Shopify Ownership 2024 | Who Owns Shopify Now?
Institutional Ownership
63.33%
Insider Ownership
0.18%
Retail Ownership
36.48%
Institutional Holders
1.25K
Shopify Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BAILLIE GIFFORD & CO | 4.29% | 2.84% | 55,235,148 | -6,152,195 | -10.02% | 3,648,281,525 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 3.78% | 0.52% | 48,705,411 | -1,059,398 | -2.13% | 3,217,027,683 | Jun 30, 2024 |
MORGAN STANLEY | 3.77% | 0.25% | 48,537,854 | -2,549,388 | -4.99% | 3,205,925,465 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.54% | 0.06% | 45,539,291 | 2,657,936 | 6.20% | 3,007,870,170 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3.54% | 0.36% | 45,527,163 | 11,287,638 | 32.97% | 3,007,070,000 | Jun 30, 2024 |
FMR LLC | 2.83% | 0.15% | 36,436,282 | 2,553,383 | 7.54% | 2,407,659,852 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 2.82% | 0.53% | 36,334,100 | 2,530,821 | 7.49% | 2,399,894,389 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 2.10% | 0.37% | 27,076,537 | 10,684,396 | 65.18% | 1,788,633,222 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.03% | 0.14% | 26,119,157 | -6,507,385 | -19.95% | 1,725,170,418 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.75% | 0.34% | 22,520,129 | 2,496,033 | 12.47% | 1,487,455,000 | Jun 30, 2024 |
LOOMIS SAYLES & CO L P | 1.21% | 1.41% | 15,525,763 | 2,120,893 | 15.82% | 1,025,476,000 | Jun 30, 2024 |
SANDS CAPITAL MANAGEMENT, LLC | 1.14% | 2.86% | 14,736,374 | 1,497,354 | 11.31% | 973,337,503 | Jun 30, 2024 |
POLEN CAPITAL MANAGEMENT LLC | 1.14% | 2.44% | 14,722,354 | 13,891,599 | 1672.17% | 972,411,504 | Jun 30, 2024 |
NORGES BANK | 1.11% | 0.14% | 14,229,507 | 14,229,507 | 100.00% | 939,912,129 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.96% | 0.25% | 12,300,582 | 581,864 | 4.97% | 812,712,487 | Jun 30, 2024 |
CIBC WORLD MARKET INC. | 0.92% | 1.80% | 11,804,000 | 293,900 | 2.55% | 779,654,000 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.88% | 0.21% | 11,293,501 | 354,740 | 3.24% | 740,335,201 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.82% | 0.06% | 10,576,458 | 675,313 | 6.82% | 698,575,024 | Jun 30, 2024 |
FIL LTD | 0.77% | 0.65% | 9,908,095 | -3,565,115 | -26.46% | 654,793,421 | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.70% | 0.89% | 8,952,142 | 2,427,354 | 37.20% | 591,288,979 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CORTON CAPITAL INC. | 0.06% | 25.99% | 750,000 | - | - | 49,537,500 | Jun 30, 2024 |
BARTON INVESTMENT MANAGEMENT | 0.15% | 16.75% | 1,906,029 | -135,915 | -6.66% | 125,893,216 | Jun 30, 2024 |
ASHE CAPITAL MANAGEMENT, LP | 0.22% | 15.28% | 2,802,195 | - | - | 185,084,980 | Jun 30, 2024 |
LONG WALK MANAGEMENT LP | 0.03% | 13.96% | 447,500 | 32,500 | 7.83% | 29,557,375 | Jun 30, 2024 |
STEADVIEW CAPITAL MANAGEMENT LLC | 0.04% | 11.31% | 510,254 | -25,650 | -4.79% | 33,702,277 | Jun 30, 2024 |
STRATEGY CAPITAL LLC | 0.13% | 10.78% | 1,662,057 | 10,648 | 0.64% | 109,778,864 | Jun 30, 2024 |
MARCHO PARTNERS LLP | 0.05% | 10.56% | 611,911 | 143,278 | 30.57% | 40,416,722 | Jun 30, 2024 |
ARTHEDGE CAPITAL MANAGEMENT, LLC | 0.01% | 8.14% | 188,000 | - | - | 12,417,400 | Jun 30, 2024 |
GAVILAN INVESTMENT PARTNERS LLC | 0.03% | 7.46% | 356,000 | 129,000 | 56.83% | 23,513,800 | Jun 30, 2024 |
PRIVIUM FUND MANAGEMENT B.V. | 0.03% | 6.93% | 415,000 | - | - | 27,157,500 | Jun 30, 2024 |
SCGE MANAGEMENT, L.P. | 0.35% | 5.87% | 4,547,000 | -755,000 | -14.24% | 300,329,350 | Jun 30, 2024 |
NEPSIS INC. | 0.02% | 5.50% | 308,807 | 6,072 | 2.01% | 20,396,702 | Jun 30, 2024 |
SOMA EQUITY PARTNERS LP | 0.10% | 4.72% | 1,241,959 | 1,241,959 | 100.00% | 82,031,392 | Jun 30, 2024 |
NIKKO ASSET MANAGEMENT AMERICAS, INC. | 0.47% | 4.58% | 6,013,291 | 1,388,256 | 30.02% | 397,177,871 | Jun 30, 2024 |
SYNERGY FINANCIAL GROUP, LTD | 0.01% | 4.41% | 63,736 | 774 | 1.23% | 4,209,763 | Jun 30, 2024 |
MUFG SECURITIES EMEA PLC | 0.12% | 4.25% | 1,506,260 | 1,493,283 | 11507.15% | 99,488,473 | Jun 30, 2024 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 0.22% | 4.01% | 2,838,839 | 291,768 | 11.46% | 187,505,316 | Jun 30, 2024 |
HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0.01% | 3.67% | 157,066 | 73 | 0.05% | 10,374,209 | Jun 30, 2024 |
NEWLANDS MANAGEMENT OPERATIONS LLC | 0.49% | 3.44% | 6,325,050 | - | - | 417,769,553 | Jun 30, 2024 |
SEAPORT GLOBAL ADVISORS, LLC | 0.00% | 3.23% | 13,672 | 847 | 6.60% | 903,036 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.11% | 0.14% | 14,229,507 | 14,229,507 | 100.00% | 939,912,129 | Jun 30, 2024 |
POLEN CAPITAL MANAGEMENT LLC | 1.14% | 2.44% | 14,722,354 | 13,891,599 | 1672.17% | 972,411,504 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3.54% | 0.36% | 45,527,163 | 11,287,638 | 32.97% | 3,007,070,000 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 2.10% | 0.37% | 27,076,537 | 10,684,396 | 65.18% | 1,788,633,222 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.33% | 0.15% | 4,218,676 | 4,091,580 | 3219.28% | 278,647,227 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.35% | 0.08% | 4,446,797 | 2,678,859 | 151.52% | 295,433,172 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.54% | 0.06% | 45,539,291 | 2,657,936 | 6.20% | 3,007,870,170 | Jun 30, 2024 |
FMR LLC | 2.83% | 0.15% | 36,436,282 | 2,553,383 | 7.54% | 2,407,659,852 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 2.82% | 0.53% | 36,334,100 | 2,530,821 | 7.49% | 2,399,894,389 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.75% | 0.34% | 22,520,129 | 2,496,033 | 12.47% | 1,487,455,000 | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.70% | 0.89% | 8,952,142 | 2,427,354 | 37.20% | 591,288,979 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.18% | 0.03% | 2,279,906 | 2,279,906 | 100.00% | 150,638,714 | Jun 30, 2024 |
