Perigon Wealth Management
SHOP icon

Perigon Wealth Management’s Shopify SHOP Stock Holding History

Perigon Wealth 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
Q3 		$1.19M Buy
8,054
+37
+0.5% +$5.02K 0.02% 541
2026
Q2 		$915K Sell
8,017
-701
-8% -$80K 0.01% 627
2026
Q1 		$1.03M Buy
8,718
+71
+0.8% +$9.33K 0.02% 523
2025
Q4 		$1.39M Buy
8,647
+306
+4% +$49.1K 0.02% 451
2025
Q3 		$1.24M Sell
8,341
-163
-2% -$22.1K 0.03% 453
2025
Q2 		$981K Buy
8,504
+1,673
+24% +$167K 0.02% 473
2025
Q1 		$652K Sell
6,831
-956
-12% -$104K 0.02% 565
2024
Q4 		$806K Buy
7,787
+491
+7% +$47.8K 0.02% 505
2024
Q3 		$585K Buy
7,296
+166
+2% +$11.5K 0.02% 572
2024
Q2 		$471K Sell
7,130
-2,667
-27% -$177K 0.01% 547
2024
Q1 		$756K Sell
9,797
-8
-0.1% -$632 0.02% 436
2023
Q4 		$764K Buy
9,805
+111
+1% +$7.09K 0.03% 402
2023
Q3 		$529K Buy
9,694
+914
+10% +$55.4K 0.02% 436
2023
Q2 		$567K Sell
8,780
-1,615
-16% -$91.3K 0.02% 432
2023
Q1 		$498K Buy
10,395
+1,744
+20% +$76.7K 0.03% 396
2022
Q4 		$300K Buy
+8,651
New +$295K 0.02% 528
2022
Q2 		– Sell
-4,740
Closed -$320K – 614
2022
Q1 		$320K Buy
4,740
+810
+21% +$66.5K 0.02% 442
2021
Q4 		$541K Buy
3,930
+1,350
+52% +$197K 0.04% 327
2021
Q3 		$350K Buy
2,580
+420
+19% +$62.9K 0.03% 379
2021
Q2 		$316K Sell
2,160
-170
-7% -$20.9K 0.03% 394
2021
Q1 		$258K Buy
2,330
+1,170
+101% +$141K 0.03% 417
2020
Q4 		$131K Buy
+1,160
New +$122K 0.02% 485

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

Perigon Wealth Management's SHOP Position: Q3 2026 in Review

Perigon Wealth Management increased its Shopify (SHOP) stake by 0.46% in Q3 2026, buying an estimated $5.02K and bringing the position to 8,054 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #541.

Perigon Wealth Management first reported a position in SHOP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2025. 452 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Perigon Wealth Management held 8,054 shares of Shopify worth $1.19M as of Q3 2026.
  • Perigon Wealth Management bought 37 Shopify shares in Q3 2026, an estimated $5.02K.
  • Shopify made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #541 holding.
  • Perigon Wealth Management first reported a position in Shopify in Q4 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's Shopify position peaked at $1.39M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.