Welcome to our dedicated page for SHOPIFY SEC filings (Ticker: SHOP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Solium Capital Inc. insider Jean Niehaus filed to sell 3,450 Class A Subordinate Voting Shares on 08/06/2026, with the shares coming from the vesting of RSUs. The filing also lists prior sales of the same class of shares over the past three months: 392 shares on 05/28/2026 for $43,077.90, 405 shares on 06/29/2026 for $47,089.35, and 432 shares on 07/28/2026 for $57,251.66.
Gail Goodman filed a notice to sell Class A Subordinate Voting Shares of Solium Capital Inc.. The planned transaction covers 7,650 shares to be sold on 08/05/2026 in connection with an Exercise of Options.
The notice also lists recent sales over the prior three months: 1,200 shares on 05/05/2026 for 138504, 1,000 shares on 06/30/2026 for 113904.18, 5,000 shares on 07/10/2026 for 622910.5, and 5,000 shares on 07/28/2026 for 648689.5.
Shopify Inc. reported higher results for the quarter ended June 30, 2026, with total revenue of US $3,583 million, up 34% year over year. Subscription solutions revenue was $802 million and merchant solutions revenue $2,781 million. Gross Merchandise Volume reached $115,567 million in the quarter and $216,310 million for the first half, while Monthly Recurring Revenue was $221 million, 19% above a year earlier. Shopify Payments processed $78.1 billion of GMV in Q2, a 68% penetration rate versus 64% in 2025.
Gross profit was $1,708 million (48% of revenue). Operating expenses totaled $1,220 million, including $498 million in sales and marketing, $445 million in research and development, and $141 million of transaction and loan losses. Income from operations was $488 million. Net income rose to $1,502 million (basic and diluted EPS of $1.16), significantly influenced by $1,228 million of net gains on equity and equity method investments.
For the first six months of 2026, operating cash flow was $1,139 million. As of June 30, 2026, cash and cash equivalents were $1,656 million and marketable securities $3,291 million. Loans and merchant cash advances, net of a $242 million allowance, stood at $2,184 million. Under a $5,000 million share repurchase authorization, Shopify bought back 16,859,976 Class A shares for $1,933 million, leaving $3,067 million authorized.
Shopify Inc. reported strong Q2 2026 results, with revenue of US $3,583 million, a 34% year-over-year increase, and Gross Merchandise Volume (GMV) of US $115,567 million, up 32%. Gross profit rose to US $1,708 million and operating income to US $488 million.
Free cash flow reached US $654 million, representing an 18% margin, while net income was US $1,502 million, or US $439 million excluding the impact of equity investments. Monthly Recurring Revenue grew to US $221 million, reflecting expansion in subscription solutions.
For Q3 2026, management expects revenue to grow at a low-thirties percentage rate year over year, gross profit dollars to grow at a mid-to-high twenties rate, operating expenses at 33%-34% of revenue, stock-based compensation of US $150 million, and free cash flow margin in the high-teens to low-twenties.
BlackRock, Inc. reports a passive ownership position in Shopify Inc. Class A stock on Schedule 13G. As of June 30, 2026, BlackRock and certain of its business units beneficially owned 61,634,523 Class A shares, representing 5.1% of the class.
BlackRock has sole voting power over 57,537,611 shares and sole dispositive power over all 61,634,523 shares, with no shared voting or dispositive power. The filing notes that various underlying clients and investors have rights to dividends or proceeds, but no single client holds more than five percent of Shopify’s outstanding common shares.
Gail Goodman has filed a notice of proposed sale of up to 5,000 Class A Subordinate Voting Shares of Solium Capital Inc., expected on 07/28/2026, with the shares to be acquired through an exercise of options. During the prior three months, Goodman sold 1,200 shares on 05/05/2026, 1,000 shares on 06/30/2026, and 5,000 shares on 07/10/2026, for total consideration of $138,504, $113,904.18, and $622,910.50, respectively.
Gail Goodman filed a notice to sell up to 5,000 Class A Subordinate Voting Shares of Solium Capital Inc., to be issued through an exercise of options on or after July 10, 2026. Previous sales over the last three months included 1,200 shares on May 5, 2026 for 138,504 and 1,000 shares on June 30, 2026 for 113,904.18.
Shopify Inc. announced that board member and Audit Committee Chair Prashanth Mahendra-Rajah resigned from its board of directors effective July 2, 2026. He is leaving after accepting a full-time position with the U.S. Department of Commerce.
Following his resignation, Joe Natale, who serves as Chair of the Board and the company’s Lead Independent Director, is expected to become Chair of the Audit Committee. The filing does not describe any changes to Shopify’s financial statements or operations, focusing solely on this board and committee leadership transition.
Solium Capital Inc. filed a Form 144 reporting a proposed sale tied to an exercise of options for 1,000 Class A Subordinate Voting Shares with an effective date of 06/30/2026. The filing also lists two sales by Gail Goodman of 1,200 shares each on 04/06/2026 and 05/05/2026, with figures shown alongside those transactions.
Solium Capital Inc. filing a Form 144 discloses proposed dispositions of Class A Subordinate Voting Shares tied to the vesting of RSUs. The filing lists a proposed sale entry dated 06/22/2026 for 22,341 shares, and three prior sales by Jessica Hertz on 03/30/2026, 04/28/2026, and 05/28/2026 of 3,661, 3,687, and 3,716 shares respectively.
The transactions are described as vesting-related and identified as issuer-originated RSU vesting; the filing shows dollar amounts alongside each past sale. Insider disposition activity is recorded over the spring of 2026 with an additional planned sale tied to RSU vesting on 06/22/2026.