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SummitTX Capital’s Shopify SHOP Stock Holding History

SummitTX Capital’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 		$1.83M Buy
15,410
+8,260
+116% +$1.09M 0.06% 322
2025
Q4 		$1.15M Buy
7,150
+4,708
+193% +$756K 0.03% 393
2025
Q3 		$363K Buy
+2,442
New +$331K 0.02% 591

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

SummitTX Capital's SHOP Position: Q1 2026 in Review

SummitTX Capital increased its Shopify (SHOP) stake by 116% in Q1 2026, buying an estimated $1.09M and bringing the position to 15,410 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #322.

SummitTX Capital first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • SummitTX Capital held 15,410 shares of Shopify worth $1.83M as of Q1 2026.
  • SummitTX Capital bought 8,260 Shopify shares in Q1 2026, an estimated $1.09M.
  • Shopify made up 0.06% of SummitTX Capital's portfolio in Q1 2026, its #322 holding.
  • SummitTX Capital first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.