PS
SHOP icon

Principal Securities’s Shopify SHOP Stock Holding History

Principal Securities’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 		$2.79M Sell
24,442
-332
-1% -$37.9K 0.03% 429
2026
Q1 		$2.94M Buy
24,774
+6,751
+37% +$887K 0.04% 370
2025
Q4 		$2.9M Buy
18,023
+9
+0% +$1.45K 0.04% 354
2025
Q3 		$2.68M Buy
18,014
+3,721
+26% +$504K 0.04% 368
2025
Q2 		$1.65M Sell
14,293
-1,200
-8% -$120K 0.03% 467
2025
Q1 		$1.65M Buy
15,493
+2,094
+16% +$228K 0.04% 418
2024
Q4 		$1.42M Buy
13,399
+2,603
+24% +$253K 0.03% 443
2024
Q3 		$865K Sell
10,796
-740
-6% -$51.1K 0.02% 575
2024
Q2 		$762K Buy
11,536
+270
+2% +$17.9K 0.02% 562
2024
Q1 		$869K Buy
11,266
+2,460
+28% +$194K 0.03% 492
2023
Q4 		$686K Buy
+8,806
New +$562K 0.03% 504

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

Principal Securities's SHOP Position: Q2 2026 in Review

Principal Securities reduced its Shopify (SHOP) stake by 1.3% in Q2 2026, selling an estimated $37.9K and leaving 24,442 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #429.

Principal Securities first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q1 2026. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Principal Securities held 24,442 shares of Shopify worth $2.79M as of Q2 2026.
  • Principal Securities sold 332 Shopify shares in Q2 2026, an estimated $37.9K.
  • Shopify made up 0.03% of Principal Securities's portfolio in Q2 2026, its #429 holding.
  • Principal Securities first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Shopify position peaked at $2.94M in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.