Congress trades

Shopify Inc. (SHOP)

NASDAQ · Technology · 35 congress trades · last filed 8 months agoNasdaq 100

20
Congress disclosures shown
34d
Median delay on the congress disclosures
of the 45 day limit
10 buys·9 sells
Purchases and sales in the disclosures shown
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About Shopify Inc.

from the company's filings and listing, as of Oct 27, 2026
Exchange
NASDAQ
Sector
Technology
Industry
Software - Application
Chief executive
Tobias Lutke
Employees
7,600
Listed since
May 20, 2015
Market value
$218.2B
Price to earnings (12 mo)
112.9
Net income per share, as reported (12 mo)
$1.49
Dividend yield
-

www.shopify.com

Earnings

6 reported quarters · next on Nov 3, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 5, 2026$0.42$0.40$3.5B$3.4BEPS beatRevenue beat
Q1 FY2026reported May 5, 2026$0.36$0.33$3.1B$3.1BEPS beatRevenue in line
Q4 FY2025reported Feb 11, 2026$0.46$0.51$3.6B$3.6BEPS missRevenue in line
Q3 FY2025reported Nov 4, 2025$0.34$0.34$2.8B$2.8BEPS in lineRevenue beat
Q2 FY2025reported Aug 6, 2025$0.35$0.29$2.7B$2.6BEPS beatRevenue beat
Q1 FY2025reported May 8, 2025$0.25$0.26$2.4B$2.5BEPS missRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Capital International Investors$6.3B54,893,641+9.7%4.24%
FMR LLC$5.4B47,175,518+2.9%3.64%
Invesco Ltd.$4.2B36,570,929+42.1%2.82%
Vanguard Capital Management LLC$3.9B34,133,098+1.2%2.64%
Capital World Investors$3.9B34,087,544+1.2%2.63%
Baillie Gifford & Co$3.2B28,403,600-2.1%2.19%
Morgan Stanley$2.9B25,517,034+3.3%1.97%
T. Rowe Price Associates, Inc.$2.8B24,751,765-1.1%1.91%
Royal Bank of Canada$2.7B23,534,300+8.7%1.82%
FIL Ltd$2.2B19,275,482+5.8%1.49%
Norges Bank$1.9B16,410,473New1.27%
JPMorgan Chase & Co.$1.7B15,220,724-12.8%1.18%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding SHOP

4 managers
ManagerValueSharesShare of book
Cathie WoodARK Invest$474.5M4,155,9253.1%
Durable Capital Partners$266.7M2,335,6942.6%
ExodusPoint Capital Management$111.5M976,5710.7%
D1 Capital PartnersDaniel Sundheim$94.9M830,8910.3%

4 of the 97 fund managers we track list SHOP shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in SHOP

