MIM
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Moseley Investment Management’s Shopify SHOP Stock Holding History

Moseley Investment 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 		$407K Buy
3,430
+14
+0.4% +$1.84K 0.13% 102
2025
Q4 		$550K Sell
3,416
-223
-6% -$35.8K 0.17% 86
2025
Q3 		$541K Sell
3,639
-35
-1% -$4.75K 0.16% 92
2025
Q2 		$424K Buy
3,674
+100
+3% +$10K 0.15% 103
2025
Q1 		$341K Sell
3,574
-306
-8% -$33.3K 0.13% 109
2024
Q4 		$413K Sell
3,880
-2,104
-35% -$205K 0.16% 103
2024
Q3 		$480K Buy
5,984
+154
+3% +$10.6K 0.19% 94
2024
Q2 		$385K Sell
5,830
-310
-5% -$20.6K 0.18% 94
2024
Q1 		$474K Buy
6,140
+1,268
+26% +$100K 0.24% 87
2023
Q4 		$380K Sell
4,872
-506
-9% -$32.3K 0.21% 97
2023
Q3 		$293K Sell
5,378
-122
-2% -$7.39K 0.18% 108
2023
Q2 		$355K Buy
5,500
+24
+0.4% +$1.36K 0.21% 98
2023
Q1 		$263K Sell
5,476
-595
-10% -$26.2K 0.17% 115
2022
Q4 		$211K Buy
+6,071
New +$207K 0.15% 135
2022
Q3 		– Sell
-6,836
Closed -$214K – 149
2022
Q2 		$214K Sell
6,836
-5,894
-46% -$252K 0.15% 143
2022
Q1 		$860K Buy
12,730
+870
+7% +$71.4K 0.46% 62
2021
Q4 		$1.63M Sell
11,860
-180
-1% -$26.3K 0.74% 44
2021
Q3 		$1.63M Sell
12,040
-40
-0.3% -$5.99K 0.81% 35
2021
Q2 		$1.76M Buy
12,080
+390
+3% +$48.1K 0.87% 31
2021
Q1 		$1.29M Buy
11,690
+1,890
+19% +$228K 0.72% 38
2020
Q4 		$1.11M Buy
9,800
+3,390
+53% +$356K 0.64% 48
2020
Q3 		$656K Sell
6,410
-890
-12% -$88.5K 0.47% 60
2020
Q2 		$693K Buy
7,300
+1,210
+20% +$84K 0.58% 53
2020
Q1 		$254K Buy
6,090
+810
+15% +$36.5K 0.3% 93
2019
Q4 		$210K Buy
+5,280
New +$179K 0.21% 119

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

Moseley Investment Management's SHOP Position: Q1 2026 in Review

Moseley Investment Management increased its Shopify (SHOP) stake by 0.41% in Q1 2026, buying an estimated $1.84K and bringing the position to 3,430 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #102.

Moseley Investment Management first reported a position in SHOP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.76M in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Moseley Investment Management held 3,430 shares of Shopify worth $407K as of Q1 2026.
  • Moseley Investment Management bought 14 Shopify shares in Q1 2026, an estimated $1.84K.
  • Shopify made up 0.13% of Moseley Investment Management's portfolio in Q1 2026, its #102 holding.
  • Moseley Investment Management first reported a position in Shopify in Q4 2019 and has held it in 25 quarters since.
  • Moseley Investment Management's Shopify position peaked at $1.76M in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.