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Savant Capital’s Shopify SHOP Stock Holding History

Savant Capital’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 		$2.7M Sell
22,786
-957
-4% -$126K 0.01% 369
2025
Q4 		$3.82M Buy
23,743
+2,385
+11% +$383K 0.02% 286
2025
Q3 		$3.17M Buy
21,358
+8,127
+61% +$1.1M 0.02% 299
2025
Q2 		$1.53M Sell
13,231
-627
-5% -$62.7K 0.01% 409
2025
Q1 		$1.32M Sell
13,858
-505
-4% -$55K 0.01% 415
2024
Q4 		$1.53M Sell
14,363
-383
-3% -$37.3K 0.01% 519
2024
Q3 		$1.18M Sell
14,746
-488
-3% -$33.7K 0.01% 583
2024
Q2 		$1.01M Buy
15,234
+4,692
+45% +$311K 0.01% 584
2024
Q1 		$814K Buy
10,542
+117
+1% +$9.24K 0.01% 603
2023
Q4 		$812K Buy
10,425
+181
+2% +$11.6K 0.01% 458
2023
Q3 		$559K Buy
10,244
+166
+2% +$10.1K 0.01% 497
2023
Q2 		$651K Buy
10,078
+4,392
+77% +$248K 0.01% 462
2023
Q1 		$273K Buy
+5,686
New +$250K 0.01% 618

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

Savant Capital's SHOP Position: Q1 2026 in Review

Savant Capital reduced its Shopify (SHOP) stake by 4% in Q1 2026, selling an estimated $126K and leaving 22,786 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #369.

Savant Capital first reported a position in SHOP in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.82M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Savant Capital held 22,786 shares of Shopify worth $2.7M as of Q1 2026.
  • Savant Capital sold 957 Shopify shares in Q1 2026, an estimated $126K.
  • Shopify made up 0.01% of Savant Capital's portfolio in Q1 2026, its #369 holding.
  • Savant Capital first reported a position in Shopify in Q1 2023 and has held it in 13 quarters since.
  • Savant Capital's Shopify position peaked at $3.82M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.