Select Equity Group’s Shopify SHOP Stock Holding History

Select Equity Group’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	$33.3M	Buy	291,826 +56,112	+24%	+$6.4M	0.16%	86
2026 Q1	$28M	Sell	235,714 -362,933	-61%	-$47.7M	0.14%	91
2025 Q4	$96.4M	Sell	598,647 -1,612,124	-73%	-$259M	0.42%	57
2025 Q3	$329M	Sell	2,210,771 -35,702	-2%	-$4.84M	1.35%	26
2025 Q2	$259M	Buy	2,246,473 +1,079,494	+93%	+$108M	1.09%	30
2025 Q1	$111M	Sell	1,166,979 -2,388,508	-67%	-$260M	0.48%	53
2024 Q4	$378M	Buy	3,555,487 +723,369	+26%	+$70.4M	1.5%	26
2024 Q3	$227M	Buy	2,832,118 +1,752,609	+162%	+$121M	0.82%	39
2024 Q2	$71.3M	Sell	1,079,509 -769,072	-42%	-$51M	0.28%	67
2024 Q1	$143M	Sell	1,848,581 -2,349,661	-56%	-$186M	0.5%	48
2023 Q4	$327M	Sell	4,198,242 -630,264	-13%	-$40.2M	1.16%	30
2023 Q3	$263M	Buy	4,828,506 +3,203,199	+197%	+$194M	1.08%	30
2023 Q2	$105M	Buy	+1,625,307	New	+$91.9M	0.39%	58
2022 Q2	–	Sell	-1,317,340	Closed	-$89M	–	171
2022 Q1	$89M	Buy	+1,317,340	New	+$108M	0.29%	66
2018 Q4	–	Sell	-1,211,570	Closed	-$19.9M	–	111
2018 Q3	$19.9M	Sell	1,211,570 -104,040	-8%	-$1.58M	0.15%	77
2018 Q2	$19.2M	Sell	1,315,610 -418,720	-24%	-$5.93M	0.15%	77
2018 Q1	$21.6M	Buy	+1,734,330	New	+$22.4M	0.18%	71

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Select Equity Group's SHOP Position: Q2 2026 in Review

Select Equity Group increased its Shopify (SHOP) stake by 24% in Q2 2026, buying an estimated $6.4M and bringing the position to 291,826 shares worth $33.3M. The position accounts for 0.16% of the portfolio, ranked #86.

Select Equity Group first reported a position in SHOP in Q1 2018 and has held it in 17 quarters since. The position peaked at $378M in Q4 2024. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Select Equity Group held 291,826 shares of Shopify worth $33.3M as of Q2 2026.
Select Equity Group bought 56,112 Shopify shares in Q2 2026, an estimated $6.4M.
Shopify made up 0.16% of Select Equity Group's portfolio in Q2 2026, its #86 holding.
Select Equity Group first reported a position in Shopify in Q1 2018 and has held it in 17 quarters since.
Select Equity Group's Shopify position peaked at $378M in Q4 2024.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.