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Osbon Capital Management’s Shopify SHOP Stock Holding History

Osbon Capital 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 		$168K Sell
1,473
-27
-2% -$3.08K 0.13% 80
2026
Q1 		$178K Buy
1,500
+380
+34% +$49.9K 0.15% 77
2025
Q4 		$180K Buy
+1,120
New +$180K 0.17% 68

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

Osbon Capital Management's SHOP Position: Q2 2026 in Review

Osbon Capital Management reduced its Shopify (SHOP) stake by 1.8% in Q2 2026, selling an estimated $3.08K and leaving 1,473 shares worth $168K. The position accounts for 0.13% of the portfolio, ranked #80.

Osbon Capital Management first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q4 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Osbon Capital Management held 1,473 shares of Shopify worth $168K as of Q2 2026.
  • Osbon Capital Management sold 27 Shopify shares in Q2 2026, an estimated $3.08K.
  • Shopify made up 0.13% of Osbon Capital Management's portfolio in Q2 2026, its #80 holding.
  • Osbon Capital Management first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Shopify position peaked at $180K in Q4 2025.
  • 1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.