Who holds SHOPticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SHOPIFY INC · CL A SUB VTG SHS · quarter ended 2026-03-31 · 7 members disclosed SHOP ↗

1,258

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$77.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

608

addsholders whose share count rose or who opened the position (new + add), by shares

268

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SHOP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital International Investors	$5.9B	50,060,088	+11,716,933	add
2	FMR LLC	$5.4B	45,834,484	−2,168,593	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.0B	33,735,144	—	no prior
4	Capital World Investors	$4.0B	33,696,844	−14,125,861	trim
5	BAILLIE GIFFORD & CO	$3.4B	29,019,724	−2,184,288	trim
6	MORGAN STANLEY	$2.9B	24,704,666	−1,748,477	trim
7	ROYAL BANK OF CANADA	$2.6B	21,658,696	+1,923,145	add
8	FIL Ltd	$2.2B	18,226,469	−158,902	trim
9	JENNISON ASSOCIATES LLC	$1.9B	16,299,259	−2,667,148	trim
10	BANK OF MONTREAL /CAN/	$1.5B	13,053,711	+929,514	add
11	NATIONAL BANK OF CANADA /FI/	$1.5B	12,811,918	+3,394,298	add
12	ALLIANCEBERNSTEIN L.P.	$1.4B	8,813,928	+2,263,588	add
13	Capital Research Global Investors	$1.4B	11,641,932	+9,723,990	add
14	BANK OF AMERICA CORP /DE/	$1.3B	11,183,985	−297,606	trim
15	VANGUARD FIDUCIARY TRUST CO	$1.3B	10,774,862	—	no prior
16	Invesco Ltd.	$1.3B	10,647,635	−3,378,558	trim
17	1832 Asset Management L.P.	$1.2B	10,187,742	+2,374,324	add
18	MACKENZIE FINANCIAL CORP	$1.2B	9,946,334	−14,763	trim
19	TD ASSET MANAGEMENT INC	$1.1B	9,574,621	+860,859	add
20	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	9,070,116	+2,617,851	add
21	SANDS CAPITAL MANAGEMENT, LLC	$1.1B	8,935,666	−570,370	trim
22	BlackRock, Inc.	$1.1B	8,887,516	−1,200,156	trim
23	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$998M	8,418,903	+660,198	add
24	CANADA PENSION PLAN INVESTMENT BOARD	$986M	8,312,252	−451,055	trim
25	FRANKLIN RESOURCES INC	$982M	8,272,377	−272,268	trim
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$789M	6,031,360	+138,527	add
27	Connor, Clark & Lunn Investment Management Ltd.	$758M	6,384,833	+182,560	add
28	Newlands Management Operations LLC	$750M	6,325,050	0	no change
29	Legal & General Group Plc	$750M	6,344,182	−5,079	trim
30	POLEN CAPITAL MANAGEMENT LLC	$748M	6,306,740	−895,132	trim
31	WCM INVESTMENT MANAGEMENT, LLC	$747M	6,682,523	−18,156	trim
32	EDGEWOOD MANAGEMENT LLC	$720M	6,066,124	−133,335	trim
33	Nuveen, LLC	$603M	5,087,563	−1,013,398	trim
34	Vanguard Global Advisers, LLC	$584M	4,919,938	—	no prior
35	UBS Group AG	$561M	4,730,646	+1,903,352	add
36	BAMCO INC /NY/	$560M	4,718,230	+2,429,960	add
37	Artisan Partners Limited Partnership	$517M	4,362,111	−31,129	trim
38	CIBC Asset Management Inc	$511M	4,305,479	+24,951	add
39	Swiss National Bank	$488M	4,115,300	+876,100	add
40	Janus Henderson Group Ltd.	$479M	4,088,788	−334,622	trim
41	JANE STREET GROUP, LLC	$415M	3,497,721	+3,187,389	add
42	DEUTSCHE BANK AG\	$383M	3,232,952	−162,393	trim
43	Amundi	$380M	3,200,943	+84,971	add
44	BANK OF NOVA SCOTIA	$379M	3,196,004	+621,893	add
45	WELLS FARGO & COMPANY/MN	$365M	3,073,182	−312,222	trim
46	TORONTO DOMINION BANK	$362M	3,051,170	−142,889	trim
47	Clearbridge Investments, LLC	$361M	3,041,015	−1,126,252	trim
48	Federation des caisses Desjardins du Quebec	$345M	2,920,057	+650,291	add
49	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$323M	2,726,780	+102,004	add
50	SEI INVESTMENTS CO	$321M	2,704,618	+189,583	add
51	Mirova US LLC	$317M	2,671,242	−114,701	trim
52	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$267M	2,254,053	+1,735,732	add
53	ENVESTNET ASSET MANAGEMENT INC	$267M	2,251,187	+401,894	add
54	RAYMOND JAMES FINANCIAL INC	$261M	2,198,319	−37,642	trim
55	GILDER GAGNON HOWE & CO LLC	$256M	2,154,743	−23,653	trim
