Ticker · CUSIP 82509L107
Holders (tracked)
31
Combined shares
103,590,402
Combined value
$12.89B
Last close
$126.94
Quarter
2025Q4
Tracked holders · last 8 quarters
+9 vs previous quarter over the last 8.
Price is +2.0% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
30 events
- +570,210 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) added2026-02-17+127,307 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+1,029,826 shares · 2025Q413F
- +109,600 shares · 2025Q413F
- Whale Rock Capital exited2026-02-17−765,466 shares · 2025Q413F
- Ron Baron (Baron Capital / BAMCO) added2026-02-17+2,771 shares · 2025Q413F
- AQR Capital Management added2026-02-17+183,538 shares · 2025Q413F
- Two Sigma Investments added2026-02-17+1,787 shares · 2025Q413F
- +259,958 shares · 2025Q413F
- Steve Cohen (Point72) opened position2026-02-17+77,032 shares · 2025Q413F
- T. Rowe Price trimmed2026-02-17−2,901,717 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−1,618,252 shares · 2025Q413F
- Sands Capital Management added2026-02-13+2,568,765 shares · 2025Q413F
- +5,376 shares · 2025Q413F
- Renaissance Technologies opened position2026-02-12+3,904 shares · 2025Q413F
- Cathie Wood (ARK Invest) trimmed2026-02-11−836,935 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+16,224,694 shares · 2025Q413F
- Ken Fisher (Fisher Asset Mgmt) added2026-02-09+2,682 shares · 2025Q413F
- Mario Gabelli (GAMCO) trimmed2026-02-05−200 shares · 2025Q413F
- Baillie Gifford & Co trimmed2026-01-23−4,237,555 shares · 2025Q413F
- AQR Capital Management added2025-11-14+21,308 shares · 2025Q313F
- Two Sigma Investments trimmed2025-11-14−52,230 shares · 2025Q313F
- D.E. Shaw & Co. trimmed2025-11-14−69,008 shares · 2025Q313F
- Whale Rock Capital opened position2025-11-14+765,466 shares · 2025Q313F
- T. Rowe Price trimmed2025-11-14−5,240,796 shares · 2025Q313F
- Wellington Management trimmed2025-11-14−1,486,955 shares · 2025Q313F
- −379,441 shares · 2025Q313F
- Sands Capital Management trimmed2025-11-13−555,344 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−15,559,887 shares · 2025Q313F
- −7,445 shares · 2025Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of SHOP…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Tom Gayner (Markel Group) | 2022Q2 | $22.39 | +466.9% | $13.0M |
| T. Rowe Price | 2016Q1 | $38.91 | +226.2% | $2.99B |
| Baillie Gifford & Co | 2017Q3 | $47.33 | +168.2% | $3.96B |
| Renaissance Technologies | 2016Q1 | $59.37 | +113.8% | $496K |
| Cathie Wood (ARK Invest) | 2017Q2 | $77.21 | +64.4% | $505.1M |
| Mario Gabelli (GAMCO) | 2024Q1 | $77.38 | +64.1% | $340K |
| Wellington Management | 2017Q4 | $91.00 | +39.5% | $819.1M |
| Sands Capital Management | 2017Q1 | $94.95 | +33.7% | $1.21B |
| Ken Fisher (Fisher Asset Mgmt) | 2017Q3 | $96.15 | +32.0% | $3.1M |
