But the link doesn't actually say that. It is also talking about market cap. From the Financial Times article:

> The stock has climbed more than 150 per cent since the beginning of 2019, making Shopify more valuable than well-known internet companies including Twitter, Square and Spotify. Its market capitalisation — now more than $40bn — surpassed that of ecommerce pioneer eBay earlier this year.

It's all rather silly, it's sort of like saying Square is the second largest seller of coffee because a lot of coffee shops transact with it. AWS also hosts a ton of other eCommerce infrastructure, we have to include all sales made using AWS if you want this sort of comparison. It's a bunch of nonsense.

tl;dr If you sell shovels you can't claim you're one of the world's biggest miners.