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
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 $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

Waverly Advisors's SHOP Position: Q1 2026 in Review

Waverly Advisors increased its Shopify (SHOP) stake by 16% in Q1 2026, buying an estimated $257K and bringing the position to 13,929 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #683.

Waverly Advisors first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Waverly Advisors held 13,929 shares of Shopify worth $1.65M as of Q1 2026.
  • Waverly Advisors bought 1,957 Shopify shares in Q1 2026, an estimated $257K.
  • Shopify made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #683 holding.
  • Waverly Advisors first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
  • Waverly Advisors's Shopify position peaked at $1.93M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.