Shopify Ownership
| SHOP Stock | USD 99.25 2.24 2.31% |
Shares in Circulation | First Issued 2014-03-31 | Previous Quarter 1.3 B | Current Value 1.3 B | Avarage Shares Outstanding 1.1 B | Quarterly Volatility 221.1 M |
Shopify Stock Ownership Analysis
About 72.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.12. Shopify Class A had not issued any dividends in recent years. The entity had 10:1 split on the 29th of June 2022. Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. Shopify Inc. was incorporated in 2004 and is headquartered in Ottawa, Canada. Shopify operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 10000 people. To find out more about Shopify Class A contact the company at 613-241-2828 or learn more at https://www.shopify.com.Besides selling stocks to institutional investors, Shopify also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Shopify's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Shopify's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Shopify Quarterly Liabilities And Stockholders Equity |
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Less than 1% of Shopify Class A are currently held by insiders. Unlike Shopify's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Shopify's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Shopify's insider trades
Shopify Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Shopify is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Shopify Class A backward and forwards among themselves. Shopify's institutional investor refers to the entity that pools money to purchase Shopify's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Arrowstreet Capital Limited Partnership | 2024-12-31 | 16.5 M | Fidelity International Ltd | 2024-12-31 | 15.8 M | Loomis, Sayles & Company Lp | 2024-12-31 | 14.6 M | Norges Bank | 2024-12-31 | 14.5 M | Mackenzie Investments | 2024-12-31 | 14.4 M | Sands Capital Management, Llc | 2024-12-31 | 13.8 M | Bank Of Montreal | 2024-12-31 | 11.3 M | Bmo Capital Markets Corp. | 2024-12-31 | 11.3 M | Franklin Resources Inc | 2024-12-31 | 11.1 M | Baillie Gifford & Co Limited. | 2024-12-31 | 59.8 M | Capital World Investors | 2024-12-31 | 53.1 M |
Shopify Class A Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Shopify insiders, such as employees or executives, is commonly permitted as long as it does not rely on Shopify's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Shopify insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Mather Ann over three months ago Discretionary transaction by Mather Ann of tradable shares of Shopify subject to Rule 16b-3 | ||
Eisenberg Michael A over six months ago Discretionary transaction by Eisenberg Michael A of 3141670 shares of Shopify subject to Rule 16b-3 | ||
Eisenberg Michael A over a year ago Acquisition by Eisenberg Michael A of 75000 shares of Shopify subject to Rule 16b-3 |
Shopify's latest congressional trading
Congressional trading in companies like Shopify Class A, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Shopify by those in governmental positions are based on the same information available to the general public.
| 2025-04-23 | Representative Rob Bresnahan | Acquired Under $15K | Verify | ||
| 2025-04-11 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2025-03-07 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-12-06 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-01-25 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2022-07-18 | Representative Michael F Q San Nicolas | Acquired $250K to $500K | Verify | ||
| 2019-07-24 | Representative Tom Rice | Acquired Under $15K | Verify |
Shopify Outstanding Bonds
Shopify issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Shopify Class A uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Shopify bonds can be classified according to their maturity, which is the date when Shopify Class A has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Shopify Corporate Filings
10K | 29th of April 2025 An amendment to a previously filed Form 10-K | ViewVerify |
| 24th of April 2025 Other Reports | ViewVerify | |
| 28th of March 2025 Other Reports | ViewVerify | |
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Shopify
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Shopify position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Shopify will appreciate offsetting losses from the drop in the long position's value.Moving together with Shopify Stock
| 0.81 | DJCO | Daily Journal Corp | PairCorr |
| 0.7 | BL | Blackline Earnings Call Today | PairCorr |
| 0.96 | DT | Dynatrace Holdings LLC | PairCorr |
The ability to find closely correlated positions to Shopify could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Shopify when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Shopify - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Shopify Class A to buy it.
The correlation of Shopify is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Shopify moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Shopify Class A moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Shopify can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Shopify Stock Analysis
When running Shopify's price analysis, check to measure Shopify's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shopify is operating at the current time. Most of Shopify's value examination focuses on studying past and present price action to predict the probability of Shopify's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shopify's price. Additionally, you may evaluate how the addition of Shopify to your portfolios can decrease your overall portfolio volatility.