Shopify INC

Market Movers (8-K)

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NASDAQ
Shopify announced a stellar second quarter for 2026, reporting over 30% year-over-year growth in Gross Merchandise Volume (GMV), revenue, gross profit, and free cash flow, alongside an 18% free cash flow margin.
Better than expected
NASDAQ
Shopify Inc. announced the immediate resignation of board member Prashanth Mahendra-Rajah, who is joining the U.S. Department of Commerce.
NASDAQ
Shopify Inc. reported the outcomes of its 2026 Annual Meeting of Shareholders, with all director nominees elected and PricewaterhouseCoopers LLP reappointed as auditors.
NASDAQ
Shopify announced a $3 billion increase to its share repurchase program, bringing the total authorization to $5 billion, signaling confidence in its business and future opportunities.
NASDAQ
Shopify has filed its Notice of 2026 Annual General Meeting and Management Information Circular, detailing director elections, executive compensation, and shareholder proposals.
NASDAQ
Shopify announced robust financial results for Q1 2026, showcasing 34% revenue growth and achieving $100 billion in Gross Merchandise Volume (GMV).

Quarterly Earnings (10-Q)

NASDAQ
Shopify Inc. announced a significant increase in revenue and net income for the second quarter of 2026, driven by strong merchant solutions performance and a rebound in investment gains.
Better than expected
NASDAQ
Shopify reports a strong first quarter for 2026 with significant year-over-year growth in both total revenue and gross merchandise volume.
NASDAQ
Shopify Inc. reported a 32% increase in Q3 2025 revenue to $2.84 billion, driven by strong merchant solutions growth, but net income declined significantly due to unrealized investment losses.
Worse than expected
NASDAQ
Shopify Inc. reported a significant increase in net income and revenue for Q2 2025, driven by strong growth in merchant solutions and improved investment performance.
Better than expected
NASDAQ
Shopify's Q1 2025 revenue increased by 27% year-over-year, but the company reported a net loss primarily due to unrealized losses on equity and other investments.
Worse than expected

Annual Reports (10-K)

NASDAQ
Shopify Inc. has filed an amendment to its 2025 Form 10-K to include Part III information and updated certifications.
NASDAQ
Shopify Inc. announced a 30% revenue increase to $11.6 billion in 2025, driven by merchant solutions, despite a 39% drop in net income due to investment losses.
Worse than expected
NASDAQ
Shopify files an amendment to its 2024 annual report to include Part III information regarding directors, executive officers, and corporate governance, along with updated certifications from the CEO and CFO.
NASDAQ
Shopify Inc. announces its 2024 financial results, highlighting a 26% increase in total revenue and significant growth in gross merchandise volume.
Better than expected

Insider Trading (Form 4)

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NASDAQ
Shopify Strategic Holdings 3 LLC filed a Form 4 indicating a planned exercise of warrants to acquire 344,383 shares of Klaviyo Series B Common Stock on January 29, 2026.
NASDAQ
Shopify Strategic Holdings 3 LLC, a 10% owner of Klaviyo, Inc., exercised warrants to acquire 344,381 shares of Series B Common Stock.
NASDAQ
Shopify Strategic Holdings 3 LLC, a 10% owner and director of Klaviyo, Inc., reported the routine vesting of warrants and the conversion of Series B Common Stock into Series A Common Stock.
NASDAQ
Shopify Strategic Holdings 3 LLC, a subsidiary of Shopify Inc., filed a Form 4 detailing changes in its beneficial ownership of Klaviyo, Inc. (KVYO) stock, including transactions involving warrants and conversions of Series B Common Stock.
NASDAQ
Shopify Strategic Holdings 3 LLC, a 10% owner of Klaviyo, Inc., reports a transaction involving warrants to purchase Series B Common Stock.
NASDAQ
Shopify Strategic Holdings 3 LLC, a subsidiary of Shopify Inc., reports acquiring warrants to purchase Series B Common Stock in Klaviyo, Inc.

Schedule 13D - Activist Investments

NASDAQ
Shopify Strategic Holdings 3 LLC and Shopify Inc. increased their beneficial ownership in Klaviyo, Inc. to 18.85% through the vesting and exercise of warrants.
NASDAQ
Shopify Strategic Holdings 3 LLC and Shopify Inc. filed an Amendment No. 2 to their Schedule 13D, updating their beneficial ownership in Klaviyo, Inc. to 25.51% following warrant vesting and exercise.

Schedule 13G - Passive Investments

NASDAQ
BlackRock, Inc. has reported beneficial ownership of 5.1% of Shopify Inc.'s Class A Stock as of June 30, 2026.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 4.4% of Shopify Inc.'s Class A Stock as of March 31, 2025.
NASDAQ
Investment adviser Baillie Gifford & Co has reported a 4.92% beneficial ownership stake in Shopify Inc.'s Class A shares as of December 31, 2024, according to its latest Schedule 13G/A Amendment No. 7 filing.
NASDAQ
BlackRock, Inc. has filed a Schedule 13G, reporting a 5.0% beneficial ownership stake in Shopify Inc. as of December 31, 2024.