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Position history for Hudson Bay Capital Management LPHudson Bay Capital Management LP's holdings in SHOPIFY INC

Yes. Hudson Bay Capital holds 1,066,000 shares of SHOP (Shopify), worth $121.7M, as of its Q2 2026 13F filing. It increased the position by 116,000 shares (+12.2%) from Q1 2026. Hudson Bay Capital has held SHOP since Q3 2025, across 4 quarterly 13F filings. SHOP is 0.3% of Hudson Bay Capital's reported 13F portfolio.

Current Value

$121.7M

Current Shares

1.1M

Total Value Change

+$113.6M

Total Shares Change

+965,352

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+12.2%
$121.7M0.3%$114.18
40
2026-Q1
Increased
950,000
+2.6%
$112.7M0.4%$118.62
37
2025-Q4
Increased
925,697
+1285.0%
$149M0.5%$160.97
58
2025-Q3
New
66,835
-
$9.9M0.0%$148.61
38
2025-Q2
Exited
0
-100.0%
$00.0%$115.35
0
2025-Q1
New
13,093
-
$1.3M0.0%$95.48
35
2024-Q4
Exited
0
-100.0%
$00.0%$106.33
0
2024-Q3
Increased
100,648
+5.3%
$8.1M0.0%$80.14
29

Other major holders of SHOP: BNP PARIBAS FINANCIAL MARKETS, BAILLIE GIFFORD & CO, VANGUARD GROUP INC, Capital World Investors, FMR LLC

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