Morse Asset Management’s Shopify SHOP Stock Holding History

Morse Asset 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 Q2	$228	Buy	+2	New	+$228	﹤0.01%	404
2023 Q3	–	Sell	-10,399	Closed	-$672K	–	143
2023 Q2	$672K	Buy	+10,399	New	+$588K	0.2%	101
2022 Q1	–	Sell	-21,870	Closed	-$3.01M	–	180
2021 Q4	$3.01M	Sell	21,870 -2,880	-12%	-$421K	0.67%	40
2021 Q3	$3.36M	Buy	24,750 +3,770	+18%	+$565K	0.8%	32
2021 Q2	$3.06M	Buy	20,980 +17,740	+548%	+$2.19M	0.74%	34
2021 Q1	$359K	Buy	+3,240	New	+$391K	0.09%	127

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morse Asset Management's SHOP Position: Q2 2026 in Review

Morse Asset Management opened a new position in Shopify (SHOP) in Q2 2026: 2 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Morse Asset Management previously reported a position in SHOP as recently as Q2 2023.

Morse Asset Management first reported a position in SHOP in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.36M in Q3 2021. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Morse Asset Management held 2 shares of Shopify worth $228 as of Q2 2026.
Shopify was a new Morse Asset Management position in Q2 2026.
Shopify made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #404 holding.
Morse Asset Management first reported a position in Shopify in Q1 2021 and has held it in 6 quarters since.
Morse Asset Management's Shopify position peaked at $3.36M in Q3 2021.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.