SHOPIFY ($SHOP) posted quarterly earnings results for Q1 2026 on Tuesday, May 5th. The company reported earnings of $0.36 per share, beating estimates of $0.34 by $0.02. The company also reported revenue of $3,170,000,000, beating estimates of $3,144,649,351 by $25,350,649.
You can see Quiver Quantitative's $SHOP stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
SHOPIFY Hedge Fund Activity
We have seen 815 institutional investors add shares of SHOPIFY stock to their portfolio, and 868 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 7,594,495 shares (-79.8%) from their portfolio in Q4 2025, for an estimated $1,222,485,860
- WCM INVESTMENT MANAGEMENT, LLC added 6,700,679 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,078,608,298
- CAPITAL WORLD INVESTORS removed 5,789,891 shares (-10.8%) from their portfolio in Q4 2025, for an estimated $931,998,754
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 5,435,549 shares (+476.9%) to their portfolio in Q4 2025, for an estimated $874,960,322
- 1832 ASSET MANAGEMENT L.P. added 4,373,310 shares (+127.1%) to their portfolio in Q4 2025, for an estimated $703,971,710
- BAILLIE GIFFORD & CO removed 4,237,555 shares (-12.0%) from their portfolio in Q4 2025, for an estimated $682,119,228
- POLEN CAPITAL MANAGEMENT LLC removed 3,859,034 shares (-34.9%) from their portfolio in Q4 2025, for an estimated $621,188,702
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
SHOPIFY Congressional Stock Trading
Members of Congress have traded $SHOP stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SHOP stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 1 purchase worth up to $100,000 on 12/08 and 2 sales worth up to $115,000 on 02/03, 01/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
SHOPIFY Analyst Ratings
Wall Street analysts have issued reports on $SHOP in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/12/2026
- Mizuho issued a "Outperform" rating on 02/12/2026
- Scotiabank issued a "Sector Outperform" rating on 01/08/2026
To track analyst ratings and price targets for SHOPIFY, check out Quiver Quantitative's $SHOP forecast page.
SHOPIFY Price Targets
Multiple analysts have issued price targets for $SHOP recently. We have seen 17 analysts offer price targets for $SHOP in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- Tyler Radke from Citigroup set a target price of $163.0 on 04/28/2026
- Ken Gawrelski from Wells Fargo set a target price of $166.0 on 04/06/2026
- James Callahan from Piper Sandler set a target price of $165.0 on 03/12/2026
- Samad Samana from Jefferies set a target price of $150.0 on 03/09/2026
- Terry Tillman from Truist Securities set a target price of $150.0 on 02/17/2026
- Paul Treiber from RBC Capital set a target price of $170.0 on 02/12/2026
- Thanos Moschopoulos from BMO Capital set a target price of $160.0 on 02/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
