STA
SHOP icon

Smith Thornton Advisors’s Shopify SHOP Stock Holding History

Smith Thornton 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 		– Sell
-1,765
Closed -$209K – 145
2026
Q1 		$209K Sell
1,765
-172
-9% -$22.6K 0.11% 127
2025
Q4 		$312K Sell
1,937
-6
-0.3% -$963 0.16% 110
2025
Q3 		$289K Sell
1,943
-63
-3% -$8.54K 0.15% 113
2025
Q2 		$231K Buy
+2,006
New +$201K 0.13% 122

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Smith Thornton Advisors's SHOP Position: Q2 2026 in Review

Smith Thornton Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,765 shares — an estimated $209K sold.

Smith Thornton Advisors first reported a position in SHOP in Q2 2025 and held it in 4 quarters. The position peaked at $312K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Smith Thornton Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Smith Thornton Advisors sold 1,765 Shopify shares in Q2 2026, an estimated $209K.
  • Smith Thornton Advisors first reported a position in Shopify in Q2 2025 and held it in 4 quarters.
  • Smith Thornton Advisors's Shopify position peaked at $312K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.