Lyell Wealth Management, LP / SHOP
Lyell Wealth Management, LP’s Shopify Inc Position
Does Lyell Wealth Management, LP own Shopify Inc (SHOP)? Yes — 164.9K shares worth $20M (+1.44% of its 13F portfolio) as of Q1 2026, up from 164.9K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
164.9K
% of Portfolio
+1.44%
Quarters Held
30
currently held
Position History SHOP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 164.9K | $20M | +1.44% |
| Q4 2025 | 164.9K | $27M | +1.92% |
| Q3 2025 | 164.8K | $24M | +1.82% |
| Q2 2025 | 164.8K | $19M | +1.50% |
| Q1 2025 | 160.3K | $15M | +1.43% |
| Q4 2024 | 157.5K | $17M | +1.50% |
| Q3 2024 | 157.2K | $13M | +1.15% |
| Q2 2024 | 156.2K | $10M | +0.99% |
| Q1 2024 | 129.2K | $10M | +1.01% |
| Q4 2023 | 127.0K | $10M | +1.12% |
| Q3 2023 | 125.0K | $7M | +0.92% |
| Q2 2023 | 125.0K | $8M | +1.03% |
| Q1 2023 | 126.6K | $6M | +0.85% |
| Q4 2022 | 125.8K | $4M | +0.69% |
| Q3 2022 | 135.5K | $4M | +0.62% |
| Q2 2022 | 136.0K | $4M | +0.69% |
| Q1 2022 | 13.6K | $9M | +1.18% |
| Q4 2021 | 14.3K | $20M | +2.25% |
| Q3 2021 | 14.2K | $19M | +2.34% |
| Q2 2021 | 14.0K | $20M | +2.53% |
| Q1 2021 | 14.1K | $16M | +2.28% |
| Q4 2020 | 15.3K | $17M | +2.77% |
| Q3 2020 | 15.6K | $16M | +2.99% |
| Q2 2020 | 16.3K | $15M | +3.40% |
| Q1 2020 | 16.4K | $7M | +2.05% |
| Q4 2019 | 16.5K | $7M | +1.75% |
| Q3 2019 | 16.1K | $5M | +1.51% |
| Q2 2019 | 14.5K | $4M | +1.31% |
| Q1 2019 | 13.9K | $3M | +0.96% |
| Q4 2018 | 11.6K | $2M | +0.67% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lyell Wealth Management, LP’s full portfolio or all institutional holders of SHOP.