$SHOP
Shopify Inc. · NasdaqGS · Technology
- Market cap
- 218.89B
- Volume
- 3.98M
- P/E
- 113.97
- Day range
- 166.09 – 170.30
- 52w range
- 94.00 – 182.19
- Analyst target
- 176.35
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$SHOP -0.08% at 168.68 Bill Ackman and 10 other tracked billionaires hold it. $AAPL $HPQ $NVDA https://billionairestrading.com/stocks/SHOP
Company summary
Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Company offers Shopify platform that enables merchants to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics, and reporting and access financing for running their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. It also provides Shopify Payments, a fully integrated payment processing service that allows merchants to accept and process payment cards online and offline. In addition, the company engages in the sale of themes and apps; shipping labels through Shopify Shipping; point-of-sale hardware; advertising on the Shopify App Store; and Shop Campaigns for buyer acquisitions, as well as registration of domain names. The company was formerly known as Jaded Pixel Technologies Inc. and changed its name to Shopify Inc. in November 2011. Shopify Inc. was incorporated in 2004 and is based in Ottawa, Canada.
Institutional ownership
Institutions hold 73.28% · insiders 0.23% · 2,397 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Capital International Investors | 54.89M | $9.26B | 4.54% | 2026-06-30 |
| FMR, LLC | 47.18M | $7.96B | 3.90% | 2026-06-30 |
| Invesco Ltd. | 36.57M | $6.17B | 3.03% | 2026-06-30 |
| Capital World Investors | 34.09M | $5.75B | 2.82% | 2026-06-30 |
| Vanguard Capital Management LLC | 34.13M | $5.76B | 2.82% | 2026-06-30 |
| BAILLIE GIFFORD & CO | 28.40M | $4.79B | 2.35% | 2026-06-30 |
| Morgan Stanley | 25.52M | $4.30B | 2.11% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 24.75M | $4.18B | 2.05% | 2026-06-30 |
| Royal Bank of Canada | 23.53M | $3.97B | 1.95% | 2026-06-30 |
| FIL LTD | 19.28M | $3.25B | 1.60% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 176.12 per share. | 33.8K | 2026-10-21 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 176.12 per share. | 6.8K | 2026-10-21 |
| Finkelstein (Harley Michael) | Senior Officer of Issuer | Exercise of options at price 46.56 per share. | 11.0K | 2026-10-15 |
| Finkelstein (Harley Michael) | Senior Officer of Issuer | Disposition under a purchase/ownership plan at price 164.65 per share. | 11.0K | 2026-10-15 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 173.60 per share. | 33.8K | 2026-10-14 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 173.60 per share. | 6.8K | 2026-10-14 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 164.57 per share. | 33.8K | 2026-10-07 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 164.57 per share. | 6.8K | 2026-10-07 |
| Finkelstein (Harley Michael) | Senior Officer of Issuer | Disposition under a purchase/ownership plan at price 152.78 per share. | 1.4K | 2026-10-05 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 149.72 per share. | 33.8K | 2026-09-30 |
| Lutke (Tobias Albin) | Director of Issuer | Disposition under a purchase/ownership plan at price 149.72 per share. | 6.8K | 2026-09-30 |
| Hoffmeister (Jeff) | Senior Officer of Issuer | — | 4.2K | 2026-09-28 |
Analyst ratings
Consensus score 1.70 (1 = strong buy, 5 = sell) · mean target 176.35
- OppenheimerOutperformmain2026-10-23
- RBC CapitalOutperformmain2026-10-16
- BairdOutperformmain2026-10-14
- Cantor FitzgeraldNeutralmain2026-10-12
- JP MorganOverweightmain2026-10-06
- WedbushOutperformreit2026-09-23
- BernsteinOutperforminit2026-09-11
- Piper SandlerOverweightreit2026-09-08
- RosenblattBuyinit2026-08-20
- Wells FargoOverweightmain2026-08-07
Earnings
Next report: 2026-11-03
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 0.34 | 0.34 | 0.00 |
| 4Q2025 | 0.48 | 0.51 | -0.03 |
| 1Q2026 | 0.36 | 0.33 | 0.03 |
| 2Q2026 | 0.42 | 0.40 | 0.02 |
SEC filings
- 8-KCorporate Changes & Voting Matters2026-08-05Open
- 8-KCorporate Changes & Voting Matters2026-07-02Open
- 8-KCorporate Changes & Voting Matters2026-06-16Open
- 8-KCorporate Changes & Voting Matters2026-06-02Open
- SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-28Open
- 8-KCorporate Changes & Voting Matters2026-05-08Open
- 8-KCorporate Changes & Voting Matters2026-05-05Open
- 10-K/APeriodic Financial Reports2026-04-29Open
- 8-KCorporate Changes & Voting Matters2026-02-11Open
- 8-KCorporate Changes & Voting Matters2025-12-02Open
Latest SHOP news
- Trump Is Cutting Tariffs on Canada, 11 Days Before the Midterms
Eleven days before the midterms, Trump quietly reshuffled which Canadian goods face his 50% tariffs, and a trade lawyer says more items were added than removed. The small print may matter far less than a brewing court case that could unravel the whole tariff regime at once.
