What smart money is saying about Shopify
SHOP.TO
No fund has written a full thesis on Shopify in our archive, but 3 fund letters report a position in it — most recently Liontrust Sustainable Future Global Growth Fund in June 2026.
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3
Reported positions
3
Bought
0
Sold
4
Letters
Position history
Every position in Shopify on record in the archive was reported in Q2 2026, across 3 fund letters — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 3 | 0 | 0 |
Fund activity · 3 positions · 3 moves
- New positionLiontrust Sustainable Future Global Growth FundJune 2026
“We also added Shopify, a CAD$198 billion Canadian company providing essential digital infrastructure for global ecommerce. It offers the tools needed to start and scale a business, focusing on entrepreneurs and SMEs, and aligns with our Enabling SMEs theme. Shopify is helping merchants succeed in ecommerce at an accelerating pace, expanding its share of ecommerce spend, despite a derating driven by AI-related concerns. For a company providing digital infrastructure to millions of SMEs and enterprises, we view AI as an opportunity, allowing us to initiate a position.”
Read the letterShopify - June 2026
“We also added Shopify, a CAD$198 billion Canadian company providing essential digital infrastructure for global ecommerce.”
Read the letterShopify - June 2026
“We also added Shopify, a CAD$198 billion Canadian company providing essential digital infrastructure for global ecommerce.”
Read the letterShopify
Also mentioned · 1
These funds discuss Shopify — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“the Strategy benefited from being underweight Shopify, which underperformed, but this was more than offset by weakness in CGI and Descartes Systems”
Read the letterShopify
Read the letters behind these Shopify positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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