William Blair & Company
SHOP icon

William Blair & Company’s Shopify SHOP Stock Holding History

William Blair & Company’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 		$74.4M Buy
627,424
+16,691
+3% +$2.19M 0.21% 104
2025
Q4 		$98.3M Buy
610,733
+90,546
+17% +$14.5M 0.26% 96
2025
Q3 		$77.3M Buy
520,187
+19,507
+4% +$2.64M 0.21% 111
2025
Q2 		$57.8M Buy
500,680
+4,852
+1% +$485K 0.16% 128
2025
Q1 		$47.3M Buy
495,828
+28,803
+6% +$3.14M 0.14% 140
2024
Q4 		$49.7M Buy
467,025
+9,819
+2% +$955K 0.14% 133
2024
Q3 		$36.6M Buy
457,206
+84,397
+23% +$5.83M 0.11% 154
2024
Q2 		$24.6M Buy
372,809
+1,074
+0.3% +$71.2K 0.08% 197
2024
Q1 		$28.7M Buy
371,735
+1,356
+0.4% +$107K 0.09% 171
2023
Q4 		$28.9M Sell
370,379
-1,036
-0.3% -$66.2K 0.1% 164
2023
Q3 		$20.3M Buy
371,415
+19,817
+6% +$1.2M 0.08% 193
2023
Q2 		$22.7M Buy
351,598
+1,781
+0.5% +$101K 0.08% 185
2023
Q1 		$16.8M Sell
349,817
-2,353
-0.7% -$104K 0.07% 229
2022
Q4 		$12.2M Buy
352,170
+33,059
+10% +$1.13M 0.05% 273
2022
Q3 		$8.6M Buy
319,111
+59,796
+23% +$2.03M 0.04% 307
2022
Q2 		$8.1M Buy
259,315
+9,955
+4% +$425K 0.04% 329
2022
Q1 		$16.9M Sell
249,360
-25,870
-9% -$2.12M 0.06% 243
2021
Q4 		$37.9M Sell
275,230
-1,150
-0.4% -$168K 0.12% 164
2021
Q3 		$37.5M Buy
276,380
+1,170
+0.4% +$175K 0.13% 156
2021
Q2 		$40.2M Buy
275,210
+1,480
+0.5% +$182K 0.14% 153
2021
Q1 		$30.3M Sell
273,730
-3,320
-1% -$401K 0.11% 169
2020
Q4 		$31.4M Sell
277,050
-8,020
-3% -$842K 0.12% 164
2020
Q3 		$29.2M Sell
285,070
-10,820
-4% -$1.08M 0.12% 159
2020
Q2 		$28.1M Sell
295,890
-30,930
-9% -$2.15M 0.13% 143
2020
Q1 		$13.6M Sell
326,820
-34,630
-10% -$1.56M 0.09% 193
2019
Q4 		$14.4M Sell
361,450
-17,720
-5% -$599K 0.07% 224
2019
Q3 		$11.8M Sell
379,170
-8,830
-2% -$302K 0.07% 238
2019
Q2 		$11.6M Sell
388,000
-14,190
-4% -$369K 0.07% 240
2019
Q1 		$8.31M Buy
402,190
+15,370
+4% +$271K 0.05% 283
2018
Q4 		$5.36M Buy
386,820
+17,540
+5% +$247K 0.04% 325
2018
Q3 		$6.07M Buy
369,280
+46,280
+14% +$705K 0.04% 336
2018
Q2 		$4.71M Buy
323,000
+82,170
+34% +$1.16M 0.03% 368
2018
Q1 		$3M Buy
240,830
+75,440
+46% +$976K 0.02% 470
2017
Q4 		$1.67M Buy
165,390
+63,750
+63% +$653K 0.01% 611
2017
Q3 		$1.18M Buy
101,640
+26,190
+35% +$267K 0.01% 683
2017
Q2 		$656K Sell
75,450
-3,150
-4% -$26.6K ﹤0.01% 885
2017
Q1 		$465K Sell
78,600
-2,500
-3% -$14.4K ﹤0.01% 923
2016
Q4 		$348K Buy
81,100
+2,100
+3% +$8.82K ﹤0.01% 944
2016
Q3 		$339K Buy
+79,000
New +$302K ﹤0.01% 976

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

William Blair & Company's SHOP Position: Q1 2026 in Review

William Blair & Company increased its Shopify (SHOP) stake by 2.7% in Q1 2026, buying an estimated $2.19M and bringing the position to 627,424 shares worth $74.4M. The position accounts for 0.21% of the portfolio, ranked #104.

William Blair & Company first reported a position in SHOP in Q3 2016 and has held it in 39 quarters since. The position peaked at $98.3M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • William Blair & Company held 627,424 shares of Shopify worth $74.4M as of Q1 2026.
  • William Blair & Company bought 16,691 Shopify shares in Q1 2026, an estimated $2.19M.
  • Shopify made up 0.21% of William Blair & Company's portfolio in Q1 2026, its #104 holding.
  • William Blair & Company first reported a position in Shopify in Q3 2016 and has held it in 39 quarters since.
  • William Blair & Company's Shopify position peaked at $98.3M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.