← Top Holdings

SHOPSHOPIFY INC

CUSIP: 82509L107

Technology

5

Guru Owners

$896.3M

Total Value Held

7.8M

Total Shares

Who owns SHOP? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$583.8M$1.17B$1.75B$2.34BQ2 '23Q4 '23Q2 '24Q4 '24Q2 '25Q4 '25Q2 '26

Quarter-by-Quarter Activity

Q2 '265 owners · $896.3M
REDUCEDPolen Capital$522.7M
REDUCEDHenry Ellenbogen$266.7M
NEWDan Sundheim$94.9M
REDUCEDWally Obermeyer$328K
Q1 '264 owners · $875.9M
REDUCEDPolen Capital$748.1M
INCREASEDHenry Ellenbogen$115.3M
REDUCEDWally Obermeyer$341K
Q4 '254 owners · $1.51B
INCREASEDPolen Capital$1.16B
REDUCEDHenry Ellenbogen$328.9M
REDUCEDWally Obermeyer$1.0M
Q3 '254 owners · $2.34B
REDUCEDPolen Capital$1.64B
INCREASEDWally Obermeyer$934K
Q2 '255 owners · $2.23B
REDUCEDPolen Capital$1.69B
INCREASEDHenry Ellenbogen$524.1M
REDUCEDRay Dalio$857K
INCREASEDWally Obermeyer$714K
Q1 '255 owners · $1.88B
NEWPolen Capital$1.46B
INCREASEDHenry Ellenbogen$408.3M
NEWRay Dalio$829K
REDUCEDWally Obermeyer$464K

🏛️ Congressional Trades

SHOP: Held by 5 superinvestors · 17 congress member trades

$1,001 - $15,0002026-02-03
$50,001 - $100,0002026-01-30
$50,001 - $100,0002025-12-08
$50,001 - $100,0002025-12-08
$1,001 - $15,0002025-10-08
$1,001 - $15,0002025-10-08
$15,001 - $50,0002025-10-06
$15,001 - $50,0002025-10-06
$1,001 - $15,0002025-06-09
$1,001 - $15,0002025-04-03
$1,001 - $15,0002025-03-19
$1,001 - $15,0002025-02-12
$1,001 - $15,0002025-02-03
$1,001 - $15,0002024-12-11
$1,001 - $15,0002024-11-13
$1,001 - $15,0002024-01-04
$1,001 - $15,0002023-12-22