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Smartleaf Asset Management’s Shopify SHOP Stock Holding History

Smartleaf Asset Management’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 		$157K Hold
1,375
– – 0.01% 941
2026
Q1 		$154K Sell
1,375
-291
-17% -$38.2K 0.01% 903
2025
Q4 		$273K Sell
1,666
-404
-20% -$64.9K 0.01% 674
2025
Q3 		$308K Buy
2,070
+1,439
+228% +$195K 0.02% 590
2025
Q2 		$71.7K Buy
631
+77
+14% +$7.7K 0.01% 1005
2025
Q1 		$53.6K Buy
554
+36
+7% +$3.92K 0.01% 1110
2024
Q4 		$55.3K Buy
518
+52
+11% +$5.06K 0.01% 1133
2024
Q3 		$36.9K Buy
466
+301
+182% +$20.8K ﹤0.01% 1028
2024
Q2 		$11K Buy
165
+103
+166% +$6.83K ﹤0.01% 1363
2024
Q1 		$4.87K Buy
62
+37
+148% +$2.92K ﹤0.01% 1225
2023
Q4 		$1.98K Buy
+25
New +$1.6K ﹤0.01% 966

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

Smartleaf Asset Management's SHOP Position: Q2 2026 in Review

Smartleaf Asset Management held its Shopify (SHOP) position steady in Q2 2026 at 1,375 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #941.

Smartleaf Asset Management first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $308K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Smartleaf Asset Management held 1,375 shares of Shopify worth $157K as of Q2 2026.
  • Smartleaf Asset Management left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #941 holding.
  • Smartleaf Asset Management first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Shopify position peaked at $308K in Q3 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.