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
According to SEC Form 13F-HR filings in this corpus, SHOPIFY INC F ranks #314 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 14 institutions report $22.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 14
- institutions hold it
- $22.2M
- reported 13F value
- 94%
- held by top 5
- #314
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SHOPIFY INC F ranks #314 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 82509L107 · Q4 2025 $22M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · NEAR-PEER · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #314/775
- HOLDERS-NARROW 14 filers
- CONC-DOM 94% top-5
- NEAR-PEER BROOKFIELD
- ACTIVITY-HOT 12 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: BROOKFIELD CORP
Read with: Ownership concentration guide - SHOPIFY INC F's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SHOPIFY INC F
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
SHOPIFY INC F vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
14 Top 39% higher than 61% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SHOPIFY INC F's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (12)
Complete exits (18)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SHOPIFY INC F: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($22.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (14 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.