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SHOPSHOP

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Position history for AIAllen Investment Management, LLC's holdings in SHOPIFY INC

Yes. Allen Investment Management holds 519,490 shares of SHOP (Shopify), worth $59.3M, as of its Q2 2026 13F filing. It reduced the position by 41,646 shares (-7.4%) from Q1 2026. Allen Investment Management has held SHOP in every 13F on record since Q1 2019, 30 quarterly filings. SHOP is 0.7% of Allen Investment Management's reported 13F portfolio.

Current Value

$59.3M

Current Shares

519,490

Total Value Change

+$34M

Total Shares Change

+202,943

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
519,490
-7.4%
$59.3M0.7%$114.18
0
2026-Q1
Decreased
561,136
-18.3%
$66.6M0.8%$118.62
0
2025-Q4
Decreased
686,988
-5.1%
$110.5M1.2%$160.97
0
2025-Q3
Increased
723,848
+20.9%
$107.6M1.2%$148.61
56
2025-Q2
Increased
598,461
+15.9%
$69M0.8%$115.35
48
2025-Q1
Increased
516,334
+18.5%
$49.3M0.6%$95.48
49
2024-Q4
Increased
435,680
+37.6%
$46.3M0.5%$106.33
54
2024-Q3
Increased
316,547
+30.2%
$25.4M0.3%$80.14
43

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