Plato Investment Management’s Shopify SHOP Stock Holding History

Plato Investment 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 Q2	$3.02M	Buy	26,533 +7,830	+42%	+$894K	0.17%	127
2026 Q1	$2.21M	Buy	18,703 +441	+2%	+$57.9K	0.15%	148
2025 Q4	$2.96M	Sell	18,262 -12,572	-41%	-$2.02M	0.19%	112
2025 Q3	$4.55M	Buy	30,834 +9,448	+44%	+$1.28M	0.31%	71
2025 Q2	$2.45M	Sell	21,386 -20,089	-48%	-$2.01M	0.18%	118
2025 Q1	$4M	Sell	41,475 -10,788	-21%	-$1.18M	0.34%	74
2024 Q4	$5.58M	Buy	52,263 +22,737	+77%	+$2.21M	0.41%	49
2024 Q3	$2.37M	Buy	+29,526	New	+$2.04M	0.19%	124

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Plato Investment Management's SHOP Position: Q2 2026 in Review

Plato Investment Management increased its Shopify (SHOP) stake by 42% in Q2 2026, buying an estimated $894K and bringing the position to 26,533 shares worth $3.02M. The position accounts for 0.17% of the portfolio, ranked #127.

Plato Investment Management first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.58M in Q4 2024. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Plato Investment Management held 26,533 shares of Shopify worth $3.02M as of Q2 2026.
Plato Investment Management bought 7,830 Shopify shares in Q2 2026, an estimated $894K.
Shopify made up 0.17% of Plato Investment Management's portfolio in Q2 2026, its #127 holding.
Plato Investment Management first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
Plato Investment Management's Shopify position peaked at $5.58M in Q4 2024.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.