SSA
SHOP icon

Sierra Summit Advisors’s Shopify SHOP Stock Holding History

Sierra Summit 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
Q2 		$17.2M Buy
150,882
+53,780
+55% +$6.14M 1.92% 17
2026
Q1 		$11.5M Buy
97,102
+3,767
+4% +$495K 1.67% 20
2025
Q4 		$15M Sell
93,335
-12,651
-12% -$2.03M 2.3% 14
2025
Q3 		$15.8M Buy
105,986
+2,015
+2% +$273K 2.4% 10
2025
Q2 		$12M Buy
+103,971
New +$10.4M 2.14% 16
2024
Q3 		– Sell
-123,881
Closed -$8.18M – 154
2024
Q2 		$8.18M Buy
123,881
+4,624
+4% +$307K 2.03% 20
2024
Q1 		$9.2M Buy
119,257
+50,530
+74% +$3.99M 2.5% 14
2023
Q4 		$5.35M Buy
+68,727
New +$4.39M 1.56% 28

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

Sierra Summit Advisors's SHOP Position: Q2 2026 in Review

Sierra Summit Advisors increased its Shopify (SHOP) stake by 55% in Q2 2026, buying an estimated $6.14M and bringing the position to 150,882 shares worth $17.2M. The position accounts for 1.92% of the portfolio, ranked #17.

Sierra Summit Advisors first reported a position in SHOP in Q4 2023 and has held it in 8 quarters since. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Sierra Summit Advisors held 150,882 shares of Shopify worth $17.2M as of Q2 2026.
  • Sierra Summit Advisors bought 53,780 Shopify shares in Q2 2026, an estimated $6.14M.
  • Shopify made up 1.92% of Sierra Summit Advisors's portfolio in Q2 2026, its #17 holding.
  • Sierra Summit Advisors first reported a position in Shopify in Q4 2023 and has held it in 8 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.