56	PICTON MAHONEY ASSET MANAGEMENT	$253M	2,135,617	+202,685	add
57	VANGUARD ASSET MANAGEMENT, Ltd	$253M	2,129,246	—	no prior
58	NORTHERN TRUST CORP	$216M	1,818,538	+44,928	add
59	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$208M	1,749,349	−508,441	trim
60	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$203M	1,713,564	+77,157	add
61	Strategy Capital LLC	$196M	1,649,987	+14,412	add
62	Ashe Capital Management, LP	$195M	1,647,738	−102,502	trim
63	Pictet Asset Management Holding SA	$192M	1,622,681	+258,222	add
64	Barton Investment Management	$190M	1,602,959	−37,467	trim
65	ProShare Advisors LLC	$184M	1,554,879	−344,753	trim
66	BROWN ADVISORY INC	$177M	1,490,532	−253,942	trim
67	LPL Financial LLC	$174M	1,465,785	+89,463	add
68	D. E. Shaw & Co., Inc.	$173M	1,454,594	+174,425	add
69	Polar Capital Holdings Plc	$171M	1,441,167	−237,626	trim
70	AMERICAN CENTURY COMPANIES INC	$168M	1,415,395	+344,063	add
71	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$165M	1,392,886	−18,835	trim
72	SCOTIA CAPITAL INC.	$155M	1,305,851	+144,674	add
73	TD Waterhouse Canada Inc.	$141M	1,194,385	+680,092	add
74	FIRST TRUST ADVISORS LP	$140M	1,177,120	+196,528	add
75	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$119M	1,001,408	−5,073,528	trim
76	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$119M	1,001,124	+1,001,124	new
77	Addenda Capital Inc.	$118M	717,191	+33,755	add
78	BNP Paribas Asset Management Holding S.A.	$117M	986,915	+147,167	add
79	Durable Capital Partners LP	$115M	971,814	−1,071,405	trim
80	Hudson Bay Capital Management LP	$113M	950,000	+24,303	add
81	Alberta Investment Management Corp	$110M	927,408	+339,310	add
82	Korea Investment CORP	$107M	905,594	−39,783	trim
83	Thrive Capital Management, LLC	$106M	895,817	+895,817	new
84	CITIGROUP INC	$106M	896,442	−440,218	trim
85	SUSQUEHANNA ADVISORS GROUP, INC.	$104M	878,600	+140,300	add
86	FEDERATED HERMES, INC.	$102M	861,411	−472,751	trim
87	MUFG Securities EMEA plc	$99.5M	840,000	+20,000	add
88	CIBC Bancorp USA Inc.	$98.0M	823,092	—	no prior
89	STATE STREET CORP	$95.3M	803,286	−16,255	trim
90	Capital International, Inc./CA/	$93.2M	785,358	+197,230	add
91	DIMENSIONAL FUND ADVISORS LP	$92.9M	783,064	+27,893	add
92	Capital International Sarl	$91.8M	774,152	+79,110	add
93	Allspring Global Investments Holdings, LLC	$91.4M	771,069	−22,656	trim
94	SCHRODER INVESTMENT MANAGEMENT GROUP	$87.8M	785,183	+5,390	add
95	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$80.2M	676,388	−538,645	trim
96	NEOS Investment Management LLC	$78.9M	665,331	+167,756	add
97	Stony Point Capital LLC	$74.9M	631,389	+90,073	add
98	APG Asset Management N.V.	$74.8M	726,577	+13,051	add
99	BLAIR WILLIAM & CO/IL	$74.4M	627,424	+16,691	add
100	Vanguard Investments Australia, Ltd.	$72.3M	609,073	—	no prior
101	Fiera Capital Corp	$72.1M	609,013	+595,014	add
102	PUBLIC SECTOR PENSION INVESTMENT BOARD	$72.0M	606,967	+13,409	add
103	Zurcher Kantonalbank (Zurich Cantonalbank)	$68.6M	578,057	+578,057	new
104	Rockefeller Capital Management L.P.	$68.1M	574,415	−417,573	trim
105	VOYA INVESTMENT MANAGEMENT LLC	$67.1M	566,044	−826,330	trim
106	NZS Capital, LLC	$65.3M	550,389	+171,061	add
107	GUARDIAN CAPITAL LP	$62.0M	523,837	+479,247	add
108	ROYAL LONDON ASSET MANAGEMENT LTD	$61.6M	519,347	+5,517	add
109	SurgoCap Partners LP	$61.2M	515,733	+167,602	add
110	STEADFAST CAPITAL MANAGEMENT LP	$56.2M	474,047	−601,609	trim
111	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$56.2M	473,885	+473,885	new
112	OSAIC HOLDINGS, INC.	$53.9M	454,787	−25,582	trim
113	Creative Planning	$52.2M	440,326	+30,945	add
114	CITADEL ADVISORS LLC	$49.9M	420,473	+241,221	add
115	LAZARD ASSET MANAGEMENT LLC	$49.6M	417,786	+244,125	add
116	Privium Fund Management B.V.	$48.3M	407,000	−3,000	trim
117	CAPITAL INTERNATIONAL LTD /CA/	$48.2M	406,664	+18,468	add