LOOMIS SAYLES & CO L P | 1.21% | 1.41% | 15,525,763 | 2,120,893 | 15.82% | 1,025,476,000 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.49% | 0.62% | 6,315,028 | 2,102,939 | 49.93% | 417,385,541 | Jun 30, 2024 |
CIBC WORLD MARKET INC. | 0.67% | 1.31% | 8,622,012 | 1,870,050 | 27.70% | 569,484,000 | Jun 30, 2024 |
DURABLE CAPITAL PARTNERS LP | 0.22% | 1.52% | 2,794,802 | 1,693,546 | 153.78% | 184,596,672 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 0.37% | 0.26% | 4,714,691 | 1,657,251 | 54.20% | 311,404,094 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.19% | 0.05% | 2,488,717 | 1,571,409 | 171.31% | 164,379,760 | Jun 30, 2024 |
SANDS CAPITAL MANAGEMENT, LLC | 1.14% | 2.86% | 14,736,374 | 1,497,354 | 11.31% | 973,337,503 | Jun 30, 2024 |
MUFG SECURITIES EMEA PLC | 0.12% | 4.25% | 1,506,260 | 1,493,283 | 11507.15% | 99,488,473 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GQG PARTNERS LLC | - | - | - | -20,901,980 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.66% | 0.49% | 8,450,212 | -7,605,803 | -47.37% | 558,407,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.03% | 0.14% | 26,119,157 | -6,507,385 | -19.95% | 1,725,170,418 | Jun 30, 2024 |
BAILLIE GIFFORD & CO | 4.29% | 2.84% | 55,235,148 | -6,152,195 | -10.02% | 3,648,281,525 | Jun 30, 2024 |
FIL LTD | 0.77% | 0.65% | 9,908,095 | -3,565,115 | -26.46% | 654,793,421 | Jun 30, 2024 |
INVESCO LTD. | 0.07% | 0.01% | 886,634 | -3,159,078 | -78.08% | 58,562,176 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.24% | 0.23% | 3,086,460 | -2,858,550 | -48.08% | 204,013,620 | Jun 30, 2024 |
MORGAN STANLEY | 3.77% | 0.25% | 48,537,854 | -2,549,388 | -4.99% | 3,205,925,465 | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.02% | 0.02% | 266,375 | -1,999,453 | -88.24% | 17,598,805 | Jun 30, 2024 |
LORD, ABBETT & CO. LLC | 0.04% | 0.13% | 572,743 | -1,558,264 | -73.12% | 37,830,000 | Jun 30, 2024 |
BLACKROCK INC. | 0.38% | 0.01% | 4,928,874 | -1,551,313 | -23.94% | 325,552,133 | Jun 30, 2024 |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.47% | 0.29% | 6,047,385 | -1,462,957 | -19.48% | 399,429,779 | Jun 30, 2024 |
BARCLAYS PLC | 0.09% | 0.02% | 1,126,104 | -1,277,953 | -53.16% | 74,381,000 | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | 0.00% | 0.01% | 44,064 | -1,167,810 | -96.36% | 2,911,000 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.45% | 1.61% | 5,812,209 | -1,101,600 | -15.93% | 384,158,394 | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 0.04% | 421,582 | -1,075,352 | -71.84% | 27,845,000 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.55% | 0.08% | 7,015,958 | -1,067,248 | -13.20% | 463,457,079 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 3.78% | 0.52% | 48,705,411 | -1,059,398 | -2.13% | 3,217,027,683 | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.05% | 0.04% | 652,696 | -966,271 | -59.68% | 43,110,571 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.33% | 0.05% | 4,195,495 | -949,025 | -18.45% | 277,112,442 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.11% | 0.14% | 14,229,507 | 14,229,507 | 100.00% | 939,912,129 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.18% | 0.03% | 2,279,906 | 2,279,906 | 100.00% | 150,638,714 | Jun 30, 2024 |
SOMA EQUITY PARTNERS LP | 0.10% | 4.72% | 1,241,959 | 1,241,959 | 100.00% | 82,031,392 | Jun 30, 2024 |
CONTOUR ASSET MANAGEMENT LLC | 0.08% | 2.36% | 1,056,297 | 1,056,297 | 100.00% | 69,768,417 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.11% | 675,559 | 675,559 | 100.00% | 44,643,318 | Jun 30, 2024 |
NICOLA WEALTH MANAGEMENT LTD. | 0.02% | 2.11% | 261,100 | 261,100 | 100.00% | 23,606,051 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.02% | 0.04% | 258,257 | 258,257 | 100.00% | 17,057,875 | Jun 30, 2024 |
0.01% | 0.31% | 162,964 | 162,964 | 100.00% | 10,767,423 | Jun 30, 2024 | |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.03% | 157,600 | 157,600 | 100.00% | 10,409,480 | Jun 30, 2024 |
ANDRA AP-FONDEN | 0.01% | 0.23% | 153,500 | 153,500 | 100.00% | 13,877,935 | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | 0.01% | 1.08% | 143,178 | 143,178 | 100.00% | 9,456,907 | Jun 30, 2024 |
MELQART ASSET MANAGEMENT (UK) LTD | 0.01% | 0.61% | 111,498 | 111,498 | 100.00% | 7,364,443 | Jun 30, 2024 |
DIXON MITCHELL INVESTMENT COUNSEL INC. | 0.01% | 0.32% | 95,313 | 95,313 | 100.00% | 6,326,751 | Jun 30, 2024 |
MAPLELANE CAPITAL, LLC | 0.01% | 0.19% | 85,001 | 85,001 | 100.00% | 5,614,316 | Jun 30, 2024 |
GILLSON CAPITAL LP | 0.01% | 0.48% | 76,100 | 76,100 | 100.00% | 5,026,000 | Jun 30, 2024 |
TWINBEECH CAPITAL LP | 0.01% | 0.10% | 76,014 | 76,014 | 100.00% | 5,020,725 | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.01% | 0.01% | 67,500 | 67,500 | 100.00% | 4,458,375 | Jun 30, 2024 |
BOOTHE INVESTMENT GROUP, INC. | 0.00% | 1.86% | 62,055 | 62,055 | 100.00% | 4,011,000 | Jun 30, 2024 |
CAXTON ASSOCIATES LP | 0.00% | 0.14% | 60,000 | 60,000 | 100.00% | 3,963,000 | Jun 30, 2024 |
0.00% | 0.38% | 57,829 | 57,829 | 100.00% | 3,022,144 | Jun 30, 2024 | |
SIMPLEX TRADING, LLC | 0.00% | 0.00% | 47,780 | 47,780 | 100.00% | 3,155,000 | Jun 30, 2024 |
CITIZENS FINANCIAL GROUP INC/RI | 0.00% | 0.06% | 42,100 | 42,100 | 100.00% | 2,780,705 | Jun 30, 2024 |
0.00% | 0.97% | 36,889 | 36,889 | 100.00% | 2,436,518 | Jun 30, 2024 | |
BECK CAPITAL MANAGEMENT, LLC | 0.00% | 0.66% | 36,047 | 36,047 | 100.00% | 2,380,904 | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | 0.00% | 0.01% | 30,566 | 30,566 | 100.00% | 2,019,565 | Jun 30, 2024 |
V2 FINANCIAL GROUP LLC | 0.00% | 1.07% | 26,566 | 26,566 | 100.00% | 1,590,506 | Jun 30, 2024 |