20 disclosures of 35 on record · median 34d of the 45 allowed

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Jonathan L. JacksonStockSale$1,001 - $15,000+41.0% since the saleEstimated exit price $119.29, close on Tue Feb 3Current price $168.18, close on Mon Oct 26Feb 3, 2026Mar 12, 202637d
Jonathan L. JacksonJointStockSale$50,001 - $100,000+28.2% since the saleEstimated exit price $131.23, close on Fri Jan 30Current price $168.18, close on Mon Oct 26Jan 30, 2026Feb 23, 202624d
Jonathan L. JacksonJointStockPurchase$50,001 - $100,000+6.2% since the tradeEstimated entry price $158.41, close on Mon Dec 8, 2025Current price $168.18, close on Mon Oct 26Dec 8, 2025Jan 8, 202631d
Jonathan L. JacksonJointStockPurchase$15,001 - $50,000+2.2% since the tradeEstimated entry price $164.50, close on Mon Oct 6, 2025Current price $168.18, close on Mon Oct 26Oct 6, 2025Nov 10, 202535d
Jonathan L. JacksonStockPurchase$1,001 - $15,000+1.1% since the tradeEstimated entry price $166.43, close on Wed Oct 8, 2025Current price $168.18, close on Mon Oct 26Oct 8, 2025Nov 10, 202533d
Markwayne MullinSpouseStockPurchase$1,001 - $15,000n/aJan 3, 2023Aug 13, 2025953d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+43.3% since the tradeEstimated entry price $117.37, close on Wed Dec 11, 2024Current price $168.18, close on Mon Oct 26Dec 11, 2024Aug 13, 2025245d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+56.0% since the saleEstimated exit price $107.80, close on Mon Jun 9, 2025Current price $168.18, close on Mon Oct 26Jun 9, 2025Aug 13, 202565d
Markwayne MullinSpouseStockSale (Full)$1,001 - $15,000n/aJan 4, 2024Aug 12, 2025586d
Robert BresnahanStockSale$1,001 - $15,000+104.4% since the saleEstimated exit price $82.29, close on Thu Apr 3, 2025Current price $168.18, close on Mon Oct 26Apr 3, 2025Apr 22, 202519d
Josh GottheimerJointStockSale$1,001 - $15,000+65.6% since the saleEstimated exit price $101.54, close on Wed Mar 19, 2025Current price $168.18, close on Mon Oct 26Mar 19, 2025Apr 10, 202522d
Josh GottheimerJointStockPurchase$1,001 - $15,000+47.0% since the tradeEstimated entry price $114.39, close on Mon Feb 3, 2025Current price $168.18, close on Mon Oct 26Feb 3, 2025Mar 6, 202531d
Josh GottheimerJointStockPurchase$1,001 - $15,000+39.6% since the tradeEstimated entry price $120.49, close on Wed Feb 12, 2025Current price $168.18, close on Mon Oct 26Feb 12, 2025Mar 6, 202522d
Josh GottheimerJointStockPurchase$1,001 - $15,000+46.1% since the tradeEstimated entry price $115.09, close on Wed Nov 13, 2024Current price $168.18, close on Mon Oct 26Nov 13, 2024Dec 5, 202422d
Byron DonaldsStockExchange$1,001 - $15,000n/aMay 5, 2021Nov 8, 20241283d
Josh GottheimerJointStockSale$1,001 - $15,000n/aAug 1, 2024Sep 11, 202441d
Josh GottheimerJointStockSale$1,001 - $15,000n/aApr 29, 2024May 15, 202416d
Markwayne MullinSelfStockSale (Partial)$1,001 - $15,000n/aDec 22, 2023Jan 26, 202435d
Josh GottheimerJointStockPurchase$1,001 - $15,000n/aJun 6, 2023Jul 11, 202335d
Josh GottheimerJointStockPurchase$1,001 - $15,000n/aJun 26, 2023Jul 11, 202315d

Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in SHOP, filterable by party, chamber, type and account.

Insider filings reach a company by its ticker symbol. A symbol can be reassigned after its previous holder leaves the market, and a listed company also files on other companies whose stock it holds. This page withholds 20 insider rows: the SEC ownership filings behind them name a different company as the issuer of the stock traded.

Members of Congress reporting a position

1 member · estimate, as of Oct 23, 2026

1 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%

Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded SHOP?

Jonathan L. Jackson, Markwayne Mullin, Lisa C. McClain, Robert Bresnahan, Josh Gottheimer and Byron Donalds disclosed SHOP transactions in the filings shown here.

Which members of Congress hold SHOP?

1 member of Congress reports a position in SHOP in the estimate we hold as of Oct 23, 2026. The estimated position belongs to Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is SHOP in the S&P 500 or the Nasdaq 100?

Shopify Inc. is a current member of the Nasdaq 100, per the membership list we hold as of Oct 28, 2026. Current members of either index get a page here whatever their filing history.

How quickly are SHOP trades disclosed?

Congressional disclosures took a median of 34 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 28, 2026.

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