Every 8-K that Shopify Inc. (SHOP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SHOP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SHOP filings page.
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.
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.
Shopify Inc. reported the results of its 2026 annual shareholder meeting. All 10 director nominees were elected, with most receiving more than 96% of votes cast; founder and CEO Tobias Lütke received 97.72% of votes for his election.
Shareholders reappointed PricewaterhouseCoopers LLP as auditors, with 1,762,083,817 votes for and 99.42% support. They also accepted, on a non-binding advisory basis, Shopify’s approach to executive compensation, with 1,377,881,961 votes for and 81.24% support.
A shareholder proposal requesting an artificial intelligence policy was not approved, receiving 235,153,526 votes for, or 13.86%, and 1,460,922,955 votes against, or 86.14%.
Shopify Inc. is expanding its share repurchase program, authorizing an additional US$3.0 billion of Class A subordinate voting share buybacks, bringing total authorization to US$5.0 billion (about $6.9 billion CAD). As of June 1, 2026, the company has already repurchased roughly US$1.45 billion under the existing plan.
Purchases under the increased program will begin on June 8, 2026, have no fixed end date, and may occur via open-market trades on Nasdaq, privately negotiated deals, block trades, or accelerated share repurchase transactions. In line with securities laws, total buybacks are capped at 5% of issued and outstanding Class A subordinate voting shares, and the Board can amend, suspend, or terminate the program at any time.
Shopify Inc. has filed an 8-K and its 2026 management information circular ahead of a virtual annual general meeting on June 16, 2026. Shareholders will vote on electing 10 directors, reappointing PricewaterhouseCoopers as auditor, an advisory say-on-pay resolution, and a shareholder proposal that the Board recommends voting against. The circular highlights 2025 results, including 30% revenue growth to $11.5 billion, gross merchandise volume of $378 billion (up 29%), and free cash flow of $2 billion with a 17% margin. It also details Shopify’s equity-heavy executive pay philosophy, use of flexible “Flex Comp” wallets, and long-term “boxcar” equity grants designed to align management with shareholder value.
Shopify Inc. reported strong Q1 2026 operating results while remaining GAAP-unprofitable due to investment marks. Gross merchandise volume reached $100,743 million, up from $74,750 million a year earlier, as merchants processed over $100 billion of sales on the platform. Revenue grew 34% year over year to $3,170 million, with gross profit rising to $1,546 million and operating income nearly doubling to $382 million from $203 million.
GAAP net loss narrowed to $581 million, largely driven by a $1,061 million net loss on equity and other investments. Excluding equity investment impacts, net income increased to $360 million. Free cash flow improved to $476 million, maintaining a 15% margin. Management expects Q2 2026 revenue to grow at a high‑twenties percentage rate, gross profit dollars to grow mid‑twenties, operating expenses to be 35–36% of revenue, stock‑based compensation of $145 million, and free cash flow margin in the mid‑teens.
Shopify Inc. reported strong 2025 results and announced a major share repurchase. Full-year revenue reached $11,556 million, up 30% year over year, while Gross Merchandise Volume grew 29% to $378,441 million. Operating income rose to $1,468 million and free cash flow to $2,007 million, for a 17% free cash flow margin.
In the fourth quarter, revenue grew 31% to $3,672 million with a 19% free cash flow margin, marking ten consecutive quarters of double-digit free cash flow margins. Growth was broad-based across merchant sizes, regions, and channels, with especially strong international and B2B trends.
Shopify’s Board authorized a $2 billion Class A share repurchase program, capped at 5% of issued and outstanding Class A subordinate voting shares. The program starts on February 17, 2026, has no fixed expiration, and will be executed through various compliant trading methods. For Q1 2026, Shopify expects revenue growth in the low-thirties percent, gross profit growth in the high-twenties percent, operating expenses at 37–38% of revenue, stock-based compensation of $140 million, and a free cash flow margin in the low-to-mid teens.
Shopify Inc. filed an 8-K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The release is furnished as Exhibit 99.1.
The company states that the information provided under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act, and will only be incorporated by reference into other filings if specifically referenced.
Shopify Inc. announced that Jessica Hertz, previously the company's General Counsel, has been appointed Chief Operating Officer effective October 9, 2025. Ms. Hertz, age 43, joined Shopify in 2021 and led global legal, communications, policy, talent, and trust functions as General Counsel. Her background includes roles in the White House, at Facebook, and at Jenner & Block LLP, and she holds a J.D. from the University of Chicago Law School and an A.B. from Harvard College. The filing states there are no arrangements, family relationships, or reportable transactions requiring disclosure in connection with the appointment.
Shopify Inc. announced the departure of Chief Operating Officer and Vice President of Product Kasra Nejatian, whose last day will be September 12, 2025. The filing states Mr. Nejatian served the company for six years and that the executive team will absorb his responsibilities to ensure a seamless transition. The company expressed gratitude for his contributions and did not disclose a replacement, severance, or any changes to executive compensation. The report is limited to the officer departure and the planned internal coverage of duties.
8-K filed Aug 6, 2025: Shopify Inc. furnished a press release reporting its financial results for the quarter ended June 30, 2025. The filing furnishes Exhibit 99.1 (press release) and includes the Cover Page Interactive Data File (Exhibit 104). The furnishing is expressly stated as not being "filed" for purposes of Section 18 of the Exchange Act.
Key facts:
- Report date: August 6, 2025
- Quarter covered: Quarter ended June 30, 2025
- Exhibits: 99.1 (press release) and 104 (Inline XBRL)
- Signed by: Michael L. Johnson, Corporate Secretary on August 6, 2025
- Trading class: Class A Subordinate Voting Shares (SHOP) on Nasdaq Global Select Market