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Shopify Inc.

SHOPNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 3, 2026Score 12/30
$156.22−1.27 (-0.81%)

Close on Nov 2, 2026Market cap $201.00BP/E 94.7Yield –

Shopify Lending Services Interest & Fee Revenue by Quarter

Lending Services Interest & Fee Revenue (Non-ASC 606 Revenue Included in Merchant Solutions) ($M) ($M)

Shopify Lending Services Interest & Fee Revenue: $91M in Q2 2026, up 46.8% from a year earlier. That is the highest of the 11 quarters on record here.

Latest, Q2 2026
91
Period ended Jun 30, 2026
Change on a year earlier
+46.8%
62 in Q2 2025
History
11 quarters
Since Q1 2023
Sources
8
Documents cited below

Where the Q2 2026 figure comes from

“In the three and six months ended June 30, 2026, the Company recognized revenue of $ 91 million and $ 175 million, respectively, related to interest and fees earned on the Company's loans, which do not represent revenues recognized in the scope of ASC 606, Revenue from Contracts with Customers (June 30, 2025 - $ 62 million and $ 119 million).”

Source: Form 10-Q FY2026Q2 (filed 2026-08-05) ↗

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedLending Services Interest & Fee Revenue (Non-ASC 606 Revenue Included in Merchant Solutions) ($M) ($M)Year on yearSource
Q2 2026Jun 30, 202691+46.8%Form 10-Q FY2026Q2 (filed 2026-08-05) ↗
Q1 2026Mar 31, 202684+47.4%Form 10-Q FY2026Q1 (filed 2026-05-05) ↗
Q3 2025Sep 30, 202566+17.9%Form 10-Q FY2025Q3 (filed 2025-11-04) ↗
Q2 2025Jun 30, 202562+44.2%Form 10-Q FY2026Q2 (filed 2026-08-05) ↗
Q1 2025Mar 31, 202557+46.2%Form 10-Q FY2026Q1 (filed 2026-05-05) ↗
Q3 2024Sep 30, 202456+30.2%Form 10-Q FY2025Q3 (filed 2025-11-04) ↗
Q2 2024Jun 30, 202443+16.2%Form 10-Q FY2025Q2 (filed 2025-08-06) ↗
Q1 2024Mar 31, 202439+105.3%Form 10-Q FY2025Q1 (filed 2025-05-08) ↗
Q3 2023Sep 30, 202343–Form 6-K FY2024Q3 (filed 2024-11-12) ↗
Q2 2023Jun 30, 202337–Form 6-K FY2024Q2 (filed 2024-08-07) ↗
Q1 2023Mar 31, 202319–Form 6-K FY2024Q1 (filed 2024-05-08) ↗

Cite this data

StockData. (2026). Shopify Lending Services Interest & Fee Revenue ($M), quarterly Q1 2023–Q2 2026 [Data set]. Compiled from Shopify SEC filings and investor materials. https://stockdatahq.com/stocks/shop/kpis/shopify-capital-interest-and-fee-revenue

See every metric in the Shopify KPI table. Data updated Oct 25, 2026.