Shopify Inc. SEC filings document material events, operating results, governance matters, and capital actions for a Canadian commerce-platform company whose Class A subordinate voting shares trade under SHOP. Recent Form 8-K filings furnish quarterly and annual financial results, including management discussion materials and press releases describing revenue, gross merchandise volume, free cash flow, and outlook disclosures.
The filing record also covers annual meeting materials and management information circulars prepared under Canadian corporate and securities law, share repurchase authorization disclosures, executive officer changes, and other governance updates. These documents identify Shopify as a foreign private issuer that currently files periodic reports on U.S. domestic issuer forms while also making related Canadian securities filings.
Shopify Inc. filed an automatic shelf registration that allows Shopify or selling securityholders to offer Class A Subordinate Voting Shares, Preferred Shares, Debt Securities, Warrants, Subscription Receipts and Units, separately or in combinations, from time to time after effectiveness. Each offering’s amount, price and terms will be described in a prospectus supplement. Shopify will not receive proceeds from selling-securityholder sales; proceeds and proposed use from Shopify’s own offerings will also be described in the applicable supplement.
Shopify Inc. reported third-quarter revenue of $3.742 billion, versus $2.844 billion a year earlier, and net income of $462 million, versus $264 million. Operating income was $568 million, compared with $343 million, and operating cash flow was $818 million, versus $513 million. Gross profit was $1.781 billion; gross margin was 48%, compared with 49%.
For the first nine months, revenue was $10.495 billion versus $7.884 billion, while GMV reached $335.5 billion versus $254.6 billion. Merchant solutions revenue was $8.107 billion, up from $5.909 billion; subscription solutions revenue was $2.388 billion, up from $1.975 billion. Net income was $1.383 billion versus $488 million. Investment results included $530 million of gross unrealized gains from an observable price change in a private investment, alongside $404 million of unrealized losses in investments with readily determinable fair values and a $65 million unrealized loss on an investment option.
During the nine months, Shopify repurchased 21,145,824 shares for $2.476 billion at an average $117.09 per share under a $5 billion authorization; $2.524 billion remained authorized. The program permits open-market purchases on Nasdaq, privately negotiated transactions, including block trades, or other means, and caps repurchases at 5% of issued and outstanding Class A subordinate voting shares.
Shopify Inc. (SHOP) reported revenue of $3.742 billion for the quarter ended September 30, 2026, up 32% year over year and 32% in constant currency. GMV was $119.145 billion, compared with $92.013 billion a year earlier. Gross profit was $1.781 billion and operating income was $568 million, versus $1.391 billion and $343 million, respectively, in the prior-year quarter. Net income was $462 million, compared with $264 million.
Free cash flow, a non-GAAP measure, was $816 million, compared with $507 million, and its margin was 22%, compared with 18%, in the year-earlier quarter. For Q4 2026, management expects revenue to grow at a low-thirties percentage rate year over year, operating expenses to be 29% to 30% of revenue, and free cash flow margin to be consistent with Q4 2025.
Shopify Inc. officer Jeff Hoffmeister reported a planned sale of 6,152 Class A Subordinate Voting Shares, with an aggregate market value of $893,054.02. The stated purpose is to cover taxes and fees resulting from RSU vesting. The notice also lists 12,469 shares acquired through RSU vesting and uses a September 24, 2026 closing price of $145.16 per share to calculate the aggregate market value.
Shopify Inc. (SHOP) has a notice from officer Jean Niehaus under Rule 144 indicating an intention to sell Class A Subordinate Voting Shares in connection with the vesting of restricted stock units (RSUs). The planned sales, beginning around September 19, 2026, are described as being made to cover taxes and fees from RSU vesting.
The notice lists prior sales of Shopify Class A Subordinate Voting Shares by Niehaus over the preceding three months and provides an aggregate market value reference based on a September 11, 2026 closing price.
Shopify Inc. (SHOP) received a notice from officer Harley Finkelstein of a proposed sale of Class A Subordinate Voting Shares under Rule 144. The notice covers shares associated with vesting of RSUs and options, with certain sales intended to comply with Rule 10b5-1(c).
The filing lists proposed sales including 10,131 shares linked to RSU vesting and 172,050 shares linked to vesting of RSUs and options. Aggregate market values reported for the covered shares total $678,481.17 and $22,158,319.50, calculated using the September 11, 2026 closing price of $128.79 per share.
Shopify Inc. (SHOP) officer Jessica Hertz filed a notice under Rule 144 for potential sales of Class A Subordinate Voting Shares. The securities information section lists 11,171 shares with an aggregate market value of $1,438,737.24, based on a September 11, 2026 closing price of $128.79 per share, and notes 1,208,570,347 shares outstanding as of July 31, 2026. A separate section describes 22,342 shares in connection with a September 19, 2026 vesting of RSUs. In the prior three months, Hertz reported multiple sales of Shopify Class A shares, including 3,834 shares on June 29, 2026, 3,675 shares on July 28, 2026, 10,394 shares on August 27, 2026, and 3,636 shares on August 28, 2026. The remarks state that upcoming sales are intended to cover taxes and fees from RSU vesting and that the indicated sale dates reflect a three‑month period starting on September 19, 2026.
Shopify Inc. (SHOP) received a notice under Rule 144 that officer Jeff Hoffmeister plans to sell 11,647 Class A Subordinate Voting Shares through Morgan Stanley Smith Barney. The filing lists an aggregate market value of about $1,500,017.13 for these shares, based on a September 11, 2026 closing price of $128.79 per share.
The shares to be sold were acquired upon the vesting of restricted stock units during the period from September 9, 2025 through December 29, 2025. Shares outstanding were 1,208,570,347 as of September 14, 2026; this is a baseline figure, not the amount being sold. The notice also discloses prior Rule 144 sales by Hoffmeister over the last three months.
Shopify Inc. (SHOP) discloses that company founder Tobias Lütke has filed a notice under Rule 144 covering planned transactions in Class A Subordinate Voting Shares. The plan includes 46,758 shares tied to the vesting of RSUs on September 9, 2026, an earlier gift of 87,750 shares dated December 10, 2025, and the conversion of 438,750 Class B Multiple Voting Shares on December 12, 2025. The notice also lists multiple Class A share sales by Lütke during June–September 2026 and states that future sales are expected to be made under plans intended to comply with Rule10b5-1(c), adopted on December 8, 2025, using an aggregate market value calculated from the August 31, 2026 closing price of $147.37 per share.
SHOPIFY INC. (SHOP) received a Form 144 notice from officer Jessica Hertz indicating a proposed sale of up to 10,394 Class A Subordinate Voting Shares through Morgan Stanley Smith Barney LLC. The shares have an aggregate market value of $1,606,337.61, based on a share count of 1,208,570,347 outstanding, with sales expected to occur on or about 08/27/2026 on NASDAQ. The filing also lists multiple tranches of restricted stock scheduled to vest under a registered plan between 12/29/2025 and 07/28/2026, with individual vesting amounts ranging from 37 to 2,595 shares.