Polen Capital Management
SHOP icon

Polen Capital Management’s Shopify SHOP Stock Holding History

Polen Capital Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523M Sell
4,577,524
-1,729,216
-27% -$197M 4.5% 11
2026
Q1 		$748M Sell
6,306,740
-895,132
-12% -$118M 5.18% 8
2025
Q4 		$1.16B Sell
7,201,872
-3,859,034
-35% -$620M 4.95% 9
2025
Q3 		$1.64B Sell
11,060,906
-3,629,254
-25% -$492M 5.34% 4
2025
Q2 		$1.69B Sell
14,690,160
-579,915
-4% -$58M 5.2% 5
2025
Q1 		$1.46B Sell
15,270,075
-1,809,405
-11% -$197M 4.58% 7
2024
Q4 		$1.82B Sell
17,079,480
-1,888,358
-10% -$184M 4.91% 6
2024
Q3 		$1.52B Buy
18,967,838
+4,245,484
+29% +$293M 3.92% 11
2024
Q2 		$972M Buy
14,722,354
+13,891,599
+1,672% +$921M 2.44% 17
2024
Q1 		$64.1M Buy
830,755
+50,879
+7% +$4.02M 0.15% 32
2023
Q4 		$60.8M Sell
779,876
-22,774
-3% -$1.45M 0.15% 42
2023
Q3 		$43.8M Buy
802,650
+16,046
+2% +$972K 0.12% 35
2023
Q2 		$50.8M Sell
786,604
-30,781
-4% -$1.74M 0.13% 32
2023
Q1 		$39.2M Sell
817,385
-34,713
-4% -$1.53M 0.1% 32
2022
Q4 		$29.6M Buy
852,098
+327,824
+63% +$11.2M 0.09% 37
2022
Q3 		$14.1M Buy
524,274
+11,422
+2% +$389K 0.04% 40
2022
Q2 		$16M Sell
512,852
-36,168
-7% -$1.54M 0.04% 37
2022
Q1 		$37.1M Buy
549,020
+359,010
+189% +$29.5M 0.07% 37
2021
Q4 		$26.2M Buy
190,010
+400
+0.2% +$58.4K 0.04% 41
2021
Q3 		$25.7M Buy
189,610
+10,640
+6% +$1.59M 0.05% 35
2021
Q2 		$26.1M Buy
+178,970
New +$22.1M 0.05% 36

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Polen Capital Management's SHOP Position: Q2 2026 in Review

Polen Capital Management reduced its Shopify (SHOP) stake by 27% in Q2 2026, selling an estimated $197M and leaving 4,577,524 shares worth $523M. The position accounts for 4.5% of the portfolio, ranked #11.

Polen Capital Management first reported a position in SHOP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.82B in Q4 2024. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Polen Capital Management held 4,577,524 shares of Shopify worth $523M as of Q2 2026.
  • Polen Capital Management sold 1,729,216 Shopify shares in Q2 2026, an estimated $197M.
  • Shopify made up 4.5% of Polen Capital Management's portfolio in Q2 2026, its #11 holding.
  • Polen Capital Management first reported a position in Shopify in Q2 2021 and has held it in 21 quarters since.
  • Polen Capital Management's Shopify position peaked at $1.82B in Q4 2024.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.