SHOP fund manager activity
Shopify Inc · Nasdaq. Reported by 22 tracked fund managers in their 13F filings, Q2 2015 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Added | 2,664,940 | $307,400,829 | 0.83% | Aug 14, 2025 |
| Henry Ellenbogen - Durable Capital Partners | Added | 4,543,835 | $524,131,367 | 3.97% | Aug 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 22,352 | $2,578,363 | 0.00% | Aug 13, 2025 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 13,924 | $1,606,133 | 0.01% | Aug 14, 2025 |
| Thomas Gayner - Markel Group | No change | 102,750 | $11,852,213 | 0.10% | Aug 1, 2025 |
| Polen Capital Management | Trimmed | 14,690,160 | $1,694,509,943 | 5.20% | Aug 13, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 2,519,934 | $240,603,298 | 0.71% | May 15, 2025 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | May 15, 2025 |
| Henry Ellenbogen - Durable Capital Partners | Added | 4,275,819 | $408,255,198 | 3.65% | May 15, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 403,482 | $38,524,546 | 0.02% | May 14, 2025 |
| Jeremy Grantham - GMO | New | 30,100 | $2,863,081 | 0.01% | May 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 6,773 | $646,686 | 0.01% | May 15, 2025 |
| Thomas Gayner - Markel Group | No change | 102,750 | $9,810,570 | 0.09% | May 2, 2025 |
| Polen Capital Management | Trimmed | 15,270,075 | $1,457,986,765 | 4.58% | May 12, 2025 |
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