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Shopify

1,719 hedge funds and large institutions have $95.9B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 674 increasing their positions, 612 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

28% less capital invested

Capital invested by funds: $134B → $95.9B (-$37.9B)

34% less funds holding in top 10

Funds holding in top 10: 7147 (-24)

43% less first-time investments, than exits

New positions opened: 169 | Existing positions closed: 294

Holders
1,719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.52B
Puts
$3.46B
Net Calls
Net Calls Change

Top Buyers

1 +$1.54B
2 +$1.28B
3 +$446M
4
Jane Street
Jane Street
New York
+$419M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$344M

Top Sellers

1 -$2.1B
2 -$1.86B
3 -$667M
4
Goldman Sachs
Goldman Sachs
New York
-$530M
5
Invesco
Invesco
Georgia
-$444M
Name Holding Trade Value Shares
Change
Change in
Stake
WMP
726
Wealth Management Partners
Arizona
$1.21M
XSC
727
X-Square Capital
Puerto Rico
$1.2M
PL
728
Perpetual Ltd
Australia
$1.2M
TCWM
729
Total Clarity Wealth Management
Illinois
$1.2M
CE
730
Cornerstone Enterprises
Wisconsin
$1.2M
KIM
731
Kurv Investment Management
California
$1.19M
PC
732
Permanens Capital
New York
$1.19M
PCIA
733
Prime Capital Investment Advisors
Kansas
$1.18M
NFSG
734
Newbridge Financial Services Group
Florida
$1.18M
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$1.18M
SVWAG
736
Sound View Wealth Advisors Group
Georgia
$1.18M
DG
737
DMC Group
Alabama
$1.17M
DA
738
Doliver Advisors
Texas
$1.17M
ICP
739
Interchange Capital Partners
Pennsylvania
$1.17M
VA
740
VestGen Advisors
Illinois
$1.17M
FP
741
Fiduciary Planning
Florida
$1.16M
MCM
742
Manchester Capital Management
Vermont
$1.16M
NIP
743
Nicholas Investment Partners
California
$1.15M
KBFS
744
Kohmann Bosshard Financial Services
Ohio
$1.15M
ARG
745
Advisory Resource Group
Oklahoma
$1.14M
ZCP
746
Z3 Capital Partners
Virginia
$1.12M
BBA
747
BLB&B Advisors
Pennsylvania
$1.11M
PP
748
PDS Planning
Ohio
$1.11M
SWM
749
StoneCrest Wealth Management
Arizona
$1.11M
SWA
750
Sax Wealth Advisors
New Jersey
$1.1M