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Shopify

1,718 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
1,718
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
BW
1351
Basepoint Wealth
Iowa
$237K
SAMT
1352
Select Asset Management & Trust
Pennsylvania
$237K
Cohen & Steers
1353
Cohen & Steers
New York
$237K
KJWM
1354
Kiley Juergens Wealth Management
Washington
$236K
TWPM
1355
Total Wealth Planning & Management
Florida
$235K
CCP
1356
Caden Capital Partners
California
$235K
MWM
1357
Maridea Wealth Management
New York
$234K
DG
1358
Dala Group
Illinois
$233K
WG
1359
Welch Group
Alabama
$232K
BWM
1360
Baron Wealth Management
Michigan
$232K
AFW
1361
Avantra Family Wealth
Pennsylvania
$232K
PGWM
1362
Pitti Group Wealth Management
New York
$231K
TCM
1363
TruNorth Capital Management
Michigan
$231K
TFGT
1364
TS Financial Group (TSFG)
Illinois
$231K
Financial Engines Advisors
1365
Financial Engines Advisors
California
$231K
PW
1366
PUREfi Wealth
Massachusetts
$231K
WF
1367
Womack Financial
Texas
$229K
KIM
1368
Kestra Investment Management
Texas
$229K
VBA
1369
von Borstel & Associates
Oregon
$228K
NWMG
1370
National Wealth Management Group
Ohio
$228K
SWM
1371
SHP Wealth Management
Massachusetts
$228K
EWA
1372
Eagle Wealth Advisors
Connecticut
$228K
MCC
1373
Money Concepts Capital
Florida
$227K
KIA
1374
KCM Investment Advisors
California
$227K
CFS
1375
CRA Financial Services
New Jersey
$226K