Tom Gayner's SHOP Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 102,750 shares of Shopify Inc. (SHOP) worth $15.27 M, representing 0.12% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in SHOP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 35,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Shopify (SHOP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shopify (SHOP) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +27,500 | New Buy | 27,500 | $67.60 |
| Q2 2022 | +35,000 | Add 127.27% | 62,500 | $31.25 |
| Q3 2022 | +30,250 | Add 48.40% | 92,750 | $26.93 |
| Q4 2022 | +10,000 | Add 10.78% | 102,750 | $34.71 |
Tom Gayner's Shopify Investment FAQs
Tom Gayner first purchased Shopify Inc. (SHOP) in Q1 2022, acquiring 27,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Shopify Inc. (SHOP) for 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Shopify Inc. (SHOP) was in Q2 2022, adding 62,500 shares worth $1.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 102,750 shares of Shopify Inc. (SHOP), valued at approximately $15.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Shopify Inc. (SHOP) represents approximately 0.12% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in Shopify Inc. (SHOP) was 102,750 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.