Triumph Capital Management
SHOP icon

Triumph Capital Management’s Shopify SHOP Stock Holding History

Triumph Capital Management’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
Q3 		$731K Buy
4,928
+4
+0.1% +$543 0.13% 172
2026
Q2 		$562K Sell
4,924
-960
-16% -$110K 0.1% 198
2026
Q1 		$698K Buy
5,884
+486
+9% +$63.9K 0.14% 143
2025
Q4 		$869K Buy
5,398
+426
+9% +$68.4K 0.19% 111
2025
Q3 		$739K Sell
4,972
-875
-15% -$119K 0.2% 114
2025
Q2 		$674K Buy
5,847
+207
+4% +$20.7K 0.2% 125
2025
Q1 		$539K Sell
5,640
-55
-1% -$5.99K 0.18% 149
2024
Q4 		$606K Sell
5,695
-4,230
-43% -$411K 0.21% 122
2024
Q3 		$795K Buy
9,925
+2,495
+34% +$172K 0.28% 86
2024
Q2 		$491K Buy
7,430
+4,725
+175% +$313K 0.19% 127
2024
Q1 		$212K Sell
2,705
-81
-3% -$6.4K 0.09% 209
2023
Q4 		$217K Buy
+2,786
New +$178K 0.09% 196
2023
Q2 		– Sell
-7,452
Closed -$357K – 246
2023
Q1 		$357K Sell
7,452
-5,957
-44% -$262K 0.18% 115
2022
Q4 		$465K Sell
13,409
-5,306
-28% -$181K 0.25% 95
2022
Q3 		$504K Buy
18,715
+1,989
+12% +$67.7K 0.27% 89
2022
Q2 		$523K Buy
16,726
+4,876
+41% +$208K 0.28% 88
2022
Q1 		$801K Buy
11,850
+7,060
+147% +$580K 0.35% 69
2021
Q4 		$660K Buy
4,790
+290
+6% +$42.4K 0.29% 84
2021
Q3 		$610K Buy
+4,500
New +$674K 0.29% 94

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Triumph Capital Management's SHOP Position: Q3 2026 in Review

Triumph Capital Management increased its Shopify (SHOP) stake by 0.08% in Q3 2026, buying an estimated $543 and bringing the position to 4,928 shares worth $731K. The position accounts for 0.13% of the portfolio, ranked #172.

Triumph Capital Management first reported a position in SHOP in Q3 2021 and has held it in 19 quarters since. The position peaked at $869K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Triumph Capital Management held 4,928 shares of Shopify worth $731K as of Q3 2026.
  • Triumph Capital Management bought 4 Shopify shares in Q3 2026, an estimated $543.
  • Shopify made up 0.13% of Triumph Capital Management's portfolio in Q3 2026, its #172 holding.
  • Triumph Capital Management first reported a position in Shopify in Q3 2021 and has held it in 19 quarters since.
  • Triumph Capital Management's Shopify position peaked at $869K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.