Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.9M Buy
150,745
+133,415
+770% +$17.5M ﹤0.01% 924
2025
Q4
$2.79M Sell
17,330
-8,236
-32% -$1.32M ﹤0.01% 1741
2025
Q3
$3.8M Sell
25,566
-1,884,582
-99% -$255M ﹤0.01% 1495
2025
Q2
$220M Buy
1,910,148
+261,295
+16% +$26.1M 0.04% 374
2025
Q1
$157M Sell
1,648,853
-581,367
-26% -$63.4M 0.04% 426
2024
Q4
$237M Sell
2,230,220
-144,774
-6% -$14.1M 0.06% 322
2024
Q3
$190M Sell
2,374,994
-113,723
-5% -$7.85M 0.05% 369
2024
Q2
$164M Buy
2,488,717
+1,571,409
+171% +$104M 0.05% 348
2024
Q1
$70.8M Buy
917,308
+900,708
+5,426% +$71.2M 0.03% 521
2023
Q4
$1.29M Buy
+16,600
New +$1.06M ﹤0.01% 1893
2022
Q4
Sell
-225,979
Closed -$6.09M 2719
2022
Q3
$6.09M Buy
225,979
+190,979
+546% +$6.5M ﹤0.01% 1136
2022
Q2
$1.09M Sell
35,000
-556,270
-94% -$23.8M ﹤0.01% 1904
2022
Q1
$40M Sell
591,270
-6,914,740
-92% -$568M 0.02% 668
2021
Q4
$1.03B Buy
7,506,010
+5,972,790
+390% +$873M 0.4% 40
2021
Q3
$208M Buy
1,533,220
+1,498,220
+4,281% +$224M 0.09% 244
2021
Q2
$5.11M Sell
35,000
-737,000
-95% -$90.8M ﹤0.01% 1357
2021
Q1
$85.4M Sell
772,000
-669,140
-46% -$80.8M 0.04% 465
2020
Q4
$163M Buy
1,441,140
+619,140
+75% +$65M 0.08% 269
2020
Q3
$84.1M Hold
822,000
0.05% 382
2020
Q2
$78M Buy
822,000
+782,000
+1,955% +$54.3M 0.05% 370
2020
Q1
$1.67M Hold
40,000
﹤0.01% 1487
2019
Q4
$1.59M Sell
40,000
-1,900
-5% -$64.3K ﹤0.01% 1694
2019
Q3
$1.31M Hold
41,900
﹤0.01% 1824
2019
Q2
$1.26M Buy
41,900
+300
+0.7% +$7.81K ﹤0.01% 1794
2019
Q1
$860K Sell
41,600
-179,980
-81% -$3.18M ﹤0.01% 1882
2018
Q4
$3.07M Buy
221,580
+18,990
+9% +$267K ﹤0.01% 1259
2018
Q3
$3.33M Buy
202,590
+160,470
+381% +$2.44M ﹤0.01% 1291
2018
Q2
$614K Buy
42,120
+2,120
+5% +$30K ﹤0.01% 2007
2018
Q1
$498K Hold
40,000
﹤0.01% 2032
2017
Q4
$404K Buy
40,000
+8,000
+25% +$82K ﹤0.01% 2042
2017
Q3
$373K Hold
32,000
﹤0.01% 2019
2017
Q2
$278K Buy
+32,000
New +$271K ﹤0.01% 2070
2016
Q1
Sell
-1,546,020
Closed -$3.99M 2659
2015
Q4
$3.99M Sell
1,546,020
-130,420
-8% -$384K ﹤0.01% 1155
2015
Q3
$5.9M Buy
1,676,440
+176,870
+12% +$561K 0.01% 1007
2015
Q2
$5.09M Buy
+1,499,570
New +$4.68M ﹤0.01% 1051

Other funds holding SHOP

UBS AM's SHOP Position: Q1 2026 in Review

UBS AM increased its Shopify (SHOP) stake by 770% in Q1 2026, buying an estimated $17.5M and bringing the position to 150,745 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #924.

UBS AM first reported a position in SHOP in Q2 2015 and has held it in 35 quarters since. The position peaked at $1.03B in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • UBS AM held 150,745 shares of Shopify worth $17.9M as of Q1 2026.
  • UBS AM bought 133,415 Shopify shares in Q1 2026, an estimated $17.5M.
  • Shopify made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #924 holding.
  • UBS AM first reported a position in Shopify in Q2 2015 and has held it in 35 quarters since.
  • UBS AM's Shopify position peaked at $1.03B in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.