Follow-The-Filings

Security · featured owners

SHOP Shopify Inc.

Information Technology CL A Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #182
  • Max 4.5%
  • Master 0.16%
  • $2.7B
  • 1 new 2 add 2 reduce 2 exits

SHOP (Shopify Inc.) is held in 7 featured 13F books as of 2026 Q2. Polen Capital Management is the largest tracked holder by portfolio weight (4.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.5% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management reduce 4.5%
  2. Cathie Wood reduce 3.1%
  3. Josh Kushner 2.7%
  4. Henry Ellenbogen add 2.6%
  5. Ron Baron add 1.9%
  6. Dan Sundheim new 0.27%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 1.9% Add +136.4% 11,155,546 $1.3B history
Polen Capital Management 2026 Q2 4.5% Reduce −27.4% 4,577,524 $523M history
Cathie Wood - Ark Investment Management 2026 Q2 3.1% Reduce −0.5% 4,155,925 $475M history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 2.6% Add +140.3% 2,335,694 $267M history
Josh Kushner - Thrive Capital Management 2026 Q2 2.7% Hold 895,817 $102M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.27% New 0.27% 830,891 $95M history
Thomas Gayner - Markel Group 2026 Q2 0.09% Hold 102,750 $12M history
Mala Gaonkar - Surgocap Partners exited 2026 Q2 last 2026 Q1 2.0% Exit −2.04% 515,733 $61M history
Ram Parameswaran - Octahedron Capital Management exited 2026 Q2 last 2026 Q1 3.3% Exit −3.34% 38,700 $5M history

7 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 16 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
10-K/A Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-K Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02 Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 4 rows shown

Filed Form Detail Links
4 Period Aug 31, 2026 Filing Doc
4 Period Apr 28, 2026 Filing Doc
4 Period Jan 29, 2026 Filing Doc
4 Period Nov 14, 2025 Filing Doc

Updated 1 day ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Gross profit $4.47B $5.56B
Net income $2.02B $1.23B

Balance sheet

Metric FY2024 FY2025
Total current assets $7.25B $8.3B
Total non-current assets $6.67B $6.89B
Total assets $13.92B $15.19B
Total current liabilities $1.96B $1.39B
Total non-current liabilities $410M $324M
Total equity $11.56B $13.47B

Cash flow

Metric FY2024 FY2025
Cash from operations $1.62B $2.03B
Cash from investing -$1.59B -$1.19B
Cash from financing $61M -$811M
Net change in cash $85M $47M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders