LCAM
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London & Capital Asset Management’s Shopify SHOP Stock Holding History

London & Capital Asset Management’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 		$406K Buy
3,423
+80
+2% +$10.5K ﹤0.01% 168
2025
Q4 		$538K Buy
+3,343
New +$537K 0.01% 161

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

London & Capital Asset Management's SHOP Position: Q1 2026 in Review

London & Capital Asset Management increased its Shopify (SHOP) stake by 2.4% in Q1 2026, buying an estimated $10.5K and bringing the position to 3,423 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

London & Capital Asset Management first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $538K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • London & Capital Asset Management held 3,423 shares of Shopify worth $406K as of Q1 2026.
  • London & Capital Asset Management bought 80 Shopify shares in Q1 2026, an estimated $10.5K.
  • Shopify made up ﹤0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #168 holding.
  • London & Capital Asset Management first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • London & Capital Asset Management's Shopify position peaked at $538K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.