WIM
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Westside Investment Management’s Shopify SHOP Stock Holding History

Westside Investment Management’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 		$4.62M Sell
38,975
-143
-0.4% -$18.8K 0.71% 35
2025
Q4 		$6.26M Sell
39,118
-1,703
-4% -$273K 1% 22
2025
Q3 		$6.08M Sell
40,821
-847
-2% -$115K 0.97% 23
2025
Q2 		$4.78M Buy
41,668
+1,418
+4% +$142K 0.89% 26
2025
Q1 		$3.86M Sell
40,250
-720
-2% -$78.5K 0.82% 30
2024
Q4 		$4.36M Sell
40,970
-1,350
-3% -$131K 0.92% 27
2024
Q3 		$3.19M Sell
42,320
-1,200
-3% -$82.9K 0.68% 41
2024
Q2 		$2.87M Sell
43,520
-520
-1% -$34.5K 0.66% 40
2024
Q1 		$3.41M Sell
44,040
-2,320
-5% -$183K 0.82% 30
2023
Q4 		$3.61M Buy
46,360
+840
+2% +$53.6K 0.92% 27
2023
Q3 		$2.48M Hold
45,520
– – 0.72% 34
2023
Q2 		$2.94M Sell
45,520
-3,300
-7% -$187K 0.83% 29
2023
Q1 		$2.34M Buy
48,820
+840
+2% +$37K 0.69% 37
2022
Q4 		$355K Buy
47,980
+5,470
+13% +$187K 0.87% 25
2022
Q3 		$246K Buy
42,510
+11,200
+36% +$381K 0.59% 43
2022
Q2 		$313K Buy
31,310
+15,010
+92% +$641K 0.71% 34
2022
Q1 		$313K Buy
16,300
+16,200
+16,200% +$1.33M 0.69% 35
2021
Q4 		$13 Hold
100
– – ﹤0.01% 560
2021
Q3 		$13 Hold
100
– – ﹤0.01% 545
2021
Q2 		$14 Hold
100
– – ﹤0.01% 533
2021
Q1 		$11 Buy
+100
New +$12.1K ﹤0.01% 546

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

Westside Investment Management's SHOP Position: Q1 2026 in Review

Westside Investment Management reduced its Shopify (SHOP) stake by 0.37% in Q1 2026, selling an estimated $18.8K and leaving 38,975 shares worth $4.62M. The position accounts for 0.71% of the portfolio, ranked #35.

Westside Investment Management first reported a position in SHOP in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.26M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Westside Investment Management held 38,975 shares of Shopify worth $4.62M as of Q1 2026.
  • Westside Investment Management sold 143 Shopify shares in Q1 2026, an estimated $18.8K.
  • Shopify made up 0.71% of Westside Investment Management's portfolio in Q1 2026, its #35 holding.
  • Westside Investment Management first reported a position in Shopify in Q1 2021 and has held it in 21 quarters since.
  • Westside Investment Management's Shopify position peaked at $6.26M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.