MMM
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Mendel Money Management’s Shopify SHOP Stock Holding History

Mendel Money Management’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 		$261K Hold
2,200
– – 0.11% 132
2025
Q4 		$354K Hold
2,200
– – 0.15% 119
2025
Q3 		$327K Hold
2,200
– – 0.14% 131
2025
Q2 		$254K Buy
2,200
+100
+5% +$10K 0.11% 131
2025
Q1 		$201K Buy
+2,100
New +$229K 0.1% 135

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

Mendel Money Management's SHOP Position: Q1 2026 in Review

Mendel Money Management held its Shopify (SHOP) position steady in Q1 2026 at 2,200 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #132.

Mendel Money Management first reported a position in SHOP in Q1 2025 and has held it in 5 quarters since. The position peaked at $354K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Mendel Money Management held 2,200 shares of Shopify worth $261K as of Q1 2026.
  • Mendel Money Management left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.11% of Mendel Money Management's portfolio in Q1 2026, its #132 holding.
  • Mendel Money Management first reported a position in Shopify in Q1 2025 and has held it in 5 quarters since.
  • Mendel Money Management's Shopify position peaked at $354K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.