Portfolio manager	Activity	Share change	% portfolio
Tom SlaterElite Baillie Gifford (Long Term Global Growth) Adding Shopify.	Add 15.00%	+460K	4.70%
Joel GreenblattElite Gotham Asset Management	Add 392%	+184K	0.00%
Polen CapitalElite Polen Capital Management	Reduce 35.00%	-3.86M	4.90%

Q3 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 84.00%	+21K	0.00%
Polen CapitalElite Polen Capital Management	Reduce 25.00%	-3.63M	5.30%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 6.00%	-2.30M	3.90%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 11.00%	-287	0.00%

Q2 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 75.00%	+11K	0.00%
Howard MarksTier 1 Oaktree Capital	Sell (exit)	-5.60M	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 32.00%	-18.13M	3.30%

Q1 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Howard MarksTier 1 Oaktree Capital	Buy (new)	+5.60M	0.10%
Joel GreenblattElite Gotham Asset Management	Add 107%	+8K	0.00%
Polen CapitalElite Polen Capital Management	Reduce 11.00%	-1.81M	4.60%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 7.00%	-3.90M	4.70%

Q4 2024(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 66.00%	+3K	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Buy (new)	+3K	0.00%
Polen CapitalElite Polen Capital Management	Reduce 10.00%	-1.89M	4.90%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 6.00%	-3.59M	4.90%

Q3 2024(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 19.00%	+685	0.00%
Polen CapitalElite Polen Capital Management	Add 29.00%	+4.25M	3.90%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Add 15.00%	+8.13M	3.80%
Warren BuffettTier 1 Berkshire Hathaway	Sell (exit)	-132.88M	0.00%
Joel GreenblattElite Gotham Asset Management	Sell (exit)	-3.87M	0.00%

Q2 2024(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Warren BuffettTier 1 Berkshire Hathaway	Add 262%	+96.20M	0.10%
Joel GreenblattElite Gotham Asset Management	Add 15.00%	+491K	0.00%
Polen CapitalElite Polen Capital Management	Add 1672%	+13.89M	2.40%
Joel GreenblattElite Gotham Asset Management	Reduce 7.00%	-256	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 10.00%	-6.15M	2.90%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Latest news

Recent headlines for SHOP.

Hedge funds holding SHOP

1 superinvestor hold Shopify as a top position. Sorted by % of portfolio.

Manager	% Portfolio
Tom Slater Commerce platform.	4.7%

Dividend tax by country

What will you keep of every $100 in SHOP dividend?

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Get alerts when they buy or sell SHOP

One email per 13F filing — you'll know within hours if any tracked manager moves on SHOP.

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Data sourced from SEC 13F filings. SHOP ownership reflects publicly disclosed long positions only. Not investment advice.