Dan Polen - Polen Capital Management
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