Perpetual Ltd
SHOP icon

Perpetual Ltd’s Shopify SHOP Stock Holding History

Perpetual Ltd’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 		$824K Sell
5,553
-2,443
-31% -$332K 0.01% 242
2026
Q2 		$913K Sell
7,996
-2,128
-21% -$243K 0.01% 242
2026
Q1 		$1.2M Sell
10,124
-1,060
-9% -$139K 0.02% 200
2025
Q4 		$1.8M Sell
11,184
-162,385
-94% -$26.1M 0.03% 185
2025
Q3 		$25.8M Buy
173,569
+1,289
+0.7% +$175K 0.32% 85
2025
Q2 		$19.9M Sell
172,280
-749
-0.4% -$74.9K 0.23% 95
2025
Q1 		$16.5M Sell
173,029
-5,508
-3% -$600K 0.2% 98
2024
Q4 		$19M Sell
178,537
-14,976
-8% -$1.46M 0.22% 92
2024
Q3 		$15.5M Buy
193,513
+6,258
+3% +$432K 0.17% 97
2024
Q2 		$12.4M Sell
187,255
-2,993
-2% -$199K 0.13% 113
2024
Q1 		$14.7M Buy
190,248
+2,538
+1% +$201K 0.14% 117
2023
Q4 		$14.6M Sell
187,710
-31,476
-14% -$2.01M 0.15% 106
2023
Q3 		$12M Sell
219,186
-23,698
-10% -$1.44M 0.12% 116
2023
Q2 		$15.7M Buy
242,884
+17,088
+8% +$966K 0.13% 107
2023
Q1 		$10.8M Buy
+225,796
New +$9.9M 0.09% 139

Other funds holding SHOP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd's SHOP Position: Q3 2026 in Review

Perpetual Ltd reduced its Shopify (SHOP) stake by 31% in Q3 2026, selling an estimated $332K and leaving 5,553 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #242.

Perpetual Ltd first reported a position in SHOP in Q1 2023 and has held it in 15 quarters since. The position peaked at $25.8M in Q3 2025. 935 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Perpetual Ltd held 5,553 shares of Shopify worth $824K as of Q3 2026.
  • Perpetual Ltd sold 2,443 Shopify shares in Q3 2026, an estimated $332K.
  • Shopify made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #242 holding.
  • Perpetual Ltd first reported a position in Shopify in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's Shopify position peaked at $25.8M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.