118	Ensign Peak Advisors, Inc	$48.2M	406,669	−22,586	trim
119	USS Investment Management Ltd	$47.8M	403,039	+211,299	add
120	STIFEL FINANCIAL CORP	$47.3M	399,060	−8,325	trim
121	STATE OF WISCONSIN INVESTMENT BOARD	$45.6M	385,530	−54,300	trim
122	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$45.3M	382,078	−9,131	trim
123	Kinetic Partners Management, LP	$44.7M	377,026	+263,400	add
124	Cetera Investment Advisers	$44.2M	372,259	+44,336	add
125	Zurich Insurance Group Ltd/FI	$43.7M	368,059	−41,102	trim
126	Altshuler Shaham Ltd	$43.5M	366,338	−11,310	trim
127	AustralianSuper Pty Ltd	$43.4M	365,577	−189,752	trim
128	AMF Tjanstepension AB	$41.6M	350,833	+9,851	add
129	Advisors Asset Management, Inc.	$40.3M	339,637	−6,652	trim
130	TRUIST FINANCIAL CORP	$39.2M	330,166	−51,122	trim
131	COMMONWEALTH EQUITY SERVICES, LLC	$39.0M	328,846	+6,873	add
132	Allianz Asset Management GmbH	$38.9M	329,122	−102,759	trim
133	CASTLEARK MANAGEMENT LLC	$36.8M	310,590	−34,792	trim
134	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$36.3M	306,230	−2,032,867	trim
135	Man Group plc	$36.0M	303,851	+118,120	add
136	Mariner, LLC	$35.4M	299,120	+25,902	add
137	Northwest & Ethical Investments L.P.	$35.0M	295,174	+56,316	add
138	Lansforsakringar Fondforvaltning AB (publ)	$34.1M	288,334	+2,451	add
139	TUDOR INVESTMENT CORP ET AL	$33.1M	279,318	+279,318	new
140	Investment Management Corp of Ontario	$33.1M	279,188	+24,700	add
141	OPPENHEIMER ASSET MANAGEMENT INC.	$32.0M	270,112	−16,892	trim
142	Walleye Capital LLC	$31.6M	266,544	−1,144	trim
143	Cornerstone Capital, Inc.	$31.3M	263,825	+3,073	add
144	Harvest Portfolios Group Inc.	$31.1M	262,451	+111,909	add
145	HighTower Advisors, LLC	$30.2M	254,836	+47,122	add
146	BRISTOL JOHN W & CO INC /NY/	$30.2M	254,538	+254,538	new
147	AQR CAPITAL MANAGEMENT LLC	$29.1M	250,022	+19,669	add
148	INTACT INVESTMENT MANAGEMENT INC.	$29.1M	245,694	−20,060	trim
149	GUGGENHEIM CAPITAL LLC	$28.0M	235,720	−54,796	trim
150	Select Equity Group, L.P.	$28.0M	235,714	−362,933	trim
151	THORNBURG INVESTMENT MANAGEMENT INC	$27.7M	233,601	+96,322	add
152	Pathstone Holdings, LLC	$27.7M	233,548	+35,682	add
153	MILLENNIUM MANAGEMENT LLC	$27.6M	232,972	−26,986	trim
154	OSSIAM	$27.3M	230,280	−7,321	trim
155	Gavilan Investment Partners LLC	$27.3M	230,000	0	no change
156	PRINCIPAL FINANCIAL GROUP INC	$26.3M	222,232	−69,628	trim
157	Quantinno Capital Management LP	$26.3M	221,747	+20,879	add
158	MML INVESTORS SERVICES, LLC	$26.2M	221,022	+29,599	add
159	ASSETMARK, INC	$26.0M	219,104	+5,521	add
160	SEB Asset Management AB	$25.7M	217,311	—	no prior
161	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$25.4M	214,449	+14,078	add
162	ThornTree Capital Partners LP	$25.1M	211,795	+211,795	new
163	Swiss Life Asset Management Ltd	$24.7M	208,643	+23,661	add
164	INTECH INVESTMENT MANAGEMENT LLC	$24.3M	205,375	−16,931	trim
165	BROWN CAPITAL MANAGEMENT LLC	$23.9M	201,723	−46,378	trim
166	Baker Avenue Asset Management, LP	$23.7M	200,132	+30,268	add
167	Manchester Global Management (UK) Ltd	$23.7M	199,956	+47,000	add
168	Ampersand Capital Group, L.P.	$23.7M	199,763	+15,000	add
169	Islander Capital Partners, L.P.	$23.2M	196,000	+72,742	add
170	Varma Mutual Pension Insurance Co	$22.6M	191,408	0	no change
171	D.A. DAVIDSON & CO.	$22.3M	188,072	+12,183	add
172	Focus Partners Wealth	$22.0M	184,788	−19,922	trim
173	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.9M	184,696	+184,696	new
174	Maryland State Retirement & Pension System	$21.4M	180,494	+2,140	add
175	Nippon Life Global Investors Americas, Inc.	$21.0M	177,070	+177,070	new
176	ODDO BHF ASSET MANAGEMENT SAS	$20.3M	122,698	0	no change
177	Bank Pictet & Cie (Europe) AG	$19.9M	167,956	+167,956	new
178	Daiwa Securities Group Inc.	$19.4M	163,192	−8,608	trim
179	HSBC HOLDINGS PLC	$18.6M	157,728	−599,368	trim
