PP
SHOP icon

PDS Planning’s Shopify SHOP Stock Holding History

PDS Planning’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 		$1.11M Buy
9,379
+311
+3% +$40.9K 0.07% 124
2025
Q4 		$1.46M Sell
9,068
-544
-6% -$87.3K 0.1% 93
2025
Q3 		$1.43M Sell
9,612
-76
-0.8% -$10.3K 0.1% 93
2025
Q2 		$1.12M Sell
9,688
-1,186
-11% -$119K 0.08% 112
2025
Q1 		$1.04M Sell
10,874
-85
-0.8% -$9.26K 0.09% 100
2024
Q4 		$1.17M Buy
10,959
+2,187
+25% +$213K 0.1% 85
2024
Q3 		$703K Buy
8,772
+108
+1% +$7.46K 0.06% 137
2024
Q2 		$572K Buy
8,664
+85
+1% +$5.64K 0.06% 148
2024
Q1 		$662K Buy
8,579
+225
+3% +$17.8K 0.07% 126
2023
Q4 		$651K Buy
8,354
+309
+4% +$19.7K 0.07% 110
2023
Q3 		$439K Buy
8,045
+132
+2% +$8K 0.06% 149
2023
Q2 		$511K Buy
7,913
+1,507
+24% +$85.2K 0.07% 127
2023
Q1 		$307K Buy
+6,406
New +$282K 0.04% 192
2022
Q2 		– Sell
-3,540
Closed -$239K – 247
2022
Q1 		$239K Buy
3,540
+710
+25% +$58.3K 0.04% 176
2021
Q4 		$390K Sell
2,830
-240
-8% -$35.1K 0.07% 112
2021
Q3 		$416K Buy
3,070
+200
+7% +$30K 0.1% 101
2021
Q2 		$419K Buy
2,870
+680
+31% +$83.8K 0.1% 96
2021
Q1 		$242K Buy
+2,190
New +$265K 0.07% 135

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

PDS Planning's SHOP Position: Q1 2026 in Review

PDS Planning increased its Shopify (SHOP) stake by 3.4% in Q1 2026, buying an estimated $40.9K and bringing the position to 9,379 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #124.

PDS Planning first reported a position in SHOP in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • PDS Planning held 9,379 shares of Shopify worth $1.11M as of Q1 2026.
  • PDS Planning bought 311 Shopify shares in Q1 2026, an estimated $40.9K.
  • Shopify made up 0.07% of PDS Planning's portfolio in Q1 2026, its #124 holding.
  • PDS Planning first reported a position in Shopify in Q1 2021 and has held it in 18 quarters since.
  • PDS Planning's Shopify position peaked at $1.46M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.