Whale Analyzer
SHOP Institutional Holders and 13F Ownership
Compare 9 tracked holders of SHOP, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Baillie Gifford & Co, Capital Research Global Investors, Polen Capital Management, and ARK Investment Management.
Continue to the live SHOP dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Baillie Gifford & Co 13F holdings | $3.24B | 28.4M | Reduced | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $855.4M | 7.5M | Reduced | 2026-06-30 |
| Polen Capital Management 13F holdings | $522.7M | 4.6M | Reduced | 2026-06-30 |
| ARK Investment Management 13F holdings | $474.5M | 4.2M | Reduced | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $468.9M | 4.1M | Reduced | 2026-06-30 |
| Durable Capital Partners 13F holdings | $266.7M | 2.3M | Increased | 2026-06-30 |
| D1 Capital Partners 13F holdings | $94.9M | 830.9K | New | 2026-06-30 |
| Markel Group 13F holdings | $15.2M | 102.8K | Held | 2026-09-30 |
| Foxhaven Asset Management 13F holdings | $10.2M | 89.3K | New | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
- ARK Investment Management SEC filing (0001104659-26-096910) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Durable Capital Partners SEC filing (0001798849-26-000010) · report date 2026-06-30
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Foxhaven Asset Management SEC filing (0001172661-26-003791) · report date 2026-06-30
Tracked-sample concentration
Reported position value for SHOP is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 54.5% of aggregate reported value in this sample
- Top 5 tracked holders: 93.5% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 9 tracked holders, 5 reduced, 3 increased, 1 held. Net positioning is net selling.
- Baillie Gifford & Co ($3.24B) (▼ 2.1% qoq shares)
- Capital Research Global Investors ($855.4M) (▼ 35.6% qoq shares)
- Polen Capital Management ($522.7M) (▼ 27.4% qoq shares)
- ARK Investment Management ($474.5M) (▼ 0.5% qoq shares)
- Edgewood Management LLC ($468.9M) (▼ 32.3% qoq shares) · modeled avg cost estimate $19.87
- Durable Capital Partners ($266.7M) (▲ 140.3% qoq shares)
- D1 Capital Partners ($94.9M) · modeled avg cost estimate $105.73
- Markel Group ($15.2M) (→ 0.0% qoq shares) · modeled avg cost estimate $31.24
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 3 covered tracked holders is $34.25 versus a current price of $148.91, so SHOP trades above that estimate (+334.7%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Information Technology
SHOP sits within the Information Technology sector alongside 181 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live SHOP dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SHOP with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SHOP stock?
Whale Analyzer tracks 9 public-disclosure holders of SHOP with a combined reported value of $5.95B. See the holder table above for the largest tracked positions.
Which top funds are buying SHOP?
Tracked holders were net selling last quarter — 5 reduced, 3 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SHOP sample?
The top five tracked holders account for 93.5% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SHOP compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 3 covered tracked holders is $34.25 versus a current price of $148.91 (+334.7%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for SHOP?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SHOP dashboard to explore them, or read our 13F Alpha Signals Guide.