SEC 13F Intelligence

Skye Global Management LP / SHOP

Skye Global Management LP’s Shopify Inc Position

Does Skye Global Management LP own Shopify Inc (SHOP)? Not currently — the last reported position was 102.0K shares worth $15M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q3 2025
Shares
102.0K
% of Portfolio
+0.30%
Quarters Held
19
position exited

Position History SHOP

Reported value by quarter
Q4 ’18: $263,000Q4 ’18Q1 ’19: $517,000Q2 ’19: $180,000Q3 ’19: $2MQ3 ’19Q2 ’20: $3MQ4 ’20: $6MQ1 ’21: $2MQ1 ’21Q2 ’21: $33MQ3 ’21: $45MQ4 ’21: $130MQ4 ’21Q1 ’22: $100MQ2 ’22: $18MQ3 ’22: $232,000Q3 ’22Q4 ’22: $12MQ3 ’23: $862,206Q1 ’24: $2MQ1 ’24Q1 ’25: $3MQ2 ’25: $8MQ3 ’25: $15MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025102.0K$15M+0.30%
Q2 202568.5K$8M+0.14%
Q1 202533.6K$3M+0.09%
Q1 202430.0K$2M+0.05%
Q3 202315.8K$862,206+0.02%
Q4 2022334.5K$12M+0.40%
Q3 20228.6K$232,000+0.01%
Q2 2022587.0K$18M+0.40%
Q1 2022148.0K$100M+1.63%
Q4 202194.5K$130M+2.18%
Q3 202133.5K$45M+0.76%
Q2 202122.6K$33M+0.60%
Q1 20211.7K$2M+0.04%
Q4 20205.1K$6M+0.14%
Q2 20203.2K$3M+0.12%
Q3 20194.9K$2M+0.15%
Q2 2019600$180,000+0.02%
Q1 20192.5K$517,000+0.06%
Q4 20181.9K$263,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Skye Global Management LP’s full portfolio or all institutional holders of SHOP.