2 tracked superinvestors hold SHOPIFY INC (SHOP.TO), worth $969M combined, led by Will Danoff. Smart money is trimming SHOP.TO as of the latest 13F filings.
Current price
$174.45
Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company's platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physical retail locations, pop-up shops, social media…
Market cap
$225.7B
P/E
134.48
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$969M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing SHOP.TO: 1 funds trimmed versus 0 adding.
SHOPIFY INC (SHOP.TO) appears mainly in diversified and quant books here (2 funds, $969M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Will Danoff at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.6% | $869M | |
| Trimmed | 4.7% | $100M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SHOP.TO?
2 tracked funds hold SHOPIFY INC (SHOP.TO), the largest being Will Danoff (Fidelity Contrafund) at 0.6% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SHOP.TO?
In the most recent 13F quarter, 0 tracked funds added or opened SHOP.TO and 1 trimmed it.
How much SHOP.TO do tracked funds hold?
Combined disclosed long exposure to SHOP.TO across tracked superinvestors is $969M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.