ZIM
SHOP icon

Zacks Investment Management’s Shopify SHOP Stock Holding History

Zacks 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 		$314K Sell
2,651
-1,584
-37% -$208K ﹤0.01% 574
2025
Q4 		$682K Buy
4,235
+1,720
+68% +$276K 0.01% 457
2025
Q3 		$374K Buy
2,515
+515
+26% +$69.8K ﹤0.01% 541
2025
Q2 		$231K Buy
+2,000
New +$200K ﹤0.01% 610
2025
Q1 		– Sell
-2,715
Closed -$289K – 743
2024
Q4 		$289K Sell
2,715
-287
-10% -$27.9K ﹤0.01% 553
2024
Q3 		$241K Buy
+3,002
New +$207K ﹤0.01% 602
2024
Q2 		– Sell
-3,332
Closed -$257K – 713
2024
Q1 		$257K Buy
3,332
+188
+6% +$14.9K ﹤0.01% 567
2023
Q4 		$245K Buy
+3,144
New +$201K ﹤0.01% 559
2023
Q3 		– Sell
-3,243
Closed -$210K – 699
2023
Q2 		$210K Buy
+3,243
New +$183K ﹤0.01% 593
2022
Q2 		– Sell
-5,100
Closed -$344K – 641
2022
Q1 		$344K Sell
5,100
-340
-6% -$27.9K ﹤0.01% 497
2021
Q4 		$749K Sell
5,440
-50
-0.9% -$7.31K 0.01% 408
2021
Q3 		$744K Buy
5,490
+50
+0.9% +$7.49K 0.01% 408
2021
Q2 		$794K Buy
5,440
+20
+0.4% +$2.46K 0.01% 395
2021
Q1 		$600K Hold
5,420
– – 0.01% 408
2020
Q4 		$614K Sell
5,420
-80
-1% -$8.4K 0.01% 399
2020
Q3 		$563K Buy
5,500
+300
+6% +$29.8K 0.01% 394
2020
Q2 		$494K Buy
5,200
+60
+1% +$4.17K 0.01% 392
2020
Q1 		$214K Buy
+5,140
New +$232K 0.01% 456

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

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

Zacks Investment Management reduced its Shopify (SHOP) stake by 37% in Q1 2026, selling an estimated $208K and leaving 2,651 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Zacks Investment Management first reported a position in SHOP in Q1 2020 and has held it in 18 quarters since. The position peaked at $794K in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Zacks Investment Management held 2,651 shares of Shopify worth $314K as of Q1 2026.
  • Zacks Investment Management sold 1,584 Shopify shares in Q1 2026, an estimated $208K.
  • Shopify made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #574 holding.
  • Zacks Investment Management first reported a position in Shopify in Q1 2020 and has held it in 18 quarters since.
  • Zacks Investment Management's Shopify position peaked at $794K in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.