| Ron Baron (Baron Capital / BAMCO) | 2018Q2 | $96.85 | +31.1% | $290.5M |
| Paul Tudor Jones (Tudor Investment) | 2018Q1 | $112.99 | +12.3% | $5.6M |
| Paul Tudor Jones (Tudor Investment) | 2018Q1 | $112.99 | +12.3% | $5.6M |
| Two Sigma Investments | 2016Q1 | $119.71 | +6.0% | $2.3M |
| Two Sigma Investments | 2016Q1 | $119.71 | +6.0% | $2.3M |
| Two Sigma Investments | 2016Q1 | $119.71 | +6.0% | $2.3M |
| George Soros (Soros Fund Mgmt) | 2017Q1 | $129.99 | -2.3% | $682K |
| Izzy Englander (Millennium Mgmt) | 2017Q1 | $131.33 | -3.3% | $26.3M |
| Izzy Englander (Millennium Mgmt) | 2017Q1 | $131.33 | -3.3% | $26.3M |
| Izzy Englander (Millennium Mgmt) | 2017Q1 | $131.33 | -3.3% | $26.3M |
| AQR Capital Management | 2016Q4 | $154.19 | -17.7% | $29.2M |
| D.E. Shaw & Co. | 2017Q1 | $159.93 | -20.6% | $162.5M |
| D.E. Shaw & Co. | 2017Q1 | $159.93 | -20.6% | $162.5M |
| D.E. Shaw & Co. | 2017Q1 | $159.93 | -20.6% | $162.5M |
| Steve Cohen (Point72) | 2016Q2 | $160.03 | -20.7% | $46.4M |
| Steve Cohen (Point72) | 2016Q2 | $160.03 | -20.7% | $46.4M |
| Steve Cohen (Point72) | 2016Q2 | $160.03 | -20.7% | $46.4M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $160.24 | -20.8% | $407.2M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $160.24 | -20.8% | $407.2M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $160.24 | -20.8% | $407.2M |
| Brad Gerstner (Altimeter Capital) | 2020Q3 | $548.40 | -76.9% | $72.4M |
| Norges Bank (Norway SWF) | 2016Q3 | $19770.58 | -99.4% | $2.06B |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions7
- Norges Bank (Norway SWF)+16,224,694$2.61B
- Brad Gerstner (Altimeter Capital)+570,210$91.8M
- Izzy Englander (Millennium Mgmt)+259,958$41.9M
- Paul Tudor Jones (Tudor Investment)+109,600$17.6M
- Steve Cohen (Point72)+77,032$12.4M
- George Soros (Soros Fund Mgmt)+5,376$865K
- Renaissance Technologies+3,904$629K
Added to7
- Sands Capital Management+2,568,765$413.5M
- D.E. Shaw & Co.+1,029,826$165.8M
- AQR Capital Management+183,538$29.6M
- Ken Griffin (Citadel Advisors)+127,307$20.5M
- Ron Baron (Baron Capital / BAMCO)+2,771$446K
- Ken Fisher (Fisher Asset Mgmt)+2,682$432K
- Two Sigma Investments+1,787$288K
Trimmed5
- Baillie Gifford & Co−4,237,555$682.1M
- Wellington Management−1,618,252$260.6M
- Cathie Wood (ARK Invest)−836,935$134.7M
- T. Rowe Price−2,901,717$467K
- Mario Gabelli (GAMCO)−200$32K
Exited1
- Whale Rock Capital−765,466$113.8M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 27 | $771.65B |
| 2022Q2 | 28 | $373.66B |
| 2022Q3 | 27 | $339.0M |
| 2022Q4 | 23 | $4.40B |
| 2023Q1 | 28 | $6.94B |
| 2023Q2 | 28 | $8.62B |
| 2023Q3 | 26 | $6.88B |
| 2023Q4 | 22 | $9.80B |
| 2024Q1 | 24 | $9.53B |
| 2024Q2 | 25 | $7.95B |
| 2024Q3 | 27 | $9.41B |
| 2024Q4 | 27 | $11.88B |
| 2025Q1 | 28 | $8.99B |
| 2025Q2 | 24 | $9.93B |
| 2025Q3 | 22 | $9.95B |
| 2025Q4 | 31 | $12.89B |
