Stone House Investment Management’s Shopify SHOP Stock Holding History

Stone House Investment 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 Q1	$30.5K	Buy	257 +30	+13%	+$3.94K	0.01%	232
2025 Q4	$36.5K	Buy	227 +2	+0.9%	+$321	0.01%	196
2025 Q3	$33.4K	Buy	225 +4	+2%	+$542	0.01%	188
2025 Q2	$25.5K	Hold	221	–	–	﹤0.01%	198
2025 Q1	$21.1K	Buy	+221	New	+$24.1K	﹤0.01%	204
2024 Q4	–	Sell	-221	Closed	-$17.7K	–	293
2024 Q3	$17.7K	Hold	221	–	–	﹤0.01%	187
2024 Q2	$14.6K	Sell	221 -20	-8%	-$1.33K	﹤0.01%	198
2024 Q1	$18.6K	Buy	241 +20	+9%	+$1.58K	﹤0.01%	195
2023 Q4	$17.2K	Hold	221	–	–	0.01%	129
2023 Q3	$12.1K	Buy	221 +21	+11%	+$1.27K	﹤0.01%	153
2023 Q2	$12.9K	Hold	200	–	–	﹤0.01%	143
2023 Q1	$9.59K	Buy	+200	New	+$8.8K	﹤0.01%	164

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Stone House Investment Management's SHOP Position: Q1 2026 in Review

Stone House Investment Management increased its Shopify (SHOP) stake by 13% in Q1 2026, buying an estimated $3.94K and bringing the position to 257 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #232.

Stone House Investment Management first reported a position in SHOP in Q1 2023 and has held it in 12 quarters since. The position peaked at $36.5K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Stone House Investment Management held 257 shares of Shopify worth $30.5K as of Q1 2026.
Stone House Investment Management bought 30 Shopify shares in Q1 2026, an estimated $3.94K.
Shopify made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #232 holding.
Stone House Investment Management first reported a position in Shopify in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's Shopify position peaked at $36.5K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.