INSIGHT HOLDINGS GROUP, LLC | 0.00% | 0.06% | 26,300 | 26,300 | 100.00% | 1,737,115 | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | 0.00% | 0.01% | 22,500 | 22,500 | 100.00% | 1,486,125 | Jun 30, 2024 |
DYNASTY WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 22,095 | 22,095 | 100.00% | 1,459,375 | Jun 30, 2024 |
GROVE BANK & TRUST | 0.00% | 0.22% | 20,585 | 20,585 | 100.00% | 1,359,639 | Jun 30, 2024 |
SOWELL FINANCIAL SERVICES LLC | 0.00% | 0.06% | 20,219 | 20,219 | 100.00% | 1,335,000 | Jun 30, 2024 |
0.00% | 0.07% | 18,631 | 18,631 | 100.00% | 1,230,084 | Jun 30, 2024 | |
NEXT CENTURY GROWTH INVESTORS LLC | 0.00% | 0.10% | 18,221 | 18,221 | 100.00% | 1,203,497 | Jun 30, 2024 |
PRIVATE WEALTH PARTNERS, LLC | 0.00% | 0.09% | 17,740 | 17,740 | 100.00% | 1,171,727 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | 0.00% | 16,500 | 16,500 | 100.00% | 1,089,825 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | 0.00% | 0.02% | 15,962 | 15,962 | 100.00% | 1,054,290 | Jun 30, 2024 |
DELTEC ASSET MANAGEMENT LLC | 0.00% | 0.19% | 15,000 | 15,000 | 100.00% | 990,750 | Jun 30, 2024 |
PERSONAL CFO SOLUTIONS, LLC | 0.00% | 0.14% | 14,209 | 14,209 | 100.00% | 938,504 | Jun 30, 2024 |
COPPERWYND FINANCIAL, LLC | 0.00% | 0.26% | 13,093 | 13,093 | 100.00% | 801,292 | Jun 30, 2024 |
SUMITOMO LIFE INSURANCE CO | 0.00% | 0.02% | 12,755 | 12,755 | 100.00% | 842,468 | Jun 30, 2024 |
OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.02% | 12,179 | 12,179 | 100.00% | 797,115 | Jun 30, 2024 |
KG&L CAPITAL MANAGEMENT,LLC | 0.00% | 0.28% | 12,094 | 12,094 | 100.00% | 798,809 | Jun 30, 2024 |
WRAPMANAGER INC | 0.00% | 0.22% | 11,902 | 11,902 | 100.00% | 786,127 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.00% | 0.38% | 11,762 | 11,762 | 100.00% | 776,880 | Jun 30, 2024 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 0.00% | 0.15% | 11,461 | 11,461 | 100.00% | 757,000 | Jun 30, 2024 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 0.00% | 0.08% | 11,277 | 11,277 | 100.00% | 744,846 | Jun 30, 2024 |
ALTFEST L J & CO INC | 0.00% | 0.10% | 11,119 | 11,119 | 100.00% | 734,000 | Jun 30, 2024 |
K2 PRINCIPAL FUND, L.P. | 0.00% | 0.14% | 11,000 | 11,000 | 100.00% | 726,550 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.00% | 0.01% | 10,710 | 10,710 | 100.00% | 710,415 | Jun 30, 2024 |
PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.03% | 10,252 | 10,252 | 100.00% | 647,004 | Jun 30, 2024 |
BRYN MAWR CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 9,897 | 9,897 | 100.00% | 653,697 | Jun 30, 2024 |
WALLACE ADVISORY GROUP, LLC | 0.00% | 0.47% | 9,875 | 9,875 | 100.00% | 652,244 | Jun 30, 2024 |
WILLIAMS FINANCIAL, LLC | 0.00% | 0.17% | 9,860 | 9,860 | 100.00% | 694,457 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.03% | 9,462 | 9,462 | 100.00% | 624,965 | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.08% | 9,075 | 9,075 | 100.00% | 599,404 | Jun 30, 2024 |
LBMC INVESTMENT ADVISORS, LLC | 0.00% | 0.05% | 8,950 | 8,950 | 100.00% | 591,148 | Jun 30, 2024 |
ONE RIVER ASSET MANAGEMENT, LLC | 0.00% | 0.04% | 8,200 | 8,200 | 100.00% | 541,610 | Jun 30, 2024 |
EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.13% | 8,021 | 8,021 | 100.00% | 554,632 | Jun 30, 2024 |
COVENANT ASSET MANAGEMENT, LLC | 0.00% | 0.08% | 8,000 | 8,000 | 100.00% | 528,400 | Jun 30, 2024 |
PEAPACK GLADSTONE FINANCIAL CORP | 0.00% | 0.01% | 7,389 | 7,389 | 100.00% | 488,000 | Jun 30, 2024 |
CATALYTIC WEALTH RIA, LLC | 0.00% | 0.09% | 7,003 | 7,003 | 100.00% | 462,548 | Jun 30, 2024 |
GFG CAPITAL, LLC | 0.00% | 0.12% | 6,731 | 6,731 | 100.00% | 444,583 | Jun 30, 2024 |
XCEL WEALTH MANAGEMENT, LLC | 0.00% | 0.13% | 6,358 | 6,358 | 100.00% | 419,946 | Jun 30, 2024 |
BLUE BARN WEALTH, LLC | 0.00% | 0.23% | 6,214 | 6,214 | 100.00% | 410,435 | Jun 30, 2024 |
STRATOS WEALTH ADVISORS, LLC | 0.00% | 0.02% | 6,115 | 6,115 | 100.00% | 403,896 | Jun 30, 2024 |
AMERICANA PARTNERS, LLC | 0.00% | 0.03% | 6,047 | 6,047 | 100.00% | 399,404 | Jun 30, 2024 |
PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.02% | 5,975 | 5,975 | 100.00% | 394,649 | Jun 30, 2024 |
LANTERN WEALTH ADVISORS, LLC | 0.00% | 0.28% | 5,950 | 5,950 | 100.00% | 392,998 | Jun 30, 2024 |
180 WEALTH ADVISORS, LLC | 0.00% | 0.06% | 5,726 | 5,726 | 100.00% | 373,965 | Jun 30, 2024 |
SLATESTONE WEALTH, LLC | 0.00% | 0.04% | 5,695 | 5,695 | 100.00% | 376,000 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.01% | 5,625 | 5,625 | 100.00% | 371,531 | Jun 30, 2024 |
AVAII WEALTH MANAGEMENT, LLC | 0.00% | 0.20% | 5,427 | 5,427 | 100.00% | 358,453 | Jun 30, 2024 |
CONGRESS PARK CAPITAL LLC | 0.00% | 0.14% | 5,425 | 5,425 | 100.00% | 358,322 | Jun 30, 2024 |
ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.35% | 5,350 | 5,350 | 100.00% | 353,368 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.01% | 5,240 | 5,240 | 100.00% | 346,102 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.01% | 5,200 | 5,200 | 100.00% | 343,460 | Jun 30, 2024 |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 0.00% | 0.03% | 5,060 | 5,060 | 100.00% | 334,213 | Jun 30, 2024 |
CSS LLC/IL | 0.00% | 0.02% | 5,000 | 5,000 | 100.00% | 330,250 | Jun 30, 2024 |
GRAYPOINT LLC | 0.00% | 0.02% | 4,912 | 4,912 | 100.00% | 324,438 | Jun 30, 2024 |
KEYSTONE WEALTH SERVICES, LLC | 0.00% | 0.10% | 4,888 | 4,888 | 100.00% | 322,852 | Jun 30, 2024 |
HOWLAND CAPITAL MANAGEMENT LLC | 0.00% | 0.02% | 4,850 | 4,850 | 100.00% | 320,343 | Jun 30, 2024 |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 0.00% | 0.00% | 4,818 | 4,818 | 100.00% | 318,229 | Jun 30, 2024 |
BEDEL FINANCIAL CONSULTING, INC. | 0.00% | 0.05% | 4,763 | 4,763 | 100.00% | 314,567 | Jun 30, 2024 |
