SHOP

Shopify Inc.

September 22, 2026 · pre-market

Rarity
1.38
Peak move
+8.77%
Float cap
$168.6B

Shopify provides a cloud-based commerce platform for merchants to sell products online and in person. The company's offerings include subscription plans, such as Shopify Plus, and merchant solutions like payment processing, lending, and shipping tools. It serves businesses of all sizes across more than 175 countries.

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What we found

10 events · 3 from SEC or newswire · 0 timed with the move
  • executive_remark

    Meta CEO Mark Zuckerberg said in a Sept 21 post on X that Meta entered an agentic AI partnership with Shopify to make shopping and checkout easier in Muse, adding more partnerships are coming soon.

  • peer_disclosure

    Amazon blocked Meta's Muse AI agent from shopping on its marketplace, citing an unauthorized agent that conceals its identity and may collect customer credentials without consent, the same day Shopify opened its catalog to Muse via Shop Pay.

  • analyst_rating

    Deutsche Bank analysts said Shopify's Muse/Shop Pay partnership with Meta refutes the bear thesis that AI agents could disintermediate Shopify, reinforcing Shopify Catalog, Shop Pay and merchant connectivity.

  • insider_sale

    Shopify officer Jean Niehaus filed a Form 144 notice to sell 1,537 Class A Subordinate Voting Shares at an average price of $128.79, for a market value of $197,953, under accession 0001594805-26-000058, with a proposed sale date of September 19, 2026.

    SEC144 0001594805-26-000058Websec.gov
  • insider_sale

    Shopify officer Harley Finkelstein filed notice to sell 177,318 Class A Subordinate Voting Shares at an average price of $128.79 for a market value of about $22.8 million under a 10b5-1 plan, with a proposed sale date of September 19, 2026.

    SEC144 0001594805-26-000057
  • insider_sale

    Shopify officer Jessica Hertz filed notice to sell 11,171 Class A Subordinate Voting Shares at an average price of $128.79 for a market value of about $1.4 million, with a proposed sale date of September 19, 2026.

    SEC144 0001594805-26-000056
  • product_launch

    Meta and Shopify announced a partnership making Shop Pay agentic checkout live for Meta's Muse AI agent across all Shopify-powered stores, allowing Muse to browse catalogs and complete purchases; Shopify CEO Tobi Lütke and Meta CEO Mark Zuckerberg confirmed the deal in posts on X.

  • major_contract

    Shopify deepened its AI commerce integrations by adding Meta's Muse agentic checkout via Shop Pay on all stores, following earlier partnerships with Stripe, OpenAI and Google's Universal Commerce Protocol to connect roughly 1 million merchants across AI ecosystems.

  • product_launch

    OpenAI launched ChatGPT Ads in Shopify's App Store, allowing US Shopify merchants to sync storefronts to ChatGPT and run ad campaigns, with international expansion from September 23 and Shopify as OpenAI's first commerce partner.

  • product_launch

    OpenAI introduced Sponsored Agents letting ChatGPT users interact with a brand's AI assistant, with initial partners HubSpot and Shopify, and Shopify's international version launching September 23.