VA
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VestGen Advisors’s Shopify SHOP Stock Holding History

VestGen 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
Q1 		$1.17M Sell
11,693
-3,120
-21% -$410K 0.03% 419
2025
Q4 		$2.38M Sell
14,813
-64,618
-81% -$10.4M 0.1% 215
2025
Q3 		$11.8M Buy
79,431
+41,842
+111% +$5.67M 0.39% 52
2025
Q2 		$4.34M Buy
37,589
+17,800
+90% +$1.78M 0.17% 129
2025
Q1 		$1.89M Buy
+19,789
New +$2.16M 0.09% 214

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VestGen Advisors's SHOP Position: Q1 2026 in Review

VestGen Advisors reduced its Shopify (SHOP) stake by 21% in Q1 2026, selling an estimated $410K and leaving 11,693 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #419.

VestGen Advisors first reported a position in SHOP in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.8M in Q3 2025. 1,726 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • VestGen Advisors held 11,693 shares of Shopify worth $1.17M as of Q1 2026.
  • VestGen Advisors sold 3,120 Shopify shares in Q1 2026, an estimated $410K.
  • Shopify made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #419 holding.
  • VestGen Advisors first reported a position in Shopify in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Shopify position peaked at $11.8M in Q3 2025.
  • 1,726 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.