SPOT in the 13F filings
Spotify Technology S A · CUSIP L8681T102
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 37
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 32 listed it in both
- Shares listed
- 38,271,122
- combined, among listed positions
- Reported value
- $21.1bn
- combined, at the quarter end
Among the 95 comparable managers: 16 buyers (opened or added shares) and 23 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SPOT in Q1 2025
37 of 37 holders
What managers have written about SPOT
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Spotify's 2018 listing letter from Daniel Ek · Spotify · 28 Feb 2018 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 5,085,064 shares now+3,043,677
- Capital World Investorsexisting position · 1,075,172 shares now+1,044,790
- Arrowstreet Capital LPexisting position · 1,990,460 shares now+552,681
- Coatue Management LLCexisting position · 1,541,982 shares now+273,658
- Point72 Asset Management LPexisting position · 505,476 shares now+156,121
Reductions
- Baillie Gifford & Coexisting position · 10,838,982 shares now-2,318,712
- Viking Global Investors LPexisting position · 192,877 shares now-1,355,708
- T. Rowe Price Associates Incexisting position · 1,980,258 shares now-1,193,647
- Artisan Partners LPexisting position · 645,107 shares now-657,089
- Wellington Management Group LLPexisting position · 2,298,713 shares now-238,796
New positions and exits
New (3)
Exited (4)
- Lone Pine Capital LLCwas $409m
- D1 Capital Partners LPwas $146m
- Voloridge Investment Management LLCwas $78m
- Davidson Kempner Capital Management LPwas $43m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2018 | 23 | $6.8bn | n.a. | n.a. |
| Q3 2018 | 22 | $8.0bn | n.a. | n.a. |
| Q4 2018 | 23 | $5.5bn | n.a. | n.a. |
| Q1 2019 | 15 | $5.4bn | n.a. | n.a. |
| Q2 2019 | 20 | $5.2bn | n.a. | n.a. |
| Q3 2019 | 21 | $4.0bn | n.a. | n.a. |
| Q4 2019 | 15 | $7.0bn | n.a. | n.a. |
| Q1 2020 | 18 | $5.7bn | n.a. | n.a. |
| Q2 2020 | 17 | $12.5bn | n.a. | n.a. |
| Q3 2020 | 15 | $10.5bn | n.a. | n.a. |
| Q4 2020 | 14 | $14.2bn | n.a. | n.a. |
| Q1 2021 | 15 | $12.4bn | n.a. | n.a. |
| Q2 2021 | 15 | $12.0bn | n.a. | n.a. |
| Q3 2021 | 21 | $11.6bn | n.a. | n.a. |
| Q4 2021 | 25 | $12.6bn | n.a. | n.a. |
| Q1 2022 | 21 | $7.5bn | n.a. | n.a. |
| Q2 2022 | 22 | $4.8bn | n.a. | n.a. |
| Q3 2022 | 19 | $4.0bn | n.a. | n.a. |
| Q4 2022 | 22 | $3.5bn | n.a. | n.a. |
| Q1 2023 | 23 | $6.3bn | n.a. | n.a. |
| Q2 2023 | 38 | $8.0bn | n.a. | n.a. |
| Q3 2023 | 30 | $7.8bn | n.a. | n.a. |
| Q4 2023 | 32 | $9.5bn | 15 | 16 |
| Q1 2024 | 38 | $13.9bn | 20 | 17 |
| Q2 2024 | 45 | $16.3bn | 26 | 17 |
| