Back to POLEN CAPITAL MANAGEMENT LLC POLEN CAPITAL MANAGEMENT LLC

SHOPSHOP
Showing 8 of 21 quarters

Position history for POLEN CAPITAL MANAGEMENT LLCPOLEN CAPITAL MANAGEMENT LLC's holdings in SHOPIFY INC - CLASS A

POLEN CAPITAL MANAGEMENT LLC holds 4.6M shares of SHOP (SHOPIFY INC - CLASS A), worth $522.7M as of 2026-Q2. The position was decreased (-27.4% shares). SHOP represents 4.5% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$522.7M

Current Shares

4.6M

Total Value Change

-$997.4M

Total Shares Change

-14.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.6M
-27.4%
$522.7M4.5%$114.18
0
2026-Q1
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

Other major holders of SHOP: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, BAILLIE GIFFORD & CO, VANGUARD GROUP INC, Capital World Investors

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used