What Shopify's FY2025 10-K says: 6 signals
Shopify filed its latest 10-K with the SEC on Feb 11, 2026. It discusses compliance burden, acquisition completed and data investment.
Public (SHOP)Retail Apparel and Fashion10,000+ employeesshopify.comLinkedIn
- Filed
- Feb 11, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 5
What Shopify's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 6 signals
Shopify discloses transfer pricing dispute with Canada Revenue Agency for tax year 2020.
This dispute puts pressure on the finance and legal teams and could result in significant financial adjustments.
Fulfillment RobotsAffirm Holdings IncGlobal-E Online Ltd.Klaviyo Inc
Shopify appoints new senior executive Jean Niehaus, effective May 2025
The appointment of a new senior executive, identified as an attorney-in-fact alongside the CEO and CFO, signals a significant leadership change in a legal or administrative capacity.
Shopify completed the acquisition of Vantage in March 2025
Shopify acquired 'Vantage' in Q1 2025, indicating a strategic move to integrate new technology or capabilities.
Vantage
Unrecognized tax benefits grew 67% to $25 million, indicating rising tax complexity and risk.
Shopify's reserve for uncertain tax positions increased from $15 million in 2024 to $25 million in 2025, driven by new positions taken.
$25M
Gross unrecognized tax benefits at end of year.
67%
Year-over-year increase in unrecognized tax benefits.
Fulfillment RobotsAffirm Holdings IncGlobal-E Online Ltd.Klaviyo Inc
Shopify completed a major U.S. state tax sourcing analysis, changing its tax apportionment.
The company undertook a significant project to re-evaluate how it sources revenue for U.S.
Fulfillment RobotsAffirm Holdings IncGlobal-E Online Ltd.Klaviyo Inc
Showing 5 of 6 filing signals. The Signal API returns all of them.
Get them with one API callSignal API · MCP
Track Shopify with the Signal API
One POST /v1/companies/enrich call with shopify.com returns Shopify 10-K signals (sec-10k), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"shopify.com","signal_types":["sec-10k"],"limit":20}'Same industry
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Questions about Shopify 10-K
When did Shopify file its latest 10-K?
What does Shopify's latest 10-K say about regulatory investigation?
Where can I find Shopify's annual report?
Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .