SHOPIFY ($SHOP) posted quarterly earnings results on Tuesday, November 4th. The company reported earnings of $0.34 per share, missing estimates of $0.34 by $0.00. The company also reported revenue of $2,844,000,000, beating estimates of $2,810,983,126 by $33,016,874.
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 808 institutional investors add shares of SHOPIFY stock to their portfolio, and 676 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 13,434,719 shares (-57.7%) from their portfolio in Q2 2025, for an estimated $1,549,694,836
- JENNISON ASSOCIATES LLC added 7,403,821 shares (+64.3%) to their portfolio in Q3 2025, for an estimated $1,100,281,838
- INVESCO LTD. added 5,927,567 shares (+146.7%) to their portfolio in Q2 2025, for an estimated $683,744,853
- CAPITAL WORLD INVESTORS added 5,875,563 shares (+11.3%) to their portfolio in Q2 2025, for an estimated $677,746,192
- CAPITAL INTERNATIONAL INVESTORS added 4,738,141 shares (+13.4%) to their portfolio in Q2 2025, for an estimated $546,544,564
- SANDS CAPITAL MANAGEMENT, LLC removed 4,653,206 shares (-38.3%) from their portfolio in Q2 2025, for an estimated $536,747,312
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 4,235,134 shares (-26.3%) from their portfolio in Q2 2025, for an estimated $488,522,706
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SHOPIFY Congressional Stock Trading
Members of Congress have traded $SHOP stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SHOP stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 06/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SHOPIFY Analyst Ratings
Wall Street analysts have issued reports on $SHOP in the last several months. We have seen 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keybanc issued a "Overweight" rating on 10/30/2025
- Oppenheimer issued a "Outperform" rating on 10/28/2025
- RBC Capital issued a "Outperform" rating on 10/17/2025
- Citigroup issued a "Buy" rating on 08/08/2025
- Evercore ISI Group issued a "Outperform" rating on 08/08/2025
- Canaccord Genuity issued a "Buy" rating on 08/07/2025
- Goldman Sachs issued a "Buy" rating on 08/07/2025
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 27 analysts offer price targets for $SHOP in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Austin Wurschmidt from Keybanc set a target price of $200.0 on 10/30/2025
- Ken Wong from Oppenheimer set a target price of $200.0 on 10/28/2025
- Paul Treiber from RBC Capital set a target price of $200.0 on 10/17/2025
- Daniel Chan from TD Cowen set a target price of $156.0 on 10/03/2025
- Daniel Chan from TD Securities set a target price of $156.0 on 10/03/2025
- Mark Mahaney from Evercore ISI Group set a target price of $170.0 on 08/08/2025
- Tyler Radke from Citigroup set a target price of $195.0 on 08/08/2025
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.
