One Madison Group’s Shopify SHOP Stock Holding History

One Madison Group’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	–	Sell	-130,000	Closed	-$20.9M	–	31
2025 Q4	$20.9M	Sell	130,000 -18,000	-12%	-$2.89M	2.41%	21
2025 Q3	$22M	Sell	148,000 -132,000	-47%	-$17.9M	2.41%	22
2025 Q2	$32.3M	Buy	280,000 +23,326	+9%	+$2.33M	3.41%	16
2025 Q1	$24.5M	Buy	256,674 +131,674	+105%	+$14.3M	3.2%	17
2024 Q4	$13.3M	Buy	+125,000	New	+$12.2M	1.52%	25

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

One Madison Group's SHOP Position: Q1 2026 in Review

One Madison Group sold out of Shopify (SHOP) in Q1 2026, closing a stake of 130,000 shares — an estimated $20.9M sold.

One Madison Group first reported a position in SHOP in Q4 2024 and held it in 5 quarters. The position peaked at $32.3M in Q2 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

One Madison Group reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
One Madison Group sold 130,000 Shopify shares in Q1 2026, an estimated $20.9M.
One Madison Group first reported a position in Shopify in Q4 2024 and held it in 5 quarters.
One Madison Group's Shopify position peaked at $32.3M in Q2 2025.
1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on One Madison Group's 13F filing for Q1 2026, filed 15 May 2026.