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 Q3	$495K	Buy	3,337 +492	+17%	+$66.8K	0.02%	223
2026 Q2	$325K	Sell	2,845 -1,406	-33%	-$160K	0.01%	269
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Root Financial Partners's SHOP Position: Q3 2026 in Review

Root Financial Partners increased its Shopify (SHOP) stake by 17% in Q3 2026, buying an estimated $66.8K and bringing the position to 3,337 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #223.

Root Financial Partners first reported a position in SHOP in Q3 2024 and has held it in 9 quarters since. The position peaked at $750K in Q4 2025. 714 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Root Financial Partners held 3,337 shares of Shopify worth $495K as of Q3 2026.
Root Financial Partners bought 492 Shopify shares in Q3 2026, an estimated $66.8K.
Shopify made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #223 holding.
Root Financial Partners first reported a position in Shopify in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Shopify position peaked at $750K in Q4 2025.
714 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.