Why this score?See the 9 factors that produced −5 for SHOP
HoldLens's ConvictionScore is the sum of 9 factors clamped to −100/+100. Each factor has a known min/max range; the math is deterministic and reproducible. Every input traces to a public SEC filing. Full methodology →
| Factor | Contribution |
|---|---|
| Smart money | +3 |
| Insider activity | 0 |
| Track record | +1 |
| Trend streak | +1 |
| Concentration | +2 |
| Contrarian bonus | 0 |
| 8-K events | 0 |
| Dissent | +12 |
| Crowding | 0 |
| Sum (clamped −100/+100) | −5 |
How to read: emerald = positive contribution to the buy signal; rose = penalty (sellers, crowded ownership, bearish 8-K events). Hover any factor name in the methodology page for the exact formula. Every number is computed at build time from EDGAR filings — no proprietary opinion layer, no editorial scoring. For SHOP specifically: 10 buyers vs 13 sellers among the 30 tracked managers.
8-quarter activity
Distinct managers buying or selling SHOP each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Smart money activity
Every tracked 13F move on SHOP — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 4.70% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 4.90% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 5.30% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 3.90% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.00% |
Howard MarksTier 1 Oaktree Capital | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 3.30% |
| Portfolio manager | % portfolio |
|---|---|
Howard MarksTier 1 Oaktree Capital | 0.10% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 4.60% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 4.70% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.00% |
Polen CapitalElite Polen Capital Management | 4.90% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 4.90% |
| Portfolio manager | % portfolio |
|---|---|
Polen CapitalElite Polen Capital Management | 3.90% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 3.80% |
Warren BuffettTier 1 Berkshire Hathaway | 0.00% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for SHOP — context for the moves above.
Who’s betting biggest on SHOP
Each bar is one manager’s position size in SHOP as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for SHOP, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -5 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.
Sister property: SecFilingDex — the encyclopedic reference for every SEC form variant (13F-HR / 13F-NT / 13F-HR/A) and the regulatory citation behind the data on this page.