 0.74% 36
2022
Q1 		$1.27M Buy
18,780
+5,300
+39% +$435K 0.95% 34
2021
Q4 		$1.86M Sell
13,480
-100
-0.7% -$14.6K 1.26% 25
2021
Q3 		$1.84M Sell
13,580
-50
-0.4% -$7.49K 1.23% 26
2021
Q2 		$1.99M Buy
13,630
+80
+0.6% +$9.86K 1.36% 24
2021
Q1 		$1.5M Buy
13,550
+2,050
+18% +$248K 1.12% 31
2020
Q4 		$1.3M Buy
+11,500
New +$1.21M 1.01% 31

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

Legal Advantage Investments's SHOP Position: Q2 2026 in Review

Legal Advantage Investments increased its Shopify (SHOP) stake by 0.19% in Q2 2026, buying an estimated $5.71K and bringing the position to 26,360 shares worth $3.01M. The position accounts for 1.06% of the portfolio, ranked #31.

Legal Advantage Investments first reported a position in SHOP in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.23M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Legal Advantage Investments held 26,360 shares of Shopify worth $3.01M as of Q2 2026.
  • Legal Advantage Investments bought 50 Shopify shares in Q2 2026, an estimated $5.71K.
  • Shopify made up 1.06% of Legal Advantage Investments's portfolio in Q2 2026, its #31 holding.
  • Legal Advantage Investments first reported a position in Shopify in Q4 2020 and has held it in 23 quarters since.
  • Legal Advantage Investments's Shopify position peaked at $4.23M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.