Sat, 24 Oct 2026 11:40:43 +0000
- Shopify Inc. (SHOP) Could Benefit From AI-Driven Agentic Commerce, Says Polen Focus Growth Strategy
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund outperformed the Russell 1000 Growth Index in the third quarter of 2026, as investors began distinguishing between businesses vulnerable to artificial intelligence disruption and those positioned to benefit […]
Fri, 23 Oct 2026 15:04:14 +0000
- Shopify (SHOP) Could Be 17% Undervalued Following Its AI Checkout Push
Shopify (SHOP) is back in focus after the launch of Shop Pay checkout with Meta’s Muse AI agent, a move that has coincided with a 33% jump in the share price over the past month. Shopify’s recent AI headlines plug into a stronger run, with a 26.4% 1‑month share price return and a 55.6% gain over 90 days, while the 3‑year total shareholder return of about 2.6x signals that long-term holders have already seen substantial upside. Scan other AI commerce contenders moving on similar themes with...
Thu, 22 Oct 2026 22:13:45 +0000
- e.l.f. Beauty (ELF) As Shopify App News Meets A Fully Valued Narrative
e.l.f. Beauty (ELF) has drawn attention after poq, which powers its native mobile apps, was recognized as a Shopify Certified Technology Partner. This development highlights a fresh angle on how investors might think about the stock. Recent headlines around e.l.f. Beauty span poq’s Shopify certification, a Kuromi collaboration on Roblox and an upcoming Q2 FY2027 earnings webcast. These touchpoints are landing against a strong backdrop of share price momentum. The stock’s 30-day share price...
Thu, 22 Oct 2026 21:16:32 +0000
- Shopify Down 3% as ATB Cormark Downgrades the Stock After a 56% Three-Month Run
Key TakeawaysShopify shares fell 3% today after ATB Cormark downgraded the stock to Sector Perform from Outperform, with a C$234 price target. The downgrade follows a 56% run in three months, driven by AI shopping partnerships, including Meta’s Muse deal.
Thu, 22 Oct 2026 21:13:13 +0000
- Shopify-Like IPO Successes Becoming Rare in Canada, Nowlan Says
Canada will struggle to find another stock-market success story like Shopify Inc. as the country grapples with a public-listing drought and a delisting trend, according to Daniel Nowlan at National Bank Capital Markets.
Thu, 22 Oct 2026 20:39:03 +0000
- Shopify (SHOP) is an Incredible Growth Stock: 3 Reasons Why
Shopify (SHOP) possesses solid growth attributes, which could help it handily outperform the market.
Thu, 22 Oct 2026 15:45:02 +0000
- Shopify Migration and Replatforming: Google Search Can Take One to Three Months to Settle
Google's Gary Illyes put a typical site move at one to three months to settle, in timing data he presented Oct. 2, 2026, according to recaps of the session.Shopify keeps product pages under /products/ and categories under /collections/. Product and category URLs change when a store migrates to Shopify unless the old store used the same paths.Optimum7, a Shopify Plus Partner with more than 1,000 ecommerce migrations since 2007, checks indexation, redirects, rankings and crawl errors at 7, 30 and
Thu, 22 Oct 2026 14:30:00 +0000