Market Movers (8-K)
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Shopify INCShopify 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
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Shopify INCShopify Inc. announced the immediate resignation of board member Prashanth Mahendra-Rajah, who is joining the U.S. Department of Commerce.
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Shopify INCShopify Inc. reported the outcomes of its 2026 Annual Meeting of Shareholders, with all director nominees elected and PricewaterhouseCoopers LLP reappointed as auditors.
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Shopify INCShopify 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.
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Shopify INCShopify has filed its Notice of 2026 Annual General Meeting and Management Information Circular, detailing director elections, executive compensation, and shareholder proposals.
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Shopify INCShopify announced robust financial results for Q1 2026, showcasing 34% revenue growth and achieving $100 billion in Gross Merchandise Volume (GMV).
Quarterly Earnings (10-Q)
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Shopify INCShopify 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
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Shopify INCShopify reports a strong first quarter for 2026 with significant year-over-year growth in both total revenue and gross merchandise volume.
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Shopify INCShopify 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
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Shopify INCShopify 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
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Shopify INCShopify'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)
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Shopify INCShopify Inc. has filed an amendment to its 2025 Form 10-K to include Part III information and updated certifications.
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Shopify INCShopify 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
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Shopify INC10-K/A: Shopify Amends 10-K to Include Executive and Director Information, Board Changes Highlighted
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.
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Shopify INC10-K: Shopify Inc. Reports Strong 2024 Results, Cites Growth in Merchant Solutions and Platform Adoption
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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Shopify INCShopify 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.
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Shopify INCShopify Strategic Holdings 3 LLC, a 10% owner of Klaviyo, Inc., exercised warrants to acquire 344,381 shares of Series B Common Stock.
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Shopify INCShopify 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.
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Shopify INCForm 4: Shopify Strategic Holdings 3 LLC Reports Changes in Beneficial Ownership of Klaviyo, Inc. Stock
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.
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Shopify INCShopify Strategic Holdings 3 LLC, a 10% owner of Klaviyo, Inc., reports a transaction involving warrants to purchase Series B Common Stock.
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Shopify INCShopify 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
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Shopify INCShopify Strategic Holdings 3 LLC and Shopify Inc. increased their beneficial ownership in Klaviyo, Inc. to 18.85% through the vesting and exercise of warrants.
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Shopify INCShopify 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
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Shopify INCBlackRock, Inc. has reported beneficial ownership of 5.1% of Shopify Inc.'s Class A Stock as of June 30, 2026.
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Shopify INCSCHEDULE 13G/A: BlackRock Discloses 4.4% Passive Stake in Shopify Class A Stock
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.
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Shopify INCSCHEDULE 13G/A: Baillie Gifford & Co Files Amendment to Maintain Significant Shopify Inc. Class A Stake
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.
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Shopify INCSCHEDULE 13G: BlackRock Discloses 5.0% Passive Stake in Shopify Inc.
BlackRock, Inc. has filed a Schedule 13G, reporting a 5.0% beneficial ownership stake in Shopify Inc. as of December 31, 2024.