🔓
Sign in as a Member to unlock the full view of SHOP. · Full hedge fund list, every line-item carveout, cabinet conflicts, and politicians-trading detail.
Become a Member$24.50/mo already a Member? Sign in →
SHOP

Shopify Inc.

Sector: technologySoftware - ApplicationNASDAQMarket Cap: $169.92B

Shopify Inc. provides a cloud-based commerce platform for businesses, with its primary political signal being concentrated congressional trading activity by a single member (Rep. J000309) executing $50K-$100K purchases and sales.

Govt Dependence
0/100
Regulatory Density
25/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat SHOP does

Shopify operates a subscription-based software platform enabling businesses to create online stores and manage sales across digital and physical channels. Its revenue is derived from merchant subscription fees and payment processing solutions. The company serves a global customer base of small to medium-sized businesses.

12 months past · 3 months futureSHOP activity timeline

$184$138$93 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 29 $179.01 hi $95.40 lo $113.75 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Jonathan L. Jackson (D) · Sale · 2026-02-03Jonathan L. Jackson (D) · Sale · 2026-01-30Jonathan L. Jackson (D) · Purchase · 2025-12-08Jonathan L. Jackson (D) · purchase · 2025-10-06Jonathan L. Jackson (D) · purchase · 2025-10-08Jonathan L. Jackson (D) · Purchase · 2025-10-06Jonathan L. Jackson (D) · Purchase · 2025-10-08 Two Sigma Investments · + $14729M · 2026-03-31Baupost Group · holds $12188M · 2026-03-31Citadel Advisors · holds $516M · 2025-12-31Citadel Advisors · + $484M · 2025-09-30D.E. Shaw & Co. · + $202M · 2025-12-31D.E. Shaw & Co. · + $135M · 2025-09-30Baupost Group · holds $17M · 2025-12-31Baupost Group · holds $15M · 2025-09-30 HR.2385 · markup · 2026-06-25HR.2505 · committee · 2026-06-09 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
248 trading days · 7 congressional trades shown · 0 insider buys · 8 13F filings · 2 past bill actions · 3 upcoming markups

Executive Branch ConflictsSHOP held by Trump-administration officials

Lifetime Government AwardsSHOP federal contracts

SHOP doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding SHOP

$27.63B
Total SHOP held by tracked 13F funds
4
Funds with SHOP positions
Two Sigma Investments $14.73B +253% 2 overlap 2026-03-31
Baupost Group $12.19B holds 2 overlap 2026-03-31
Citadel Advisors $516M holds 7 overlap 2025-12-31
D.E. Shaw & Co. $202M +38% 7 overlap 2025-12-31

Politicians Trading SHOPMembers of Congress with recent SHOP positions

4 politicians traded SHOP across 23 disclosed transactions totaling $367K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SHOP). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SHOP

2026-02-03 Jonathan L. Jackson D-Illinois · house Sale $1,001 - $15,000
2026-01-30 Jonathan L. Jackson D-Illinois · house Sale $50,001 - $100,000
2025-12-08 Jonathan L. Jackson D-Illinois · house Purchase $50,001 - $100,000
2025-10-06 Jonathan L. Jackson D-Illinois · house purchase $15,001 - $50,000
2025-10-08 Jonathan L. Jackson D-Illinois · house purchase $1,001 - $15,000
2025-10-06 Jonathan L. Jackson D-Illinois · house Purchase $15,001 - $50,000
2025-10-08 Jonathan L. Jackson D-Illinois · house Purchase $1,001 - $15,000
2024-12-11 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000 245d late
2024-01-04 Markwayne Mullin R-Oklahoma · senate Sale $1,001 - $15,000
2023-01-03 Markwayne Mullin R-Oklahoma · senate Purchase $1,001 - $15,000 953d late
2024-12-11 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000 245d late
2025-06-09 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000 65d late
30+ trades on file · most recent 2026-03-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting SHOPLive legislation impacting this stock

Political ProfileWhere SHOP sits in Washington

[object Object]

STRUCTURAL: No lobbying spend (`get_political_influence.lobbying.total_income: 0`), no federal contracts (`get_government_precedent.federal_contracts_summary: null`), and no corporate insider buys (`corporate_insider_signal.total_buys: 0`). EVIDENTIARY: Active trading by one congressional member (Rep. J000309) with a net purchase pattern in late 2025, offset by a sale in early 2026. A single executive branch holding (`get_executive_branch_exposure.by_ticker[0].holdings`) shows a minor sale. Net: Evidentiary trading is offset by a complete lack of structural political engagement.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Potential technology sector regulation impacting e-commerce platforms.
    Federal Trade Commission (FTC)
    "`bill_impacts` array shows 8 technology sector bills with revenue impact estimates."

Regulatory opportunities

  • No specific regulatory opportunities flagged.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
Member intelligence layer

Live signals + predictions for SHOP — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Become a Founder · $24.50/mo Locked rate forever · cancel anytime

Frequently AskedAbout SHOP & political exposure

Does Shopify Inc. (SHOP) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Shopify Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own SHOP stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in SHOP on their OGE 278 financial disclosures, including Sean Duffy. See the Cabinet Conflicts panel for details.
Has Congress traded SHOP stock?
73 congressional trades by 9 unique members of Congress, most recently on 2026-02-03. See the Congressional Trading panel for politician-by-politician breakdown.
What is SHOP political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track SHOP political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SHOP data is updated daily from these official federal sources.