Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Shopify Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
No intraday reading yet this session.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of SHOP revenue | Skew |
|---|---|---|---|
| KVYOKlaviyo, Inc. | 77.90% | 8.32% | 9.4× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Cost of merchant solutions primarily consists of costs that we incur when transactions are processed using Shopify Payments, such as credit card network fees (charged by credit card providers such as Visa, Mastercard and American Express) as well as third-party processing fees.”
FILING10-K0001594805-26-000007cik 0001594805
“Cost of merchant solutions primarily consists of costs that we incur when transactions are processed using Shopify Payments, such as credit card network fees (charged by credit card providers such as Visa, Mastercard and American Express) as well as third-party processing fees.”
FILING10-K0001594805-26-000007cik 0001594805
“Cost of merchant solutions primarily consists of costs that we incur when transactions are processed using Shopify Payments, such as credit card network fees (charged by credit card providers such as Visa, Mastercard and American Express) as well as third-party processing fees.”
FILING10-K0001594805-26-000007cik 0001594805
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“The effectiveness of the Company's internal control over financial reporting as of December 31, 2025 has been audited by PricewaterhouseCoopers LLP, an independent registered public accounting firm, as stated in their report which appears in Item 15 of this Annual Report on Form 10-K.”
FILING10-K0001594805-26-000007cik 0001594805
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“The current term of our agreement with Shopify expires in 2029, and Shopify could refuse to renew such agreement or renegotiate such agreement on terms that are neither favorable to us nor commercially reasonable.”
FILING10-K0001835830-26-000007cik 0001835830disclosed by KVYO
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“The majority of the logistics business was sold to Flexport, a leading tech-driven global logistics platform.”
FILING10-K0001594805-26-000007cik 0001594805
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805
“Criteo has an integration with Shopify through a marketing application that enables eligible merchants to activate advertising campaigns using Criteo's performance platform.”
FILING10-K0001576427-26-000014cik 0001576427disclosed by CRTO
“Many of our action ads are in partnership with companies such as Walmart, Shopify, and Instacart that connect their products with viewers and provide enhanced targeting and closed-loop measurement.”
FILING10-K0001628280-26-008114cik 0001428439disclosed by ROKU
“We also offer two affiliate platforms via Awin and Shopify for peer-driven sales.”
FILING10-K0001829126-26-002695cik 0001808377disclosed by LUCY
“We rely heavily on the Amazon and Shopify marketplaces for the sales and distribution of our consumer products to our end consumers”
FILING10-K0001493152-26-014377cik 0001468929disclosed by NXGL
“shares of Ordinary Shares in connection with a commercial agreement with Shopify Inc, which were all vested and exercised as of December”
FILING20-F0001178913-26-001772cik 0001835963disclosed by GLBE
Watchlist prices, news filtered to it, and its next report on your desk.
Shopify Inc. has 7 disclosed suppliers and 11 disclosed customers. Each one is named in an SEC filing, either Shopify Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
SHOP (Shopify Inc.) has 7 disclosed suppliers and 11 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MA −0.28%, in financials.