Select Equity Group’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259M Buy
2,246,473
+1,079,494
+93% +$125M 1.09% 30
2025
Q1
$111M Sell
1,166,979
-2,388,508
-67% -$228M 0.48% 52
2024
Q4
$378M Buy
3,555,487
+723,369
+26% +$76.9M 1.5% 25
2024
Q3
$227M Buy
2,832,118
+1,752,609
+162% +$140M 0.82% 38
2024
Q2
$71.3M Sell
1,079,509
-769,072
-42% -$50.8M 0.28% 66
2024
Q1
$143M Sell
1,848,581
-2,349,661
-56% -$181M 0.5% 46
2023
Q4
$327M Sell
4,198,242
-630,264
-13% -$49.1M 1.16% 29
2023
Q3
$263M Buy
4,828,506
+3,203,199
+197% +$175M 1.08% 30
2023
Q2
$105M Buy
+1,625,307
New +$105M 0.39% 57
2023
Q1
Hold
0
182
2022
Q4
Hold
0
189
2022
Q2
Sell
-1,317,340
Closed -$89M 168
2022
Q1
$89M Buy
+1,317,340
New +$89M 0.29% 65
2018
Q4
Sell
-1,211,570
Closed -$19.9M 108
2018
Q3
$19.9M Sell
1,211,570
-104,040
-8% -$1.71M 0.15% 73
2018
Q2
$19.2M Sell
1,315,610
-418,720
-24% -$6.11M 0.15% 73
2018
Q1
$21.6M Buy
+1,734,330
New +$21.6M 0.18% 68