180	Baird Financial Group, Inc.	$18.5M	156,201	+156,201	new
181	Triasima Portfolio Management inc.	$18.4M	155,216	−27,122	trim
182	WELCH & FORBES LLC	$18.2M	153,531	+597	add
183	Gryphon Financial Partners LLC	$18.1M	152,807	+5,154	add
184	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$17.9M	150,745	+133,415	add
185	Ilex Capital Partners (UK) LLP	$17.7M	148,896	+75,150	add
186	Apollon Wealth Management, LLC	$17.6M	148,676	−850	trim
187	Sanctuary Advisors, LLC	$17.5M	147,911	−18,851	trim
188	Arthedge Capital Management, LLC	$17.4M	146,600	0	no change
189	Danica Pension, Livsforsikringsaktieselskab	$17.3M	104,931	+104,931	new
190	Gerber Kawasaki Wealth & Investment Management	$17.0M	143,282	+100,981	add
191	Vestmark Advisory Solutions, Inc.	$17.0M	142,909	+10,051	add
192	NOMURA HOLDINGS INC	$16.9M	142,866	−62,838	trim
193	Generali Asset Management SPA SGR	$16.8M	101,482	+26,888	add
194	TREMBLANT CAPITAL GROUP	$16.4M	138,433	−22,859	trim
195	Dash Acquisitions Inc.	$16.3M	120,640	+8,193	add
196	Marcho Partners LLP	$16.3M	137,158	+24,441	add
197	SHELTON CAPITAL MANAGEMENT	$16.2M	136,158	−3,255	trim
198	Carnegie Investment Counsel	$16.1M	135,824	+19,162	add
199	TRILLIUM ASSET MANAGEMENT, LLC	$16.1M	135,650	−4,497	trim
200	Utah Retirement Systems	$15.9M	134,122	−1,359	trim
201	WINTON GROUP Ltd	$15.7M	132,133	+82,975	add
202	Steadview Capital Management LLC	$15.2M	128,559	−123,995	trim
203	Atria Investments, Inc	$15.2M	128,006	−33,382	trim
204	Cerity Partners LLC	$15.1M	127,684	+484	add
205	Equitable Holdings, Inc.	$15.0M	95,051	+5,619	add
206	SteelPeak Wealth, LLC	$15.0M	126,682	+6,587	add
207	Corient Private Wealth LLC	$14.8M	131,570	−913,920	trim
208	Baltimore-Washington Financial Advisors, Inc.	$14.8M	124,508	+7,782	add
209	TWO SIGMA INVESTMENTS, LP	$14.7M	124,170	+88,983	add
210	Cresset Asset Management, LLC	$14.4M	121,700	−8,694	trim
211	READYSTATE ASSET MANAGEMENT LP	$14.3M	120,412	+120,412	new
212	Texas Yale Capital Corp.	$14.0M	118,092	+500	add
213	GLENMEDE TRUST CO NA	$13.7M	115,368	−5,048	trim
214	AIA Group Ltd	$13.1M	110,456	−22,249	trim
215	TOCQUEVILLE ASSET MANAGEMENT L.P.	$13.0M	109,740	−1,450	trim
216	Mitsubishi UFJ Asset Management Co., Ltd.	$12.9M	108,394	+1,172	add
217	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.5M	105,792	−105,276	trim
218	Tower Research Capital LLC (TRC)	$12.5M	105,673	+43,957	add
219	Rafferty Asset Management, LLC	$12.4M	104,782	+24,012	add
220	Kestra Advisory Services, LLC	$12.3M	103,926	+7,013	add
221	Voleon Capital Management LP	$12.3M	103,658	+49,174	add
222	Capital Group Private Client Services, Inc.	$12.2M	102,992	+19,846	add
223	MARKEL GROUP INC.	$12.2M	102,750	0	no change
224	Nepsis Inc.	$12.1M	102,338	+3,263	add
225	STATE OF MICHIGAN RETIREMENT SYSTEM	$11.8M	99,800	−17,400	trim
226	LBP AM SA	$11.8M	99,711	0	no change
227	Freestone Grove Partners LP	$11.6M	98,125	+95,785	add
228	Yarbrough Capital, LLC	$11.6M	97,488	−14,730	trim
229	SIERRA SUMMIT ADVISORS LLC	$11.5M	97,102	+3,767	add
230	Y-Intercept (Hong Kong) Ltd	$11.3M	95,606	+95,606	new
231	Candriam S.C.A.	$11.3M	95,388	−43,617	trim
232	Insight Holdings Group, LLC	$11.2M	94,660	+66,130	add
233	Dana Investment Advisors, Inc.	$11.2M	94,521	+91,849	add
234	CREDIT AGRICOLE S A	$11.2M	94,505	+547	add
235	Asset Management One Co., Ltd.	$11.2M	94,489	−460	trim
236	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.1M	162,753	+16,597	add
237	Covenant Asset Management, LLC	$11.1M	93,489	−2,958	trim
238	Venture Visionary Partners LLC	$11.0M	92,755	+6,825	add
239	MERCER GLOBAL ADVISORS INC /ADV	$10.9M	92,135	+24,057	add
240	Lido Advisors, LLC	$10.9M	91,629	−25,872	trim
241	Telemark Asset Management, LLC	$10.7M	90,000	−40,000	trim
242	Capital Group Investment Management Pte. Ltd.	$10.6M	89,672	+4,805	add
