WA
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Waverly Advisors’s Shopify SHOP Stock Holding History

Waverly 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
Q2 		$2.68M Buy
23,448
+9,519
+68% +$1.09M 0.02% 627
2026
Q1 		$1.65M Buy
13,929
+1,957
+16% +$257K 0.01% 683
2025
Q4 		$1.93M Buy
11,972
+2,651
+28% +$426K 0.02% 607
2025
Q3 		$1.39M Buy
9,321
+21
+0.2% +$2.85K 0.01% 568
2025
Q2 		$1.07M Sell
9,300
-106
-1% -$10.6K 0.01% 604
2025
Q1 		$898K Buy
9,406
+625
+7% +$68.1K 0.01% 629
2024
Q4 		$934K Buy
8,781
+5,701
+185% +$554K 0.01% 532
2024
Q3 		$247K Buy
3,080
+4
+0.1% +$276 ﹤0.01% 728
2024
Q2 		$203K Buy
+3,076
New +$204K ﹤0.01% 767

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Waverly Advisors's SHOP Position: Q2 2026 in Review

Waverly Advisors increased its Shopify (SHOP) stake by 68% in Q2 2026, buying an estimated $1.09M and bringing the position to 23,448 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #627.

Waverly Advisors first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Waverly Advisors held 23,448 shares of Shopify worth $2.68M as of Q2 2026.
  • Waverly Advisors bought 9,519 Shopify shares in Q2 2026, an estimated $1.09M.
  • Shopify made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #627 holding.
  • Waverly Advisors first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.