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Breakdown13F · Form 4
Shares outstanding 299.28M · Float —
Float — provider float is below the insider stake.
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Institutions13F, as of Jun 30, 2026
298 holders · 148.35M shares · 70 new positions · 169 increased · 77 reduced · 59 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Summit Partners L P | 18.85M | 6.30% | 0 | Jul 30, 2026 |
| Capital International Investors | 10.48M | 3.50% | −1.22M | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 7.69M | 2.57% | +160.9K | Aug 13, 2026 |
| BlackRock, Inc. | 7.61M | 2.54% | +3.26M | Aug 7, 2026 |
| FMR LLC | 6.57M | 2.19% | −3.22M | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.99M | 2.00% | −172.1K | Aug 13, 2026 |
| Whale Rock Capital Management LLC | 5.53M | 1.85% | −1.30M | Aug 14, 2026 |
| Wellington Management Group LLP | 5.05M | 1.69% | −430.0K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Bialecki Andrew | 35.10% | 78.16M | 13G | Feb 10, 2026 ↗ |
| Hallen Ed | 19.40% | 32.88M | 13G | Nov 5, 2025 ↗ |
| Shopify Inc.incl. Shopify Strategic Holdings 3 LLC | 18.85% | 32.03M | 13D | Nov 14, 2025 ↗ |
| Accomplice Fund I, L.P. | 10.50% | 11.11M | 13G | May 7, 2025 ↗ |
| Capital International Investors | 8.00% | 11.70M | 13G | May 14, 2026 ↗ |
| Summit Partners Growth Equity Fund IX-A, L.P. | 7.11% | 11.14M | 13G | Nov 13, 2025 ↗ |
| FMR LLC | 6.70% | 8.24M | 13G | Nov 5, 2025 ↗ |
| BlackRock, Inc. | 5.30% | 7.46M | 13G | Jul 29, 2026 ↗ |
| Vanguard Portfolio Management | 5.17% | 7.53M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.00% | 7.05M | 13G | Jul 31, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Andrew Bialecki | director, 10 percent owner, officer: Co-Chief Executive Officer | 66.73M | 22.30% | May 28, 2026 |
| Shopify Strategic Holdings 3 LLC | 10 percent owner | 16.97M | 5.67% | Apr 29, 2026 |
| Summit Partners L P | 10 percent owner | 11.14M | 3.72% | Aug 13, 2026 |
| Gomez Luciano Fernandez | director, officer: Co-Chief Executive Officer | 2.30M | 0.77% | Aug 18, 2026 |
| Carmel Galvin | officer: Chief People Officer | 907.5K | 0.30% | Aug 18, 2026 |
| Amanda Whalen | officer: Chief Financial Officer | 795.2K | 0.27% | Aug 18, 2026 |
| Landon Edmond | officer: Chief Legal Officer | 539.4K | 0.18% | Aug 18, 2026 |
| Stephen Eric Rowland | officer: President | 434.3K | 0.15% | Dec 17, 2025 |
| Ed Hallen | director, 10 percent owner: | 133.6K | 0.04% | Dec 19, 2025 |
| Tony Weisman | director | 125.0K | 0.04% | Jun 11, 2026 |
5 ten-percent owners hold 33.28M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 1 person has not refiled in the last 18 months (259.0K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 14, 2026 | Amanda Whalenofficer: Chief Financial Officer | Sale | 14,000 | $18.47 | 824,192 |
| Aug 11, 2026 | Summit Partners L P10 percent owner | Sale | 5,000,000 | $17.71 | 0 |
| Jul 16, 2026 | Amanda Whalenofficer: Chief Financial Officer | Sale | 14,000 | $17.75 | 838,192 |
| Jun 18, 2026 | Amanda Whalenofficer: Chief Financial Officer | Sale | 14,000 | $13.23 | 852,192 |
| May 26, 2026 | Andrew Bialeckidirector, 10 percent owner, officer: Co-Chief Executive Officer | Sale | 212,529 | $14.61 | 0 |
| May 19, 2026 | Andrew Bialeckidirector, 10 percent owner, officer: Co-Chief Executive Officer | Sale | 200,000 | $14.88 | 0 |
| May 18, 2026 | Ledger Susan St.director | Sale | 9,334 | $14.27 | 10,939 |
| May 14, 2026 | Amanda Whalenofficer: Chief Financial Officer | Sale | 14,000 | $14.26 | 895,141 |
| May 12, 2026 | Andrew Bialeckidirector, 10 percent owner, officer: Co-Chief Executive Officer | Sale · 2 lots | 200,000 | $14.61 | 0 |
| Apr 20, 2026 | Landon Edmondofficer: Chief Legal Officer | Sale | 9,623 | $20.00 | 584,124 |
CongressHouse and Senate disclosures
Not reported.
