Polen Capital Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69B | Sell |
14,690,160
-579,915
| -4% | -$66.9M | 5.2% | 5 |
|
|
2025
Q1 | $1.46B | Sell |
15,270,075
-1,809,405
| -11% | -$173M | 4.58% | 7 |
|
|
2024
Q4 | $1.82B | Sell |
17,079,480
-1,888,358
| -10% | -$201M | 4.91% | 6 |
|
|
2024
Q3 | $1.52B | Buy |
18,967,838
+4,245,484
| +29% | +$340M | 3.92% | 11 |
|
|
2024
Q2 | $972M | Buy |
14,722,354
+13,891,599
| +1,672% | +$918M | 2.44% | 17 |
|
|
2024
Q1 | $64.1M | Buy |
830,755
+50,879
| +7% | +$3.93M | 0.15% | 32 |
|
|
2023
Q4 | $60.8M | Sell |
779,876
-22,774
| -3% | -$1.77M | 0.15% | 42 |
|
|
2023
Q3 | $43.8M | Buy |
802,650
+16,046
| +2% | +$876K | 0.12% | 35 |
|
|
2023
Q2 | $50.8M | Sell |
786,604
-30,781
| -4% | -$1.99M | 0.13% | 32 |
|
|
2023
Q1 | $39.2M | Sell |
817,385
-34,713
| -4% | -$1.66M | 0.1% | 32 |
|
|
2022
Q4 | $29.6M | Buy |
852,098
+327,824
| +63% | +$11.4M | 0.09% | 37 |
|
|
2022
Q3 | $14.1M | Buy |
524,274
+11,422
| +2% | +$308K | 0.04% | 40 |
|
|
2022
Q2 | $16M | Sell |
512,852
-36,168
| -7% | -$1.13M | 0.04% | 37 |
|
|
2022
Q1 | $37.1M | Buy |
549,020
+359,010
| +189% | +$24.3M | 0.07% | 37 |
|
|
2021
Q4 | $26.2M | Buy |
190,010
+400
| +0.2% | +$55.1K | 0.04% | 41 |
|
|
2021
Q3 | $25.7M | Buy |
189,610
+10,640
| +6% | +$1.44M | 0.05% | 35 |
|
|
2021
Q2 | $26.1M | Buy |
+178,970
| New | +$26.1M | 0.05% | 36 |
|