Position in SHOP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$522,661,690
-$225,443,808 QoQ
Shares Held
4,577,524
-27.4% QoQ
Ownership
0.356%
of shares outstanding
% of Portfolio
4.54%
of 13F equity value
Holder Rank
#38
of 1,696 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,124,903,576 across 13 Software - Application names. SHOP ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,370,172 | $533,150,676 | |
| 2 | SHOP |
Shopify Inc.
This page
|
4,577,524 | $522,661,690 | |
| 3 | UBER |
Uber Technologies, Inc
|
570,063 | $41,135,746 | |
| 4 | FROG |
JFrog Ltd
|
93,117 | $8,462,472 | |
| 5 | YOU |
Clear Secure, Inc.
|
131,773 | $7,343,709 | |
| 6 | SAP |
Sap SE
|
28,773 | $4,434,207 | |
| 7 | ADEA |
Adeia Inc.
|
52,575 | $1,731,294 | |
| 8 | RNG |
RingCentral, Inc.
|
40,133 | $1,564,384 |
All Filings in SHOP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,661,690 | 4,577,524 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $748,105,498 | 6,306,740 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,159,285,335 | 7,201,872 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,643,761,240 | 11,060,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,694,509,956 | 14,690,160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,457,986,761 | 15,270,075 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,816,061,108 | 17,079,480 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,520,082,537 | 18,967,838 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $972,411,481 | 14,722,354 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,109,363 | 830,755 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $60,752,340 | 779,876 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $43,800,610 | 802,650 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,814,618 | 786,604 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $39,185,436 | 817,385 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,576,321 | 852,098 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,123,941 | 524,274 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $16,021,496 | 512,852 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $37,111,555 | 54,902 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $26,171,787 | 19,001 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,706,944 | 18,961 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $26,147,159 | 17,897 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||