243	NewEdge Advisors, LLC	$10.6M	88,957	+88,957	new
244	Qube Research & Technologies Ltd	$10.5M	88,254	−5,188	trim
245	&PARTNERS	$10.5M	88,165	+941	add
246	EXCHANGE TRADED CONCEPTS, LLC	$10.1M	84,915	+47,333	add
247	NOMURA ASSET MANAGEMENT CO LTD	$10.0M	84,656	−6,755	trim
248	Trexquant Investment LP	$9.9M	83,408	+83,408	new
249	M&T BANK CORP	$9.8M	82,490	+1,408	add
250	Mubadala Investment Co PJSC	$9.8M	82,302	+82,302	new
251	IMC-Chicago, LLC	$9.7M	81,570	+65,643	add
252	ATALANTA SOSNOFF CAPITAL, LLC	$9.5M	80,155	+32,176	add
253	Purpose Unlimited Inc.	$9.5M	80,001	+19,226	add
254	PROFUND ADVISORS LLC	$9.3M	78,688	−17,598	trim
255	MMBG INVESTMENT ADVISORS CO.	$9.2M	77,735	+77,735	new
256	Bank Julius Baer & Co. Ltd, Zurich	$9.1M	78,426	−6,845	trim
257	Lombard Odier Asset Management (Switzerland) SA	$9.0M	75,908	+4,200	add
258	EFG International AG	$9.0M	75,832	−5,364	trim
259	PCJ Investment Counsel Ltd.	$8.9M	74,860	+4,150	add
260	NATIXIS	$8.9M	74,851	+16,802	add
261	Vident Advisory, LLC	$8.7M	73,405	+1	add
262	Osmosis Investment Management UK Ltd	$8.7M	73,198	+2,872	add
263	Americana Partners, LLC	$8.6M	72,766	+23,458	add
264	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.5M	71,866	−3,309	trim
265	Calamos Advisors LLC	$8.5M	71,855	+31,251	add
266	Third View Private Wealth, LLC	$8.4M	70,697	+4,826	add
267	Saba Capital Management, L.P.	$8.4M	70,576	+42,297	add
268	WCG Wealth Advisors LLC	$8.2M	69,383	−1,766	trim
269	NorthCrest Asset Manangement, LLC	$8.1M	68,631	−30,617	trim
270	Rakuten Investment Management, Inc.	$8.1M	72,434	+6,442	add
271	EULAV Asset Management	$8.1M	68,000	−12,000	trim
272	XTX Topco Ltd	$8.0M	67,862	+56,718	add
273	Cornerstone Advisors, LLC	$8.0M	67,520	+35,940	add
274	PRUDENTIAL PLC	$8.0M	67,430	−4,059	trim
275	Callan Family Office, LLC	$7.9M	66,867	+6,363	add
276	Black Swift Group, LLC	$7.8M	65,625	+50,075	add
277	US BANCORP \DE\	$7.7M	65,150	−21,294	trim
278	Fortis Capital Management LLC	$7.6M	64,241	−2,346	trim
279	Faithward Advisors, LLC	$7.5M	63,447	−440	trim
280	NLB Skladi, upravljanje premozenja, d.o.o.	$7.3M	61,840	−11,610	trim
281	Vanguard Personalized Indexing Management, LLC	$7.3M	61,356	−2,941	trim
282	ALLIANZ SE	$7.2M	60,617	+37	add
283	BANK OF NOVA SCOTIA TRUST CO	$7.2M	60,328	+2,500	add
284	COMMERCE BANK	$7.1M	60,249	+2,133	add
285	Tidal Investments LLC	$7.1M	60,088	−8,302	trim
286	JCIC Asset Management Inc.	$7.0M	59,237	+1,269	add
287	Headlands Technologies LLC	$7.0M	58,958	+58,958	new
288	Aviso Financial Inc.	$7.0M	58,686	+11,910	add
289	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.9M	58,490	+58,490	new
290	OMERS ADMINISTRATION Corp	$6.9M	58,044	+9,096	add
291	Torrey Growth & Income Advisors	$6.8M	59,219	+390	add
292	NewEdge Wealth, LLC	$6.8M	57,623	+1,282	add
293	Beacon Pointe Advisors, LLC	$6.7M	56,293	+8,178	add
294	DNCA FINANCE	$6.5M	55,000	+55,000	new
295	OPPENHEIMER & CO INC	$6.5M	54,476	+9,875	add
296	IEQ CAPITAL, LLC	$6.4M	54,295	−2,328	trim
297	Weaver Capital Management LLC	$6.4M	54,246	−1,265	trim
298	HUB Investment Partners, LLC	$6.3M	53,364	+614	add
299	Synergy Financial Group, LTD	$6.3M	52,756	−1,526	trim
300	Kovack Advisors, Inc.	$6.2M	52,385	−283	trim
301	12 West Capital Management LP	$6.2M	52,000	+52,000	new
302	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.2M	50,770	+14,905	add
303	Optiver Holding B.V.	$6.0M	50,323	−42,554	trim
304	SIGNATUREFD, LLC	$5.8M	49,132	−4,968	trim
305	Engineers Gate Manager LP	$5.8M	48,868	+48,868	new
306	Steward Partners Investment Advisory, LLC	$5.8M	48,835	−4,089	trim
307	KESTRA PRIVATE WEALTH SERVICES, LLC	$5.8M	48,568	−155	trim
308	BENJAMIN EDWARDS INC	$5.7M	47,692	+3,176	add
309	Vise Technologies, Inc.	$5.5M	34,444	0	no change
310	KR Capital LP	$5.5M	46,425	—	no prior
311	AE Wealth Management LLC	$5.5M	46,091	+1,520	add
312	CHOREO, LLC	$5.4M	45,775	−87	trim
