Recent 8-K filings for SHOP

• June 2, 2026, 5:01 PM ET other materiality 0.60 positive item 7.01item 9.01

  Shopify adds $3B to share repurchase program; total authorization reaches $5B

  Board authorized additional $3B for Class A subordinate voting shares buyback.

• May 8, 2026, 7:59 PM ET other material materiality 0.20 neutral item 8.01item 9.01

  Shopify proxy shows new director nominee Grosser, board opposes shareholder proposal

  Jeanne DeWitt Grosser, COO of Vercel, nominated as director; Ms. Goodman retiring after 9 years.

• May 5, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  Shopify Q1 2026: Revenue up 34% YoY to $3.17B; GMV surpasses $100B

  Revenue of $3.17B, up 34% YoY; gross profit $1.546B, up 32%.

• February 11, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Shopify Q4 revenue $3.67B (+31% YoY); FY25 $11.56B; authorizes $2B buyback

  Q4 2025 revenue $3,672M (+31% YoY), FY2025 revenue $11,556M (+30% YoY).

• December 2, 2025, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  Shopify BFCM sales hit $14.6B, up 27% YoY; 81M+ customers, record peak

  Record $14.6B global sales over Black Friday-Cyber Monday, up 27% YoY (24% constant currency).

• November 4, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Shopify beats Q3: revenue $2.84B (+32% YoY), GMV $92B, FCF margin 18%

  Revenue of $2,844M, up 32% YoY from $2,162M; gross profit $1,391M.

• October 9, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02

  Shopify appoints Jessica Hertz as COO, effective October 9, 2025

  Jessica Hertz, age 43, formerly Shopify's General Counsel since 2021, promoted to COO.

• September 10, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02

  Shopify COO and VP of Product Kasra Nejatian to depart on September 12, 2025

  COO and VP of Product Kasra Nejatian's last day is September 12, 2025, after six years at Shopify.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Shopify Q2 revenue $2.68B (+31% YoY), GMV $87.8B, FCF margin 16%

  Revenue of $2.68B up 31% YoY; operating income $291M vs $241M a year ago.

• June 18, 2025, 7:59 PM ET other materiality 0.40 neutral item 5.07item 8.01item 9.01

  Shopify 2025 AGM results: all director nominees elected, say-on-pay approved

  Tobias Lütke re-elected with 98.18% support; Gail Goodman received 24.29% votes against.

• May 8, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Shopify Q1 revenue up 27% to $2.36B; FCF margin 15%, operating income $203M

  Revenue $2.36B (+27% YoY); GMV $74.8B (+23% YoY); operating income $203M, up from $86M.

• April 29, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 8.01item 9.01

  Shopify files proxy; director Ashe to retire, Joe Natale nominated

  Director John Ashe retiring after 12 years; Joe Natale nominated for election, expected to become Lead Independent Director.

• March 19, 2025, 7:59 PM ET other material materiality 0.40 neutral item 3.01item 7.01item 9.01

  Shopify to transfer stock listing from NYSE to Nasdaq effective March 31, 2025

  Voluntary transfer from NYSE to Nasdaq Global Select Market; trading ends on NYSE at close March 28, 2025.

• February 11, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Shopify Q4 revenue $2.81B (+31% YoY); free cash flow margin expands to 22%

  Q4 revenue $2.81B (+31% YoY); GAAP operating income $465M vs $289M a year ago.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.68 · Most common event earnings

8 positive 0 negative 6 neutral

source · SHOP on sec.gov