WFI
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West Family Investments’s Shopify SHOP Stock Holding History

West Family Investments’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 		$516K Sell
4,353
-3,675
-46% -$483K 0.18% 103
2025
Q4 		$1.29M Buy
8,028
+75
+0.9% +$12K 0.3% 64
2025
Q3 		$1.18M Sell
7,953
-129
-2% -$17.5K 0.26% 82
2025
Q2 		$932K Buy
8,082
+5,910
+272% +$591K 0.24% 84
2025
Q1 		$207K Sell
2,172
-3,801
-64% -$414K 0.08% 240
2024
Q4 		$635K Sell
5,973
-124
-2% -$12.1K 0.22% 87
2024
Q3 		$489K Buy
6,097
+762
+14% +$52.6K 0.17% 127
2024
Q2 		$352K Buy
5,335
+25
+0.5% +$1.66K 0.11% 153
2024
Q1 		$410K Buy
5,310
+138
+3% +$10.9K 0.13% 133
2023
Q4 		$403K Sell
5,172
-67
-1% -$4.28K 0.14% 120
2023
Q3 		$286K Buy
5,239
+67
+1% +$4.06K 0.1% 170
2023
Q2 		$334K Hold
5,172
– – 0.13% 144
2023
Q1 		$248K Sell
5,172
-739
-13% -$32.5K 0.1% 154
2022
Q4 		$205K Buy
+5,911
New +$202K 0.07% 213
2022
Q3 		– Sell
-8,530
Closed -$266K – 251
2022
Q2 		$266K Buy
+8,530
New +$364K 0.1% 178
2022
Q1 		– Sell
-3,810
Closed -$525K – 340
2021
Q4 		$525K Sell
3,810
-210
-5% -$30.7K 0.14% 117
2021
Q3 		$545K Buy
4,020
+50
+1% +$7.49K 0.14% 129
2021
Q2 		$580K Buy
+3,970
New +$489K 0.16% 114

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

West Family Investments's SHOP Position: Q1 2026 in Review

West Family Investments reduced its Shopify (SHOP) stake by 46% in Q1 2026, selling an estimated $483K and leaving 4,353 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #103.

West Family Investments first reported a position in SHOP in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • West Family Investments held 4,353 shares of Shopify worth $516K as of Q1 2026.
  • West Family Investments sold 3,675 Shopify shares in Q1 2026, an estimated $483K.
  • Shopify made up 0.18% of West Family Investments's portfolio in Q1 2026, its #103 holding.
  • West Family Investments first reported a position in Shopify in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's Shopify position peaked at $1.29M in Q4 2025.
  • 1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.