13F

SHOP SHOPIFY INC - CLASS A

2026Q1 · CUSIP 82509L107

🔴 Danger · Dual-confirm: breadth + price
Holders
1,710
Δ holders QoQ
-161
Breadth percentile
Top 100%
Whale holders
302
Δ whales
-5
Inst. holding value
$93.8B
New positions
173
Closed positions
334
Price momentum (1Q)
-9.8%
Put / Call
51/49

Breadth history (34 quarters)

2018Q1: Δ+49 · h=329 2018Q2: Δ+33 · h=362 2018Q3: Δ+40 · h=402 2018Q4: Δ+17 · h=419 2019Q1: Δ+35 · h=454 2019Q2: Δ+32 · h=486 2019Q3: Δ+39 · h=525 2019Q4: Δ+75 · h=600 2020Q1: Δ+89 · h=689 2020Q2: Δ+173 · h=862 2020Q3: Δ+66 · h=928 2020Q4: Δ+176 · h=1104 2021Q1: Δ+33 · h=1137 2021Q2: Δ+50 · h=1187 2021Q3: Δ+11 · h=1198 2021Q4: Δ+133 · h=1331 2022Q1: Δ-198 · h=1133 2022Q2: Δ-180 · h=953 2022Q3: Δ-75 · h=878 2022Q4: Δ+83 · h=961 2023Q1: Δ+55 · h=1016 2023Q2: Δ+94 · h=1110 2023Q3: Δ-41 · h=1069 2023Q4: Δ+134 · h=1203 2024Q1: Δ+9 · h=1212 2024Q2: Δ-9 · h=1203 2024Q3: Δ+46 · h=1249 2024Q4: Δ+227 · h=1476 2025Q1: Δ-13 · h=1463 2025Q2: Δ+85 · h=1548 2025Q3: Δ+157 · h=1705 2025Q4: Δ+166 · h=1871 2026Q1: Δ-161 · h=1710 2018Q1: holders=329 2018Q2: holders=362 2018Q3: holders=402 2018Q4: holders=419 2019Q1: holders=454 2019Q2: holders=486 2019Q3: holders=525 2019Q4: holders=600 2020Q1: holders=689 2020Q2: holders=862 2020Q3: holders=928 2020Q4: holders=1104 2021Q1: holders=1137 2021Q2: holders=1187 2021Q3: holders=1198 2021Q4: holders=1331 2022Q1: holders=1133 2022Q2: holders=953 2022Q3: holders=878 2022Q4: holders=961 2023Q1: holders=1016 2023Q2: holders=1110 2023Q3: holders=1069 2023Q4: holders=1203 2024Q1: holders=1212 2024Q2: holders=1203 2024Q3: holders=1249 2024Q4: holders=1476 2025Q1: holders=1463 2025Q2: holders=1548 2025Q3: holders=1705 2025Q4: holders=1871 2026Q1: holders=1710 -227 -113.5 +0 +113.5 +227 29611311965 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 25 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 2% -9.8%
2025Q3 Top 1% -11.5% -25.0%
2025Q2 Top 2% +2.0% -15.0%
2024Q4 Top 1% -15.6% +7.7%
2024Q3 Top 5% +9.1% -2.4%
2023Q4 Top 2% -28.0% -7.5%
2023Q2 Top 1% +18.4% +51.8%
2023Q1 Top 1% -12.4% +11.7%
2022Q4 Top 3% +35.5% +18.3%
2021Q4 Top 2% -51.7% -50.6%
2021Q3 Top 17% -55.4% -78.5%
2021Q2 Top 3% +12.1% -43.1%
2021Q1 Top 9% +35.8% +52.3%
2020Q4 Top 1% -25.6% +1.0%
2020Q3 Top 2% +50.6% +27.3%
2020Q2 Top 0% -9.3% +40.7%
2020Q1 Top 1% +37.3% +24.4%
2019Q4 Top 5% +37.6% +88.8%
2019Q3 Top 2% +65.8% +140.9%
2019Q2 Top 3% -12.9% +49.5%
2019Q1 Top 6% +31.2% +14.2%
2018Q4 Top 13% +47.4% +99.6%
2018Q3 Top 2% +18.2% +84.7%
2018Q2 Top 5% +2.6% +30.3%
2018Q1 Top 1% -4.8% -2.3%
Put holders / Call holders: 51 / 49