SEC 13F Intelligence

O'neil Global Advisors, Inc. / SHOP

O'neil Global Advisors, Inc.’s Shopify Inc Position

Does O'neil Global Advisors, Inc. own Shopify Inc (SHOP)? Not currently — the last reported position was 27.4K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
27.4K
% of Portfolio
+1.52%
Quarters Held
8
position exited

Position History SHOP

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $27MQ2 ’21Q2 ’23: $2MQ2 ’23Q3 ’23: $260,000Q3 ’23Q4 ’24: $2MQ4 ’24Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202527.4K$4M+1.52%
Q3 202542.7K$6M+1.17%
Q2 202553.5K$6M+1.42%
Q4 202419.0K$2M+0.59%
Q3 20234.8K$260,000+0.24%
Q2 202324.4K$2M+0.31%
Q2 202118.4K$27M+8.40%
Q1 20211.7K$2M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of SHOP.