Shopify
SHOP
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$534m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Fund portfolios
2
Funds holding it
See which
Price at Q2 ’26 end
$114.18
-3.7% in the quarter
Share price change by quarter
+21.3%Q3 ’24
+32.7%Q4 ’24
-10.2%Q1 ’25
+20.8%Q2 ’25
+28.8%Q3 ’25
+8.3%Q4 ’25
-26.3%Q1 ’26
-3.7%Q2 ’26
Managers holding it, by quarter
3Q4 ’23
3Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Who holds it
| Polen Capital Management | 4.5%$523m | Trimmed -27% |
| Markel Group | 0.1%$11.7m | Unchanged |
About the company
- Sector
- Technology · Services-Prepackaged Software
- Financial year ends
- 31 December
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
2013
2015
$673m2017
$1.6bn2019
$4.6bn2021
$7.1bn2023
$12bn2025
| Year | Revenue | Net income |
|---|---|---|
| 2025 | $12bn | $1.2bn |
| 2024 | $8.9bn | $2.0bn |
| 2023 | $7.1bn | $132m |
| 2022 | $5.6bn | −$3.5bn |
| 2021 | $4.6bn | $2.9bn |
| 2020 | $2.9bn | $320m |
| 2019 | $1.6bn | −$125m |
| 2018 | $1.1bn | −$64.6m |
| 2017 | $673m | −$40.0m |
| 2016 | – | −$35.4m |
| 2015 | – | −$18.8m |
| 2014 | – | −$22.3m |
| 2013 | – | −$4.8m |
In fund portfolios
| Polen International Growth FundPolen Capital Management | 5.2% |
| Polen Global Growth FundPolen Capital Management | 2.9% |