2
SHOP
SHOPIFY INC · Information Technology
Consensus score 2/100 · #168 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
2.6%
of their portfolios
Combined value
$760M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Polen Capital Quality growth | 5.2% | $748M | TRIM |
| Markel Group Concentrated | 0.1% | $12M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.