Shopify Inc.
SHOPLast close · Oct 16, 2026169.52−8.62 (−4.84%)
Market cap$220.0B
Of the 85 managers this site tracks, 3 held Shopify (SHOP) at the end of Q2 2026, their latest 13Fs. The largest position by value was Polen Capital's, $522.7M; Henry Ellenbogen's ($266.7M) and Thomas Gayner's ($11.7M) follow. No Schedule 13D or 13G is on file for SHOP from the activists and large holders the site follows.
Superinvestors holding SHOP
| Manager | Firm | Quarter | Shares | Value |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management LLC | Q2 2026 | 5M | $522.7M |
| Henry Ellenbogen | Durable Capital Partners LP | Q2 2026 | 2M | $266.7M |
| Thomas Gayner | Markel Group Inc. | Q2 2026 | 102,750 | $11.7M |
13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.