Which hedge funds own SHOP? SHOPIFY INC, Q2 2026 13F holders

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95 tracked hedge funds disclosed a position in SHOP (SHOPIFY INC) in their Q2 2026 13F filings, worth $7.4bn in total. The largest holder by portfolio weight is Ashe Capital Management, LP at 18.9% of its book. 28 opened a new position this quarter: Sycale Advisors (NY) LLC, NewGen Asset Management Ltd, Benchstone Capital Management LP, Ardmore Road Asset Management LP. 26 exited: Steadview Capital Management LLC, Connective Capital Management, LLC, Nightview Capital, LLC.

95
Holders: 28
New this quarter: 26
Exited this quarter: $430m
Inflow, new holders: $394m
Outflow, exits: $7.4bn
Combined value: 7.7%
Share of managers holding

Holders, Q2 2026

95 rows


Ashe Capital Management, LP Hedge fund	18.9%	$176m	1.54m	−6.4%	reduced
Arthedge Capital Management, LLC Hedge fund	14.5%	$16.7m	146,600	0.0%	held
Marcho Partners LLP Hedge fund	12.2%	$21.5m	188,235	+37%	added
Strategy Capital LLC Hedge fund	11.3%	$183m	1.60m	−2.9%	reduced
Ampersand Capital Group, L.P. Hedge fund	11.0%	$24.3m	212,763	+6.5%	added
ThornTree Capital Partners LP Hedge fund	4.8%	$35.1m	307,137	+45%	added
Sycale Advisors (NY) LLC Hedge fund	4.5%	$10.2m	89,430	–	new
Polen Capital Long-only investor	4.5%	$523m	4.58m	−27%	reduced
Deepwater Asset Management, LLC Hedge fund	3.9%	$8.6m	75,511	+99%	added
Manchester Global Management (UK) Ltd Hedge fund	3.7%	$33.4m	292,956	+47%	added
NewGen Asset Management Ltd Hedge fund	3.4%	$6.1m	53,700	–	new
Sands Capital Long-only investor	3.1%	$827m	7.24m	−19%	reduced
Baillie Gifford Long-only investor	2.9%	$3.2bn	28.40m	−2.1%	reduced
Benchstone Capital Management LP Hedge fund	2.8%	$22.6m	198,162	–	new
Caden Capital Partners, LP Hedge fund	2.7%	$226k	1,978	0.0%	held
Durable Capital Partners LP Hedge fund	2.6%	$267m	2.34m	+140%	added
Tenere Capital LLC Hedge fund	2.3%	$2.9m	25,691	−37%	reduced
NZS Capital, LLC Hedge fund	2.1%	$80.4m	703,753	+28%	added
Hillsdale Investment Management Inc. Hedge fund	1.2%	$51.6m	451,724	+16%	added
12 West Capital Management LP Hedge fund	1.1%	$5.9m	52,000	0.0%	held
Ardmore Road Asset Management LP Hedge fund	1.1%	$18.6m	162,500	–	new
ExodusPoint Capital Management, LP Hedge fund	1.0%	$112m	976,571	–	new
Intercapital, LLC Hedge fund	1.0%	$2.4m	20,595	+11%	added
Quantitative Investment Management, LLC Hedge fund	1.0%	$9.1m	79,275	+8.0%	added
Sunstone Asset Management, LP Hedge fund	0.9%	$821k	7,190	0.0%	held
ICONIQ Capital, LLC Hedge fund	0.8%	$28.9m	252,702	−90%	reduced
Kopp Family Office, LLC Family office	0.8%	$1.3m	11,803	–	new
Telemark Asset Management, LLC Hedge fund	0.7%	$10.3m	90,000	0.0%	held
Dockside LLC Hedge fund	0.7%	$3.2m	27,649	+84%	added
Alight Capital Management LP Hedge fund	0.6%	$4.0m	35,000	–	new
Hudson Bay Capital Management LP Hedge fund	0.6%	$122m	1.07m	+12%	added
Fulcrum Asset Management LLP Hedge fund	0.5%	$5.3m	46,316	–	new
Gillson Capital LP Hedge fund	0.5%	$8.9m	77,800	–	new
Tremblant Capital Group Hedge fund	0.5%	$17.8m	155,592	+12%	added
Corient IA LP Hedge fund	0.5%	$493k	4,320	−34%	reduced
Kinetic Partners Management, LP Hedge fund	0.4%	$16.9m	148,226	−61%	reduced
Ardsley Advisory Partners LP Hedge fund	0.4%	$3.7m	32,500	–	new
Capital Fund Management S.A. Hedge fund	0.4%	$55.0m	481,667	+127%	added
Persistent Asset Partners Ltd Hedge fund	0.4%	$1.1m	10,000	–	new
111 Capital Hedge fund	0.4%	$2.1m	18,327	+70%	added
Aquatic Capital Management LLC Hedge fund	0.4%	$10.2m	89,671	–	new
X-Square Capital, LLC Hedge fund	0.3%	$1.2m	10,357	+2.1%	added
