SHOPIFY INC - CLASS A (SHOP) Institutional Ownership Changes & 13F Activity

SHOPIFY INC - CLASS A (SHOP) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Durable Capital Partners, Polen Capital Management, ARK Invest, Parnassus Endeavor Fund, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Durable Capital PartnersSell-1,071,405971,814$115,276,577
Q1 2026Polen Capital ManagementSell-895,1326,306,740$748,105,429
Q1 2026ARK InvestBuy198,7544,177,652$495,553,074
Q1 2026Parnassus Endeavor FundBuy11,68311,683$1,385,838
Q1 2026Sequoia Financial AdvisorsBuy8,03030,599$3,629,614
Q4 2025Polen Capital ManagementSell-3,859,0347,201,872$1,159,285,211
Q4 2025Durable Capital PartnersSell-2,500,6162,043,219$328,896,962
Q4 2025ARK InvestSell-836,9353,978,898$640,483,134
Q4 2025Renaissance Technologies LLCSell-489,4963,904$628,592
Q4 2025Sequoia Financial AdvisorsBuy1,21822,569$3,632,879
Q3 2025Polen Capital ManagementSell-3,629,25411,060,906$1,643,761,194
Q3 2025ARK InvestSell-233,6754,815,833$715,680,956
Q3 2025Sequoia Financial AdvisorsBuy1,60021,351$3,172,985
Q2 2025ARK InvestBuy605,2835,049,508$582,460,786
Q2 2025Polen Capital ManagementSell-579,91514,690,160$1,694,509,943
Q2 2025Durable Capital PartnersBuy268,0164,543,835$524,131,367
Q2 2025Sequoia Financial AdvisorsBuy2,27519,751$2,278,279
Q1 2025Polen Capital ManagementSell-1,809,40515,270,075$1,457,986,765
Q1 2025Renaissance Technologies LLCSell-1,075,400493,400$47,109,832
Q1 2025Durable Capital PartnersBuy325,4714,275,819$408,255,198
Q1 2025ARK InvestSell-60,7994,444,225$424,334,623
Q1 2025Fundsmith Investment ServicesSell-7,95088,177$8,419,140
Q1 2025Sequoia Financial AdvisorsSell-97817,476$1,668,609
Q4 2024Polen Capital ManagementSell-1,888,35817,079,480$1,816,061,116
Q4 2024Durable Capital PartnersBuy1,836,2943,950,348$420,040,503
Q4 2024Renaissance Technologies LLCBuy850,5971,568,800$166,810,504
Q4 2024ARK InvestSell-165,8804,505,024$479,019,163
Q4 2024Fundsmith Investment ServicesBuy96,12796,127$10,221,184
Q4 2024Sequoia Financial AdvisorsBuy24718,454$1,962,218
Q3 2024Polen Capital ManagementBuy4,245,48418,967,838$1,520,082,500

Frequently asked questions about SHOP activity

  • Which institutional owners are buying SHOP?

    Institutional owners buying SHOP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHOP activity?

    "Buy" means an investor increased their reported position in SHOP compared to the prior reporting period. This reflects growing exposure to SHOPIFY INC - CLASS A (SHOP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHOP increasing?

    Institutional interest in SHOP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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