ClearBridge Investments released its fourth-quarter 2025 investor letter, reporting US equities’ strong but volatile performance. The S&P 500 Index returned 2.7%, while the Russell Midcap Growth Index declined 3.7%. The strategy outperformed for the third consecutive quarter, maintaining a long-term investment philosophy.

In the letter, ClearBridge Growth Strategy highlighted Shopify Inc. (NASDAQ: SHOP), a commerce technology company. Shopify Inc. (NASDAQ: SHOP) saw a one-month return of 0.18% and shares gained 58.60% over the last 52 weeks. On January 9, 2026, Shopify Inc. (NASDAQ: SHOP) closed at $164.48 per share.

According to ClearBridge Growth Strategy’s fourth-quarter 2025 investor letter, Shopify Inc. (NASDAQ: SHOP) drove fourth-quarter outperformance with its e-commerce platform benefiting from continued adoption by larger enterprises. The company’s exposure to AI and technology supported results amid rising volatility.

Shopify Inc. (NASDAQ: SHOP) is not among the 30 most popular stocks among hedge funds. However, 91 hedge fund portfolios held Shopify Inc. (NASDAQ: SHOP) at the end of the third quarter. In Q3 2025, Shopify Inc.’s (NASDAQ: SHOP) revenue increased by 32% year-over-year.

Read more at Yahoo Finance: Here’s Why Shopify (SHOP) Rose in Q4