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: 160 | Existing positions closed: 144
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: 524 | Existing positions reduced: 524
0.16% less ownership
Funds ownership: 68.67% [Q4 2024] → 68.5% (-0.16%) [Q1 2025]
2% less funds holding
Funds holding: 1,454 [Q4 2024] → 1,432 (-22) [Q1 2025]
10% less capital invested
Capital invested by funds: $88.9B [Q4 2024] → $79.6B (-$9.28B) [Q1 2025]
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
16 analyst ratings
UBS Timothy Chiodo | 8%upside $110 | Neutral Maintained | 9 May 2025 |
JP Morgan Reginald Smith | 12%upside $115 | Overweight Maintained | 9 May 2025 |
Morgan Stanley | 9%upside $112 | Overweight Maintained | 9 May 2025 |
Barclays Trevor Young | 8%downside $94 | Equal-Weight Maintained | 9 May 2025 |
Truist Securities Terry Tillman | 2%downside $100 | Hold Maintained | 6 May 2025 |
Financial journalist opinion
Based on 71 articles about SHOP published over the past 30 days









