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Means Investment Company’s Shopify SHOP Stock Holding History

Means Investment Company’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 		$1.28M Sell
11,217
-1,561
-12% -$178K 0.1% 80
2026
Q1 		$1.52M Sell
12,778
-425
-3% -$55.8K 0.13% 68
2025
Q4 		$2.13M Buy
13,203
+55
+0.4% +$8.83K 0.18% 57
2025
Q3 		$1.95M Sell
13,148
-788
-6% -$107K 0.17% 60
2025
Q2 		$1.61M Sell
13,936
-267
-2% -$26.7K 0.15% 67
2025
Q1 		$1.36M Buy
14,203
+28
+0.2% +$3.05K 0.14% 72
2024
Q4 		$1.51M Hold
14,175
– – 0.16% 73
2024
Q3 		$1.14M Sell
14,175
-84
-0.6% -$5.8K 0.13% 88
2024
Q2 		$942K Sell
14,259
-149
-1% -$9.88K 0.11% 91
2024
Q1 		$1.11M Buy
14,408
+31
+0.2% +$2.45K 0.14% 87
2023
Q4 		$1.12M Buy
14,377
+171
+1% +$10.9K 0.16% 86
2023
Q3 		$775K Sell
14,206
-224
-2% -$13.6K 0.13% 103
2023
Q2 		$932K Buy
14,430
+6
+0% +$339 0.15% 95
2023
Q1 		$691K Buy
14,424
+1,848
+15% +$81.3K 0.12% 102
2022
Q4 		$437K Sell
12,576
-481
-4% -$16.4K 0.09% 126
2022
Q3 		$352K Buy
13,057
+5,649
+76% +$192K 0.08% 138
2022
Q2 		$231K Buy
+7,408
New +$316K 0.05% 174

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

Means Investment Company's SHOP Position: Q2 2026 in Review

Means Investment Company reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $178K and leaving 11,217 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #80.

Means Investment Company first reported a position in SHOP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Means Investment Company held 11,217 shares of Shopify worth $1.28M as of Q2 2026.
  • Means Investment Company sold 1,561 Shopify shares in Q2 2026, an estimated $178K.
  • Shopify made up 0.1% of Means Investment Company's portfolio in Q2 2026, its #80 holding.
  • Means Investment Company first reported a position in Shopify in Q2 2022 and has held it in 17 quarters since.
  • Means Investment Company's Shopify position peaked at $2.13M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.