WP Advisors’s Shopify SHOP Stock Holding History

WP 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	$349K	Sell	2,938 -50	-2%	-$6.57K	0.09%	86
2025 Q4	$481K	Sell	2,988 -4,000	-57%	-$642K	0.12%	75
2025 Q3	$1.04M	Buy	+6,988	New	+$947K	0.26%	56
2023 Q3	–	Sell	-26,108	Closed	-$1.69M	–	103
2023 Q2	$1.69M	Sell	26,108 -864	-3%	-$48.8K	0.67%	33
2023 Q1	$1.29M	Hold	26,972	–	–	0.53%	42
2022 Q4	$936K	Sell	26,972 -6,638	-20%	-$227K	0.42%	48
2022 Q3	$905K	Buy	33,610 +4,420	+15%	+$150K	0.41%	48
2022 Q2	$912K	Buy	29,190 +26,050	+830%	+$1.11M	0.4%	51
2022 Q1	$212K	Buy	+3,140	New	+$258K	0.09%	108

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WP Advisors's SHOP Position: Q1 2026 in Review

WP Advisors reduced its Shopify (SHOP) stake by 1.7% in Q1 2026, selling an estimated $6.57K and leaving 2,938 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #86.

WP Advisors first reported a position in SHOP in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.69M in Q2 2023. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

WP Advisors held 2,938 shares of Shopify worth $349K as of Q1 2026.
WP Advisors sold 50 Shopify shares in Q1 2026, an estimated $6.57K.
Shopify made up 0.09% of WP Advisors's portfolio in Q1 2026, its #86 holding.
WP Advisors first reported a position in Shopify in Q1 2022 and has held it in 9 quarters since.
WP Advisors's Shopify position peaked at $1.69M in Q2 2023.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.