Shopify Inc. (SHOP)

Commerce platform software, 7,600 employees. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 11, 2026. Ranked 68 of the 155 Technology companies read so far, by the share within reach now.

A commerce software company whose filing states 7,600 employees and nothing by kind of work, so the whole workforce is read at software publishers.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 25% now, 55% at the end of 2027, 69% at the end of 2028, 75% at the end of 2030. By the patterns, the work is about 75% desk work, 23% people work and 2% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 25% of the working time stays with people (conversation, in-person and hands-on work), 58% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

7,600 employees as of December 31, 2025 (stated). Not stated: a remote-first workforce with no count by country; the data service's 64% United States is revenue.

The filing: “As of December 31, 2025, Shopify had approximately 7,600 employees worldwide.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 7,600 employees worldwide as of December 31, 2025 (8,100 a year earlier); a remote-first work environment with periodic in-person gatherings; engagement measured by semi-annual survey.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Microsoft (MSFT, 223,000 employees)25% now, 69% by 2028
• Oracle (ORCL, 141,000 employees)26% now, 69% by 2028
• Salesforce, Inc. (CRM, 83,334 employees)25% now, 69% by 2028
• Uber Technologies, Inc. (UBER, 34,000 employees)29% now, 67% by 2028
• DoorDash, Inc. (DASH, 31,400 employees)29% now, 67% by 2028
• Adobe Inc. (ADBE, 31,360 employees)25% now, 69% by 2028
• ServiceNow, Inc. (NOW, 29,187 employees)25% now, 69% by 2028
• Synopsys, Inc. (SNPS, 28,000 employees)25% now, 69% by 2028

What the filing says about AI

31 sentences in the filing name AI. The filing says it expects to keep leveraging data analytics, machine learning and AI in its products to help merchants, and names AI platforms among the sales channels merchants reach through it; it names AI in 31 sentences.

• “In particular, forward-looking statements include, but are not limited to, statements about: our ability to: expand, grow and retain our merchant base; localize features; offer more sales channels that can connect to our platform; increase and extend the functionality of our platform; catalyze merchants' sales growth; leverage emerging technologies, including artificial intelligence ("AI"); enh...”
• “As owners and operators, merchants set their course, while Shopify offers them the tools to seamlessly manage, market and sell their products across various sales channels, including online storefronts, physical retail spaces, AI platforms, social media and more.”
• “We expect to continue to leverage emerging technologies including data analytics, machine learning and AI in our products, to help our merchants increase productivity, improve workflows, make smarter decisions and enhance the reach of their products.”
• “For example, Shopify provides a suite of AI-enabled features integrated across the Shopify platform, including Sidekick, our AI-enabled commerce assistant, and Agentic Storefronts, which enables agent-assisted product discovery and checkout across a number of AI platforms.”
• “We believe the principal competitive factors in our market are: vision for commerce and product strategy; simplicity and ease of use for merchants and their buyers; integration of multiple sales channels; embedding of commerce functionality across more surfaces; interoperability across surfaces; cost-effective solutions; significant app ecosystem; breadth and depth of functionality; pace of inn...”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 202420median 4
• Fiscal 202531median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The U.S. share is not stated.

Source: the company's annual report on EDGAR, accession 0001594805-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.