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
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 $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

Mirova US's SHOP Position: Q1 2026 in Review

Mirova US reduced its Shopify (SHOP) stake by 4.1% in Q1 2026, selling an estimated $15.1M and leaving 2,671,242 shares worth $317M. The position accounts for 3.6% of the portfolio, ranked #9.

Mirova US first reported a position in SHOP in Q1 2024 and has held it in 9 quarters since. The position peaked at $448M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Mirova US held 2,671,242 shares of Shopify worth $317M as of Q1 2026.
  • Mirova US sold 114,701 Shopify shares in Q1 2026, an estimated $15.1M.
  • Shopify made up 3.6% of Mirova US's portfolio in Q1 2026, its #9 holding.
  • Mirova US first reported a position in Shopify in Q1 2024 and has held it in 9 quarters since.
  • Mirova US's Shopify position peaked at $448M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.