3 hedge funds and family offices disclose a SHOP position in their latest SEC 13F filing — combined $1.67B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 7,201,872 | $1.16B | 4.95% | 2025-12-31 |
| 2 | Cathie Wood | ARK Investment Management LLC | 4,177,652 | $495.6M | 3.85% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 102,750 | $11.7M | 0.09% | 2026-06-30 |
As of the latest 13F window, 3 tracked superinvestors hold SHOP. The largest disclosed position is Polen Capital at $1.16B (5.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SHOP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a SHOP position in their latest SEC 13F filing — combined $1.67B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 7,201,872 | $1.16B | 4.95% | 2025-12-31 |
| 2 | Cathie Wood | ARK Investment Management LLC | 4,177,652 | $495.6M | 3.85% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 102,750 | $11.7M | 0.09% | 2026-06-30 |
As of the latest 13F window, 3 tracked superinvestors hold SHOP. The largest disclosed position is Polen Capital at $1.16B (5.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SHOP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