Twin Tree Management, LP Hedge fund	0.3%	$1.8m	15,630	+39%	added
Foxhaven Asset Management, LP Hedge fund	0.3%	$10.2m	89,303	–	new
D1 Capital Partners L.P. Hedge fund	0.3%	$94.9m	830,891	–	new
Kazazian Asset Management, LLC Hedge fund	0.3%	$303k	2,650	0.0%	held
FORA Capital, LLC Hedge fund	0.3%	$3.7m	32,209	–	new
Readystate Asset Management LP Hedge fund	0.3%	$6.2m	54,295	−55%	reduced
Voleon Capital Management LP Hedge fund	0.2%	$13.7m	119,583	+15%	added
Sona Asset Management (US) LLC Hedge fund	0.2%	$6.3m	55,000	–	new
Select Equity Group, L.P. Hedge fund	0.2%	$33.3m	291,826	+24%	added
Science & Technology Partners, L.P. Hedge fund	0.2%	$1.0m	8,780	–	new
D. E. Shaw & Co., Inc. Hedge fund	0.2%	$273m	2.39m	+65%	added
Walleye Capital LLC Hedge fund	0.2%	$33.5m	293,359	+10%	added
Marshall Wace, LLP Hedge fund	0.2%	$187m	1.63m	−36%	reduced
Voloridge Investment Management, LLC Hedge fund	0.1%	$35.2m	308,587	−35%	reduced
Saba Capital Management, L.P. Hedge fund	0.1%	$4.9m	42,586	−40%	reduced
West Family Investments, Inc. Family office	0.1%	$500k	4,378	+0.6%	added
Citadel Advisors LLC Hedge fund	0.1%	$236m	2.07m	+391%	added
Balyasny Asset Management L.P. Hedge fund	0.1%	$69.5m	609,006	–	new
Landscape Capital Management, L.L.C. Hedge fund	0.1%	$2.0m	17,161	–	new
Tudor Investment Corp ET AL Hedge fund	0.1%	$28.0m	244,860	−12%	reduced
SummitTX Capital, L.P. Hedge fund	0.1%	$4.2m	36,491	+137%	added
Markel Group Investment holding company	0.09%	$11.7m	102,750	0.0%	held
Prelude Capital Management, LLC Hedge fund	0.07%	$931k	8,156	+32%	added
Arrowstreet Capital, Limited Partnership Hedge fund	0.07%	$151m	1.32m	+32%	added
Pin Oak Investment Advisors Inc Hedge fund	0.06%	$91.0k	799	0.0%	held
Squarepoint Ops LLC Hedge fund	0.06%	$32.9m	288,427	+4057%	added
Caption Management, LLC Hedge fund	0.06%	$1.6m	14,300	–	new
Quantbot Technologies LP Hedge fund	0.06%	$1.4m	12,610	+7.4%	added
Schonfeld Strategic Advisors LLC Hedge fund	0.06%	$10.6m	92,522	–	new
Candriam S.C.A. Hedge fund	0.05%	$10.8m	94,634	−0.8%	reduced
Gsa Capital Partners LLP Hedge fund	0.04%	$582k	5,100	−73%	reduced
Trexquant Investment LP Hedge fund	0.04%	$5.8m	51,006	−39%	reduced
Qube Research & Technologies Ltd Hedge fund	0.03%	$31.4m	274,697	+211%	added
Armistice Capital, LLC Hedge fund	0.03%	$1.3m	10,971	–	new
Centiva Capital, LP Hedge fund	0.03%	$969k	8,485	−57%	reduced
Prana Capital Management, LP Hedge fund	0.03%	$1.1m	9,304	–	new
Adage Capital Partners GP, L.L.C. Hedge fund	0.03%	$22.8m	200,000	–	new
Parallax Volatility Advisers, L.P. Hedge fund	0.03%	$793k	6,949	–	new
Two Sigma Investments, LP Hedge fund	0.02%	$28.8m	252,158	+103%	added
Atom Investors LP Hedge fund	0.02%	$227k	1,989	–	new
Millennium Management LLC Hedge fund	0.02%	$28.2m	247,081	+6.1%	added
AQR Capital Management LLC Hedge fund	0.01%	$41.8m	366,139	+46%	added
Tobam Hedge fund	0.01%	$57.0k	349	−72%	reduced
CVA Family Office, LLC Family office	0.01%	$130k	1,135	−12%	reduced
Verition Fund Management LLC Hedge fund	0.01%	$995k	8,710	−25%	reduced
Glynn Capital Management LLC Hedge fund	0.01%	$19.4k	170	−29%	reduced
Capstone Investment Advisors, LLC Hedge fund	0.0%	$555k	4,864	−33%	reduced
First Manhattan Long-only investor	0.0%	$989k	8,661	0.0%	held
WCM Investment Management Long-only investor	0.0%	$805k	7,049	−100%	reduced
Axiom Investors LLC Hedge fund	0.0%	$105k	919	−25%	reduced
Polar Asset Management Partners Inc. Hedge fund	0.0%	$30.0k	263	–	new
Quarry LP Hedge fund	0.0%	$799	7	–	new
Bayforest Capital Ltd Hedge fund	0.0%	$114	1	0.0%	held