L & S ADVISORS INC | 0.00% | 0.03% | 4,600 | 4,600 | 100.00% | 303,830 | Jun 30, 2024 |
PERISCOPE CAPITAL INC. | 0.00% | 0.10% | 4,600 | 4,600 | 100.00% | 303,830 | Jun 30, 2024 |
DRW SECURITIES, LLC | 0.00% | 0.01% | 4,559 | 4,559 | 100.00% | 301,317 | Jun 30, 2024 |
ONE RIVER ASSET MANAGEMENT, LLC | 0.00% | 0.02% | 4,500 | 4,500 | 100.00% | 297,225 | Jun 30, 2024 |
SALVUS WEALTH MANAGEMENT, LLC | 0.00% | 0.20% | 4,418 | 4,418 | 100.00% | 291,809 | Jun 30, 2024 |
NEW WORLD ADVISORS LLC | 0.00% | 0.08% | 4,238 | 4,238 | 100.00% | 279,920 | Jun 30, 2024 |
DCF ADVISERS, LLC | 0.00% | 0.14% | 4,000 | 4,000 | 100.00% | 264,200 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.09% | 3,988 | 3,988 | 100.00% | 263,407 | Jun 30, 2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | 0.00% | 0.02% | 3,925 | 3,925 | 100.00% | 259,247 | Jun 30, 2024 |
EVERPAR ADVISORS LLC | 0.00% | 0.12% | 3,726 | 3,726 | 100.00% | 246,102 | Jun 30, 2024 |
KEUDELL/MORRISON WEALTH MANAGEMENT | 0.00% | 0.07% | 3,508 | 3,508 | 100.00% | 231,703 | Jun 30, 2024 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 0.00% | 0.08% | 3,400 | 3,400 | 100.00% | 224,570 | Jun 30, 2024 |
EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.08% | 3,345 | 3,345 | 100.00% | 220,937 | Jun 30, 2024 |
HAMILTON WEALTH, LLC | 0.00% | 0.06% | 3,314 | 3,314 | 100.00% | 218,890 | Jun 30, 2024 |
OCCIDENTAL ASSET MANAGEMENT, LLC | 0.00% | 0.04% | 3,293 | 3,293 | 100.00% | 217,503 | Jun 30, 2024 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 0.00% | 0.10% | 3,150 | 3,150 | 100.00% | 208,058 | Jun 30, 2024 |
MIDLAND WEALTH ADVISORS LLC | 0.00% | 0.01% | 3,115 | 3,115 | 100.00% | 205,746 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GQG PARTNERS LLC | - | - | - | -20,901,980 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -718,203 | -100.00% | - | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -704,000 | -100.00% | - | Jun 30, 2024 |
AMF TJANSTEPENSION AB | - | - | - | -683,826 | -100.00% | - | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -418,887 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -402,500 | -100.00% | - | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | - | - | - | -311,598 | -100.00% | - | Jun 30, 2024 |
CASTLE HOOK PARTNERS LP | - | - | - | -295,544 | -100.00% | - | Jun 30, 2024 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | - | - | - | -259,940 | -100.00% | - | Jun 30, 2024 |
SANDLER CAPITAL MANAGEMENT | - | - | - | -142,188 | -100.00% | - | Jun 30, 2024 |
MURCHINSON LTD. | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
SORA INVESTORS LLC | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -115,223 | -100.00% | - | Jun 30, 2024 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | - | - | - | -110,000 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -90,956 | -100.00% | - | Jun 30, 2024 |
BOCHK ASSET MANAGEMENT LTD | - | - | - | -66,700 | -100.00% | - | Jun 30, 2024 |
VESTOR CAPITAL, LLC | - | - | - | -65,689 | -100.00% | - | Jun 30, 2024 |
AUBREY CAPITAL MANAGEMENT LTD | - | - | - | -58,300 | -100.00% | - | Jun 30, 2024 |
SURIENCE PRIVATE WEALTH LLC | - | - | - | -51,173 | -100.00% | - | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -50,569 | -100.00% | - | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -47,137 | -100.00% | - | Jun 30, 2024 |
BAROMETER CAPITAL MANAGEMENT INC. | - | - | - | -43,530 | -100.00% | - | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | - | - | - | -37,000 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -35,524 | -100.00% | - | Jun 30, 2024 |
SYMMETRY INVESTMENTS LP | - | - | - | -31,788 | -100.00% | - | Jun 30, 2024 |
GLOBAL ASSETS ADVISORY, LLC | - | - | - | -30,963 | -100.00% | - | Jun 30, 2024 |
MOODY LYNN & LIEBERSON, LLC | - | - | - | -30,749 | -100.00% | - | Jun 30, 2024 |
SKYE GLOBAL MANAGEMENT LP | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -28,288 | -100.00% | - | Jun 30, 2024 |
CALAMOS WEALTH MANAGEMENT LLC | - | - | - | -24,710 | -100.00% | - | Jun 30, 2024 |
CHURCHILL MANAGEMENT CORP | - | - | - | -22,356 | -100.00% | - | Jun 30, 2024 |
MOORE CAPITAL MANAGEMENT, LP | - | - | - | -15,869 | -100.00% | - | Jun 30, 2024 |
ENCOMPASS WEALTH ADVISORS, LLC | - | - | - | -15,717 | -100.00% | - | Jun 30, 2024 |
PETRA FINANCIAL ADVISORS INC | - | - | - | -15,561 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -15,357 | -100.00% | - | Jun 30, 2024 |
ANTHRACITE INVESTMENT COMPANY, INC. | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
STRS OHIO | - | - | - | -14,849 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -14,660 | -100.00% | - | Jun 30, 2024 |
WEALTH MANAGEMENT PARTNERS, LLC | - | - | - | -14,602 | -100.00% | - | Jun 30, 2024 |
NINEPOINT PARTNERS LP | - | - | - | -14,138 | -100.00% | - | Jun 30, 2024 |
FIRST HAWAIIAN BANK | - | - | - | -13,584 | -100.00% | - | Jun 30, 2024 |
ARETE WEALTH ADVISORS, LLC | - | - | - | -11,778 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -11,456 | -100.00% | - | Jun 30, 2024 |
KEYSTONE INVESTORS PTE LTD | - | - | - | -10,781 | -100.00% | - | Jun 30, 2024 |
SAVOIE CAPITAL LLC | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
ADVISORY RESOURCE GROUP | - | - | - | -9,913 | -100.00% | - | Jun 30, 2024 |
ASPEN INVESTMENT MANAGEMENT INC | - | - | - | -8,155 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -8,103 | -100.00% | - | Jun 30, 2024 |
WAYPOINT WEALTH PARTNERS INC. | - | - | - | -7,150 | -100.00% | - | Jun 30, 2024 |
WEALTH EFFECTS LLC | - | - | - | -7,145 | -100.00% | - | Jun 30, 2024 |
ARMISTICE CAPITAL, LLC | - | - | - | -7,119 | -100.00% | - | Jun 30, 2024 |
