Question 1

How many shares of SHOP does POLEN CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC holds 4.6M shares of SHOP (SHOPIFY INC - CLASS A).

Question 2

What is POLEN CAPITAL MANAGEMENT LLC's SHOP position worth?

Accepted Answer

As of 2026-Q2, POLEN CAPITAL MANAGEMENT LLC's SHOP position is worth $522.7M.

Question 3

Is POLEN CAPITAL MANAGEMENT LLC buying or selling SHOP?

Accepted Answer

In 2026-Q2, POLEN CAPITAL MANAGEMENT LLC decreased their SHOP position (-27.4% change in shares).

Question 4

When did POLEN CAPITAL MANAGEMENT LLC first buy SHOP?

Accepted Answer

Based on available 13F filings, POLEN CAPITAL MANAGEMENT LLC first reported a position in SHOP in 2024-Q3. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4.6M	-27.4%	$522.7M	4.5%	$114.18	0
2026-Q1	Decreased	6.3M	-12.4%	$748.1M	5.2%	$121.87	0
2025-Q4	Decreased	7.2M	-34.9%	$1.2B	4.9%	$163.74	0
2025-Q3	Decreased	11.1M	-24.7%	$1.6B	5.3%	$149.00	0
2025-Q2	Decreased	14.7M	-3.8%	$1.7B	5.2%	$113.65	0
2025-Q1	Decreased	15.3M	-10.6%	$1.5B	4.6%	$96.68	0
2024-Q4	Decreased	17.1M	-10.0%	$1.8B	4.9%	$106.69	0
2024-Q3	Increased	19M	+28.8%	$1.5B	3.9%	$79.21	73