SMA
SHOP icon

Sage Mountain Advisors’s Shopify SHOP Stock Holding History

Sage Mountain Advisors’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 		– Sell
-1,892
Closed -$305K – 517
2025
Q4 		$305K Sell
1,892
-641
-25% -$103K 0.02% 385
2025
Q3 		$376K Buy
2,533
+614
+32% +$83.2K 0.02% 330
2025
Q2 		$221K Buy
+1,919
New +$192K 0.01% 395

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sage Mountain Advisors's SHOP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,892 shares — an estimated $305K sold.

Sage Mountain Advisors first reported a position in SHOP in Q2 2025 and held it in 3 quarters. The position peaked at $376K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,892 Shopify shares in Q1 2026, an estimated $305K.
  • Sage Mountain Advisors first reported a position in Shopify in Q2 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's Shopify position peaked at $376K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.