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SHOP · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SHOPAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SHOP
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterSHOPAMZN
Q3 202038 holders, $28.2bn63 holders, $195bn
Q4 202041 holders, $30.9bn65 holders, $198bn
Q1 202140 holders, $30.7bn65 holders, $193bn
Q2 202139 holders, $40.4bn66 holders, $221bn
Q3 202133 holders, $36.7bn59 holders, $199bn
Q4 202131 holders, $37.8bn66 holders, $209bn
Q1 202225 holders, $15.8bn66 holders, $201bn
Q2 202220 holders, $6.2bn58 holders, $125bn
Q3 202220 holders, $5.6bn60 holders, $136bn
Q4 202220 holders, $8.5bn56 holders, $93.6bn
Q1 202324 holders, $11.7bn61 holders, $112bn
Q2 202331 holders, $16.4bn64 holders, $144bn
Q3 202324 holders, $13.5bn65 holders, $141bn
Q4 202325 holders, $21.4bn69 holders, $172bn
Q1 202426 holders, $20.6bn69 holders, $209bn
Q2 202423 holders, $18.8bn70 holders, $224bn
Q3 202421 holders, $24.2bn62 holders, $206bn
Q4 202429 holders, $32.0bn68 holders, $250bn
Q1 202527 holders, $28.6bn70 holders, $218bn
Q2 202523 holders, $30.2bn71 holders, $253bn
Q3 202528 holders, $36.9bn69 holders, $244bn
Q4 202532 holders, $40.2bn74 holders, $280bn
Q1 202632 holders, $29.0bn70 holders, $261bn
Q2 202635 holders, $27.8bn72 holders, $305bn
SHOP

Shopify Inc

Holders
32
Reported value
$29.0bn
Buyers
22
Sellers
22

Breadth 0 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
70
Reported value
$261bn
Buyers
26
Sellers
45

Breadth -19 among 91 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (31)

Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

Only SHOP (1)

Durable Capital Partners LP

Only AMZN (39)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Maverick Capital Ltd, Millennium Management LLC, Pershing Square Capital Management LP, and 14 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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