
Congress trades
Shopify Inc. (SHOP)
NASDAQ · Technology · 35 congress trades · last filed 8 months agoNasdaq 100
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
- -
Earnings
6 reported quarters · next on Nov 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $0.42 | $0.40 | $3.5B | $3.4B | EPS beatRevenue beat |
| Q1 FY2026reported May 5, 2026 | $0.36 | $0.33 | $3.1B | $3.1B | EPS beatRevenue in line |
| Q4 FY2025reported Feb 11, 2026 | $0.46 | $0.51 | $3.6B | $3.6B | EPS missRevenue in line |
| Q3 FY2025reported Nov 4, 2025 | $0.34 | $0.34 | $2.8B | $2.8B | EPS in lineRevenue beat |
| Q2 FY2025reported Aug 6, 2025 | $0.35 | $0.29 | $2.7B | $2.6B | EPS beatRevenue beat |
| Q1 FY2025reported May 8, 2025 | $0.25 | $0.26 | $2.4B | $2.5B | EPS 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Capital International Investors | $6.3B | 54,893,641 | +9.7% | 4.24% |
| FMR LLC | $5.4B | 47,175,518 | +2.9% | 3.64% |
| Invesco Ltd. | $4.2B | 36,570,929 | +42.1% | 2.82% |
| Vanguard Capital Management LLC | $3.9B | 34,133,098 | +1.2% | 2.64% |
| Capital World Investors | $3.9B | 34,087,544 | +1.2% | 2.63% |
| Baillie Gifford & Co | $3.2B | 28,403,600 | -2.1% | 2.19% |
| Morgan Stanley | $2.9B | 25,517,034 | +3.3% | 1.97% |
| T. Rowe Price Associates, Inc. | $2.8B | 24,751,765 | -1.1% | 1.91% |
| Royal Bank of Canada | $2.7B | 23,534,300 | +8.7% | 1.82% |
| FIL Ltd | $2.2B | 19,275,482 | +5.8% | 1.49% |
| Norges Bank | $1.9B | 16,410,473 | New | 1.27% |
| JPMorgan Chase & Co. | $1.7B | 15,220,724 | -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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Cathie WoodARK Invest | $474.5M | 4,155,925 | 3.1% |
| Durable Capital Partners | $266.7M | 2,335,694 | 2.6% |
| ExodusPoint Capital Management | $111.5M | 976,571 | 0.7% |
| D1 Capital PartnersDaniel Sundheim | $94.9M | 830,891 | 0.3% |
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.
Congress trades in SHOP
20 disclosures of 35 on record · median 34d of the 45 allowedSince 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.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson | Stock | Sale | $1,001 - $15,000 | +41.4% since the saleEstimated exit price $119.29, close on Tue Feb 3Current price $168.68, close on Fri Oct 23 | Feb 3, 2026 | Mar 12, 2026 | 37d |
| Jonathan L. JacksonJoint | Stock | Sale | $50,001 - $100,000 | +28.5% since the saleEstimated exit price $131.23, close on Fri Jan 30Current price $168.68, close on Fri Oct 23 | Jan 30, 2026 | Feb 23, 2026 | 24d |
| Jonathan L. JacksonJoint | Stock | Purchase | $50,001 - $100,000 | +6.5% since the tradeEstimated entry price $158.41, close on Mon Dec 8, 2025Current price $168.68, close on Fri Oct 23 | Dec 8, 2025 | Jan 8, 2026 | 31d |
| Jonathan L. JacksonJoint | Stock | Purchase | $15,001 - $50,000 | +2.5% since the tradeEstimated entry price $164.50, close on Mon Oct 6, 2025Current price $168.68, close on Fri Oct 23 | Oct 6, 2025 | Nov 10, 2025 | 35d |
| Jonathan L. Jackson | Stock | Purchase | $1,001 - $15,000 | +1.4% since the tradeEstimated entry price $166.43, close on Wed Oct 8, 2025Current price $168.68, close on Fri Oct 23 | Oct 8, 2025 | Nov 10, 2025 | 33d |
| Markwayne MullinSpouse | Stock | Purchase | $1,001 - $15,000 | n/a | Jan 3, 2023 | Aug 13, 2025 | 953d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +43.7% since the tradeEstimated entry price $117.37, close on Wed Dec 11, 2024Current price $168.68, close on Fri Oct 23 | Dec 11, 2024 | Aug 13, 2025 | 245d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +56.5% since the saleEstimated exit price $107.80, close on Mon Jun 9, 2025Current price $168.68, close on Fri Oct 23 | Jun 9, 2025 | Aug 13, 2025 | 65d |
| Markwayne MullinSpouse | Stock | Sale (Full) | $1,001 - $15,000 | n/a | Jan 4, 2024 | Aug 12, 2025 | 586d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +105.0% since the saleEstimated exit price $82.29, close on Thu Apr 3, 2025Current price $168.68, close on Fri Oct 23 | Apr 3, 2025 | Apr 22, 2025 | 19d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +66.1% since the saleEstimated exit price $101.54, close on Wed Mar 19, 2025Current price $168.68, close on Fri Oct 23 | Mar 19, 2025 | Apr 10, 2025 | 22d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +47.5% since the tradeEstimated entry price $114.39, close on Mon Feb 3, 2025Current price $168.68, close on Fri Oct 23 | Feb 3, 2025 | Mar 6, 2025 | 31d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +40.0% since the tradeEstimated entry price $120.49, close on Wed Feb 12, 2025Current price $168.68, close on Fri Oct 23 | Feb 12, 2025 | Mar 6, 2025 | 22d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +46.6% since the tradeEstimated entry price $115.09, close on Wed Nov 13, 2024Current price $168.68, close on Fri Oct 23 | Nov 13, 2024 | Dec 5, 2024 | 22d |
| Byron Donalds | Stock | Exchange | $1,001 - $15,000 | n/a | May 5, 2021 | Nov 8, 2024 | 1283d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Aug 1, 2024 | Sep 11, 2024 | 41d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Apr 29, 2024 | May 15, 2024 | 16d |
| Markwayne MullinSelf | Stock | Sale (Partial) | $1,001 - $15,000 | n/a | Dec 22, 2023 | Jan 26, 2024 | 35d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Jun 6, 2023 | Jul 11, 2023 | 35d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Jun 26, 2023 | Jul 11, 2023 | 15d |
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. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
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, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Josh Gottheimer | Democrat · 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 27, 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
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 27, 2026.
