Royal Fund Management’s Shopify SHOP Stock Holding History

Royal Fund Management’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	$1.43M	Sell	9,676 -28,550	-75%	-$3.87M	0.11%	176
2026 Q2	$4.36M	Buy	38,226 +31,900	+504%	+$3.64M	0.36%	90
2026 Q1	$750K	Buy	6,326 +4,557	+258%	+$599K	0.07%	195
2025 Q4	$285K	Sell	1,769 -10,073	-85%	-$1.62M	0.03%	247
2025 Q3	$1.76M	Sell	11,842 -31,955	-73%	-$4.33M	0.21%	127
2025 Q2	$5.05M	Buy	43,797 +21,521	+97%	+$2.15M	0.5%	60
2025 Q1	$2.13M	Buy	+22,276	New	+$2.43M	0.24%	133
2024 Q3	–	Sell	-15,351	Closed	-$1.01M	–	370
2024 Q2	$1.01M	Buy	15,351 +354	+2%	+$23.5K	0.08%	189
2024 Q1	$1.16M	Buy	+14,997	New	+$1.18M	0.11%	188

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royal Fund Management's SHOP Position: Q3 2026 in Review

Royal Fund Management reduced its Shopify (SHOP) stake by 75% in Q3 2026, selling an estimated $3.87M and leaving 9,676 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #176.

Royal Fund Management first reported a position in SHOP in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.05M in Q2 2025. 1,512 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Royal Fund Management held 9,676 shares of Shopify worth $1.43M as of Q3 2026.
Royal Fund Management sold 28,550 Shopify shares in Q3 2026, an estimated $3.87M.
Shopify made up 0.11% of Royal Fund Management's portfolio in Q3 2026, its #176 holding.
Royal Fund Management first reported a position in Shopify in Q1 2024 and has held it in 9 quarters since.
Royal Fund Management's Shopify position peaked at $5.05M in Q2 2025.
1,512 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.