NIM
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NEOS Investment Management’s Shopify SHOP Stock Holding History

NEOS 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
Q2 		$84.2M Buy
737,600
+72,269
+11% +$8.25M 0.31% 54
2026
Q1 		$78.9M Buy
665,331
+167,756
+34% +$22M 0.4% 47
2025
Q4 		$80.1M Buy
497,575
+126,153
+34% +$20.3M 0.46% 39
2025
Q3 		$55.2M Buy
371,422
+164,736
+80% +$22.3M 0.41% 41
2025
Q2 		$23.8M Buy
+206,686
New +$20.7M 0.3% 63

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

NEOS Investment Management's SHOP Position: Q2 2026 in Review

NEOS Investment Management increased its Shopify (SHOP) stake by 11% in Q2 2026, buying an estimated $8.25M and bringing the position to 737,600 shares worth $84.2M. The position accounts for 0.31% of the portfolio, ranked #54.

NEOS Investment Management first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • NEOS Investment Management held 737,600 shares of Shopify worth $84.2M as of Q2 2026.
  • NEOS Investment Management bought 72,269 Shopify shares in Q2 2026, an estimated $8.25M.
  • Shopify made up 0.31% of NEOS Investment Management's portfolio in Q2 2026, its #54 holding.
  • NEOS Investment Management first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.