LPL Financial
SHOP icon

LPL Financial’s Shopify SHOP Stock Holding History

LPL Financial’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 		$174M Buy
1,465,785
+89,463
+7% +$11.8M 0.05% 378
2025
Q4 		$222M Buy
1,376,322
+44,182
+3% +$7.09M 0.06% 303
2025
Q3 		$198M Buy
1,332,140
+70,610
+6% +$9.57M 0.06% 308
2025
Q2 		$146M Buy
1,261,530
+98,700
+8% +$9.87M 0.05% 351
2025
Q1 		$111M Buy
1,162,830
+74,287
+7% +$8.1M 0.04% 384
2024
Q4 		$116M Buy
1,088,543
+108,012
+11% +$10.5M 0.05% 354
2024
Q3 		$78.6M Buy
980,531
+61,670
+7% +$4.26M 0.04% 452
2024
Q2 		$60.7M Sell
918,861
-121,651
-12% -$8.07M 0.03% 498
2024
Q1 		$80.3M Sell
1,040,512
-38,662
-4% -$3.05M 0.04% 392
2023
Q4 		$84.1M Buy
1,079,174
+65,086
+6% +$4.16M 0.05% 333
2023
Q3 		$55.3M Buy
1,014,088
+22,775
+2% +$1.38M 0.04% 427
2023
Q2 		$64M Buy
991,313
+25,242
+3% +$1.43M 0.05% 369
2023
Q1 		$46.3M Buy
966,071
+114,601
+13% +$5.04M 0.04% 441
2022
Q4 		$29.6M Sell
851,470
-18,221
-2% -$622K 0.03% 545
2022
Q3 		$23.4M Buy
869,691
+63,215
+8% +$2.15M 0.02% 582
2022
Q2 		$25.2M Buy
806,476
+1,296
+0.2% +$55.3K 0.02% 554
2022
Q1 		$54.4M Buy
805,180
+157,360
+24% +$12.9M 0.05% 344
2021
Q4 		$89.2M Buy
647,820
+14,920
+2% +$2.18M 0.07% 243
2021
Q3 		$85.8M Buy
632,900
+19,240
+3% +$2.88M 0.08% 238
2021
Q2 		$89.7M Buy
613,660
+29,700
+5% +$3.66M 0.09% 209
2021
Q1 		$64.6M Buy
583,960
+82,560
+16% +$9.98M 0.07% 248
2020
Q4 		$56.8M Buy
501,400
+67,440
+16% +$7.08M 0.07% 252
2020
Q3 		$44.4M Buy
433,960
+32,230
+8% +$3.2M 0.07% 250
2020
Q2 		$38.1M Sell
401,730
-14,340
-3% -$995K 0.07% 254
2020
Q1 		$17.3M Buy
416,070
+26,610
+7% +$1.2M 0.04% 342
2019
Q4 		$15.5M Buy
389,460
+90,440
+30% +$3.06M 0.03% 428
2019
Q3 		$9.32M Sell
299,020
-38,610
-11% -$1.32M 0.02% 557
2019
Q2 		$10.1M Sell
337,630
-7,890
-2% -$205K 0.02% 501
2019
Q1 		$7.14M Buy
345,520
+118,610
+52% +$2.09M 0.02% 621
2018
Q4 		$3.14M Buy
226,910
+41,190
+22% +$580K 0.01% 886
2018
Q3 		$3.05M Sell
185,720
-5,860
-3% -$89.3K 0.01% 946
2018
Q2 		$2.79M Buy
191,580
+25,210
+15% +$357K 0.01% 952
2018
Q1 		$2.07M Sell
166,370
-3,710
-2% -$48K 0.01% 1101
2017
Q4 		$1.72M Sell
170,080
-141,500
-45% -$1.45M 0.01% 1161
2017
Q3 		$3.63M Sell
311,580
-26,160
-8% -$267K 0.01% 715
2017
Q2 		$2.94M Buy
337,740
+49,690
+17% +$420K 0.01% 753
2017
Q1 		$1.99M Buy
288,050
+169,680
+143% +$977K 0.01% 843
2016
Q4 		$507K Buy
118,370
+10,740
+10% +$45.1K ﹤0.01% 1741
2016
Q3 		$467K Buy
+107,630
New +$411K ﹤0.01% 1775

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

LPL Financial's SHOP Position: Q1 2026 in Review

LPL Financial increased its Shopify (SHOP) stake by 6.5% in Q1 2026, buying an estimated $11.8M and bringing the position to 1,465,785 shares worth $174M. The position accounts for 0.05% of the portfolio, ranked #378.

LPL Financial first reported a position in SHOP in Q3 2016 and has held it in 39 quarters since. The position peaked at $222M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • LPL Financial held 1,465,785 shares of Shopify worth $174M as of Q1 2026.
  • LPL Financial bought 89,463 Shopify shares in Q1 2026, an estimated $11.8M.
  • Shopify made up 0.05% of LPL Financial's portfolio in Q1 2026, its #378 holding.
  • LPL Financial first reported a position in Shopify in Q3 2016 and has held it in 39 quarters since.
  • LPL Financial's Shopify position peaked at $222M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.