Ridgewood Investments’s Shopify SHOP Stock Holding History

Ridgewood Investments’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 Q1	$338K	Buy	+2,851	New	+$375K	0.14%	170
2025 Q3	$394K	Sell	2,651 -357	-12%	-$48.4K	0.17%	152
2025 Q2	$347K	Sell	3,008 -200	-6%	-$20K	0.15%	154
2025 Q1	$306K	Hold	3,208	–	–	0.14%	151
2024 Q4	$341K	Sell	3,208 -300	-9%	-$29.2K	0.16%	136
2024 Q3	$281K	Sell	3,508 -1,350	-28%	-$93.2K	0.14%	142
2024 Q2	$321K	Buy	4,858 +1,263	+35%	+$83.8K	0.16%	143
2024 Q1	$277K	Hold	3,595	–	–	0.15%	151
2023 Q4	$280K	Buy	+3,595	New	+$230K	0.17%	148
2023 Q3	–	Sell	-3,625	Closed	-$234K	–	647
2023 Q2	$234K	Hold	3,625	–	–	0.13%	156
2023 Q1	$174K	Buy	+3,625	New	+$159K	0.11%	191

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ridgewood Investments's SHOP Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Shopify (SHOP) in Q1 2026: 2,851 shares worth $338K. The stake represents 0.14% of the portfolio and ranks #170 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in SHOP as recently as Q3 2025.

Ridgewood Investments first reported a position in SHOP in Q1 2023 and has held it in 11 quarters since. The position peaked at $394K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Ridgewood Investments held 2,851 shares of Shopify worth $338K as of Q1 2026.
Shopify was a new Ridgewood Investments position in Q1 2026.
Shopify made up 0.14% of Ridgewood Investments's portfolio in Q1 2026, its #170 holding.
Ridgewood Investments first reported a position in Shopify in Q1 2023 and has held it in 11 quarters since.
Ridgewood Investments's Shopify position peaked at $394K in Q3 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.