Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Shopify Inc. (SHOP)
← All SHOP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,306,740 5.17 Reduce 12.43% 0.62 $104.92–170.90 · VW $126.73i $748,105,429 SEC
2025   Q4 7,201,872 4.95 Reduce 34.89% 1.86 $136.18–182.19 · VW $162.09i $1,159,285,211 SEC
2025   Q3 11,060,906 5.34 Reduce 24.71% 1.28 $111.33–159.01 · VW $135.06i $1,643,761,194 SEC
2025   Q2 14,690,160 5.20 Reduce 3.80% 0.17 $69.84–117.36 · VW $99.51i $1,694,509,943 SEC
2025   Q1 15,270,075 4.58 Reduce 10.59% 0.52 $89.10–129.38 · VW $108.62i $1,457,986,765 SEC
2024   Q4 17,079,480 4.91 Reduce 9.96% 0.39 $77.12–120.72 · VW $99.91i $1,816,061,116 SEC
2024   Q3 18,967,838 3.92 Add 28.84% 0.88 $48.56–81.15 · VW $67.41i $1,520,082,500 SEC
2024   Q2 14,722,354 2.44 Add 1672.17% 2.30 $56.31–79.29 · VW $66.46i $972,411,504 SEC
2024   Q1 830,755 0.15 Add 6.52% <0.01 $70.61–91.57 · VW $79.13i $64,109,329 SEC
2023   Q4 779,876 0.15 Reduce 2.84% <0.01 $45.50–79.99 · VW $62.69i $60,752,356 SEC
2023   Q3 802,650 0.12 Add 2.04% <0.01 $50.59–71.43 · VW $62.07i $43,800,589 SEC
2023   Q2 786,604 0.13 Reduce 3.77% <0.01 $43.50–67.36 · VW $55.97i $50,814,612 SEC
2023   Q1 817,385 0.10 Reduce 4.07% <0.01 $34.65–54.67 · VW $44.96i $39,185,437 SEC
2022   Q4 852,098 0.09 Add 62.53% 0.03 $23.63–45.06 · VW $34.88i $29,576,322 SEC
2022   Q3 524,274 0.04 Add 2.23% <0.01 $26.38–45.43 · VW $33.72i $14,124,000 SEC
2022   Q2 512,852 0.04 Reduce 6.59% <0.01 $29.76–74.13 · VW $40.87i $16,021,000 SEC
2022   Q1 549,020 0.07 Add 188.94% 0.05 $51.00–139.37 · VW $79.94i $37,112,000 SEC
2021   Q4 190,010 0.04 Add 0.21% <0.01 $127.19–176.29 · VW $146.73i $26,172,000 SEC
2021   Q3 189,610 0.05 Add 5.95% <0.01 $134.11–165.00 · VW $149.31i $25,707,000 SEC
2021   Q2 178,970 0.05 Buy 0.05 $102.51–155.22 · VW $126.36i $26,147,000 SEC
Price snapshot:
Current price$124.74
Avg. buy price$69.41
+/- since buy79.72%
52-week low$94.00
52-week high$182.19