MU
SHOP icon

Mirova US’s Shopify SHOP Stock Holding History

Mirova US’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 		$297M Sell
2,600,237
-71,005
-3% -$8.1M 3.19% 12
2026
Q1 		$317M Sell
2,671,242
-114,701
-4% -$15.1M 3.6% 9
2025
Q4 		$448M Sell
2,785,943
-96,536
-3% -$15.5M 4.5% 5
2025
Q3 		$428M Sell
2,882,479
-142,276
-5% -$19.3M 4.33% 6
2025
Q2 		$349M Buy
3,024,755
+990,596
+49% +$99.1M 3.61% 8
2025
Q1 		$194M Buy
2,034,159
+62,458
+3% +$6.81M 2.31% 18
2024
Q4 		$210M Sell
1,971,701
-57,162
-3% -$5.56M 2.51% 18
2024
Q3 		$163M Buy
2,028,863
+2,484
+0.1% +$172K 1.87% 22
2024
Q2 		$134M Buy
2,026,379
+34,600
+2% +$2.3M 1.67% 22
2024
Q1 		$154M Buy
+1,991,779
New +$157M 2.07% 20

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

Mirova US's SHOP Position: Q2 2026 in Review

Mirova US reduced its Shopify (SHOP) stake by 2.7% in Q2 2026, selling an estimated $8.1M and leaving 2,600,237 shares worth $297M. The position accounts for 3.19% of the portfolio, ranked #12.

Mirova US first reported a position in SHOP in Q1 2024 and has held it in 10 quarters since. The position peaked at $448M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Mirova US held 2,600,237 shares of Shopify worth $297M as of Q2 2026.
  • Mirova US sold 71,005 Shopify shares in Q2 2026, an estimated $8.1M.
  • Shopify made up 3.19% of Mirova US's portfolio in Q2 2026, its #12 holding.
  • Mirova US first reported a position in Shopify in Q1 2024 and has held it in 10 quarters since.
  • Mirova US's Shopify position peaked at $448M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Mirova US's 13F filing for Q2 2026, filed 14 Aug 2026.