Shopify ($SHOP) Insider Trading & Smart Money Activity

Shopify Inc. · Software - Application · Latest filing Oct 16, 2026

Shopify Inc. ($SHOP) has 12 13F position changes and 4 analyst ratings on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

12

Analyst ratings on file

4

SHOP insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	4 / 3
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	3 / 2

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All SHOP insider, congress, 13F and analyst activity

All 13F Analysts

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 16, 2026	Analyst	RBC Capital	Reiterates to Outperform		PT $200						Read
Oct 16, 2026	13F	Y-Intercept (Hong Kong)	New	+215.08K sh	$31.90M						Read
Oct 16, 2026	13F	TD Waterhouse Canada	Added	+165.73K sh	$235.38M						—
Oct 15, 2026	13F	Sustainable Growth Advisers	Reduced	-30.23K sh	$6.51M						—
Oct 15, 2026	13F	Goldstein Advisors	Sold out	-3.36K sh							—
Oct 15, 2026	13F	Formuepleje A/S	New	+7.03K sh	$1.48M						—
Oct 14, 2026	Analyst	Baird	Reiterates to Outperform		PT $190						Read
Oct 6, 2026	Analyst	JP Morgan	Reiterates to Overweight		PT $200		+7.3%				—
Sep 23, 2026	Analyst	Wedbush	Reiterates to Outperform		PT $176		+4.2%				—
May 15, 2026	13F	Fred Alger Management	Added	+342.67K sh	$106.27M		+2.7%	+12.2%			—
May 14, 2026	13F	Polen Capital Management	Reduced	-895.13K sh	$720.10M		+7.6%	+15.5%			—
May 13, 2026	13F	Capital International Investors	Added	+11.72M sh	$5.72B		+10.1%	+13.5%			—
May 12, 2026	13F	ARK Investment Management	Added	+198.75K sh	$477M		+1.2%	+10.6%			—
May 8, 2026	13F	Sands Capital Management	Reduced	-570.37K sh	$1.02B		-9.2%	+0.3%			—
May 8, 2026	13F	Baillie Gifford	Reduced	-2.18M sh	$3.31B		-9.2%	+0.3%			—
Apr 16, 2026	13F	Vaughan Nelson Investment Management, L.P.	New	+1.01M sh	$114.84M		-2.1%	-19.3%	+40.3%		Read

1W / 1M / 6M = how SHOP moved from the trade or filing date.

Institutions moving SHOP (13F)

• Y-Intercept (Hong Kong)1
• TD Waterhouse Canada1
• Sustainable Growth Advisers1
• Goldstein Advisors1
• Formuepleje A/S1
• Fred Alger Management1
• Polen Capital Management1
• Capital International Investors1
• ARK Investment Management1
• Sands Capital Management1
• Baillie Gifford1
• Vaughan Nelson Investment Management, L.P.1

Analyst ratings on SHOP

Date	Firm	Action	Rating	Price target	1W	1M	6M	Story
Oct 16, 2026	RBC Capital	Reiterates	Outperform	$180 → $200				Read
Oct 14, 2026	Baird	Reiterates	Outperform	$160 → $190				Read
Oct 6, 2026	JP Morgan	Reiterates	Overweight	$185 → $200	+7.3%			—
Sep 23, 2026	Wedbush	Reiterates	Outperform	$176	+4.2%			—

Frequently asked questions

Which institutions changed their SHOP positions?

Recent 13F filers moving the stock include Y-Intercept (Hong Kong), TD Waterhouse Canada, Sustainable Growth Advisers, Goldstein Advisors and Formuepleje A/S.

Other software - application stocks

• $CRM
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• $NOW
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• $SNOW
• $ADP
• $ADBE
• $DDOG

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.