313	Robeco Institutional Asset Management B.V.	$5.4M	45,670	−543,000	trim
314	Private Advisor Group, LLC	$5.4M	45,489	−3,163	trim
315	Norinchukin Bank, The	$5.3M	45,004	+4,161	add
316	OAK RIDGE INVESTMENTS LLC	$5.3M	44,332	+1,409	add
317	FLAGSHIP HARBOR ADVISORS, LLC	$5.2M	44,149	+44,149	new
318	GATEWAY INVESTMENT ADVISERS LLC	$5.2M	43,946	−6,865	trim
319	ARTHUR M. COHEN & ASSOCIATES, LLC	$5.2M	43,863	−313	trim
320	Orion Porfolio Solutions, LLC	$5.2M	43,809	−21,361	trim
321	Sepio Capital, LP	$5.2M	43,797	+3,045	add
322	Infusive Asset Management Inc.	$5.2M	43,611	+9,374	add
323	Blackstone Inc.	$5.2M	43,524	+43,524	new
324	BAILARD, INC.	$5.1M	43,392	+18	add
325	NORDEA INVESTMENT MANAGEMENT AB	$5.0M	43,761	+11,443	add
326	Metis Global Partners, LLC	$4.9M	41,144	−3,712	trim
327	STEPHENS INC /AR/	$4.7M	39,940	+1,712	add
328	Laird Norton Wetherby Trust Company, LLC	$4.7M	39,634	−411	trim
329	NIGHTVIEW CAPITAL, LLC	$4.7M	39,574	+39,574	new
330	ALERUS FINANCIAL NA	$4.7M	39,251	−5,384	trim
331	E Fund Management Co., Ltd.	$4.6M	39,066	—	no prior
332	Assenagon Asset Management S.A.	$4.6M	39,167	−638,344	trim
333	Merit Financial Group, LLC	$4.6M	38,968	+6,279	add
334	Connective Capital Management, LLC	$4.6M	38,913	+38,913	new
335	Octahedron Capital Management L.P.	$4.6M	38,700	+38,700	new
336	PITTENGER & ANDERSON INC	$4.6M	38,670	−110	trim
337	DEEPWATER ASSET MANAGEMENT, LLC	$4.5M	37,902	+37,902	new
338	FIFTH THIRD BANCORP	$4.4M	37,355	+150	add
339	Mitsubishi UFJ Trust & Banking Corp	$4.4M	36,800	+7,600	add
340	Portside Wealth Group, LLC	$4.4M	36,749	−9,475	trim
341	Prairie Wealth Advisors, Inc.	$4.3M	0	0	no change
342	J.W. COLE ADVISORS, INC.	$4.3M	36,009	+121	add
343	Castlefield Investment Partners LLP	$4.2M	35,785	+35,785	new
344	Independent Solutions Wealth Management, LLC	$4.2M	35,261	−850	trim
345	Gibbs Wealth Management	$4.1M	34,606	+8,384	add
346	Capula Management Ltd	$4.1M	34,189	+21,830	add
347	Empowered Funds, LLC	$4.0M	33,886	+1,703	add
348	Global Wealth Management Investment Advisory, Inc.	$4.0M	33,762	+12,031	add
349	ING GROEP NV	$3.9M	32,702	+5,045	add
350	QUADRANT CAPITAL GROUP LLC	$3.9M	32,603	−271	trim
351	RITHOLTZ WEALTH MANAGEMENT	$3.9M	32,601	−155	trim
352	UniSuper Management Pty Ltd	$3.8M	23,300	0	no change
353	Compound Planning, Inc.	$3.8M	32,249	−856	trim
354	GC Wealth Management RIA, LLC	$3.8M	32,015	−12,316	trim
355	AZZAD ASSET MANAGEMENT INC /ADV	$3.7M	31,527	−202	trim
356	Transamerica Financial Advisors, LLC	$3.7M	31,386	−904	trim
357	Laurion Capital Management LP	$3.6M	30,619	−6,097	trim
358	Sequoia Financial Advisors, LLC	$3.6M	30,599	+8,030	add
359	Wealthfront Advisers LLC	$3.6M	30,397	+4,638	add
360	DIKER MANAGEMENT LLC	$3.6M	30,000	+10,000	add
361	Snowden Capital Advisors LLC	$3.5M	29,761	−2,499	trim
362	Crossmark Global Holdings, Inc.	$3.5M	29,703	—	no prior
363	Genus Capital Management Inc.	$3.5M	29,708	−83,648	trim
364	SIG North Trading, ULC	$3.5M	29,413	+14,250	add
365	Prospera Financial Services Inc	$3.5M	29,282	−34,948	trim
366	Envestnet Portfolio Solutions, Inc.	$3.4M	29,046	−13,310	trim
367	Kingsview Wealth Management, LLC	$3.4M	28,864	−3,413	trim
368	Vontobel Holding Ltd.	$3.4M	28,796	−30,306	trim
369	Concurrent Investment Advisors, LLC	$3.4M	28,399	−15,685	trim
370	NORDEN GROUP LLC	$3.4M	28,397	+313	add
371	Asset One Wealth Management LLC	$3.3M	24,824	−557	trim
372	ASR Vermogensbeheer N.V.	$3.2M	27,360	0	no change
373	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.2M	27,190	−3,001	trim
374	B & T Capital Management DBA Alpha Capital Management	$3.2M	27,130	−674	trim
375	Strategic Advisors LLC	$3.2M	27,007	−1,789	trim
376	Summit Financial, LLC	$3.2M	26,793	−2,767	trim
377	Bleakley Financial Group, LLC	$3.2M	26,745	+6	add
378	Biondo Investment Advisors, LLC	$3.2M	26,604	+410	add
