SHOP

Shopify Inc - Class A

4 super-investor ownerscombined $1.04Blargest position 4.5%

1 ADD

4 of the 83 super-investors we track hold SHOP, worth a combined $1.04B per their latest 13F filings. The largest position: Polen Capital Management at 4.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 35 of 100 (how strongly the cohort backs it) — ranked #190 of 742 stocks. The stock is up 33.5x since a tracked investor first held it at conviction size (Q2 2015 or earlier).

Held through it: Stephen Mandel (14q straight), Polen Capital Management (20q straight), Josh Tarasoff (9q straight) and 6 more. All multibaggers the cohort held →

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Why super-investors own SHOP

SHOP is held by 4 super-investors in our cohort, with a combined position value of $1.0B. The highest-conviction owner is Polen Capital Management at 4.5% of their portfolio. This quarter the cohort registered 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 10

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Polen Capital Management	4.5%	21q	$523M	4,577,524
2	Henry Ellenbogen	2.6%	21q	$267M	2,335,694
3	Joel Greenblatt	0.1%	39q	$236M	2,065,064
4	Thomas Gayner	0.1%	18q	$12M	102,750