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Summa Corp’s Shopify SHOP Stock Holding History

Summa Corp’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 		$243K Hold
2,051
– – 0.1% 74
2025
Q4 		$330K Buy
+2,051
New +$329K 0.14% 64
2025
Q2 		– Sell
-2,978
Closed -$284K – 82
2025
Q1 		$284K Hold
2,978
– – 0.16% 56
2024
Q4 		$317K Hold
2,978
– – 0.16% 53
2024
Q3 		$239K Buy
+2,978
New +$206K 0.11% 59

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

Summa Corp's SHOP Position: Q1 2026 in Review

Summa Corp held its Shopify (SHOP) position steady in Q1 2026 at 2,051 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #74.

Summa Corp first reported a position in SHOP in Q3 2024 and has held it in 5 quarters since. The position peaked at $330K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Summa Corp held 2,051 shares of Shopify worth $243K as of Q1 2026.
  • Summa Corp left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.1% of Summa Corp's portfolio in Q1 2026, its #74 holding.
  • Summa Corp first reported a position in Shopify in Q3 2024 and has held it in 5 quarters since.
  • Summa Corp's Shopify position peaked at $330K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.