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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
11% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 146
9% more funds holding in top 10
Funds holding in top 10: 45 [Q4 2024] → 49 (+4) [Q1 2025]
1% more call options, than puts
Call options by funds: $1.83B | Put options by funds: $1.82B
0% more repeat investments, than reductions
Existing positions increased: 528 | Existing positions reduced: 527
0.14% less ownership
Funds ownership: 68.68% [Q4 2024] → 68.54% (-0.14%) [Q1 2025]
1% less funds holding
Funds holding: 1,459 [Q4 2024] → 1,444 (-15) [Q1 2025]
10% less capital invested
Capital invested by funds: $88.9B [Q4 2024] → $79.6B (-$9.28B) [Q1 2025]
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
Cantor Fitzgerald Deepak Mathivanan | 14%downside $91 | Neutral Reiterated | 11 Jun 2025 |
Wells Fargo Andrew Bauch | 19%upside $125 | Overweight Maintained | 6 Jun 2025 |
UBS Timothy Chiodo | 4%upside $110 | Neutral Maintained | 9 May 2025 |
JP Morgan Reginald Smith | 9%upside $115 | Overweight Maintained | 9 May 2025 |
Morgan Stanley | 6%upside $112 | Overweight Maintained | 9 May 2025 |
Financial journalist opinion
Based on 44 articles about SHOP published over the past 30 days









