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SHOP icon

TFB Advisors’s Shopify SHOP Stock Holding History

TFB Advisors’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
Q2 		$752K Buy
6,590
+262
+4% +$29.9K 0.33% 71
2026
Q1 		$751K Sell
6,328
-645
-9% -$84.8K 0.39% 59
2025
Q4 		$1.12M Buy
6,973
+116
+2% +$18.6K 0.31% 71
2025
Q3 		$1.05M Sell
6,857
-65
-0.9% -$8.81K 0.31% 77
2025
Q2 		$798K Buy
6,922
+3,400
+97% +$340K 0.21% 114
2025
Q1 		$336K Buy
3,522
+20
+0.6% +$2.18K 0.1% 228
2024
Q4 		$372K Sell
3,502
-110
-3% -$10.7K 0.11% 209
2024
Q3 		$289K Sell
3,612
-51
-1% -$3.52K 0.09% 248
2024
Q2 		$242K Buy
3,663
+21
+0.6% +$1.39K 0.08% 260
2024
Q1 		$256K Buy
3,642
+742
+26% +$58.6K 0.09% 227
2023
Q4 		$226K Buy
+2,900
New +$185K 0.12% 153
2023
Q3 		– Sell
-3,192
Closed -$206K – 205
2023
Q2 		$206K Buy
+3,192
New +$180K 0.09% 220

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TFB Advisors's SHOP Position: Q2 2026 in Review

TFB Advisors increased its Shopify (SHOP) stake by 4.1% in Q2 2026, buying an estimated $29.9K and bringing the position to 6,590 shares worth $752K. The position accounts for 0.33% of the portfolio, ranked #71.

TFB Advisors first reported a position in SHOP in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • TFB Advisors held 6,590 shares of Shopify worth $752K as of Q2 2026.
  • TFB Advisors bought 262 Shopify shares in Q2 2026, an estimated $29.9K.
  • Shopify made up 0.33% of TFB Advisors's portfolio in Q2 2026, its #71 holding.
  • TFB Advisors first reported a position in Shopify in Q2 2023 and has held it in 12 quarters since.
  • TFB Advisors's Shopify position peaked at $1.12M in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.