MHC
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May Hill Capital’s Shopify SHOP Stock Holding History

May Hill Capital’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 		$283K Buy
2,475
+183
+8% +$20.9K 0.06% 194
2026
Q1 		$272K Sell
2,292
-99
-4% -$13K 0.07% 180
2025
Q4 		$385K Sell
2,391
-23
-1% -$3.69K 0.1% 126
2025
Q3 		$359K Sell
2,414
-248
-9% -$33.6K 0.11% 129
2025
Q2 		$307K Sell
2,662
-280
-10% -$28K 0.1% 139
2025
Q1 		$281K Sell
2,942
-117
-4% -$12.8K 0.11% 136
2024
Q4 		$325K Buy
+3,059
New +$298K 0.13% 108

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

May Hill Capital's SHOP Position: Q2 2026 in Review

May Hill Capital increased its Shopify (SHOP) stake by 8% in Q2 2026, buying an estimated $20.9K and bringing the position to 2,475 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #194.

May Hill Capital first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • May Hill Capital held 2,475 shares of Shopify worth $283K as of Q2 2026.
  • May Hill Capital bought 183 Shopify shares in Q2 2026, an estimated $20.9K.
  • Shopify made up 0.06% of May Hill Capital's portfolio in Q2 2026, its #194 holding.
  • May Hill Capital first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • May Hill Capital's Shopify position peaked at $385K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.