Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersPolen Capital - International GrowthSHOP.TO Shopify Inc. Information TechnologyApplication Software Bull Toronto Stock ExchangeCloud software, digital payments, e-commerce, Enterprise software, Mobile Commerce, Omnichannel, SaaS
Dec 31, 2024Fund LettersRowan Street CapitalSHOP Shopify Information TechnologyIT Services Bull NYSEcash flow growth, commerce platform, Digital transformation, e-commerce, growth, retail technology, SaaS, technology
Dec 31, 2024Fund LettersRiverPark Long/Short Opportunity FundSHOP.TO Shopify Inc. Information TechnologyApplication Software Bull Toronto Stock Exchangedigital payments, e-commerce, growth, Merchant Services, platform, retail technology, SaaS
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthSHOP.TO Shopify Inc. SoftwareApplication Software Bull TSXApplication Software, digital payments, DTC, e-commerce, Mobile Commerce, Omnichannel, platform, SaaS
Sep 30, 2024Fund LettersRiverPark Long/Short Opportunity FundSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEdigital payments, e-commerce, growth, Merchant Services, platform, SaaS, technology
Jun 30, 2024Fund LettersPolen Capital - Global GrowthSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEcross-selling, direct-to-consumer, E-commerce Platform, Mobile Commerce, Payments, SaaS, Scalable
Jun 30, 2024Fund LettersRowan Street CapitalSHOP Shopify Information TechnologyApplication Software Bull NYSEdigital commerce, E-commerce Platform, growth, Merchant Solutions, online retail, SaaS, technology
Jun 30, 2024Fund LettersBaron Global Advantage FundSHOP Shopify Inc. Information TechnologySoftware Bull NYSEe-commerce, growth, International, Multi-channel Commerce, platform, SaaS, Software
Dec 31, 2023Fund LettersRiverPark Large GrowthSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEdigital payments, e-commerce, growth, margin expansion, platform, retail technology, SaaS
Dec 31, 2023Fund LettersPolen Capital - International GrowthSHOP.TO Shopify Software & ServicesInternet Software & Services Bull Toronto Stock ExchangeCanada, e-commerce, margin expansion, market share gains, Mid-Teens Compounder, platform, SaaS
Dec 31, 2023Fund LettersRiverPark Long/Short Opportunity FundSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEdigital payments, e-commerce, growth, Merchant Services, platform, SaaS, technology
-Fund LettersBrown Capital Management Mid Company FundSHOP Shopify Software & ServicesInternet Software & Services Bull NYSEAmazon Alternative, Cloud software, E-commerce Platform, margin expansion, Partnership Agreement, payment processing, SaaS
Sep 30, 2025Fund LettersPolen Capital - International GrowthSHOP.TO Shopify Inc. Information TechnologyApplication Software Bull Toronto Stock ExchangeAI, B2b, digital commerce, e-commerce, Enterprise software, international expansion, Point of Sale, SaaS
Sep 30, 2025Fund LettersPolen Capital - International GrowthSHOP.TO Shopify Inc. Information TechnologyApplication Software Bull Toronto Stock ExchangeAI, B2b, digital commerce, e-commerce, Enterprise software, international expansion, Point of Sale, SaaS
-Fund LettersBrown Capital Management International All Company FundSHOP.TO Shopify Inc. Software & ServicesInternet Software & Services Bull Toronto Stock ExchangeCanada, digital payments, e-commerce, Gmv Growth, Merchant Services, platform, SaaS

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