Brown Capital changed SHOP position by 201,723 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $SHOP based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Brown Capital Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| CTKB | CYTEK BIOSCIENCES INC | Exited | 1,480,506 | — |
| DV | DOUBLEVERIFY HLDGS INC | Exited | 584,579 | — |
| CWAN | CLEARWATER ANALYTICS HLDGS I | Exited | 555,511 | — |
| ERII | ENERGY RECOVERY INC | Decreased | 255,197 | $2.6B |
| ALRM | ALARM COM HLDGS INC | Decreased | 238,573 | $5.6B |
| XMTR | XOMETRY INC | Decreased | 162,089 | $25.0B |
| NCNO | NCINO INC | Decreased | 159,418 | $6.1B |
| KIDS | ORTHOPEDIATRICS CORP | Decreased | 157,234 | $2.9B |
| WRBY | WARBY PARKER INC | New | +139,589 | $4.2B |
| TEAM1EUR | ATLASSIAN CORPORATION | Exited | 130,838 | — |
Other Whales Moving SHOP This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Polen Capital | Decreased | 1,729,216 |
| Jennison | Decreased | 355,457 |
| Winton | Decreased | 52,641 |
| Fisher Investments | Increased | +2,509 |
| Baillie Gifford | Increased | +2,037 |
| State Street | Decreased | 371 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC