Shopify (SHOP) Superinvestor holders
34 of the superinvestors we track hold Shopify (SHOP) in their latest 13F filings, $12.3B in total.
Summary
The largest holder is Baillie Gifford (Baillie Gifford & Co), with $4.0B, 3.7% of the portfolio.
In their latest quarter: 1 opened a new position, 13 added, 18 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Baillie Gifford Baillie Gifford & Co |
Trimmed | 26,699,910 | $4.0B | 3.7% | Q3 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 14,408,186 | $1.6B | 2.1% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 11,155,546 | $1.3B | 1.9% | Q2 2026 |
| Frank Sands Sands Capital Management |
Trimmed | 7,242,079 | $827M | 3.1% | Q2 2026 |
| Jennison Associates | Trimmed | 6,846,396 | $782M | 0.5% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Trimmed | 4,577,524 | $523M | 4.5% | Q2 2026 |
| Cathie Wood ARK Investment Management |
Trimmed | 4,155,925 | $475M | 3.1% | Q2 2026 |
| Alan Breed Edgewood Management |
Trimmed | 4,107,065 | $469M | 4.8% | Q2 2026 |
| Artisan Partners | Trimmed | 4,074,005 | $465M | 0.8% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 2,984,845 | $341M | 0.3% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Added | 2,394,385 | $273M | 0.2% | Q2 2026 |
| Henry Ellenbogen Durable Capital Partners |
Added | 2,335,694 | $267M | 2.6% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 1,633,517 | $187M | 0.2% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 1,126,953 | $167M | 0.2% | Q3 2026 |
| Arrowstreet Capital | Added | 1,321,984 | $151M | 0.1% | Q2 2026 |
| Dan Sundheim D1 Capital Partners |
New position | 830,891 | $95M | 0.3% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 776,493 | $89M | 0.3% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 376,521 | $43M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 366,139 | $42M | 0.0% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Trimmed | 308,587 | $35M | 0.1% | Q2 2026 |
| George Loening Select Equity Group |
Added | 291,826 | $33M | 0.2% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 252,158 | $29M | 0.0% | Q2 2026 |
| Thornburg Thornburg Investment Management |
Added | 246,547 | $28M | 0.3% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Trimmed | 244,860 | $28M | 0.1% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 227,857 | $26M | 0.0% | Q2 2026 |
| Brett Barakett Tremblant Capital Group |
Added | 155,592 | $18M | 0.5% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | 102,750 | $15M | 0.1% | Q3 2026 |
| Boaz Weinstein Saba Capital Management |
Trimmed | 42,586 | $5M | 0.1% | Q2 2026 |
| John Gardner Gardner Lewis Asset Management |
Added | 36,792 | $4M | 0.9% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 18,411 | $3M | 0.0% | Q3 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 16,999 | $2M | 0.0% | Q2 2026 |
| First Manhattan First Manhattan Co |
Held | 8,661 | $988,913 | 0.0% | Q2 2026 |
| WCM Investment Management | Trimmed | 7,049 | $805,066 | 0.0% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Added | 2,700 | $308,286 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 34 |
| Q1 2026 | 37 |
| Q4 2025 | 39 |
| Q3 2025 | 35 |
| Q2 2025 | 32 |
| Q1 2025 | 36 |
| Q4 2024 | 33 |
| Q3 2024 | 30 |
Questions about Shopify
Which superinvestors own Shopify?
34 of the superinvestors we track hold Shopify (SHOP) in their latest 13F filings, $12.3B in total. Baillie Gifford, Aziz Hamzaogullari, Ron Baron, Frank Sands, Jennison Associates, Dan Davidowitz.
Who is the largest superinvestor holder of SHOP?
The largest holder is Baillie Gifford (Baillie Gifford & Co), with $4.0B, 3.7% of the portfolio.
From Shopify's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.