379	MONTRUSCO BOLTON INVESTMENTS INC.	$3.1M	26,612	−11,500	trim
380	Legal Advantage Investments, Inc.	$3.1M	26,310	+25	add
381	Stratos Wealth Partners, LTD.	$3.1M	25,996	+7,744	add
382	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.1M	25,889	−12,354	trim
383	RFG Advisory, LLC	$3.0M	25,701	+7,099	add
384	PEAK6 LLC	$3.0M	25,328	−150,300	trim
385	Prasad Wealth Partners, LLC	$3.0M	25,241	+790	add
386	Intellectus Partners, LLC	$2.9M	24,811	+1,808	add
387	PRINCIPAL SECURITIES, INC.	$2.9M	24,774	+6,751	add
388	Mutual Advisors, LLC	$2.9M	24,130	+2,314	add
389	Palidye Holdings (Caymans) Ltd	$2.8M	23,684	−1,444	trim
390	Quadrature Capital Ltd	$2.8M	23,600	−334,100	trim
391	World Investment Advisors	$2.7M	23,095	−4,232	trim
392	Clear Harbor Asset Management, LLC	$2.7M	22,894	+22,894	new
393	TWO SIGMA SECURITIES, LLC	$2.7M	22,844	+22,844	new
394	Savant Capital, LLC	$2.7M	22,786	−957	trim
395	PARSONS CAPITAL MANAGEMENT INC/RI	$2.7M	22,745	+21,270	add
396	Investment Insight Wealth Management, LLC	$2.7M	22,674	+40	add
397	Focus Financial Network, Inc.	$2.6M	22,190	+2,765	add
398	United Advisor Group, LLC	$2.5M	21,462	−626	trim
399	Grove Bank & Trust	$2.5M	21,398	+248	add
400	EP Wealth Advisors, LLC	$2.5M	21,248	+8,532	add
401	Allworth Financial LP	$2.5M	21,101	+682	add
402	LMR Partners LLP	$2.5M	21,042	0	no change
403	ELEVATION POINT WEALTH PARTNERS, LLC	$2.5M	21,018	+12,814	add
404	Verdence Capital Advisors LLC	$2.5M	20,896	+5,022	add
405	INSIGNEO ADVISORY SERVICES, LLC	$2.5M	20,721	−2,801	trim
406	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$2.4M	20,516	−4,209	trim
407	ALPS ADVISORS INC	$2.4M	20,405	+233	add
408	ICICI Prudential Asset Management Co Ltd	$2.4M	20,318	+697	add
409	INTEGRITY ALLIANCE, LLC.	$2.4M	20,118	−2,950	trim
410	Sigma Planning Corp	$2.4M	20,040	−6,613	trim
411	CWM, LLC	$2.3M	19,785	−1,990	trim
412	Weinberger Asset Management, Inc	$2.3M	19,665	0	no change
413	Centiva Capital, LP	$2.3M	19,564	+19,564	new
414	MSA Advisors, LLC	$2.3M	19,500	+19,500	new
415	INDEPENDENT FINANCIAL GROUP, LLC	$2.3M	19,493	—	no prior
416	Financial Perspectives, Inc	$2.2M	18,858	0	no change
417	Chicago Partners Investment Group LLC	$2.2M	16,799	+686	add
418	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$2.2M	18,703	+4,144	add
419	CAP Partners, LLC	$2.2M	18,661	+74	add
420	INTERCAPITAL, LLC	$2.2M	18,595	+9,000	add
421	Central Pacific Bank - Trust Division	$2.2M	18,552	+10,621	add
422	Clearstead Advisors, LLC	$2.2M	18,494	+10,582	add
423	Three Seasons Wealth, LLC	$2.2M	18,489	+7,502	add
424	Caprock Group, LLC	$2.2M	18,481	+331	add
425	Rare Wolf Capital LLC	$2.2M	18,477	+6,653	add
426	Element Squared LLC	$2.2M	18,444	+11,513	add
427	BetterWealth, LLC	$2.2M	18,317	+18,317	new
428	CABOT WEALTH MANAGEMENT INC	$2.1M	18,088	−1,886	trim
429	Cypress Wealth Services, LLC	$2.1M	18,057	−380	trim
430	Independent Advisor Alliance	$2.1M	18,031	−3,941	trim
431	PERSONAL CFO SOLUTIONS, LLC	$2.1M	17,748	+1,880	add
432	Aster Capital Management (DIFC) Ltd	$2.1M	21,952	+21,952	new
433	Wealthspire Advisors, LLC	$2.1M	17,623	−2,737	trim
434	Baer Investment Advisory LLC	$2.1M	17,359	+6,856	add
435	Avestar Capital, LLC	$2.0M	17,217	+1,485	add
436	MONTAG A & ASSOCIATES INC	$2.0M	17,078	−680	trim
437	SWS Partners	$2.0M	17,069	+449	add
438	Gotham Asset Management, LLC	$2.0M	17,014	+2,727	add
439	Aristotle Atlantic Partners, LLC	$2.0M	16,961	+1,922	add
440	NorthCoast Asset Management LLC	$2.0M	16,475	+986	add
441	Simplicity Wealth,LLC	$1.9M	16,219	−1,690	trim
442	Procyon Advisors, LLC	$1.9M	16,164	−440	trim
443	Malaga Cove Capital, LLC	$1.9M	16,031	+1,550	add
444	UHLMANN PRICE SECURITIES, LLC	$1.9M	16,003	−196	trim
445	LEVEL FOUR ADVISORY SERVICES, LLC	$1.9M	15,824	−993	trim
446	CAPITAL ADVISORS INC/OK	$1.9M	15,788	+7,595	add
447	SummitTX Capital, L.P.	$1.8M	15,410	+8,260	add
