Mesirow Financial Investment Management Inc. Invests $637,000 in Shopify Inc. $SHOP

Mesirow Financial Investment Management Inc. acquired a new stake in Shopify Inc. (NASDAQ:SHOP) (TSE:SHOP) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,287 shares of the software maker’s stock, valued at approximately $637,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SHOP. Financial Gravity Companies Inc. acquired a new position in shares of Shopify in the 2nd quarter valued at $27,000. Rothschild Investment LLC increased its holdings in Shopify by 47.5% in the second quarter. Rothschild Investment LLC now owns 233 shares of the software maker’s stock valued at $27,000 after purchasing an additional 75 shares during the last quarter. Heartwood Wealth Advisors LLC acquired a new position in Shopify in the third quarter valued at about $27,000. Estabrook Capital Management bought a new position in Shopify during the second quarter worth about $29,000. Finally, Access Investment Management LLC acquired a new position in shares of Shopify during the 2nd quarter worth about $31,000. 69.27% of the stock is owned by institutional investors.

Trending Headlines about Shopify

Here are the key news stories impacting Shopify this week:

• Positive Sentiment: Large buyback and AI roadmap — Shopify announced a US$2 billion share buyback and introduced agentic storefronts plus the Universal Commerce Protocol, signaling aggressive capital return and a push to embed AI into merchants’ stacks, which can support revenue and margin expansion over time. Shopify Buyback And AI Push Test Valuation And Growth Expectations
• Positive Sentiment: GMV growth and AI integration — Portfolio commentary and independent coverage point to reaccelerating GMV coupled with deeper AI integration, reinforcing the case that product-led improvements are translating into merchant activity and payment/fulfillment revenue. Shopify (SHOP) GMV Growth Reaccelerates as AI Integration Strengthens Investment Case
• Neutral Sentiment: Industry AI tooling evolution — Third‑party AI imaging and product-fidelity advances (Rewarx Studio) highlight broader e‑commerce tooling improvements that benefit platforms like Shopify indirectly; helpful for merchant UX but not an immediate revenue catalyst. How Rewarx Studio AI is Solving the Fidelity Crisis in AI Product Photography: A Data-Driven Leap Across Global E-commerce Brands
• Neutral Sentiment: Investor interest and coverage — Multiple retail analyst/coverage pieces (Zacks, Seeking Alpha comparisons) are driving attention and search volume; these increase liquidity and volatility but offer mixed buy/sell signals. Is Trending Stock Shopify Inc. (SHOP) a Buy Now?
• Negative Sentiment: Analyst price-target cut and valuation pressure — Jefferies lowered its price target (from $160 to $125), citing softer software-sector multiples and valuation risk; with SHOP trading well above its 52‑week low and still a high P/E, this weighs on near-term sentiment. Shopify Inc’s (SHOP) Target Price Lowered Amid Lower Software Valuation Concerns
• Negative Sentiment: Profit-taking after recent run and technicals — The stock’s drop comes amid a recent run-up, lower intraday volume versus average, and price sitting below its 50- and 200-day moving averages, which can trigger momentum-driven selling. Why Shopify (SHOP) Stock Is Up Today

Analysts Set New Price Targets

A number of analysts recently weighed in on SHOP shares. KeyCorp reiterated an “overweight” rating and issued a $160.00 price target on shares of Shopify in a research report on Wednesday, February 11th. Raymond James Financial reiterated a “market perform” rating on shares of Shopify in a report on Monday, December 1st. Wells Fargo & Company set a $191.00 price target on shares of Shopify and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Royal Bank Of Canada set a $170.00 price target on shares of Shopify and gave the company an “outperform” rating in a report on Thursday, February 12th. Finally, Bank of America raised their price objective on Shopify from $185.00 to $190.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $162.64.

Shopify Trading Down 4.1%

SHOP opened at $120.73 on Friday. The stock has a market capitalization of $157.17 billion, a P/E ratio of 129.82, a P/E/G ratio of 4.59 and a beta of 2.83. Shopify Inc. has a 12 month low of $69.84 and a 12 month high of $182.19. The firm’s fifty day simple moving average is $141.56 and its 200 day simple moving average is $149.63.

Shopify Profile

Shopify is a Canadian commerce technology company that provides a cloud-based platform for businesses to create, manage and scale online and physical retail stores. Its core offering is a software-as-a-service e-commerce platform that enables merchants to build customizable storefronts, manage product catalogs, process orders, and handle inventory. Shopify also supports omnichannel selling through integrated point-of-sale (POS) systems for in-person transactions.

Beyond storefront software, Shopify offers a range of merchant services and tools designed to simplify commerce operations.