Massachusetts Financial Services
SHOP icon

Massachusetts Financial Services’s Shopify SHOP Stock Holding History

Massachusetts Financial Services’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 		$789M Buy
6,031,360
+138,527
+2% +$18.2M 0.27% 101
2025
Q4 		$949M Buy
5,892,833
+356,008
+6% +$57.2M 0.31% 94
2025
Q3 		$823M Buy
5,536,825
+973,132
+21% +$132M 0.25% 103
2025
Q2 		$526M Sell
4,563,693
-1,085,469
-19% -$109M 0.17% 149
2025
Q1 		$539M Buy
5,649,162
+979,598
+21% +$107M 0.18% 143
2024
Q4 		$497M Buy
4,669,564
+821,421
+21% +$79.9M 0.16% 158
2024
Q3 		$308M Buy
3,848,143
+1,325,350
+53% +$91.5M 0.09% 207
2024
Q2 		$167M Sell
2,522,793
-34,329
-1% -$2.28M 0.05% 296
2024
Q1 		$197M Buy
2,557,122
+174,922
+7% +$13.8M 0.06% 276
2023
Q4 		$186M Buy
2,382,200
+60,177
+3% +$3.84M 0.06% 269
2023
Q3 		$127M Buy
2,322,023
+89,063
+4% +$5.4M 0.04% 325
2023
Q2 		$144M Buy
2,232,960
+441,744
+25% +$25M 0.05% 302
2023
Q1 		$85.9M Buy
1,791,216
+207,881
+13% +$9.15M 0.03% 377
2022
Q4 		$55M Sell
1,583,335
-574,660
-27% -$19.6M 0.02% 425
2022
Q3 		$58.1M Buy
2,157,995
+190,248
+10% +$6.47M 0.02% 419
2022
Q2 		$61.5M Sell
1,967,747
-96,153
-5% -$4.11M 0.02% 424
2022
Q1 		$140M Sell
2,063,900
-1,661,390
-45% -$136M 0.04% 333
2021
Q4 		$513M Buy
3,725,290
+19,060
+0.5% +$2.79M 0.14% 157
2021
Q3 		$502M Sell
3,706,230
-21,660
-0.6% -$3.25M 0.15% 156
2021
Q2 		$545M Sell
3,727,890
-32,820
-0.9% -$4.04M 0.16% 147
2021
Q1 		$416M Sell
3,760,710
-247,710
-6% -$29.9M 0.13% 163
2020
Q4 		$454M Buy
4,008,420
+48,680
+1% +$5.11M 0.15% 155
2020
Q3 		$405M Buy
3,959,740
+101,330
+3% +$10.1M 0.15% 150
2020
Q2 		$366M Sell
3,858,410
-314,920
-8% -$21.9M 0.14% 155
2020
Q1 		$174M Buy
4,173,330
+2,303,770
+123% +$104M 0.08% 196
2019
Q4 		$74.3M Buy
1,869,560
+818,080
+78% +$27.7M 0.03% 372
2019
Q3 		$32.8M Buy
+1,051,480
New +$36M 0.01% 455
2018
Q3 		– Sell
-227,890
Closed -$3.33M – 871
2018
Q2 		$3.33M Sell
227,890
-86,260
-27% -$1.22M ﹤0.01% 688
2018
Q1 		$3.91M Sell
314,150
-6,590
-2% -$85.3K ﹤0.01% 676
2017
Q4 		$3.24M Sell
320,740
-556,840
-63% -$5.7M ﹤0.01% 683
2017
Q3 		$10.2M Sell
877,580
-36,320
-4% -$371K ﹤0.01% 601
2017
Q2 		$7.94M Buy
913,900
+72,230
+9% +$611K ﹤0.01% 631
2017
Q1 		$5.73M Buy
+841,670
New +$4.85M ﹤0.01% 640
2015
Q3 		– Sell
-3,905,700
Closed -$13.3M – 897
2015
Q2 		$13.3M Buy
+3,905,700
New +$12.2M 0.01% 579

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

Massachusetts Financial Services's SHOP Position: Q1 2026 in Review

Massachusetts Financial Services increased its Shopify (SHOP) stake by 2.4% in Q1 2026, buying an estimated $18.2M and bringing the position to 6,031,360 shares worth $789M. The position accounts for 0.27% of the portfolio, ranked #101.

Massachusetts Financial Services first reported a position in SHOP in Q2 2015 and has held it in 34 quarters since. The position peaked at $949M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Massachusetts Financial Services held 6,031,360 shares of Shopify worth $789M as of Q1 2026.
  • Massachusetts Financial Services bought 138,527 Shopify shares in Q1 2026, an estimated $18.2M.
  • Shopify made up 0.27% of Massachusetts Financial Services's portfolio in Q1 2026, its #101 holding.
  • Massachusetts Financial Services first reported a position in Shopify in Q2 2015 and has held it in 34 quarters since.
  • Massachusetts Financial Services's Shopify position peaked at $949M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.