Lido Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Sell |
91,629
-25,872
| -22% | -$3.4M | 0.03% | 304 |
|
|
2025
Q4 | $18.1M | Buy |
117,501
+4,914
| +4% | +$789K | 0.05% | 225 |
|
|
2025
Q3 | $16.7M | Buy |
112,587
+37,456
| +50% | +$5.08M | 0.05% | 221 |
|
|
2025
Q2 | $8.67M | Buy |
75,131
+29,182
| +64% | +$2.92M | 0.03% | 272 |
|
|
2025
Q1 | $4.39M | Buy |
45,949
+20,723
| +82% | +$2.26M | 0.02% | 369 |
|
|
2024
Q4 | $2.68M | Buy |
25,226
+2,779
| +12% | +$270K | 0.01% | 453 |
|
|
2024
Q3 | $1.8M | Buy |
22,447
+2,427
| +12% | +$168K | 0.01% | 500 |
|
|
2024
Q2 | $1.32M | Sell |
20,020
-313
| -2% | -$20.8K | 0.01% | 561 |
|
|
2024
Q1 | $1.57M | Buy |
20,333
+356
| +2% | +$28.1K | 0.01% | 499 |
|
|
2023
Q4 | $1.56M | Sell |
19,977
-4,307
| -18% | -$275K | 0.01% | 474 |
|
|
2023
Q3 | $1.33M | Buy |
24,284
+436
| +2% | +$26.4K | 0.01% | 469 |
|
|
2023
Q2 | $1.54M | Buy |
23,848
+6,189
| +35% | +$350K | 0.01% | 424 |
|
|
2023
Q1 | $847K | Sell |
17,659
-1,543
| -8% | -$67.9K | 0.01% | 521 |
|
|
2022
Q4 | $667K | Sell |
19,202
-10,968
| -36% | -$375K | 0.01% | 502 |
|
|
2022
Q3 | $812K | Buy |
30,170
+3,331
| +12% | +$113K | 0.01% | 416 |
|
|
2022
Q2 | $838K | Buy |
26,839
+3,469
| +15% | +$148K | 0.01% | 394 |
|
|
2022
Q1 | $1.58M | Buy |
23,370
+4,900
| +27% | +$402K | 0.02% | 295 |
|
|
2021
Q4 | $2.54M | Sell |
18,470
-2,770
| -13% | -$405K | 0.03% | 234 |
|
|
2021
Q3 | $2.88M | Buy |
21,240
+2,180
| +11% | +$327K | 0.04% | 220 |
|
|
2021
Q2 | $2.79M | Sell |
19,060
-1,610
| -8% | -$198K | 0.04% | 214 |
|
|
2021
Q1 | $2.29M | Buy |
20,670
+1,520
| +8% | +$184K | 0.04% | 207 |
|
|
2020
Q4 | $2.17M | Buy |
19,150
+7,100
| +59% | +$745K | 0.05% | 205 |
|
|
2020
Q3 | $1.23M | Buy |
12,050
+1,170
| +11% | +$116K | 0.03% | 224 |
|
|
2020
Q2 | $1.03M | Sell |
10,880
-4,490
| -29% | -$312K | 0.03% | 239 |
|
|
2020
Q1 | $641K | Sell |
15,370
-1,050
| -6% | -$47.3K | 0.03% | 283 |
|
|
2019
Q4 | $653K | Buy |
16,420
+100
| +0.6% | +$3.38K | 0.03% | 326 |
|
|
2019
Q3 | $509K | Buy |
16,320
+5,030
| +45% | +$172K | 0.03% | 324 |
|
|
2019
Q2 | $338K | Sell |
11,290
-440
| -4% | -$11.5K | 0.02% | 395 |
|
|
2019
Q1 | $242K | Buy |
+11,730
| New | +$207K | 0.02% | 444 |
|
|
2018
Q3 | – | Sell |
-60,660
| Closed | -$884K | – | 472 |
|
|
2018
Q2 | $884K | Sell |
60,660
-16,090
| -21% | -$228K | 0.1% | 127 |
|
|
2018
Q1 | $956K | Buy |
+76,750
| New | +$993K | 0.13% | 106 |
|
Other funds holding SHOP
VCM
Lido Advisors's SHOP Position: Q1 2026 in Review
Lido Advisors reduced its Shopify (SHOP) stake by 22% in Q1 2026, selling an estimated $3.4M and leaving 91,629 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #304.
Lido Advisors first reported a position in SHOP in Q1 2018 and has held it in 31 quarters since. The position peaked at $18.1M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.
- Lido Advisors held 91,629 shares of Shopify worth $10.9M as of Q1 2026.
- Lido Advisors sold 25,872 Shopify shares in Q1 2026, an estimated $3.4M.
- Shopify made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #304 holding.
- Lido Advisors first reported a position in Shopify in Q1 2018 and has held it in 31 quarters since.
- Lido Advisors's Shopify position peaked at $18.1M in Q4 2025.
- 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.