Which superinvestors hold Shopify Inc (SHOP)?

Per the latest SEC 13F filings, 2 superinvestors hold Shopify Inc (SHOP): Polen Capital, Thomas Gayner. Combined value held is about $760.3M, with Polen Capital the largest holder.

Shopify Inc

Held by 2 superinvestors (SHOP). Valuation data coming soon.

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

TickerSHOP

Holder count2

Total value held$760.3M

Largest holderPolen Capital

External

Ownership overview

Shopify Inc (SHOP) is held by 2 of the superinvestors tracked on Compounder, with a combined $760.3M in reported 13F value. The largest position belongs to Polen Capital, where it makes up 5.2% of the portfolio.

Other notable holders by value include Thomas Gayner (0.1% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in SHOP, 0 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Superinvestors Holding This Security

Investor	Value	Shares	Weight
Polen Capital	$748.1M	6,306,740	5.17%
Thomas Gayner	$12.2M	102,750	0.10%

Polen Capital
Value$748.1MShares6,306,740Weight5.17%
Thomas Gayner
Value$12.2MShares102,750Weight0.10%

Stock valuation (intrinsic value / DCF) coming soon.

Sources· SEC EDGAR 13F as of 2026-05-14

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