Exited since the previous filing

26 rows


Steadview Capital Management LLC	6.7%	$15.2m
Connective Capital Management, LLC	3.8%	$4.6m
Nightview Capital, LLC	3.6%	$4.7m
Octahedron Capital Management L.P.	3.3%	$4.6m
Steadfast Capital Management LP	2.1%	$56.2m
SurgoCap Partners LP	2.0%	$61.2m
Stevens Capital Management LP	1.7%	$11.1m
KR Capital LP	1.1%	$5.5m
Polar Capital Holdings Plc	0.7%	$171m
Sandler Capital Management	0.7%	$1.1m
Ilex Capital Partners (UK) LLP	0.4%	$17.7m
Laurion Capital Management LP	0.3%	$3.6m
Y-Intercept (Hong Kong) Ltd	0.2%	$11.3m
Entropy Technologies, LP	0.1%	$2.4m
Fox Run Management, L.L.C.	0.09%	$504k
Freestone Grove Partners LP	0.08%	$11.6m
Cygnus Capital Advisors, LLC	0.08%	$119k
Engineers Gate Manager LP	0.07%	$5.8m
Cinctive Capital Management LP	0.05%	$824k
QVT Financial LP	0.05%	$669k
Campbell & CO Investment Adviser LLC	0.05%	$872k
Moore Capital Management, LP	0.03%	$810k
Boothbay Fund Management, LLC	0.02%	$884k
Graham Capital Management, L.P.	0.02%	$488k
Jain Global LLC	0.01%	$664k
Elequin Capital, LP	0.0%	$45.1k

Who discovered SHOP first? Beta

The run: Q4 2018 → Q2 2021, +955%

Weight in book of

8 rows


WCM Investment Management high conviction	Bought before the run	Q2 2018	8.8%	8.2%	11.9%	+106%	+683%	+18.0 pts	Held at last filing, Q2 2026
Crestwood Capital Management, L.P. high conviction	Bought before the run	Q2 2018	3.3%	4.2%	12.2%	+106%	+363%	+18.0 pts	Exited by Q2 2022
Baillie Gifford	Bought before the run	Q1 2019	1.3%	0.7%	4.9%	+102%	+453%	+8.2 pts	Held at last filing, Q2 2026
Summit Partners Public Asset Management, LLC	Bought before the run	Q3 2018	1.6%	1.3%	4.9%	+90%	+64%	+7.7 pts	Exited by Q4 2022
Foxhaven Asset Management, LP	Bought before the run	Q4 2017	2.7%	2.9%	4.1%	+37%	×11	+5.9 pts	Held at last filing, Q2 2026
Vista Equity Partners Management, LLC	Bought before the run	Q1 2019	1.8%	–	1.8%	+102%	+220%	+1.8 pts	Exited by Q3 2024
NINE MASTS CAPITAL Ltd	Bought before the run	Q1 2018	1.0%	0.1%	1.0%	+66%	×12	+0.4 pts	Exited by Q4 2025
Dragoneer Investment Group, LLC	Bought before the run	Q4 2018	3.1%	3.1%	3.1%	+187%	–	–	Exited by Q1 2019

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own SHOP? SHOPIFY INC, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered SHOP first? Beta