Question 1

Does Creative Planning own SHOP stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Creative Planning holds 485,116 shares of SHOP (Shopify), worth $71.9M.

Question 2

How many shares of SHOP does Creative Planning own?

Accepted Answer

As of its Q3 2026 13F, Creative Planning holds 485,116 shares of SHOP (Shopify).

Question 3

What is Creative Planning's SHOP position worth?

Accepted Answer

As of its Q3 2026 13F, Creative Planning's SHOP position is worth $71.9M.

Question 4

Is Creative Planning buying or selling SHOP?

Accepted Answer

In Q3 2026, Creative Planning increased its SHOP position by 15,284 shares (+3.3%).

Question 5

When did Creative Planning first buy SHOP?

Accepted Answer

Creative Planning already held SHOP in its Q4 2018 13F, the earliest on record, and has listed it in 32 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	485,116	+3.3%	$71.9M	0.0%	$148.30	31
2026-Q2	Increased	469,832	+6.7%	$53.6M	0.0%	$114.18	31
2026-Q1	Increased	440,326	+7.6%	$52.2M	0.0%	$118.62	32
2025-Q4	Increased	409,381	+6.5%	$65.9M	0.0%	$160.97	32
2025-Q3	Increased	384,462	+4.9%	$57.1M	0.0%	$148.61	31
2025-Q2	Increased	366,476	+9.3%	$42.3M	0.0%	$115.35	32
2025-Q1	Increased	335,374	+12.7%	$32M	0.0%	$95.48	33
2024-Q4	Decreased	297,483	-24.2%	$31.6M	0.0%	$106.33	0
2024-Q3	Increased	392,415	+4.3%	$31.4M	0.0%	$80.14	30