TCM
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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
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

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Triumph Capital Management's SHOP Position: Q2 2026 in Review

Triumph Capital Management reduced its Shopify (SHOP) stake by 16% in Q2 2026, selling an estimated $110K and leaving 4,924 shares worth $562K. The position accounts for 0.1% of the portfolio, ranked #198.

Triumph Capital Management first reported a position in SHOP in Q3 2021 and has held it in 18 quarters since. The position peaked at $869K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Triumph Capital Management held 4,924 shares of Shopify worth $562K as of Q2 2026.
  • Triumph Capital Management sold 960 Shopify shares in Q2 2026, an estimated $110K.
  • Shopify made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #198 holding.
  • Triumph Capital Management first reported a position in Shopify in Q3 2021 and has held it in 18 quarters since.
  • Triumph Capital Management's Shopify position peaked at $869K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.