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Shopify

Sector Information Technology

9 letters mention Shopify, from 7 managers.

• Q2 2026 Vltava Fund · When artificial intelligence becomes abundant in investing, what will become rare? ↗ Daniel Gladiš · mentioned once
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2022 Hayden Capital · Q2 2022 letter ↗ Fred Liu · mentioned 4 times
• 2021 Maran Capital · 2021 letter ↗ Dan Roller · mentioned once
• Q4 2021 Greystone Capital · Q4 2021 letter ↗ Adam Wilk · mentioned once
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned once
• Q1 2020 Hayden Capital · Q1 2020 letter ↗ Fred Liu · mentioned 10 times
• Q4 2019 Saga Partners · Q4 2019 letter ↗ Joe Frankenfield · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.