Stifel Financial
SHOP icon

Stifel Financial’s Shopify SHOP Stock Holding History

Stifel 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
2026
Q1 		$47.3M Sell
399,060
-8,325
-2% -$1.09M 0.04% 378
2025
Q4 		$65.6M Buy
407,385
+19,574
+5% +$3.14M 0.06% 310
2025
Q3 		$57.6M Sell
387,811
-7,995
-2% -$1.08M 0.05% 331
2025
Q2 		$45.7M Buy
395,806
+43,747
+12% +$4.38M 0.04% 361
2025
Q1 		$33.6M Sell
352,059
-11,626
-3% -$1.27M 0.04% 410
2024
Q4 		$38.7M Buy
363,685
+6,964
+2% +$677K 0.04% 379
2024
Q3 		$28.6M Sell
356,721
-583
-0.2% -$40.3K 0.03% 451
2024
Q2 		$23.6M Sell
357,304
-28,499
-7% -$1.89M 0.03% 479
2024
Q1 		$29.8M Buy
385,803
+44,274
+13% +$3.5M 0.03% 421
2023
Q4 		$26.6M Buy
341,529
+40,848
+14% +$2.61M 0.03% 416
2023
Q3 		$16.4M Sell
300,681
-25,294
-8% -$1.53M 0.02% 537
2023
Q2 		$21.1M Buy
325,975
+83,944
+35% +$4.75M 0.03% 453
2023
Q1 		$11.6M Buy
242,031
+22,596
+10% +$994K 0.02% 633
2022
Q4 		$7.62M Buy
219,435
+9,174
+4% +$313K 0.01% 778
2022
Q3 		$5.66M Sell
210,261
-93,233
-31% -$3.17M 0.01% 883
2022
Q2 		$9.48M Sell
303,494
-14,846
-5% -$634K 0.01% 673
2022
Q1 		$21.5M Sell
318,340
-408,480
-56% -$33.5M 0.03% 481
2021
Q4 		$100M Sell
726,820
-38,100
-5% -$5.57M 0.13% 166
2021
Q3 		$104M Buy
764,920
+18,420
+2% +$2.76M 0.15% 149
2021
Q2 		$109M Buy
746,500
+30,940
+4% +$3.81M 0.16% 141
2021
Q1 		$79.2M Sell
715,560
-3,030
-0.4% -$366K 0.13% 165
2020
Q4 		$81.3M Buy
718,590
+39,260
+6% +$4.12M 0.15% 155
2020
Q3 		$69.5M Sell
679,330
-68,930
-9% -$6.85M 0.14% 151
2020
Q2 		$71M Sell
748,260
-37,500
-5% -$2.6M 0.16% 144
2020
Q1 		$32.8M Sell
785,760
-24,870
-3% -$1.12M 0.09% 215
2019
Q4 		$32.3M Buy
810,630
+463,900
+134% +$15.7M 0.07% 271
2019
Q3 		$10.8M Sell
346,730
-5,970
-2% -$204K 0.03% 518
2019
Q2 		$10.6M Sell
352,700
-34,730
-9% -$904K 0.03% 547
2019
Q1 		$8.01M Sell
387,430
-1,510
-0.4% -$26.7K 0.02% 620
2018
Q4 		$5.39M Buy
388,940
+25,040
+7% +$352K 0.02% 733
2018
Q3 		$5.95M Sell
363,900
-63,250
-15% -$963K 0.02% 763
2018
Q2 		$6.25M Buy
427,150
+317,020
+288% +$4.49M 0.02% 710
2018
Q1 		$1.36M Buy
110,130
+1,170
+1% +$15.1K ﹤0.01% 1370
2017
Q4 		$1.1M Sell
108,960
-15,930
-13% -$163K ﹤0.01% 1463
2017
Q3 		$1.45M Sell
124,890
-34,750
-22% -$355K 0.01% 1290
2017
Q2 		$1.39M Sell
159,640
-253,030
-61% -$2.14M 0.01% 1284
2017
Q1 		$2.81M Buy
412,670
+47,580
+13% +$274K 0.01% 948
2016
Q4 		$1.56M Buy
365,090
+3,700
+1% +$15.5K 0.01% 1140
2016
Q3 		$1.55M Buy
+361,390
New +$1.38M 0.01% 1113

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Stifel Financial's SHOP Position: Q1 2026 in Review

Stifel Financial reduced its Shopify (SHOP) stake by 2% in Q1 2026, selling an estimated $1.09M and leaving 399,060 shares worth $47.3M. The position accounts for 0.04% of the portfolio, ranked #378.

Stifel Financial first reported a position in SHOP in Q3 2016 and has held it in 39 quarters since. The position peaked at $109M in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Stifel Financial held 399,060 shares of Shopify worth $47.3M as of Q1 2026.
  • Stifel Financial sold 8,325 Shopify shares in Q1 2026, an estimated $1.09M.
  • Shopify made up 0.04% of Stifel Financial's portfolio in Q1 2026, its #378 holding.
  • Stifel Financial first reported a position in Shopify in Q3 2016 and has held it in 39 quarters since.
  • Stifel Financial's Shopify position peaked at $109M in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.