448	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.8M	15,243	+334	add
449	MAI Capital Management	$1.8M	15,230	+1,694	add
450	REGIONS FINANCIAL CORP	$1.8M	14,966	−7,155	trim
451	Arkfeld Wealth Strategies, L.L.C.	$1.8M	13,897	−1,333	trim
452	HARRELL INVESTMENT PARTNERS, LLC	$1.7M	14,632	+98	add
453	EVENTIDE ASSET MANAGEMENT, LLC	$1.7M	14,718	−168	trim
454	Annis Gardner Whiting Capital Advisors, LLC	$1.7M	14,553	+185	add
455	GABLES CAPITAL MANAGEMENT INC.	$1.7M	14,540	+2,120	add
456	Ted Buchan & Co	$1.7M	14,465	+376	add
457	U.S. Capital Wealth Advisors, LLC	$1.7M	14,440	+10,534	add
458	MISSION WEALTH MANAGEMENT, LP	$1.7M	14,403	−334	trim
459	Huntleigh Advisors, Inc.	$1.7M	14,325	−1,450	trim
460	Empower Advisory Group, LLC	$1.7M	14,197	−2,439	trim
461	WT Wealth Management	$1.7M	14,074	+14,074	new
462	Fideuram Asset Management (Ireland) dac	$1.7M	9,078	+9,078	new
463	Institute for Wealth Management, LLC.	$1.7M	13,985	+4,660	add
464	Waverly Advisors, LLC	$1.7M	13,929	+1,957	add
465	GREAT VALLEY ADVISOR GROUP, INC.	$1.6M	13,832	−1,628	trim
466	EVERGREEN CAPITAL MANAGEMENT LLC	$1.6M	13,798	−690	trim
467	Dynasty Wealth Management, LLC	$1.6M	13,777	−2,347	trim
468	Avior Wealth Management, LLC	$1.6M	13,727	−750	trim
469	CORRADO ADVISORS, LLC	$1.6M	13,400	0	no change
470	Ausdal Financial Partners, Inc.	$1.6M	13,371	−648	trim
471	Norris Financial Group, LLC	$1.6M	13,368	—	no prior
472	MGO ONE SEVEN LLC	$1.6M	13,147	−726	trim
473	WATERSHED PRIVATE WEALTH LLC	$1.6M	13,130	−583	trim
474	Truvestments Capital LLC	$1.6M	13,122	+143	add
475	State of Wyoming	$1.5M	13,064	+1,210	add
476	ASHTON THOMAS SECURITIES, LLC	$1.5M	13,029	+13,029	new
477	Aptus Capital Advisors, LLC	$1.5M	13,027	+381	add
478	Sowell Financial Services LLC	$1.5M	12,995	−3,174	trim
479	Pine Valley Investments Ltd Liability Co	$1.5M	12,967	+743	add
480	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	12,943	+109	add
481	PenderFund Capital Management Ltd.	$1.5M	12,800	+12,800	new
482	Cache Advisors, LLC	$1.5M	9,193	+660	add
483	MEANS INVESTMENT CO., INC.	$1.5M	12,778	−425	trim
484	SCS Capital Management LLC	$1.5M	12,737	−1,022	trim
485	Signal Advisors Wealth, LLC	$1.5M	12,606	−902	trim
486	CONWAY CAPITAL MANAGEMENT, INC.	$1.5M	12,530	−500	trim
487	EVOKE WEALTH, LLC	$1.5M	12,293	−2,641	trim
488	Oder Investment Management, LLC	$1.4M	12,163	−409	trim
489	Intrinsic Value Partners, LLC	$1.4M	12,019	−100	trim
490	OneDigital Investment Advisors LLC	$1.4M	11,952	−1,950	trim
491	Savvy Advisors, Inc.	$1.4M	11,937	+7,125	add
492	DAVENPORT & Co LLC	$1.4M	11,904	−5,931	trim
493	STABLEFORD CAPITAL II LLC	$1.4M	11,866	+11,866	new
494	EARNED WEALTH ADVISORS, LLC	$1.4M	11,727	+4,400	add
495	PARNASSUS INVESTMENTS, LLC	$1.4M	11,683	+11,683	new
496	Perennial Investment Advisors, LLC	$1.4M	11,611	−1,305	trim
497	Verition Fund Management LLC	$1.4M	11,608	−88,642	trim
498	Strong Retirement Solutions LLC	$1.4M	11,429	−515	trim
499	HB Wealth Management, LLC	$1.4M	11,382	−10	trim
500	Clare Market Investments LLC	$1.3M	11,320	—	no prior

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SHOP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Tudor Investment Corp, Gotham Asset Management $35.2M held
Trimming: 3 Moore Capital Management, Soros Fund Management, Caxton Associates $810K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SHOPIFY INC

Merged timeline of congressional filings and notable-manager moves on SHOP
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	new	+279,318 sh
2026-05-15	Gotham Asset Management 13F	add	+2,727 sh
2026-05-15	Moore Capital Management 13F	trim	−2,276 sh
2026-05-15	Soros Fund Management 13F	exit	−5,376 sh
2026-05-14	Caxton Associates 13F	exit	−23,574 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed SHOP — the congressional view ↗