XR SECURITIES LLC | - | - | - | -6,947 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -6,365 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -6,226 | -100.00% | - | Jun 30, 2024 |
GREENLEAF TRUST | - | - | - | -6,156 | -100.00% | - | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | - | - | - | -6,083 | -100.00% | - | Jun 30, 2024 |
CIBC WORLD MARKETS CORP | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
JUNCTURE WEALTH STRATEGIES, LLC | - | - | - | -5,794 | -100.00% | - | Jun 30, 2024 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | - | - | - | -5,790 | -100.00% | - | Jun 30, 2024 |
WESTERN WEALTH MANAGEMENT, LLC | - | - | - | -5,598 | -100.00% | - | Jun 30, 2024 |
FDX ADVISORS, INC. | - | - | - | -5,556 | -100.00% | - | Jun 30, 2024 |
ADVISOR RESOURCE COUNCIL | - | - | - | -5,510 | -100.00% | - | Jun 30, 2024 |
JFG WEALTH MANAGEMENT, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
FIRST BANK & TRUST | - | - | - | -4,960 | -100.00% | - | Jun 30, 2024 |
TEAMWORK FINANCIAL ADVISORS, LLC | - | - | - | -4,906 | -100.00% | - | Jun 30, 2024 |
SEVEN POST INVESTMENT OFFICE LP | - | - | - | -4,900 | -100.00% | - | Jun 30, 2024 |
ALPHAQ ADVISORS LLC | - | - | - | -4,884 | -100.00% | - | Jun 30, 2024 |
VERUS CAPITAL PARTNERS, LLC | - | - | - | -4,559 | -100.00% | - | Jun 30, 2024 |
WHITE PINE INVESTMENT CO | - | - | - | -4,465 | -100.00% | - | Jun 30, 2024 |
S. R. SCHILL & ASSOCIATES | - | - | - | -4,413 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -4,296 | -100.00% | - | Jun 30, 2024 |
ABBREA CAPITAL, LLC | - | - | - | -4,139 | -100.00% | - | Jun 30, 2024 |
BLUE ZONE WEALTH ADVISORS, LLC | - | - | - | -4,080 | -100.00% | - | Jun 30, 2024 |
SIMON QUICK ADVISORS, LLC | - | - | - | -4,024 | -100.00% | - | Jun 30, 2024 |
PINNACLE FAMILY ADVISORS, LLC | - | - | - | -3,994 | -100.00% | - | Jun 30, 2024 |
BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -3,899 | -100.00% | - | Jun 30, 2024 |
ACCUVEST GLOBAL ADVISORS | - | - | - | -3,850 | -100.00% | - | Jun 30, 2024 |
AMERICAN MONEY MANAGEMENT, LLC | - | - | - | -3,820 | -100.00% | - | Jun 30, 2024 |
SARGENT INVESTMENT GROUP, LLC | - | - | - | -3,631 | -100.00% | - | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -3,456 | -100.00% | - | Jun 30, 2024 |
TYCHE WEALTH PARTNERS LLC | - | - | - | -3,420 | -100.00% | - | Jun 30, 2024 |
SUMMIT TRAIL ADVISORS, LLC | - | - | - | -3,350 | -100.00% | - | Jun 30, 2024 |
DETALUS ADVISORS, LLC | - | - | - | -3,345 | -100.00% | - | Jun 30, 2024 |
ZACKS INVESTMENT MANAGEMENT | - | - | - | -3,332 | -100.00% | - | Jun 30, 2024 |
BROWN BROTHERS HARRIMAN & CO | - | - | - | -3,237 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -3,229 | -100.00% | - | Jun 30, 2024 |
MAINSAIL FINANCIAL GROUP, LLC | - | - | - | -3,180 | -100.00% | - | Jun 30, 2024 |
CIDEL ASSET MANAGEMENT INC | - | - | - | -3,179 | -100.00% | - | Jun 30, 2024 |
KEEL POINT, LLC | - | - | - | -3,136 | -100.00% | - | Jun 30, 2024 |
BALBOA WEALTH PARTNERS | - | - | - | -3,097 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -3,012 | -100.00% | - | Jun 30, 2024 |
PERKINS CAPITAL MANAGEMENT INC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
CAROLINAS WEALTH CONSULTING LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
BLODGETT WEALTH ADVISORS, LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
SP ASSET MANAGEMENT LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
CRA FINANCIAL SERVICES, LLC | - | - | - | -2,996 | -100.00% | - | Jun 30, 2024 |
GREYTOWN ADVISORS INC. | - | - | - | -2,983 | -100.00% | - | Jun 30, 2024 |
EVOLUTION WEALTH ADVISORS, LLC | - | - | - | -2,945 | -100.00% | - | Jun 30, 2024 |
SPINNAKER TRUST | - | - | - | -2,837 | -100.00% | - | Jun 30, 2024 |
Shopify Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
BlackRock Capital Appreciation Fund, Inc. | 3.57% | 575,924 | 21,803 | 3.93% | Feb 29, 2024 |
T. Rowe Price Communications & Technology Fund, Inc. | 1.76% | 1,506,070 | 326,700 | 27.70% | Mar 31, 2024 |
Capital Group Growth ETF | 1.66% | 644,392 | 117,448 | 22.29% | Feb 29, 2024 |
T. Rowe Price Global Technology Fund, Inc. | 1.43% | 711,654 | -101,843 | -12.52% | Mar 31, 2024 |
BBR ALO Fund, LLC | 1.29% | 137,527 | - | - | Dec 31, 2023 |
BNY MELLON INVESTMENT PORTFOLIOS | 1.17% | 689,134 | -6,770 | -0.97% | Mar 31, 2024 |
Value Line Larger Companies Focused Fund, Inc. | 1.15% | 80,000 | 13,000 | 19.40% | Mar 31, 2024 |
GROWTH FUND OF AMERICA | 1.02% | 25,410,250 | 3,002,506 | 13.40% | Feb 29, 2024 |
Virtus Artificial Intelligence & Technology Opportunities Fund | 0.91% | 3,605,000 | - | - | Jan 31, 2024 |
Virtus Equity & Convertible Income Fund | 0.89% | 1,765,000 | - | - | Jan 31, 2024 |
Capital Group International Focus Equity ETF | 0.85% | 859,240 | -108,312 | -11.19% | Feb 29, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.85% | 2,015,000 | - | - | Jan 31, 2024 |
TOCQUEVILLE TRUST | 0.83% | 115,000 | - | - | Jan 31, 2024 |
BNY MELLON RESEARCH GROWTH FUND, INC. | 0.81% | 471,206 | 471,206 | - | Feb 29, 2024 |
T. Rowe Price Growth Stock Fund, Inc. | 0.80% | 4,928,235 | 1,161,671 | 30.84% | Mar 31, 2024 |
T. Rowe Price Blue Chip Growth Fund, Inc. | 0.72% | 4,373,660 | -223,984 | -4.87% | Mar 31, 2024 |
Virtus Diversified Income & Convertible Fund | 0.71% | 1,440,000 | - | - | Jan 31, 2024 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.67% | 265,323 | 17,804 | 7.19% | Feb 29, 2024 |
Ark ETF Trust | 0.65% | 5,235,007 | -515,998 | -8.97% | Jan 31, 2024 |
Alger ETF Trust | 0.64% | 4,546 | 2,873 | 171.73% | Dec 31, 2023 |
AMCAP FUND | 0.60% | 5,076,153 | -242,660 | -4.56% | Feb 29, 2024 |
VOYAGEUR MUTUAL FUNDS III | 0.55% | 5,470 | - | - | Jan 31, 2024 |
ALLIED ASSET ADVISORS FUNDS | 0.53% | 6,000 | -2,100 | -25.93% | Feb 29, 2024 |
