Polen Capital: 20 Shopify transactions (Polen Capital Management LLC /

20 Polen Capital Shopify Trades

Polen Capital's position in Shopify is currently worth $682M. That's 4.38% of their equity portfolio (11th largest holding). The first Shopify trade was made in Q2 2021. Since then Polen Capital bought shares nine more times and sold shares on ten occasions. The stake costed the investor $424M, netting the investor a gain of 61% so far.

Avg closing price

Price range

Sold 12.4% shares (-895k shares) Q1 2026

Avg closing price $132.66

Price range $110.66 - $168.45

Sold 34.9% shares (-3.86M shares) Q4 2025

Avg closing price $160.54

Price range $139.93 - $179.01

Sold 24.7% shares (-3.63M shares) Q3 2025

Avg closing price $135.37

Price range $112.11 - $157.12

Sold 3.8% shares (-580k shares) Q2 2025

Avg closing price $99.82

Price range $76.89 - $115.35

Sold 10.6% shares (-1.81M shares) Q1 2025

Avg closing price $109.17

Price range $90.59 - $129.33

Sold 10.0% shares (-1.89M shares) Q4 2024

Avg closing price $97.85

Price range $78.14 - $119.47

Increased shares by 28.8% (+4.25M shares) Q3 2024

Avg closing price $69.11

Price range $52.26 - $80.75

Increased shares by 1672.2% (+13.9M shares) Q2 2024

Avg closing price $66.33

Price range $56.97 - $78.19

Increased shares by 6.5% (+50.9k shares) Q1 2024

Avg closing price $79.00

Price range $71.82 - $90.72

Sold 2.8% shares (-22.8k shares) Q4 2023

Avg closing price $63.86

Price range $46.40 - $79.11

Increased shares by 2.0% (+16k shares) Q3 2023

Avg closing price $60.59

Price range $51.51 - $70.37

Sold 3.8% shares (-30.8k shares) Q2 2023

Avg closing price $56.53

Price range $44.78 - $66.10

Sold 4.1% shares (-34.7k shares) Q1 2023

Avg closing price $44.00

Price range $35.68 - $53.63

Increased shares by 62.5% (+328k shares) Q4 2022

Avg closing price $34.15

Price range $25.67 - $43.40

Increased shares by 2.2% (+11.4k shares) Q3 2022

Avg closing price $34.02

Price range $26.77 - $41.93

Sold 6.6% shares (-36.2k shares) Q2 2022

Avg closing price $42.70

Price range $30.35 - $72.73

Increased shares by 188.9% (+359k shares) Q1 2022

Avg closing price $82.11

Price range $51.26 - $136.31

Increased shares by 0.2% (+400 shares) Q4 2021

Avg closing price $146.12

Price range $128.22 - $169.06

Increased shares by 5.9% (+10.6k shares) Q3 2021

Avg closing price $149.84

Price range $134.66 - $164.33

New holding (+179k shares) Q2 2021

Avg closing price $123.22

Price range $104.78 - $150.84

News about Shopify Inc - Ordinary Shares - Class A and Polen Capital

Shopify Inc. (SHOP) Q3 2025 Earnings Call Transcript

Shopify Inc. ( SHOP ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Carrie Gillard - Director of Investor Relations Harley Finkelst...

seekingalpha.com, 7 months ago

Shopify Inc. (SHOP) Q4 2024 Earnings Call Transcript

Shopify Inc. (NYSE:SHOP ) Q4 2024 Earnings Conference Call February 11, 2025 8:30 AM ET Company Participants Carrie Gillard - Director of Investor Relations ...

seekingalpha.com, over 1 year ago

Do You Believe in the Growth Prospects of Shopify (SHOP)?

Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” fourth quarter 2023 investor letter....

Insider Monkey, about 2 years ago