Surience Private Wealth’s Shopify SHOP Stock Holding History

Surience Private Wealth’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
2025 Q4	–	Sell	-28,287	Closed	-$4.2M	–	42
2025 Q3	$4.2M	Buy	+28,287	New	+$3.83M	3.84%	10
2024 Q2	–	Sell	-51,173	Closed	-$3.95M	–	39
2024 Q1	$3.95M	Buy	+51,173	New	+$4.04M	3.74%	9
2023 Q4	–	Sell	-31,032	Closed	-$1.69M	–	28
2023 Q3	$1.69M	Sell	31,032 -13,285	-30%	-$805K	3.28%	13
2023 Q2	$2.86M	Buy	+44,317	New	+$2.51M	4.1%	6

Other funds holding SHOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Surience Private Wealth's SHOP Position: Q4 2025 in Review

Surience Private Wealth sold out of Shopify (SHOP) in Q4 2025, closing a stake of 28,287 shares — an estimated $4.2M sold.

Surience Private Wealth first reported a position in SHOP in Q2 2023 and held it in 4 quarters. The position peaked at $4.2M in Q3 2025. 1,883 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Surience Private Wealth reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Surience Private Wealth sold 28,287 Shopify shares in Q4 2025, an estimated $4.2M.
Surience Private Wealth first reported a position in Shopify in Q2 2023 and held it in 4 quarters.
Surience Private Wealth's Shopify position peaked at $4.2M in Q3 2025.
1,883 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.