RI
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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
Q3 		$476K Sell
3,207
-219
-6% -$29.7K 0.18% 148
2026
Q2 		$391K Buy
3,426
+575
+20% +$65.6K 0.15% 160
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Ridgewood Investments's SHOP Position: Q3 2026 in Review

Ridgewood Investments reduced its Shopify (SHOP) stake by 6.4% in Q3 2026, selling an estimated $29.7K and leaving 3,207 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #148.

Ridgewood Investments first reported a position in SHOP in Q1 2023 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Ridgewood Investments held 3,207 shares of Shopify worth $476K as of Q3 2026.
  • Ridgewood Investments sold 219 Shopify shares in Q3 2026, an estimated $29.7K.
  • Shopify made up 0.18% of Ridgewood Investments's portfolio in Q3 2026, its #148 holding.
  • Ridgewood Investments first reported a position in Shopify in Q1 2023 and has held it in 13 quarters since.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.