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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
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 $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

Osbon Capital Management's SHOP Position: Q1 2026 in Review

Osbon Capital Management increased its Shopify (SHOP) stake by 34% in Q1 2026, buying an estimated $49.9K and bringing the position to 1,500 shares worth $178K. The position accounts for 0.15% of the portfolio, ranked #77.

Osbon Capital Management first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $180K in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Osbon Capital Management held 1,500 shares of Shopify worth $178K as of Q1 2026.
  • Osbon Capital Management bought 380 Shopify shares in Q1 2026, an estimated $49.9K.
  • Shopify made up 0.15% of Osbon Capital Management's portfolio in Q1 2026, its #77 holding.
  • Osbon Capital Management first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Shopify position peaked at $180K in Q4 2025.
  • 1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.