Stony Point Capital LLC / SHOP
Stony Point Capital LLC’s Shopify Inc Position
Does Stony Point Capital LLC own Shopify Inc (SHOP)? Yes — 631.4K shares worth $75M (+6.02% of its 13F portfolio) as of Q1 2026, up from 541.3K shares the prior filed quarter.
Position Value
$75M
Q1 2026
Shares
631.4K
% of Portfolio
+6.02%
Quarters Held
18
currently held
Position History SHOP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 631.4K | $75M | +6.02% |
| Q4 2025 | 541.3K | $87M | +6.39% |
| Q3 2025 | 527.9K | $78M | +5.50% |
| Q2 2025 | 501.6K | $58M | +4.38% |
| Q1 2025 | 157.0K | $15M | +1.54% |
| Q4 2023 | 134.1K | $10M | +3.45% |
| Q3 2023 | 242.0K | $13M | +4.49% |
| Q2 2023 | 239.0K | $15M | +5.01% |
| Q1 2023 | 229.8K | $11M | +3.92% |
| Q4 2021 | 13.1K | $18M | +3.37% |
| Q3 2021 | 7.3K | $10M | +2.72% |
| Q2 2021 | 7.1K | $10M | +2.72% |
| Q1 2021 | 10.2K | $11M | +3.60% |
| Q4 2020 | 6.8K | $8M | +3.37% |
| Q3 2020 | 6.8K | $7M | +3.47% |
| Q2 2020 | 6.8K | $6M | +3.65% |
| Q1 2020 | 7.0K | $3M | +2.51% |
| Q4 2019 | 16.3K | $6M | +4.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stony Point Capital LLC’s full portfolio or all institutional holders of SHOP.