Virtus Strategy Trust | 0.48% | 10,075,000 | - | - | Mar 28, 2024 |
FIDELITY TREND FUND | 0.46% | 289,500 | -4,300 | -1.46% | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.46% | 2,159,942 | -330,235 | -13.26% | Jan 31, 2024 |
BANCROFT FUND LTD | 0.45% | 620,000 | - | - | Dec 29, 2023 |
SPARROW FUNDS | 0.45% | 1,590 | - | - | Feb 29, 2024 |
NEW ECONOMY FUND | 0.45% | 2,016,089 | -421,873 | -17.30% | Feb 29, 2024 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.44% | 822,500 | - | - | Mar 31, 2024 |
T. Rowe Price Science & Technology Fund, Inc. | 0.43% | 611,400 | -100,300 | -14.09% | Mar 31, 2024 |
AMERICAN CENTURY GROWTH FUNDS, INC. | 0.41% | 63,827 | 63,827 | - | Jan 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.37% | 35,000 | - | - | Feb 29, 2024 |
NUVEEN INVESTMENT TRUST II | 0.35% | 597,720 | - | - | Mar 31, 2024 |
REYNOLDS FUNDS INC | 0.35% | 3,900 | 1,000 | 34.48% | Mar 31, 2024 |
NEW PERSPECTIVE FUND | 0.34% | 10,212,035 | 1,906,154 | 22.95% | Mar 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.33% | 125,240 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.32% | 167,147 | -27,430 | -14.10% | Mar 31, 2024 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.32% | 6,639,162 | 2,652,919 | 66.55% | Mar 31, 2024 |
EUROPACIFIC GROWTH FUND | 0.29% | 21,678,278 | -882,924 | -3.91% | Mar 31, 2024 |
LAUDUS TRUST | 0.28% | 144,716 | -14,346 | -9.02% | Mar 31, 2024 |
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 0.28% | 225,000 | - | - | Dec 29, 2023 |
PRUDENTIALS GIBRALTAR FUND | 0.27% | 37,286 | - | - | Mar 28, 2024 |
ELLSWORTH GROWTH & INCOME FUND LTD | 0.24% | 343,000 | - | - | Dec 29, 2023 |
CAPITAL MANAGEMENT INVESTMENT TRUST | 0.23% | 850 | - | - | Feb 29, 2024 |
Capital Group Global Growth Equity ETF | 0.23% | 268,323 | 112,663 | 72.38% | Feb 29, 2024 |
MONETTA TRUST | 0.20% | 14,400 | - | - | Mar 31, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.20% | 51,866 | -80,568 | -60.84% | Jan 31, 2024 |
ALGER PORTFOLIOS | 0.19% | 72,460 | -19,335 | -21.06% | Dec 31, 2023 |
TETON WESTWOOD FUNDS | 0.19% | 122,000 | - | - | Dec 29, 2023 |
BlackRock Science & Technology Trust | 0.17% | 90,253 | -7,946 | -8.09% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND IV | 0.17% | 450,600 | 151,900 | 50.85% | Mar 31, 2024 |
MFS SERIES TRUST II | 0.17% | 522,739 | - | - | Feb 29, 2024 |
American Funds Global Insight Fund | 0.16% | 334,189 | - | - | Jan 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.16% | 54,300 | - | - | Mar 31, 2024 |
ALGER FUNDS | 0.15% | 147,655 | 23,464 | 18.89% | Jan 31, 2024 |
EntrepreneurShares Series Trust | 0.14% | 37,083 | 33,404 | 907.96% | Dec 31, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS 18 | 0.14% | 34,311 | - | - | Feb 29, 2024 |
American Funds International Vantage Fund | 0.12% | 69,428 | 968 | 1.41% | Jan 31, 2024 |
MORGAN STANLEY INSTITUTIONAL FUND INC | 0.12% | 8,665,514 | -721,487 | -7.69% | Mar 31, 2024 |
MARSICO INVESTMENT FUND | 0.12% | 149,154 | - | - | Mar 31, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.12% | 1,311,012 | 1,067,410 | 438.18% | Mar 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.12% | 3,385,120 | -221,829 | -6.15% | Feb 29, 2024 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.12% | 1,184,000 | - | - | Jan 31, 2024 |
T. Rowe Price Capital Appreciation Fund, Inc. | 0.12% | 26,495,000 | - | - | Mar 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.12% | 111,435 | -85,854 | -43.52% | Feb 29, 2024 |
BAILLIE GIFFORD FUNDS | 0.11% | 1,204,121 | 47,816 | 4.14% | Mar 28, 2024 |
FIDELITY DESTINY PORTFOLIOS | 0.11% | 245,000 | -233,000 | -48.74% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND II | 0.11% | 801,208 | 53,012 | 7.09% | Mar 31, 2024 |
T. Rowe Price New Horizons Fund, Inc. | 0.10% | 496,897 | - | - | Mar 31, 2024 |
T. Rowe Price Equity Series, Inc. | 0.10% | 162,237 | -39,663 | -19.64% | Mar 31, 2024 |
BARON SELECT FUNDS | 0.10% | 1,023,723 | -25,419 | -2.42% | Mar 31, 2024 |
PAX WORLD FUNDS SERIES TRUST III | 0.10% | 36,320 | - | - | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.09% | 2,679,000 | - | - | Mar 28, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.09% | 631,671 | 20,000 | 3.27% | Mar 31, 2024 |
BNY Mellon Investment Funds V, Inc. | 0.09% | 67,794 | -3,716 | -5.20% | Mar 31, 2024 |
FIDELITY ADVISOR SERIES VII | 0.08% | 710,300 | 267,100 | 60.27% | Jan 31, 2024 |
Advantage Advisers Xanthus Fund, L.L.C. | 0.08% | 245,287 | - | - | Mar 31, 2024 |
FIDELITY CONTRAFUND | 0.08% | 5,134,607 | -18,359 | -0.36% | Mar 31, 2024 |
Voya INVESTORS TRUST | 0.08% | 4,300,000 | - | - | Mar 31, 2024 |
Morgan Stanley Insight Fund | 0.07% | 1,156,578 | -184,265 | -13.74% | Mar 31, 2024 |
CAPITAL WORLD GROWTH & INCOME FUND | 0.07% | 4,108,695 | -4,876 | -0.12% | Feb 29, 2024 |
Federated Hermes Equity Funds | 0.07% | 1,399,100 | - | - | Jan 31, 2024 |
BNY MELLON VARIABLE INVESTMENT FUND | 0.07% | 17,161 | -895 | -4.96% | Mar 31, 2024 |
FRANKLIN STRATEGIC SERIES | 0.06% | 526,800 | - | - | Jan 31, 2024 |
T. Rowe Price International Series, Inc. | 0.06% | 26,630 | -1,400 | -4.99% | Mar 31, 2024 |
Ark Venture Fund | 0.06% | 5,670 | 585 | 11.50% | Jan 31, 2024 |
ACAP Strategic Fund | 0.06% | 858,665 | - | - | Mar 31, 2024 |
Natixis ETF Trust II | 0.06% | 1,033 | - | - | Mar 31, 2024 |
BlackRock Science & Technology Trust II | 0.06% | 30,928 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.05% | 13,162,397 | 2,112,123 | 19.11% | Feb 29, 2024 |
VANGUARD HORIZON FUNDS | 0.05% | 1,168,934 | -127,937 | -9.87% | Mar 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.05% | 9,543,141 | -9,253,343 | -49.23% | Mar 31, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.04% | 2,903,668 | 1,220,924 | 72.56% | Feb 29, 2024 |
BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.04% | 2,009,000 | - | - | Feb 29, 2024 |
Calvert Responsible Index Series, Inc. | 0.04% | 71,197 | 1,426 | 2.04% | Mar 31, 2024 |
MSS Series Trust | 0.04% | 3,200 | 200 | 6.67% | Feb 29, 2024 |
OSI ETF Trust | 0.04% | 7,235 | 617 | 9.32% | Mar 31, 2022 |
MASTER FOCUS GROWTH LLC | 0.04% | 14,081 | 14,081 | - | Nov 30, 2020 |
LEGG MASON PARTNERS INVESTMENT TRUST | 0.04% | 2,000,000 | - | - | Mar 28, 2024 |
Shopify Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,248 | -1.81% |
31 Mar, 24 | 1,271 | 0.39% |
31 Dec, 23 | 1,266 | 11.35% |
30 Sep, 23 | 1,137 | -3.64% |
30 Jun, 23 | 1,180 | 10.38% |
31 Mar, 23 | 1,069 | 4.09% |
31 Dec, 22 | 1,027 | 10.08% |
30 Sep, 22 | 933 | -6.98% |
30 Jun, 22 | 1,003 | -16.97% |
31 Mar, 22 | 1,208 | -14.14% |
31 Dec, 21 | 1,407 | 8.40% |
30 Sep, 21 | 1,298 | 1.72% |
30 Jun, 21 | 1,276 | 4.85% |
31 Mar, 21 | 1,217 | 2.44% |
31 Dec, 20 | 1,188 | 18.92% |
30 Sep, 20 | 999 | 6.96% |
30 Jun, 20 | 934 | 24.87% |
31 Mar, 20 | 748 | 11.48% |
31 Dec, 19 | 671 | 11.83% |
30 Sep, 19 | 600 | 6.95% |
30 Jun, 19 | 561 | 8.72% |
31 Mar, 19 | 516 | 9.32% |
31 Dec, 18 | 472 | 3.74% |
30 Sep, 18 | 455 | 11.25% |
30 Jun, 18 | 409 | 7.63% |
31 Mar, 18 | 380 | 18.38% |
31 Dec, 17 | 321 | 0.31% |
30 Sep, 17 | 320 | 8.84% |
30 Jun, 17 | 294 | 18.07% |
31 Mar, 17 | 249 | 19.71% |
31 Dec, 16 | 208 | 5.05% |
30 Sep, 16 | 198 | 45.59% |
30 Jun, 16 | 136 | 27.10% |
31 Mar, 16 | 107 | 8.08% |
31 Dec, 15 | 99 | 59.68% |
30 Sep, 15 | 62 | 10.71% |
30 Jun, 15 | 56 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 815,343,300 | 3.76% |
31 Mar, 24 | 785,823,716 | -3.00% |
31 Dec, 23 | 810,108,558 | 6.28% |
30 Sep, 23 | 762,261,690 | -2.40% |
30 Jun, 23 | 781,022,251 | 1.94% |
31 Mar, 23 | 766,193,785 | -0.04% |
31 Dec, 22 | 766,472,720 | 5.80% |
30 Sep, 22 | 724,461,497 | 3.32% |
30 Jun, 22 | 701,184,859 | 811.22% |
31 Mar, 22 | 76,950,090 | -2.39% |
31 Dec, 21 | 78,830,788 | 3.18% |
30 Sep, 21 | 76,403,612 | 0.62% |
30 Jun, 21 | 75,933,788 | 1.21% |
31 Mar, 21 | 75,023,981 | 4.49% |
31 Dec, 20 | 71,802,346 | 2.15% |
30 Sep, 20 | 70,294,110 | -0.80% |
30 Jun, 20 | 70,862,097 | -0.95% |
31 Mar, 20 | 71,543,584 | 1.21% |
31 Dec, 19 | 70,690,481 | 5.56% |
30 Sep, 19 | 66,969,233 | -8.32% |
30 Jun, 19 | 73,046,359 | -2.52% |
31 Mar, 19 | 74,932,079 | 4.17% |
31 Dec, 18 | 71,930,371 | 6.36% |
30 Sep, 18 | 67,627,486 | 3.72% |
30 Jun, 18 | 65,201,156 | 7.15% |
31 Mar, 18 | 60,848,022 | 8.75% |
31 Dec, 17 | 55,953,632 | 16.24% |
30 Sep, 17 | 48,136,670 | 3.79% |
30 Jun, 17 | 46,378,814 | -3.34% |
31 Mar, 17 | 47,979,968 | -4.76% |
31 Dec, 16 | 50,378,483 | -5.00% |
30 Sep, 16 | 53,030,178 | 19.27% |
30 Jun, 16 | 44,462,846 | 9.59% |
31 Mar, 16 | 40,572,208 | 2.09% |
31 Dec, 15 | 39,741,408 | 319.63% |
30 Sep, 15 | 9,470,514 | 29.83% |
30 Jun, 15 | 7,294,379 | - |
30 Jun, 10 | 200 | 566.67% |
31 Mar, 10 | 30 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 63.33% | 1.69% |
31 Mar, 24 | 61.13% | 1.54% |
31 Dec, 23 | 63.02% | 1.78% |
30 Sep, 23 | 59.53% | 1.59% |
30 Jun, 23 | 61.17% | 1.70% |
31 Mar, 23 | 60.00% | 1.64% |
31 Dec, 22 | 60.53% | 1.86% |
30 Sep, 22 | 57.07% | 1.85% |
30 Jun, 22 | 55.56% | 1.49% |
31 Mar, 22 | 61.07% | 1.55% |
31 Dec, 21 | 62.70% | 1.68% |
30 Sep, 21 | 61.09% | 1.64% |
30 Jun, 21 | 60.97% | 1.65% |
31 Mar, 21 | 60.87% | 1.76% |
31 Dec, 20 | 58.77% | 1.73% |
30 Sep, 20 | 58.33% | 1.64% |
30 Jun, 20 | 59.68% | 1.59% |
31 Mar, 20 | 61.25% | 1.65% |
31 Dec, 19 | 60.93% | 1.74% |
30 Sep, 19 | 59.22% | 1.39% |
30 Jun, 19 | 65.21% | 1.43% |
31 Mar, 19 | 67.55% | 1.46% |
31 Dec, 18 | 68.07% | 1.69% |
30 Sep, 18 | 63.41% | 1.68% |
30 Jun, 18 | 61.52% | 1.74% |
31 Mar, 18 | 59.51% | 1.88% |
31 Dec, 17 | 56.21% | 2.37% |
30 Sep, 17 | 48.73% | 2.01% |
30 Jun, 17 | 49.19% | 1.74% |
31 Mar, 17 | 53.17% | 1.66% |
31 Dec, 16 | 56.52% | 1.45% |
30 Sep, 16 | 62.45% | 2.09% |
30 Jun, 16 | 54.66% | 2.15% |
31 Mar, 16 | 50.41% | 1.22% |
31 Dec, 15 | 64.39% | 41.36% |
30 Sep, 15 | 12.48% | 6.60% |
30 Jun, 15 | 13.75% | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 652 | 19.63% |
31 Mar, 24 | 545 | -10.80% |
31 Dec, 23 | 611 | 27.82% |
30 Sep, 23 | 478 | -9.98% |
30 Jun, 23 | 531 | 4.53% |
31 Mar, 23 | 508 | 7.17% |
31 Dec, 22 | 474 | 4.41% |
30 Sep, 22 | 454 | -50.11% |
30 Jun, 22 | 910 | 40.65% |
31 Mar, 22 | 647 | -14.19% |
31 Dec, 21 | 754 | 22.80% |
30 Sep, 21 | 614 | -3.00% |
30 Jun, 21 | 633 | -1.56% |
31 Mar, 21 | 643 | -6.40% |
31 Dec, 20 | 687 | 36.85% |
30 Sep, 20 | 502 | -0.20% |
30 Jun, 20 | 503 | 31.33% |
31 Mar, 20 | 383 | 6.39% |
31 Dec, 19 | 360 | 41.18% |
30 Sep, 19 | 255 | 4.08% |
30 Jun, 19 | 245 | -5.77% |
31 Mar, 19 | 260 | 7.88% |
31 Dec, 18 | 241 | 5.70% |
30 Sep, 18 | 228 | 5.56% |
30 Jun, 18 | 216 | 9.09% |
31 Mar, 18 | 198 | 35.62% |
31 Dec, 17 | 146 | -3.95% |
30 Sep, 17 | 152 | -4.40% |
30 Jun, 17 | 159 | 34.75% |
31 Mar, 17 | 118 | 9.26% |
31 Dec, 16 | 108 | -24.48% |
30 Sep, 16 | 143 | 62.50% |
30 Jun, 16 | 88 | 35.38% |
31 Mar, 16 | 65 | 6.56% |
31 Dec, 15 | 61 | 69.44% |
30 Sep, 15 | 36 | -33.33% |
30 Jun, 15 | 54 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 342 | -22.10% |
31 Mar, 24 | 439 | 9.48% |
31 Dec, 23 | 401 | 6.08% |
30 Sep, 23 | 378 | -7.13% |
30 Jun, 23 | 407 | 20.06% |
31 Mar, 23 | 339 | -3.69% |
31 Dec, 22 | 352 | 25.27% |
30 Sep, 22 | 281 | 940.74% |
30 Jun, 22 | 27 | -92.56% |
31 Mar, 22 | 363 | -2.42% |
31 Dec, 21 | 372 | 3.62% |
30 Sep, 21 | 359 | -0.83% |
30 Jun, 21 | 362 | 2.55% |
31 Mar, 21 | 353 | 16.12% |
31 Dec, 20 | 304 | -5.59% |
30 Sep, 20 | 322 | 5.92% |
30 Jun, 20 | 304 | 26.14% |
31 Mar, 20 | 241 | 48.77% |
31 Dec, 19 | 162 | -24.30% |
30 Sep, 19 | 214 | 12.63% |
