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Perennial Investment Advisors’s Shopify SHOP Stock Holding History

Perennial Investment Advisors’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 		$1.37M Buy
11,987
+376
+3% +$42.9K 0.09% 181
2026
Q1 		$1.38M Sell
11,611
-1,305
-10% -$171K 0.11% 156
2025
Q4 		$2.08M Sell
12,916
-128
-1% -$20.6K 0.16% 108
2025
Q3 		$1.94M Sell
13,044
-64
-0.5% -$8.68K 0.16% 115
2025
Q2 		$1.51M Sell
13,108
-785
-6% -$78.5K 0.15% 131
2025
Q1 		$1.33M Buy
13,893
+2,178
+19% +$237K 0.15% 125
2024
Q4 		$1.25M Buy
11,715
+339
+3% +$33K 0.15% 120
2024
Q3 		$912K Sell
11,376
-380
-3% -$26.2K 0.12% 152
2024
Q2 		$776K Buy
11,756
+120
+1% +$7.96K 0.11% 153
2024
Q1 		$898K Sell
11,636
-928
-7% -$73.3K 0.14% 123
2023
Q4 		$979K Sell
12,564
-565
-4% -$36.1K 0.16% 106
2023
Q3 		$716K Buy
13,129
+45
+0.3% +$2.73K 0.13% 133
2023
Q2 		$845K Sell
13,084
-1,270
-9% -$71.8K 0.15% 118
2023
Q1 		$688K Sell
14,354
-1,058
-7% -$46.6K 0.13% 140
2022
Q4 		$535K Buy
15,412
+9
+0.1% +$307 0.22% 97
2022
Q3 		$415K Sell
15,403
-63,237
-80% -$2.15M 0.19% 104
2022
Q2 		$2.45M Buy
78,640
+73,940
+1,573% +$3.16M 0.96% 25
2022
Q1 		$318K Sell
4,700
-140
-3% -$11.5K 0.1% 162
2021
Q4 		$670K Buy
4,840
+120
+3% +$17.5K 0.21% 93
2021
Q3 		$640K Buy
4,720
+70
+2% +$10.5K 0.23% 96
2021
Q2 		$679K Sell
4,650
-76,380
-94% -$9.41M 0.25% 88
2021
Q1 		$8.97M Buy
81,030
+4,050
+5% +$489K 3.54% 7
2020
Q4 		$8.71M Buy
76,980
+3,470
+5% +$364K 3.73% 7
2020
Q3 		$7.52M Buy
73,510
+4,250
+6% +$423K 3.77% 6
2020
Q2 		$6.57M Sell
69,260
-4,060
-6% -$282K 4.45% 5
2020
Q1 		$3.06M Buy
73,320
+6,950
+10% +$313K 2.72% 7
2019
Q4 		$2.64M Buy
+66,370
New +$2.24M 2.08% 11

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

Perennial Investment Advisors's SHOP Position: Q2 2026 in Review

Perennial Investment Advisors increased its Shopify (SHOP) stake by 3.2% in Q2 2026, buying an estimated $42.9K and bringing the position to 11,987 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #181.

Perennial Investment Advisors first reported a position in SHOP in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.97M in Q1 2021. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Perennial Investment Advisors held 11,987 shares of Shopify worth $1.37M as of Q2 2026.
  • Perennial Investment Advisors bought 376 Shopify shares in Q2 2026, an estimated $42.9K.
  • Shopify made up 0.09% of Perennial Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • Perennial Investment Advisors first reported a position in Shopify in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's Shopify position peaked at $8.97M in Q1 2021.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.