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SHOP
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Position history for POLEN CAPITAL MANAGEMENT LLC's holdings in SHOPIFY INC

POLEN CAPITAL MANAGEMENT LLC holds 6.3M shares of SHOP (SHOPIFY INC), worth $748.1M as of 2026-Q1. The position was decreased (-12.4% shares). SHOP represents 5.2% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$748.1M

Current Shares

6.3M

Total Value Change

-$224.3M

Total Shares Change

-8.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
6.3M
-12.4%
$748.1M5.2%$121.87
0
2025-Q4
Decreased
7.2M
-34.9%
$1.2B4.9%$163.74
0
2025-Q3
Decreased
11.1M
-24.7%
$1.6B5.3%$149.00
0
2025-Q2
Decreased
14.7M
-3.8%
$1.7B5.2%$113.65
0
2025-Q1
Decreased
15.3M
-10.6%
$1.5B4.6%$96.68
0
2024-Q4
Decreased
17.1M
-10.0%
$1.8B4.9%$106.69
0
2024-Q3
Increased
19M
+28.8%
$1.5B3.9%$79.21
73
2024-Q2
Increased
14.7M
+1672.2%
$972.4M2.4%$66.05
88

Other major holders of SHOP: BAILLIE GIFFORD & CO, VANGUARD GROUP INC, Capital World Investors, FMR LLC

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