Stock ownership · SEC 13F · Q4 2025

SHOPIFY INC F

A breakdown of SHOPIFY INC F's institutional base (CUSIP 82509L107): the holders, the concentration among them, and what changed last quarter.

$22.2M
Reported value
14
Institutions
94%
Top-5 share

The verdict

14 institutional filers report $22.2M of SHOPIFY INC F on their books as of Q4 2025. SHOPIFY INC F is a position with modest but real institutional breadth, and that ownership is held overwhelmingly by a small core of institutions.

14
institutions hold it
$22.2M
reported 13F value
94%
held by top 5
#164
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$22.2M

Institutional 13F value

Institutions

14

Reporting holders

Top-5 concentration

94%

Held by 5 largest

New buyers

12

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%94%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 61.0%

SHOPIFY INC F is more widely held than about 61% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of SHOPIFY INC F
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SHOPIFY INC F position has risen from 7 to 14 over the last 8 quarters of 13F filings.

0510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 14
Distinct 13F filers holding SHOPIFY INC F, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 88,754 $14.3M 64.3%
2 Investment Insight Wealth Management, LLC 22,634 $3.6M 16.4%
3 Tempo Wealth, LLC 7,807 $1.3M 5.7%
4 Anchor Investment Management, LLC 7,585 $1.2M 5.5%
5 Anderson Financial Strategies, LLC 2,798 $450K 2.0%
6 THRYVE WEALTH MANAGEMENT LLC 2,766 $445K 2.0%
7 DGS Capital Management, LLC 1,775 $286K 1.3%
8 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,500 $241K 1.1%
9 Banque Transatlantique SA 715 $115K 0.5%
10 Strategic Investment Solutions, Inc. /IL 500 $80K 0.4%
11 Compass Financial Services Inc 425 $68K 0.3%
12 MidFirst Bank 3,658 $51K 0.2%
13 Bell Investment Advisors, Inc 241 $39K 0.2%
14 TD Capital Management LLC 179 $29K 0.1%

Latest Quarter Activity · Q4 2025

What the data says about SHOPIFY INC F

A handful of institutions account for most of the reported institutional float here.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put SHOPIFY INC F in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold SHOPIFY INC F?
SHOPIFY INC F is held by 14 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SHOPIFY INC F?
Institutions report $22.2M of SHOPIFY INC F as of Q4 2025.
How concentrated is ownership of SHOPIFY INC F?
The top five institutional holders account for 94% of the reported institutional value in SHOPIFY INC F, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of SHOPIFY INC F?
Pacer Advisors, Inc. is the largest reported holder of SHOPIFY INC F with $14.3M across 88,754 shares as of Q4 2025.
Where does this SHOPIFY INC F data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.