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Lynwood Capital Management’s Shopify SHOP Stock Holding History

Lynwood Capital 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
2024
Q1 		$131K Buy
+1,700
New +$134K 0.78% 16
2023
Q2 		– Sell
-23,400
Closed -$313K – 140
2023
Q1 		$313K Buy
+23,400
New +$1.03M 0.28% 74

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lynwood Capital Management's SHOP Position: Q1 2024 in Review

Lynwood Capital Management opened a new position in Shopify (SHOP) in Q1 2024: 1,700 shares worth $131K. The stake represents 0.78% of the portfolio and ranks #16 among its holdings. This is a return to the name: Lynwood Capital Management previously reported a position in SHOP as recently as Q1 2023.

Lynwood Capital Management first reported a position in SHOP in Q1 2023 and has held it in 2 quarters since. The position peaked at $313K in Q1 2023. 1,224 funds tracked by Wall St. Rank hold SHOP as of Q1 2024.

  • Lynwood Capital Management held 1,700 shares of Shopify worth $131K as of Q1 2024.
  • Shopify was a new Lynwood Capital Management position in Q1 2024.
  • Shopify made up 0.78% of Lynwood Capital Management's portfolio in Q1 2024, its #16 holding.
  • Lynwood Capital Management first reported a position in Shopify in Q1 2023 and has held it in 2 quarters since.
  • Lynwood Capital Management's Shopify position peaked at $313K in Q1 2023.
  • 1,224 funds tracked by Wall St. Rank held Shopify as of Q1 2024.

Based on Lynwood Capital Management's 13F filing for Q1 2024, filed 10 May 2024.