Root Financial Partners’s Shopify SHOP Stock Holding History

Root Financial Partners’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	$504K	Sell	4,251 -406	-9%	-$53.3K	0.02%	159
2025 Q4	$750K	Buy	4,657 +1,550	+50%	+$249K	0.04%	119
2025 Q3	$462K	Sell	3,107 -250	-7%	-$33.9K	0.03%	156
2025 Q2	$387K	Sell	3,357 -234	-7%	-$23.4K	0.04%	154
2025 Q1	$343K	Sell	3,591 -846	-19%	-$92.2K	0.04%	142
2024 Q4	$472K	Buy	4,437 +690	+18%	+$67.1K	0.06%	119
2024 Q3	$300K	Buy	+3,747	New	+$259K	0.05%	127

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

Root Financial Partners's SHOP Position: Q1 2026 in Review

Root Financial Partners reduced its Shopify (SHOP) stake by 8.7% in Q1 2026, selling an estimated $53.3K and leaving 4,251 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #159.

Root Financial Partners first reported a position in SHOP in Q3 2024 and has held it in 7 quarters since. The position peaked at $750K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Root Financial Partners held 4,251 shares of Shopify worth $504K as of Q1 2026.
Root Financial Partners sold 406 Shopify shares in Q1 2026, an estimated $53.3K.
Shopify made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #159 holding.
Root Financial Partners first reported a position in Shopify in Q3 2024 and has held it in 7 quarters since.
Root Financial Partners's Shopify position peaked at $750K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.