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SHOP icon

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
Q2 		$5.2M Buy
44,610
+21,824
+96% +$2.49M 0.02% 409
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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Savant Capital's SHOP Position: Q2 2026 in Review

Savant Capital increased its Shopify (SHOP) stake by 96% in Q2 2026, buying an estimated $2.49M and bringing the position to 44,610 shares worth $5.2M. The position accounts for 0.02% of the portfolio, ranked #409.

Savant Capital first reported a position in SHOP in Q1 2023 and has held it in 14 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Savant Capital held 44,610 shares of Shopify worth $5.2M as of Q2 2026.
  • Savant Capital bought 21,824 Shopify shares in Q2 2026, an estimated $2.49M.
  • Shopify made up 0.02% of Savant Capital's portfolio in Q2 2026, its #409 holding.
  • Savant Capital first reported a position in Shopify in Q1 2023 and has held it in 14 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.