Congress members trading this stock
| Date | Member | Type | Amount range | Filing |
|---|---|---|---|---|
| 2026-02-03 | Jonathan Jackson | Sell | $1K – $15K | PDF ↗ |
| 2025-10-08 | Jonathan Jackson | Buy | $1K – $15K | PDF ↗ |
| 2025-06-09 | Lisa McClain | Sell | $1K – $15K | PDF ↗ |
| 2025-04-03 | Rob Bresnahan | Sell | $1K – $15K | PDF ↗ |
| 2025-03-19 | Josh Gottheimer | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-02-12 | Josh Gottheimer | Buy | $1K – $15K | PDF ↗ |
| 2025-02-03 | Josh Gottheimer | Buy | $1K – $15K | PDF ↗ |
| 2024-12-11 | Lisa McClain | Buy | $1K – $15K | PDF ↗ |
Who owns SHOP
31 super-investors · 2025Q4
Tracked stake
103.59M
shares
Combined value
$12.89B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New12Added13Trim5Held1
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Baillie Gifford & Co | 31.21M | $5.02B |
| 2 | Norges Bank Norway SWF | 16.22M | $2.61B |
| 3 | Sands Capital Management | 9.51M | $1.53B |
| 4 | Wellington Management | 6.45M | $1.04B |
| 5 | Cathie Wood ARK Invest | 3.98M | $640M |
| 6 | Ken Griffin Citadel Advisors | 3.21M | $516M |
| 7 | Ken Griffin Citadel Advisors | 2.33M | $375M |
| 8 | Ron Baron Baron Capital / BAMCO | 2.29M | $368M |
| 9 | D.E. Shaw & Co. | 1.28M | $206M |
| 10 | Brad Gerstner Altimeter Capital | 570.2K | $92M |
| 11 | D.E. Shaw & Co. | 497.1K | $80M |
| 12 | Izzy Englander Millennium Mgmt | 434.0K | $70M |
| 13 | Steve Cohen Point72 | 365.3K | $59M |
| 14 | Steve Cohen Point72 | 317.3K | $51M |
| 15 | Izzy Englander Millennium Mgmt | 260.0K | $42M |
| 16 | AQR Capital Management | 230.4K | $37M |
| 17 | Izzy Englander Millennium Mgmt | 207.1K | $33M |
| 18 | Ken Griffin Citadel Advisors | 179.3K | $29M |
| 19 | D.E. Shaw & Co. | 114.6K | $18M |
| 20 | Tom Gayner Markel Group | 102.8K | $17M |
| 21 | Steve Cohen Point72 | 77.0K | $12M |
| 22 | Paul Tudor Jones Tudor Investment | 65.1K | $10M |
| 23 | Paul Tudor Jones Tudor Investment | 44.5K | $7M |
| 24 | Two Sigma Investments | 35.2K | $6M |
| 25 | Two Sigma Investments | 29.1K | $5M |
| 26 | Ken Fisher Fisher Asset Mgmt | 24.4K | $4M |
| 27 | T. Rowe Price | 23.53M | $4M |
| 28 | Two Sigma Investments | 18.3K | $3M |
| 29 | George Soros Soros Fund Mgmt | 5.4K | $865K |
| 30 | Renaissance Technologies | 3.9K | $629K |
| 31 | Mario Gabelli GAMCO | 2.7K | $431K |
Recent moves
20 transactions
- −765,466 · 2025Q4
- +259,958 · 2025Q4
- +570,210 · 2025Q4
- +2,771 · 2025Q4
- +1,029,826 · 2025Q4
- +127,307 · 2025Q4
- +77,032 · 2025Q4
- +183,538 · 2025Q4
- TRIMT. Rowe Price−2,901,717 · 2025Q4
- −1,618,252 · 2025Q4
- +1,787 · 2025Q4
- +109,600 · 2025Q4
- +5,376 · 2025Q4
- +2,568,765 · 2025Q4
- +3,904 · 2025Q4
- −836,935 · 2025Q4
- +16,224,694 · 2025Q4
- +2,682 · 2025Q4
- −200 · 2025Q4
- −4,237,555 · 2025Q4
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