RA
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Rational Advisors’s Shopify SHOP Stock Holding History

Rational 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 		– Sell
-4,000
Closed -$474K – 204
2026
Q1 		$474K Buy
+4,000
New +$526K 0.05% 101
2025
Q4 		– Sell
-12,200
Closed -$1.81M – 203
2025
Q3 		$1.81M Buy
+12,200
New +$1.65M 0.18% 73
2021
Q4 		– Sell
-20,370
Closed -$2.76M – 203
2021
Q3 		$2.76M Buy
20,370
+9,000
+79% +$1.35M 0.22% 36
2021
Q2 		$1.66M Sell
11,370
-500
-4% -$61.6K 0.2% 61
2021
Q1 		$1.31M Hold
11,870
– – 0.24% 76
2020
Q4 		$1.34M Buy
11,870
+2,000
+20% +$210K 0.36% 57
2020
Q3 		$1.01M Sell
9,870
-3,850
-28% -$383K 0.43% 90
2020
Q2 		$1.3M Sell
13,720
-10,200
-43% -$708K 0.67% 44
2020
Q1 		$997K Sell
23,920
-2,600
-10% -$117K 0.73% 38
2019
Q4 		$1.05M Buy
26,520
+21,600
+439% +$731K 0.49% 60
2019
Q3 		$153K Buy
+4,920
New +$168K 0.06% 258
2019
Q2 		– Sell
-49,840
Closed -$1.03M – 580
2019
Q1 		$1.03M Sell
49,840
-104,580
-68% -$1.85M 0.28% 101
2018
Q4 		$2.14M Buy
+154,420
New +$2.17M 0.67% 42
2018
Q3 		– Sell
-69,160
Closed -$1.01M – 561
2018
Q2 		$1.01M Sell
69,160
-19,810
-22% -$280K 0.47% 82
2018
Q1 		$1.11M Buy
+88,970
New +$1.15M 0.52% 71

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Rational Advisors's SHOP Position: Q2 2026 in Review

Rational Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 4,000 shares — an estimated $474K sold.

Rational Advisors first reported a position in SHOP in Q1 2018 and held it in 15 quarters. The position peaked at $2.76M in Q3 2021. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Rational Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Rational Advisors sold 4,000 Shopify shares in Q2 2026, an estimated $474K.
  • Rational Advisors first reported a position in Shopify in Q1 2018 and held it in 15 quarters.
  • Rational Advisors's Shopify position peaked at $2.76M in Q3 2021.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.