30 Jun, 19 | 190 | 39.71% |
31 Mar, 19 | 136 | 14.29% |
31 Dec, 18 | 119 | 6.25% |
30 Sep, 18 | 112 | 9.80% |
30 Jun, 18 | 102 | 17.24% |
31 Mar, 18 | 87 | -8.42% |
31 Dec, 17 | 95 | -2.06% |
30 Sep, 17 | 97 | 19.75% |
30 Jun, 17 | 81 | - |
31 Mar, 17 | 81 | 30.65% |
31 Dec, 16 | 62 | 106.67% |
30 Sep, 16 | 30 | 25.00% |
30 Jun, 16 | 24 | 9.09% |
31 Mar, 16 | 22 | 10.00% |
31 Dec, 15 | 20 | 42.86% |
30 Sep, 15 | 14 | - |
30 Jun, 15 | - | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,248 | -1.81% | 815,343,300 | 3.76% | 63.33% | 1.69% | 652 | 19.63% | 342 | -22.10% |
31 Mar, 24 | 1,271 | 0.39% | 785,823,716 | -3.00% | 61.13% | 1.54% | 545 | -10.80% | 439 | 9.48% |
31 Dec, 23 | 1,266 | 11.35% | 810,108,558 | 6.28% | 63.02% | 1.78% | 611 | 27.82% | 401 | 6.08% |
30 Sep, 23 | 1,137 | -3.64% | 762,261,690 | -2.40% | 59.53% | 1.59% | 478 | -9.98% | 378 | -7.13% |
30 Jun, 23 | 1,180 | 10.38% | 781,022,251 | 1.94% | 61.17% | 1.70% | 531 | 4.53% | 407 | 20.06% |
31 Mar, 23 | 1,069 | 4.09% | 766,193,785 | -0.04% | 60.00% | 1.64% | 508 | 7.17% | 339 | -3.69% |
31 Dec, 22 | 1,027 | 10.08% | 766,472,720 | 5.80% | 60.53% | 1.86% | 474 | 4.41% | 352 | 25.27% |
30 Sep, 22 | 933 | -6.98% | 724,461,497 | 3.32% | 57.07% | 1.85% | 454 | -50.11% | 281 | 940.74% |
30 Jun, 22 | 1,003 | -16.97% | 701,184,859 | 811.22% | 55.56% | 1.49% | 910 | 40.65% | 27 | -92.56% |
31 Mar, 22 | 1,208 | -14.14% | 76,950,090 | -2.39% | 61.07% | 1.55% | 647 | -14.19% | 363 | -2.42% |
31 Dec, 21 | 1,407 | 8.40% | 78,830,788 | 3.18% | 62.70% | 1.68% | 754 | 22.80% | 372 | 3.62% |
30 Sep, 21 | 1,298 | 1.72% | 76,403,612 | 0.62% | 61.09% | 1.64% | 614 | -3.00% | 359 | -0.83% |
30 Jun, 21 | 1,276 | 4.85% | 75,933,788 | 1.21% | 60.97% | 1.65% | 633 | -1.56% | 362 | 2.55% |
31 Mar, 21 | 1,217 | 2.44% | 75,023,981 | 4.49% | 60.87% | 1.76% | 643 | -6.40% | 353 | 16.12% |
31 Dec, 20 | 1,188 | 18.92% | 71,802,346 | 2.15% | 58.77% | 1.73% | 687 | 36.85% | 304 | -5.59% |
30 Sep, 20 | 999 | 6.96% | 70,294,110 | -0.80% | 58.33% | 1.64% | 502 | -0.20% | 322 | 5.92% |
30 Jun, 20 | 934 | 24.87% | 70,862,097 | -0.95% | 59.68% | 1.59% | 503 | 31.33% | 304 | 26.14% |
31 Mar, 20 | 748 | 11.48% | 71,543,584 | 1.21% | 61.25% | 1.65% | 383 | 6.39% | 241 | 48.77% |
31 Dec, 19 | 671 | 11.83% | 70,690,481 | 5.56% | 60.93% | 1.74% | 360 | 41.18% | 162 | -24.30% |
30 Sep, 19 | 600 | 6.95% | 66,969,233 | -8.32% | 59.22% | 1.39% | 255 | 4.08% | 214 | 12.63% |
30 Jun, 19 | 561 | 8.72% | 73,046,359 | -2.52% | 65.21% | 1.43% | 245 | -5.77% | 190 | 39.71% |
31 Mar, 19 | 516 | 9.32% | 74,932,079 | 4.17% | 67.55% | 1.46% | 260 | 7.88% | 136 | 14.29% |
31 Dec, 18 | 472 | 3.74% | 71,930,371 | 6.36% | 68.07% | 1.69% | 241 | 5.70% | 119 | 6.25% |
30 Sep, 18 | 455 | 11.25% | 67,627,486 | 3.72% | 63.41% | 1.68% | 228 | 5.56% | 112 | 9.80% |
30 Jun, 18 | 409 | 7.63% | 65,201,156 | 7.15% | 61.52% | 1.74% | 216 | 9.09% | 102 | 17.24% |
31 Mar, 18 | 380 | 18.38% | 60,848,022 | 8.75% | 59.51% | 1.88% | 198 | 35.62% | 87 | -8.42% |
31 Dec, 17 | 321 | 0.31% | 55,953,632 | 16.24% | 56.21% | 2.37% | 146 | -3.95% | 95 | -2.06% |
30 Sep, 17 | 320 | 8.84% | 48,136,670 | 3.79% | 48.73% | 2.01% | 152 | -4.40% | 97 | 19.75% |
30 Jun, 17 | 294 | 18.07% | 46,378,814 | -3.34% | 49.19% | 1.74% | 159 | 34.75% | 81 | - |
31 Mar, 17 | 249 | 19.71% | 47,979,968 | -4.76% | 53.17% | 1.66% | 118 | 9.26% | 81 | 30.65% |
31 Dec, 16 | 208 | 5.05% | 50,378,483 | -5.00% | 56.52% | 1.45% | 108 | -24.48% | 62 | 106.67% |
30 Sep, 16 | 198 | 45.59% | 53,030,178 | 19.27% | 62.45% | 2.09% | 143 | 62.50% | 30 | 25.00% |
30 Jun, 16 | 136 | 27.10% | 44,462,846 | 9.59% | 54.66% | 2.15% | 88 | 35.38% | 24 | 9.09% |
31 Mar, 16 | 107 | 8.08% | 40,572,208 | 2.09% | 50.41% | 1.22% | 65 | 6.56% | 22 | 10.00% |
31 Dec, 15 | 99 | 59.68% | 39,741,408 | 319.63% | 64.39% | 41.36% | 61 | 69.44% | 20 | 42.86% |
30 Sep, 15 | 62 | 10.71% | 9,470,514 | 29.83% | 12.48% | 6.60% | 36 | -33.33% | 14 | - |
30 Jun, 15 | 56 | - | 7,294,379 | - | 13.75% | - | 54 | - | - | - |
30 Jun, 10 | 1 | - | 200 | 566.67% | - | - | 1 | - | - | - |
31 Mar, 10 | 1 | - | 30 | - | - | - | 1 | - | - | - |
Shopify Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Shopify Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2023 | 1 | 1 | 100.00% |
Q3 2023 | 1 | 3 | 33.33% |
Q3 2022 | - | 1 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2023 | - | - | - |
Q3 2023 | - | - | - |
Q3 2022 | - | - | - |
SHOP Ownership FAQ
Who Owns Shopify?
Shopify is owned by institutional shareholders (63.33%), insiders (0.18%), and public (36.48%). The largest institutional shareholder of Shopify is BAILLIE GIFFORD & CO (4.29% of total shares) and the top mutual fund owner is BlackRock Capital Appreciation Fund, Inc. (3.57% of total shares).
Who are the major institutional shareholders of Shopify?
Shopify's major institutional shareholders are BAILLIE GIFFORD & CO, CAPITAL WORLD INVESTORS, MORGAN STANLEY, VANGUARD GROUP INC, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 18.92% of the company's share outstanding.
How many Shopify shareholders are there?
As of Jun 2024, there are 1,248 institutional shareholders of Shopify.
What percentage of Shopify is owned by BAILLIE GIFFORD & CO?
BAILLIE GIFFORD & CO owns 55.24M shares of Shopify, representing 4.29% of the company's total shares outstanding, valued at $3.65B (as of Jun 2024).
What percentage of Shopify is owned by CAPITAL WORLD INVESTORS?
As of Jun 2024, CAPITAL WORLD INVESTORS holds 48.71M shares of Shopify (SHOP), compromising 3.78% of the company, valued at $3.22B.
What percentage of Shopify is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Shopify. The company owns 48.54M of the company's shares outstanding (worth $3.21B).