ShopifySHOP
About: Shopify offers an e-commerce platform primarily to small and medium-size businesses. The firm has two segments. The subscription solutions segment allows Shopify merchants to conduct e-commerce on a variety of platforms, including the company's website, physical stores, pop-up stores, kiosks, social networks (Facebook), and Amazon. The merchant solutions segment offers add-on products for the platform that facilitate e-commerce and include Shopify Payments, Shopify Shipping, and Shopify Capital.
Employees: 8,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
74% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 124
42% more call options, than puts
Call options by funds: $2.73B | Put options by funds: $1.93B
22% more capital invested
Capital invested by funds: $79.6B [Q1] → $97B (+$17.4B) [Q2]
17% more repeat investments, than reductions
Existing positions increased: 574 | Existing positions reduced: 491
4% more funds holding
Funds holding: 1,457 [Q1] → 1,513 (+56) [Q2]
0.46% more ownership
Funds ownership: 68.55% [Q1] → 69.02% (+0.46%) [Q2]
2% less funds holding in top 10
Funds holding in top 10: 49 [Q1] → 48 (-1) [Q2]
Research analyst outlook
23 Wall Street Analysts provided 1 year price targets over the past 3 months
23 analyst ratings
Citigroup Tyler Radke | 39%upside $195 | Buy Maintained | 8 Aug 2025 |
Evercore ISI Group Mark Mahaney | 21%upside $170 | Outperform Maintained | 8 Aug 2025 |
Canaccord Genuity David Hynes | 18%upside $165 | Buy Maintained | 7 Aug 2025 |
JP Morgan Reginald Smith | 28%upside $179 | Overweight Maintained | 7 Aug 2025 |
Scotiabank Kevin Krishnaratne | 7%upside $150 | Sector Perform Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 79 articles about SHOP published over the past 30 days
