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Shopify Inc - Class A
4 super-investor ownerscombined $925Mlargest position 5.2%
1 TRIM
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 6
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 5.2% | 20q | $748M | 6,306,740 |
| 2 | Henry Ellenbogen | 1.2% | 20q | $115M | 971,814 |
| 3 | Joel Greenblatt | <0.1% | 38q | $50M | 420,473 |
| 4 | Thomas Gayner | 0.1% | 17q | $12M | 102,750 |
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 1.2% | -52% | $115M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 82509L107. Not investment advice.