Shopify Inc - Class A (SHOP) Held by Superinvestors
SHOPIFY INC - CLASS A (SHOP) is currently held by 5 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $1.27B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Polen Capital Management is currently the largest disclosed institutional shareholder of SHOP tracked by InsiderSet, reporting ownership valued at approximately $522.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $760.01M, representing an estimated gain of +45.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SHOP value among the investors covered in this analysis. Major shareholders include Polen Capital Management, ARK Invest, Durable Capital Partners, and several other long-term asset managers with concentrated positions in SHOPIFY INC - CLASS A (SHOP).
This page ranks the largest institutional SHOP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Polen Capital Management | David M. Polen | 4.50% | 4,577,524 | $522,661,619 | $760,006,310 | +$237,344,691 | +45.41% |
| ARK Invest | Cathie Wood | 3.08% | 4,155,925 | $474,523,465 | $690,008,228 | +$215,484,763 | +45.41% |
| Durable Capital Partners | Henry Ellenbogen | 2.59% | 2,335,694 | $266,689,541 | $387,795,275 | +$121,105,734 | +45.41% |
| Sequoia Financial Advisors | 0.01% | 21,652 | $2,472,188 | $3,594,882 | +$1,122,694 | +45.41% | |
| Parnassus Endeavor Fund | Parnassus Investments | 0.00% | 12,157 | $1,388,087 | $2,018,427 | +$630,340 | +45.41% |
Frequently asked questions about SHOP
Who are the largest superinvestors holding SHOP?
The largest superinvestors holding SHOP in the latest SEC Form 13F filings include Polen Capital Management, ARK Invest, Durable Capital Partners, Sequoia Financial Advisors, and Parnassus Endeavor Fund. InsiderSet ranks these superinvestors by their latest reported SHOP position.
What does the SHOP superinvestors page include?
This page tracks SHOP positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SHOPIFY INC - CLASS A (SHOP) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SHOP?
InsiderSet currently tracks 5 superinvestors reporting SHOP holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SHOP.
How much SHOP stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $1.27B in SHOP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SHOP superinvestor holdings last updated?
The latest SHOP superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SHOP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SHOP position after the reporting date.
Are superinvestors buying or selling SHOP?
Buying and selling can be analyzed by comparing SHOP positions across consecutive 13F reporting periods. InsiderSet's SHOP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHOP ownership changes.
How have superinvestor SHOP holdings changed over time?
InsiderSet tracks SHOP holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.