Shopify Inc. – Investors and Politicians Who Own It
SHOP, 2 share classes and securities
Investors who own it
12 tracked investors, $2.3B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Frank SandsSands Capital Management, Q2 2026 | $826.9M | 3.07% |
Polen CapitalQ2 2026 | $522.7M | 4.50% |
Takis SparaggisCallAlkeon Capital Management, Q2 2026 | $513.8M | 0.69% |
Cathie WoodARK Investment Management, Q2 2026 | $474.5M | 3.08% |
Henry EllenbogenDurable Capital Partners, Q2 2026 | $266.7M | 2.59% |
Josh KushnerThrive Capital, Q2 2026 | $102.3M | 2.68% |
Dan SundheimD1 Capital Partners, Q2 2026 | $94.9M | 0.27% |
Tom GaynerMarkel Group, Q2 2026 | $11.7M | 0.09% |
Boaz WeinsteinPutSaba Capital Management, Q2 2026 | $7.3M | 0.19% |
Boaz WeinsteinSaba Capital Management, Q2 2026 | $4.9M | 0.12% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $3.2M | 0.05% |
Mario GabelliGAMCO Investors, Q2 2026 | $308.3K | 0.00% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Robert P. Bresnahan, Jr.R-PA · House | $33.5K | 0.20% |
Josh GottheimerD-NJ · House | $8.3K | 0.03% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| SCGE Management (Sequoia Capital Global Equities) | Sold out | 0 |
| Frank Sands | Reduced −38% | 7,492,615 |
| Polen Capital | Reduced −3.8% | 14,690,160 |
| Cathie Wood | Added +14% | 5,049,508 |
| Henry Ellenbogen | Added +6.3% | 4,543,835 |
| Castle Hook Partners | Added +66% | 1,218,885 |
| Howard MarksBond | Sold out | 0 |
| Jeremy Grantham | Sold out | 0 |
| Barry Ritholtz | Added +21% | 27,936 |
| Ray Dalio | Reduced −15% | 7,445 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Jonathan L. JacksonD-IL · House | Sold$1K–$15K | Feb 3, 2026disclosed Mar 12, 2026 |
Jonathan L. JacksonJointD-IL · House | Sold$50K–$100K | Jan 30, 2026disclosed Feb 23, 2026 |
Jonathan L. JacksonJointD-IL · House | Bought$50K–$100K | Dec 8, 2025disclosed Jan 8, 2026 |
Jonathan L. JacksonD-IL · House | Bought$1K–$15K | Oct 8, 2025disclosed Nov 10, 2025 |
Jonathan L. JacksonJointD-IL · House | Bought$15K–$50K | Oct 6, 2025disclosed Nov 10, 2025 |
Lisa C. McClainSpouseR-MI · House | Sold$1K–$15K | Jun 9, 2025disclosed Aug 13, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Apr 3, 2025disclosed Apr 22, 2025 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Mar 19, 2025disclosed Apr 10, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Feb 12, 2025disclosed Mar 6, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Feb 3, 2025disclosed Mar 6, 2025 |
Lisa C. McClainSpouseR-MI · House | Bought$1K–$15K | Dec 11, 2024disclosed Aug 13, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Nov 13, 2024disclosed Dec 5, 2024 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Aug 1, 2024disclosed Sep 11, 2024 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Apr 29, 2024disclosed May 15, 2024 |
Markwayne MullinSpouseR-OK · Senate | Sold$1K–$15K | Jan 4, 2024disclosed Aug 12, 2025 |
Markwayne MullinR-OK · Senate | Sold part$1K–$15K | Dec 22, 2023disclosed Aug 12, 2025 |
Markwayne MullinR-OK · Senate | Sold part$1K–$15K | Dec 22, 2023disclosed Jan 26, 2024 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jun 26, 2023disclosed Jul 11, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jun 6, 2023disclosed Jul 11, 2023 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | May 1, 2023disclosed Jun 11, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jan 31, 2023disclosed Feb 17, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jan 23, 2023disclosed Feb 17, 2023 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jan 17, 2023disclosed Feb 17, 2023 |
Markwayne MullinSpouseR-OK · Senate | Bought$1K–$15K | Jan 3, 2023disclosed Aug 13, 2025 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Mar 16, 2021disclosed Apr 21, 2021 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Feb 17, 2021disclosed Mar 10, 2021 |