证券记录 · 已归档季度
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Shopify Inc. · Technology · Software - Application
22被追踪持有人
+3Δ持有人
212.84M持有股份
$22.63B报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +15.8% ·
股份流向 +3.2% ·
净新建仓位 +13.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 169 | +3 | 694.11M | $78.35B | +5 | −1 |
| Q1 2026 | 167 | -10 | 688.07M | $81.87B | +2 | −13 |
| Q4 2025 | 176 | +5 | 729.50M | $117.38B | +6 | — |
| Q3 2025 | 23 | -1 | 362.89M | $53.93B | +1 | −3 |
| Q2 2025 | 22 | -4 | 284.70M | $32.85B | — | −4 |
| Q1 2025 | 23 | +1 | 200.54M | $19.15B | +2 | −1 |
| Q4 2024 | 22 | +3 | 212.84M | $22.63B | +3 | — |
| Q3 2024 | 18 | -2 | 205.97M | $16.51B | +1 | −3 |
| Q2 2024 | 20 | — | 198.46M | $13.11B | — | — |
持有人 · Q4 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 59.78M | -5.7% | $6.36B | 4.9% | ▼ Trim | 3 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 59.78M | -5.7% | $6.36B | 4.9% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 59.78M | -5.7% | $6.36B | 4.9% | ▼ Trim | 3 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 59.78M | -5.7% | $6.36B | 4.9% | ▼ Trim | 3 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 59.78M | -5.7% | $6.36B | 4.9% | ▼ Trim | 3 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 59.78M | -5.7% | $6.36B | 4.9% | ▼ Trim | 3 | SEC ↗ |
| 7 | Capital World Investors ✦ | 53.10M | +0.9% | $5.65B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 41.90M | -12.3% | $4.46B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 41.90M | -12.3% | $4.46B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 16.49M | +79.8% | $1.75B | 1.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (被动) | 14.50M | +1.3% | $1.54B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Geode Capital Management ✦ (被动) | 7.02M | +30.2% | $748.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Geode Capital Management ✦ (被动) | 7.02M | +30.2% | $748.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Wellington Management ✦ | 5.16M | +9.1% | $548.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | ARK Investment Management ✦ | 4.51M | -3.5% | $479.02M | 4.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Coatue Management ✦ | 2.55M | 0.0% | $270.89M | 0.9% | Held | 3 | SEC ↗ |
| 29 | Marshall Wace ✦ | 1.87M | 新增 | $198.93M | 0.3% | New | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 1.87M | 新增 | $198.93M | 0.3% | New | 1 | SEC ↗ |
| 31 | Marshall Wace ✦ | 1.87M | 新增 | $198.93M | 0.3% | New | 1 | SEC ↗ |
| 32 | Marshall Wace ✦ | 1.87M | 新增 | $198.93M | 0.3% | New | 1 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 1.57M | 新增 | $166.81M | 0.2% | New | 1 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 1.20M | +168.2% | $128.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 1.20M | +168.2% | $128.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Millennium Management ✦ | 1.13M | +14489.9% | $120.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 648.98K | +155.9% | $69.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 581.98K | +3.5% | $61.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | State Street Global Advisors ✦ (被动) | 333.56K | — | $35.47M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | State Street Global Advisors ✦ (被动) | 333.56K | — | $35.47M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Adage Capital Partners ✦ | 255.00K | 新增 | $27.11M | 0.0% | New | 1 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 130.83K | +738.6% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Markel Group ✦ | 102.75K | 0.0% | $10.93M | 0.1% | Held | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 7.03K | +66.0% | $747,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 7.03K | +66.0% | $747,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 7.03K | +66.0% | $747,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 3.58K | -1.2% | $381,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | GAMCO Investors ✦ | 2.88K | 0.0% | $306,230 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Marshall Wace | $198.93M | 0.3% |
| Marshall Wace | $198.93M | 0.3% |
| Marshall Wace | $198.93M | 0.3% |
| Marshall Wace | $198.93M | 0.3% |
| Renaissance Technologies | $166.81M | 0.2% |
| Adage Capital Partners | $27.11M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 28.47K 股份, $3.23M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2024 ·
方法论 ·
通过API获取此数据