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Shopify Inc cl a shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $158k 1.1k 148.61
2025-06-30 $134k 1.2k 115.35
2025-03-31 $111k 1.2k 95.48

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View all positions for Smallwood Wealth Investment Management

Top funds holding Shopify Inc cl a

Capital World Investors
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Baillie Gifford & Co
Jpmorgan Chase & Co
Morgan Stanley
Royal Bank of Canada
Fil
Jennison Associates
CIBC World Markets
Loomis, Sayles and
Invesco
Geode Capital Management
Bank Of Montreal

View all funds holding Shopify Inc cl a