SHOP fund manager activity
Shopify Inc · Nasdaq. Reported by 22 tracked fund managers in their 13F filings, Q2 2015 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Added | 11,155,546 | $1,273,740,242 | 1.91% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 830,891 | $94,871,134 | 0.27% | Aug 14, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 2,335,694 | $266,689,541 | 2.59% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 23,012 | $2,627,645 | 0.00% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 16,999 | $1,940,946 | 0.00% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 102,750 | $11,731,995 | 0.09% | Jul 31, 2026 |
| Polen Capital Management | Trimmed | 4,577,524 | $522,661,619 | 4.50% | Aug 4, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Brad Gerstner - Altimeter Capital Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Ron Baron - Baron Capital | Added | 4,718,230 | $559,676,443 | 1.69% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 971,814 | $115,276,577 | 1.19% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 20,503 | $2,432,187 | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 17,014 | $2,018,201 | 0.01% | May 15, 2026 |
| Thomas Gayner - Markel Group | No change | 102,750 | $12,188,205 | 0.10% | May 1, 2026 |
| Polen Capital Management | Trimmed | 6,306,740 | $748,105,429 | 5.17% | May 14, 2026 |
Older quarters