Main Street Research’s Shopify SHOP Stock Holding History

Main Street Research’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	$382K	Buy	3,345 +909	+37%	+$104K	0.02%	103
2026 Q1	$289K	Buy	2,436 +396	+19%	+$52K	0.02%	111
2025 Q4	$328K	Sell	2,040 -576	-22%	-$92.5K	0.02%	94
2025 Q3	$389K	Buy	2,616 +616	+31%	+$83.5K	0.02%	93
2025 Q2	$231K	Buy	+2,000	New	+$200K	0.01%	107
2022 Q1	–	Sell	-110,690	Closed	-$15.2M	–	145
2021 Q4	$15.2M	Buy	110,690 +3,760	+4%	+$549K	1.18%	35
2021 Q3	$14.5M	Buy	106,930 +3,370	+3%	+$505K	1.27%	33
2021 Q2	$15.1M	Buy	103,560 +3,600	+4%	+$444K	1.21%	41
2021 Q1	$11.1M	Buy	99,960 +3,850	+4%	+$465K	1.04%	41
2020 Q4	$10.9M	Buy	96,110 +7,530	+9%	+$790K	1.17%	37
2020 Q3	$9.06M	Buy	+88,580	New	+$8.81M	1.15%	38

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Main Street Research's SHOP Position: Q2 2026 in Review

Main Street Research increased its Shopify (SHOP) stake by 37% in Q2 2026, buying an estimated $104K and bringing the position to 3,345 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #103.

Main Street Research first reported a position in SHOP in Q3 2020 and has held it in 11 quarters since. The position peaked at $15.2M in Q4 2021. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Main Street Research held 3,345 shares of Shopify worth $382K as of Q2 2026.
Main Street Research bought 909 Shopify shares in Q2 2026, an estimated $104K.
Shopify made up 0.02% of Main Street Research's portfolio in Q2 2026, its #103 holding.
Main Street Research first reported a position in Shopify in Q3 2020 and has held it in 11 quarters since.
Main Street Research's Shopify position peaked at $15.2M in Q4 2021.
1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.