ORI
SHOP icon

Oak Ridge Investments’s Shopify SHOP Stock Holding History

Oak Ridge Investments’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 		– Sell
-44,332
Closed -$5.26M – 193
2026
Q1 		$5.26M Buy
44,332
+1,409
+3% +$185K 0.35% 45
2025
Q4 		$6.91M Buy
+42,923
New +$6.89M 0.42% 46

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Oak Ridge Investments's SHOP Position: Q2 2026 in Review

Oak Ridge Investments sold out of Shopify (SHOP) in Q2 2026, closing a stake of 44,332 shares — an estimated $5.26M sold.

Oak Ridge Investments first reported a position in SHOP in Q4 2025 and held it in 2 quarters. The position peaked at $6.91M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Oak Ridge Investments reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 44,332 Shopify shares in Q2 2026, an estimated $5.26M.
  • Oak Ridge Investments first reported a position in Shopify in Q4 2025 and held it in 2 quarters.
  • Oak Ridge Investments's Shopify position peaked at $6.91M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.