SAF
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Smith Anglin Financial’s Shopify SHOP Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$232K Buy
+2,007
New +$201K 0.02% 188
2025
Q1 		– Sell
-1,998
Closed -$212K – 227
2024
Q4 		$212K Buy
+1,998
New +$194K 0.02% 197

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Smith Anglin Financial's SHOP Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in Shopify (SHOP) in Q2 2025: 2,007 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Smith Anglin Financial previously reported a position in SHOP as recently as Q4 2024.

Smith Anglin Financial first reported a position in SHOP in Q4 2024 and has held it in 2 quarters since. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Smith Anglin Financial held 2,007 shares of Shopify worth $232K as of Q2 2025.
  • Shopify was a new Smith Anglin Financial position in Q2 2025.
  • Shopify made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #188 holding.
  • Smith Anglin Financial first reported a position in Shopify in Q4 2024 and has held it in 2 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.