Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
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 971,814 1.19 Reduce 52.44% 1.63 $104.92–170.90 · VW $126.73i $115,276,577 SEC
2025   Q4 2,043,219 3.11 Reduce 55.03% 2.75 $136.18–182.19 · VW $162.09i $328,896,962 SEC
2025   Q3 4,543,835 5.00 $148.61 $675,259,319 SEC
2025   Q2 4,543,835 3.97 Add 6.27% 0.23 $69.84–117.36 · VW $99.51i $524,131,367 SEC
2025   Q1 4,275,819 3.65 Add 8.24% 0.28 $89.10–129.38 · VW $108.62i $408,255,198 SEC
2024   Q4 3,950,348 3.43 Add 86.86% 1.59 $77.12–120.72 · VW $99.91i $420,040,503 SEC
2024   Q3 2,114,054 1.24 Reduce 24.36% 0.37 $48.56–81.15 · VW $67.41i $169,420,288 SEC
2024   Q2 2,794,802 1.52 Add 153.78% 0.92 $56.31–79.29 · VW $66.46i $184,596,672 SEC
2024   Q1 1,101,256 0.66 Add 76.16% 0.29 $70.61–91.57 · VW $79.13i $84,983,926 SEC
2023   Q4 625,143 0.39 Buy 0.39 $45.50–79.99 · VW $62.69i $48,698,640 SEC
2022   Q4 0 0.00 Sell 100.00% 0.06 $23.63–45.06 · VW $34.88i SEC
2022   Q3 198,473 0.06 Reduce 86.54% 0.47 $26.38–45.43 · VW $33.72i $5,347,000 SEC
2022   Q2 1,474,410 0.54 Reduce 64.55% 1.63 $29.76–74.13 · VW $40.87i $46,061,000 SEC
2022   Q1 4,159,430 2.52 Reduce 7.30% 0.36 $51.00–139.37 · VW $79.94i $281,161,000 SEC
2021   Q4 4,487,220 4.95 Reduce 16.41% 0.94 $127.19–176.29 · VW $146.73i $618,065,000 SEC
2021   Q3 5,368,290 5.71 Reduce 7.68% 0.49 $134.11–165.00 · VW $149.31i $727,822,000 SEC
2021   Q2 5,815,110 6.38 Add 21.21% 1.12 $102.51–155.22 · VW $126.36i $849,576,000 SEC
2021   Q1 4,797,500 4.65 Add 11.09% 0.46 $100.51–149.98 · VW $119.78i $530,843,000 SEC
2020   Q4 4,318,690 4.50 Add 13.02% 0.52 $87.50–128.52 · VW $105.03i $488,854,000 SEC
2020   Q3 3,821,040 4.38 Add 64.05% 1.71 $83.94–114.69 · VW $101.46i $390,881,000 SEC
2020   Q2 2,329,150 2.75 Buy 2.75 $33.46–95.88 · VW $69.36i $221,083,000 SEC
Price snapshot:
Current price$124.74
Avg. buy price$89.46
+/- since buy39.44%
52-week low$94.00
52-week high$182.19