SHOP fund manager activity
Shopify Inc · Nasdaq. Reported by 22 tracked fund managers in their 13F filings, Q2 2015 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Brad Gerstner - Altimeter Capital Management | New | 570,210 | $91,786,704 | 1.38% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Added | 2,288,270 | $368,342,822 | 1.00% | Feb 17, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 2,043,219 | $328,896,962 | 3.11% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 24,414 | $3,930,075 | 0.00% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 14,287 | $2,299,778 | 0.01% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 102,750 | $16,539,668 | 0.13% | Feb 6, 2026 |
| Polen Capital Management | Trimmed | 7,201,872 | $1,159,285,211 | 4.95% | Feb 12, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 2,285,499 | $339,648,006 | 0.90% | Nov 14, 2025 |
| Henry Ellenbogen - Durable Capital Partners | No change | 4,543,835 | $675,259,319 | 5.00% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 21,732 | $3,229,841 | 0.00% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 17,328 | $2,575,114 | 0.01% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | No change | 102,750 | $15,269,678 | 0.12% | Oct 31, 2025 |
| Polen Capital Management | Trimmed | 11,060,906 | $1,643,761,194 | 5.34% | Nov 12, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | New | 765,466 | $113,755,902 | 1.34% | Nov 14, 2025 |
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