SHOPIFY INC - CLASS A (SHOP) Stock Institutional Trading Activity


SHOPIFY INC - CLASS A (SHOP) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q1 2026), investors with some of the largest reported share count changes include Sequoia Financial Advisors, Polen Capital Management, Durable Capital Partners, Renaissance Technologies LLC, and ARK Invest. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Polen Capital ManagementBuy13,891,59914,722,354$972,411,504
Q1 2024ARK InvestSell-1,416,1664,594,330$354,544,456
Q1 2024Renaissance Technologies LLCBuy501,103718,203$55,427
Q1 2024Sequoia Financial AdvisorsSell-17,14317,536$1,353,254
Q1 2024Greenlea Lane Capital ManagementSell-1,550259,940$20,059,570
Q1 2024Polen Capital ManagementBuy50,879830,755$64,109,329
Q1 2024Durable Capital PartnersBuy476,1131,101,256$84,983,926
Q4 2023ARK InvestSell-944,6546,010,496$468,217,620
Q4 2023Renaissance Technologies LLCBuy13,100217,100$16,958
Q4 2023Sequoia Financial AdvisorsBuy19,97734,679$2,701,495
Q4 2023Greenlea Lane Capital ManagementSell-1,390261,490$20,370,071
Q4 2023Durable Capital PartnersBuy426,670625,143$48,698,640
Q4 2023Polen Capital ManagementSell-22,774779,876$60,752,356
Q3 2023ARK InvestSell-1,919,6466,955,150$379,542,555
Q3 2023Renaissance Technologies LLCBuy97,000204,000$11,156
Q3 2023Sequoia Financial AdvisorsSell-1,47714,702$802,289
Q3 2023Polen Capital ManagementBuy16,046802,650$43,800,589
Q2 2023ARK InvestSell-5,110,9958,874,796$573,311,793
Q2 2023Renaissance Technologies LLCBuy22,300107,000$6,920
Q2 2023Sequoia Financial AdvisorsBuy4,55416,179$1,045,163
Q2 2023Greenlea Lane Capital ManagementSell-80,110262,880$16,982,048
Q2 2023Polen Capital ManagementSell-30,781786,604$50,814,612
Q1 2023ARK InvestBuy706,68813,985,791$670,478,821
Q1 2023Renaissance Technologies LLCSell-13,951,90084,700$4,056
Q1 2023Sequoia Financial AdvisorsBuy3,15911,625$557,303
Q1 2023Greenlea Lane Capital ManagementSell-104,750342,990$16,442,941
Q1 2023Polen Capital ManagementSell-34,713817,385$39,185,437
Q4 2022ARK InvestSell-1,253,42513,279,103$460,917,665
Q4 2022Sequoia Financial AdvisorsBuy8,0308,466$293,855
Q4 2022Tiger Global ManagementSell-1,566,74095,500$3,314,805

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.