Shopify Inc.
SHOP
Jodie situation report
Shopify Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
- Revenue increased 33.7% versus the comparable filing period.
- Gross margin fell 0.9 percentage points.
- Quarterly R&D expense increased, including specified increases in employee-related costs and computer hardware/software costs that include AI usage.
Invalidation: The isolated read changes if SHOP's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind SHOP
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
KVYOKlaviyo, Inc.partnerMay 5, 2026 ▾
“In July 2022, we completed a series of transactions to memorialize our strategic partnership with Shopify, which established Klaviyo as the recommended email solution for all Shopify Plus merchants.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SHOP is currently a Follower in the organic co-movement group Tech Growth. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.