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SHOP

Bottoming?

Shopify Inc · CONSUMER DISCRETIONARY

Aug 26, 2026 · Held by 7 equity funds across 5 families · institutional blended weight 1.223% · ~$430M est. exposure

Institutional blended weight over time

AUM-weighted weight of SHOP across all stock-picking funds, last 30 trading sessions.

2026-07-151.396% → 1.223%2026-08-26

Net flow

Day

+0.000%

Week

-0.043%

Month

-0.109%

Change in blended weight over each window. Sold over the month but being bought recently — may be turning.

Who holds it

FundWeightΔ today
ARKF
9.650%
~$87M
—
ARKW
4.602%
~$69M
+0.003%
KYLD
4.472%
~$6.7M
+0.022%
ULTY
4.041%
~$20M
+0.043%
ARKK
3.766%
~$256M
-0.003%
FDRS
3.482%
~$1.7M
+0.000%
IBUY
0.954%
~$2.4M
—

Plus 4 option positions on SHOP (income funds) — excluded from the institutional blend.