SHOP Institutional Ownership
Shopify Inc.
1W: -4.4%
1M: +15.1%
3M: +28.4%
YTD: +5.5%
1Y: -4.1%
3Y: +224.2%
5Y: +11.6%
$165.81
-2.37 (-1.41%)
After Hours: $165.86 (+0.05, +0.03%)
Weekly Expected Move ±5.9%
$149
$159
$169
$179
$189
Credit Risk of going bust: lower than 89% of companies Debt: 0.1% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.02 (down more than 99.9%), Shopify Inc. would be worth roughly what it owes.
Total debt $178.0M against a stock market value of $218.24B.
Distance to default 13.09 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $89.0M (short-term plus half of long-term), stock volatility 58.7%; Altman Z'' 11.57. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $178.0M against a stock market value of $218.24B.
Distance to default 13.09 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $89.0M (short-term plus half of long-term), stock volatility 58.7%; Altman Z'' 11.57. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutional Ownership — SHOP
1,883
Institutional Holders
-159 vs prior quarter
0.0%
Ownership
+0.00pp
$91B
Total Invested
158
New Positions
633
Increased
820
Reduced
157
Closed
1.08
Put/Call Ratio
Ownership Trends
Top Institutional Holders (764 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. NEW | 27,467,277 | $4.6B | +27,467,277 | — | 1Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 10,154,753 | $1.7B | +10,154,753 | — | 1Q | SEC ↗ |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, | 8,026,490 | $1.3B | -392,413 | -4.7% | 2Q | SEC ↗ |
| 4 | TORONTO DOMINION BANK NEW | 4,432,439 | $735M | +4,432,439 | — | 1Q | SEC ↗ |
| 5 | Artisan Partners Limited Partnership NEW | 4,074,005 | $676M | +4,074,005 | — | 1Q | SEC ↗ |
| 6 | BANK OF NOVA SCOTIA NEW | 4,029,656 | $668M | +4,029,656 | — | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 3,073,182 | $510M | +3,073,182 | — | 1Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC NEW | 2,446,749 | $406M | +2,446,749 | — | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 2,065,064 | $342M | +2,065,064 | — | 1Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC NEW | 1,827,570 | $303M | +1,827,570 | — | 1Q | SEC ↗ |
| 11 | Ascentis Wealth Management, LLC NEW | 1,754,752 | $291M | +1,754,752 | — | 1Q | SEC ↗ |
| 12 | MARSHALL WACE, LLP NEW | 1,633,517 | $271M | +1,633,517 | — | 1Q | SEC ↗ |
| 13 | Barton Investment Management | 1,580,601 | $262M | -22,358 | -1.4% | 2Q | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. NEW | 1,580,597 | $262M | +1,580,597 | — | 1Q | SEC ↗ |
| 15 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1,426,749 | $237M | +33,863 | +2.4% | 2Q | SEC ↗ |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 1,321,984 | $219M | +1,321,984 | — | 1Q | SEC ↗ |
| 17 | Alberta Investment Management Corp NEW | 1,274,813 | $211M | +1,274,813 | — | 1Q | SEC ↗ |
| 18 | ProShare Advisors LLC NEW | 1,134,069 | $188M | +1,134,069 | — | 1Q | SEC ↗ |
| 19 | STATE STREET CORP NEW | 802,915 | $133M | +802,915 | — | 1Q | SEC ↗ |
| 20 | Addenda Capital Inc. | 798,719 | $132M | +81,528 | +11.4% | 2Q | SEC ↗ |
| 21 | Liontrust Investment Partners LLP | 783,719 | $130M | +477,433 | +155.9% | 2Q | SEC ↗ |
| 22 | CONGRESS ASSET MANAGEMENT CO | 730,843 | $121M | -33,758 | -4.4% | 3Q | SEC ↗ |
| 23 | TCW GROUP INC NEW | 609,503 | $101M | +609,503 | — | 1Q | SEC ↗ |
| 24 | Ensign Peak Advisors, Inc NEW | 524,669 | $87M | +524,669 | — | 1Q | SEC ↗ |
| 25 | Allianz Asset Management GmbH NEW | 448,018 | $74M | +448,018 | — | 1Q | SEC ↗ |
| 26 | Advisors Asset Management, Inc. NEW | 445,054 | $74M | +445,054 | — | 1Q | SEC ↗ |
| 27 | Mn Services Vermogensbeheer B.V. NEW | 364,072 | $60M | +364,072 | — | 1Q | SEC ↗ |
| 28 | PEREGRINE CAPITAL MANAGEMENT LLC | 328,206 | $54M | +121,288 | +58.6% | 2Q | SEC ↗ |
| 29 | Nykredit A/S NEW | 297,200 | $49M | +297,200 | — | 1Q | SEC ↗ |
| 30 | Walleye Capital LLC | 293,359 | $49M | +26,815 | +10.1% | 2Q | SEC ↗ |
