TVPW
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Third View Private Wealth’s Shopify SHOP Stock Holding History

Third View 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
2026
Q2 		$8.02M Sell
70,241
-456
-0.6% -$52K 0.99% 22
2026
Q1 		$8.39M Buy
70,697
+4,826
+7% +$634K 1.15% 19
2025
Q4 		$10.6M Buy
+65,871
New +$10.6M 1.43% 16

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Third View Private Wealth's SHOP Position: Q2 2026 in Review

Third View Private Wealth reduced its Shopify (SHOP) stake by 0.65% in Q2 2026, selling an estimated $52K and leaving 70,241 shares worth $8.02M. The position accounts for 0.99% of the portfolio, ranked #22.

Third View Private Wealth first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Third View Private Wealth held 70,241 shares of Shopify worth $8.02M as of Q2 2026.
  • Third View Private Wealth sold 456 Shopify shares in Q2 2026, an estimated $52K.
  • Shopify made up 0.99% of Third View Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Third View Private Wealth first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Shopify position peaked at $10.6M in Q4 2025.
  • 1,001 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.