SHOPIFY INC

$SHOP
13F holders
1,734
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 1,734 · Source: 13F-HR
01
Litman Gregory Wealth Management LLC
02
Brightline Capital Management, LLC
03
rebel Financial LLC
04
Sherborne Investors Management LP
05
Laird Norton Wetherby Wealth Management, LLC
06
ProShare Advisors LLC
07
Exor N.V.
08
Solus Alternative Asset Management LP
09
Cobblestone Capital Advisors LLC
10
Envestnet Asset Management Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,734 13F holders · Pro →

Smart Money · top-200 alpha cohort

46 holders · Q1 2026

$SHOP is held by 46 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 13.14%, with an average of 1.00% of portfolio. Largest holder: Marcho Partners LLP at 13.14%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Marcho Partners LLP
13.14% ↑ +2.1pp
α +13.5pts
02
Lpwm LLC
10.05% ↓ 2.1pp
α +19.0pts
03
Nikko Asset Management Americas, Inc.
5.80% held
α +22.1pts
04
Triasima Portfolio Management inc.
2.78% ↓ 1.6pp
α +15.7pts
05
PCJ Investment Counsel Ltd.
2.52% ↓ 0.6pp
α +18.9pts
06
Connor, Clark & Lunn Investment Management Ltd.
1.75% ↓ 0.9pp
α +12.3pts
07
Intrinsic Value Partners, LLC
1.10% held
α +13.8pts
08
Resolute Advisors LLC
1.04% held
α +53.0pts
09
Laidlaw Wealth Management LLC
0.87% held
α +11.1pts
10
Knightsbridge Asset Management, LLC
0.79% NEW
α +24.2pts
11
RiverPark Advisors, LLC
0.78% held
α +21.5pts
12
Ted Buchan & Co
0.62% NEW
α +13.2pts
13
Independent Solutions Wealth Management, LLC
0.62% NEW
α +19.1pts
14
WINTON GROUP Ltd
0.57% NEW
α +27.0pts
15
Sandler Capital Management
0.56% held
α +12.8pts
16
Venture Visionary Partners LLC
0.37% NEW
α +10.3pts
17
Aigen Investment Management, LP
0.34% NEW
α +50.5pts
18
Level Financial Advisors
0.24% NEW
α +30.9pts
19
Voloridge Investment Management, LLC
0.23% NEW
α +15.5pts
20
Hummer Financial Advisory Services Inc
0.22% NEW
α +53.0pts
21
TABR Capital Management, LLC
0.21% NEW
α +13.6pts
22
Wellington Management Group LLP
0.20% held
α +10.5pts
23
Pittenger & Anderson Inc.
0.18% NEW
α +21.3pts
24
LM Advisors LLC
0.17% NEW
α +15.5pts
25
GM Advisory Group, LLC
0.13% held
α +16.5pts
26
Fiduciary Alliance LLC
0.12% held
α +16.8pts
27
Erste Asset Management GmbH
0.12% NEW
α +33.4pts
28
Beverly Hills Private Wealth, LLC
0.10% held
α +10.4pts
29
Focused Wealth Management, Inc
0.06% held
α +19.2pts
30
RFG Advisory, LLC
0.06% held
α +16.2pts
31
Citigroup Inc.
0.05% held
α +26.3pts
32
Principal Securities, Inc.
0.04% held
α +21.3pts
33
Motley Fool Wealth Management, LLC
0.03% held
α +15.3pts
34
Eventide Asset Management, LLC
0.03% held
α +22.5pts
35
Courier Capital LLC
0.03% held
α +14.9pts
36
Caption Management, LLC
0.02% held
α +15.5pts
37
Fulton Bank, N.a.
0.01% held
α +23.8pts
38
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
39
Choate Investment Advisors
0.01% held
α +13.8pts
40
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
41
BIT Capital GmbH
0.01% ↓ 1.0pp
α +18.3pts
42
Banco Santander, S.A.
0.00% held
α +12.6pts
43
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
44
Banque Pictet & Cie SA
0.00% held
α +10.3pts
45
CV Advisors LLC
0.00% held
α +29.1pts
46
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SHOP in the recent window.

Congress trades · last 90 days

15 disclosures · STOCK Act
House · Illinois · Traded Feb 3
SOLD
$1K–$15K
Mar 12STOCK
House · Illinois · Traded Jan 30
SOLD
$50K–$100K
Feb 23STOCK
House · Illinois · Traded Dec 8
BOUGHT
$50K–$100K
Jan 8STOCK
House · Illinois · Traded Oct 6
BOUGHT
$15K–$50K
Nov 10STOCK
House · Illinois · Traded Oct 8
BOUGHT
$1K–$15K
Nov 10STOCK
House · Michigan · Traded Jun 9
SOLD
$1K–$15K
Aug 13STOCK
House · Michigan · Traded Dec 11
BOUGHT
$1K–$15K
Aug 13STOCK
Senate · Oklahoma · Traded Dec 22
SOLD
$1K–$15K
Aug 12STOCK
Senate · Oklahoma · Traded Jan 4
SOLD
$1K–$15K
Aug 12STOCK
House · Pennsylvania · Traded Apr 3
SOLD
$1K–$15K
Apr 22STOCK
See full $SHOP Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SHOP lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SHOP — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:32 UTC.