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Shopify

1,723 hedge funds and large institutions have $96B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 674 increasing their positions, 616 reducing their positions, and 293 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 → $96B (-$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: 168 | Existing positions closed: 293

Holders
1,723
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
WG
1051
Wellington Group
Indiana
$485K
YWS
1052
Yarger Wealth Strategies
Ohio
$485K
EL
1053
Essex LLC
Illinois
$485K
RPGK
1054
Retirement Planning Group (Kansas)
Kansas
$481K
PWM
1055
Power Wealth Management
Georgia
$481K
EMFAT
1056
Emerald Mutual Fund Advisers Trust
Pennsylvania
$481K
CIA
1057
Capital Investment Advisors
Georgia
$479K
TCIIS
1058
TIAA-CREF Individual & Institutional Services
New York
$478K
CCA
1059
Conservest Capital Advisors
Pennsylvania
$477K
LA
1060
Latitude Advisors
Florida
$477K
CG
1061
Cynosure Group
Utah
$474K
MEAC
1062
M.E. Allison & Co
Texas
$474K
RI
1063
Ruggiero Investments
Florida
$474K
RA
1064
Rational Advisors
New York
$474K
CC
1065
Clearwave Capital
California
$474K
CCWM
1066
Cassaday & Co Wealth Management
Virginia
$473K
BCA
1067
Bay Colony Advisors
Massachusetts
$471K
RWP
1068
RWA Wealth Partners
Massachusetts
$470K
CP
1069
Castleview Partners
Texas
$469K
CP
1070
Cornerstone Planning
North Carolina
$469K
FAN
1071
Financial Advisors Network
California
$467K
BFA
1072
Bright Financial Advisors
Michigan
$467K
GS
1073
Gagnon Securities
New York
$466K
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$464K
EL
1075
EWA LLC
Pennsylvania
$462K