| 31 | EQUITABLE TRUST CO | 288,785 | $48M | +173,445 | +150.4% | 2Q | SEC ↗ |
| 32 | HB Wealth Management, LLC | 282,009 | $47M | +270,627 | +2377.7% | 2Q | SEC ↗ |
| 33 | Andra AP-fonden NEW | 278,312 | $46M | +278,312 | — | 1Q | SEC ↗ |
| 34 | Cornerstone Capital, Inc. NEW | 270,035 | $45M | +270,035 | — | 1Q | SEC ↗ |
| 35 | EXCHANGE TRADED CONCEPTS, LLC NEW | 258,427 | $43M | +258,427 | — | 1Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 231,316 | $38M | +231,316 | — | 1Q | SEC ↗ |
| 37 | Man Group plc NEW | 227,857 | $38M | +227,857 | — | 1Q | SEC ↗ |
| 38 | INTECH INVESTMENT MANAGEMENT LLC NEW | 225,599 | $37M | +225,599 | — | 1Q | SEC ↗ |
| 39 | Mariner, LLC | 225,045 | $37M | -239,405 | -51.5% | 2Q | SEC ↗ |
| 40 | OPPENHEIMER ASSET MANAGEMENT INC. NEW | 212,332 | $35M | +212,332 | — | 1Q | SEC ↗ |
| 41 | HSBC HOLDINGS PLC | 206,771 | $34M | +181,921 | +732.1% | 27Q | SEC ↗ |
| 42 | Pathstone Holdings, LLC NEW | 203,003 | $34M | +203,003 | — | 1Q | SEC ↗ |
| 43 | PensionDanmark Pensionsforsikringsakti NEW | 198,256 | $33M | +198,256 | — | 1Q | SEC ↗ |
| 44 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 187,534 | $31M | +187,534 | — | 1Q | SEC ↗ |
| 45 | D.A. DAVIDSON & CO. | 178,473 | $30M | -9,599 | -5.1% | 2Q | SEC ↗ |
| 46 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 173,166 | $29M | +173,166 | — | 1Q | SEC ↗ |
| 47 | Merit Financial Group, LLC | 170,910 | $28M | -153,920 | -47.4% | 2Q | SEC ↗ |
| 48 | Baker Avenue Asset Management, LP NEW | 165,795 | $27M | +165,795 | — | 1Q | SEC ↗ |
| 49 | WELCH & FORBES LLC | 159,087 | $26M | +5,556 | +3.6% | 2Q | SEC ↗ |
| 50 | SIERRA SUMMIT ADVISORS LLC | 150,882 | $25M | +53,780 | +55.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Invesco Ltd. | 27,467,277 | $4.6B |
| GOLDMAN SACHS GROUP INC | 10,154,753 | $1.7B |
| TORONTO DOMINION BANK | 4,432,439 | $735M |
| Artisan Partners Limited Partnershi | 4,074,005 | $676M |
| BANK OF NOVA SCOTIA | 4,029,656 | $668M |
| WELLS FARGO & COMPANY/MN | 3,073,182 | $510M |
| AMERIPRISE FINANCIAL INC | 2,446,749 | $406M |
| CITADEL ADVISORS LLC | 2,065,064 | $342M |
| ENVESTNET ASSET MANAGEMENT INC | 1,827,570 | $303M |
| Ascentis Wealth Management, LLC | 1,754,752 | $291M |
| MARSHALL WACE, LLP | 1,633,517 | $271M |
| TD Waterhouse Canada Inc. | 1,580,597 | $262M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 1,321,984 | $219M |
| Alberta Investment Management Corp | 1,274,813 | $211M |
| ProShare Advisors LLC | 1,134,069 | $188M |
| STATE STREET CORP | 802,915 | $133M |
| TCW GROUP INC | 609,503 | $101M |
| Ensign Peak Advisors, Inc | 524,669 | $87M |
| Allianz Asset Management GmbH | 448,018 | $74M |
| Advisors Asset Management, Inc. | 445,054 | $74M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Liontrust Investment Partners LLP | +621,063 | +405.5% | 774,206 |
| HB Wealth Management, LLC | +270,627 | +2377.7% | 282,009 |
| EQUITABLE TRUST CO | +190,175 | +329.8% | 247,845 |
| HSBC HOLDINGS PLC | +190,143 | +1530.3% | 202,568 |
| Merit Financial Group, LLC | +129,190 | +397.7% | 161,673 |
| PEREGRINE CAPITAL MANAGEMENT LLC | +121,288 | +58.6% | 328,206 |
| Addenda Capital Inc. | +81,528 | +11.4% | 798,719 |
| SIERRA SUMMIT ADVISORS LLC | +53,780 | +55.4% | 150,882 |
| CAISSE DE DEPOT ET PLACEMENT DU QUE | +33,863 | +2.4% | 1,426,749 |
| Pembroke Management, LTD | +30,631 | +289.4% | 41,215 |
| Walleye Capital LLC | +26,815 | +10.1% | 293,359 |
| Central Pacific Bank - Trust Divisi | +23,292 | +166371.4% | 23,306 |
| Kopp Family Office, LLC | +18,042 | +152.9% | 29,845 |
| AIA Group Ltd | +16,397 | +14.8% | 126,853 |
| SWS Partners | +12,879 | +73.5% | 30,390 |
| Simmons Bank | +11,361 | +377.3% | 14,372 |
| Moran Wealth Management, LLC | +9,856 | +161.0% | 15,978 |
| Prospera Financial Services Inc | +8,758 | +29.9% | 38,040 |
| Ascent Wealth Partners, LLC | +8,281 | +40.0% | 28,996 |
| IFP Advisors, Inc | +7,463 | +84.9% | 16,252 |