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SHOP - SHOPIFY INC

This page shows which of the focused investors we track hold SHOP and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2026 it was held by 3 managers with an aggregate reported value of $875.57M, which is 0.08% of the combined portfolio.

As of Q1 2026, 3 tracked institutional managers held SHOP (SHOPIFY INC) with an aggregate reported value of $875.57M0.08% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2026
Ticker
SHOP

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Polen Capital Management - Polen Capital Management5.18%Reduce -12.4%6,306,740$748.11M
2Henry Ellenbogen - Durable Capital Partners1.19%Reduce -52.4%971,814$115.28M
3Thomas Gayner - Markel Asset Management0.10%-102,750$12.19M
Loading holder history for SHOP