MP
SHOP icon

Marcho Partners’s Shopify SHOP Stock Holding History

Marcho Partners’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 		$21.5M Buy
188,235
+51,077
+37% +$5.83M 12.22% 4
2026
Q1 		$16.3M Buy
137,158
+24,441
+22% +$3.21M 13.14% 4
2025
Q4 		$18.1M Sell
112,717
-56,844
-34% -$9.13M 11.01% 6
2025
Q3 		$25.2M Sell
169,561
-47,115
-22% -$6.39M 9.61% 5
2025
Q2 		$25M Sell
216,676
-34,571
-14% -$3.46M 8.86% 6
2025
Q1 		$24M Sell
251,247
-22,709
-8% -$2.47M 8.82% 4
2024
Q4 		$29.1M Sell
273,956
-207,357
-43% -$20.2M 7.82% 6
2024
Q3 		$38.6M Sell
481,313
-130,598
-21% -$9.02M 10.29% 4
2024
Q2 		$40.4M Buy
611,911
+143,278
+31% +$9.5M 10.56% 2
2024
Q1 		$36.2M Sell
468,633
-61,395
-12% -$4.85M 10.64% 4
2023
Q4 		$41.3M Sell
530,028
-57,170
-10% -$3.65M 14.14% 2
2023
Q3 		$32M Sell
587,198
-105,854
-15% -$6.41M 9.94% 5
2023
Q2 		$44.8M Sell
693,052
-278,125
-29% -$15.7M 10.22% 4
2023
Q1 		$46.6M Sell
971,177
-465,186
-32% -$20.5M 11.01% 3
2022
Q4 		$49.9M Sell
1,436,363
-336,006
-19% -$11.5M 11.73% 3
2022
Q3 		$47.7M Buy
1,772,369
+148,476
+9% +$5.05M 10.75% 4
2022
Q2 		$50.7M Sell
1,623,893
-722,797
-31% -$30.9M 12.17% 2
2022
Q1 		$159M Buy
2,346,690
+1,213,000
+107% +$99.6M 19.28% 1
2021
Q4 		$156M Sell
1,133,690
-178,500
-14% -$26.1M 11.29% 3
2021
Q3 		$178M Buy
1,312,190
+29,500
+2% +$4.42M 11.17% 2
2021
Q2 		$187M Buy
1,282,690
+105,500
+9% +$13M 12.55% 2
2021
Q1 		$130M Buy
1,177,190
+578,600
+97% +$69.9M 10.81% 3
2020
Q4 		$67.8M Buy
598,590
+186,340
+45% +$19.6M 6.1% 8
2020
Q3 		$42.2M Buy
+412,250
New +$41M 8.09% 7

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Marcho Partners's SHOP Position: Q2 2026 in Review

Marcho Partners increased its Shopify (SHOP) stake by 37% in Q2 2026, buying an estimated $5.83M and bringing the position to 188,235 shares worth $21.5M. The position accounts for 12.22% of the portfolio, ranked #4.

Marcho Partners first reported a position in SHOP in Q3 2020 and has held it in 24 quarters since. The position peaked at $187M in Q2 2021. 1,710 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Marcho Partners held 188,235 shares of Shopify worth $21.5M as of Q2 2026.
  • Marcho Partners bought 51,077 Shopify shares in Q2 2026, an estimated $5.83M.
  • Shopify made up 12.22% of Marcho Partners's portfolio in Q2 2026, its #4 holding.
  • Marcho Partners first reported a position in Shopify in Q3 2020 and has held it in 24 quarters since.
  • Marcho Partners's Shopify position peaked at $187M in Q2 2021.
  • 1,710 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Marcho Partners's 13F filing for Q2 2026, filed 6 Aug 2026.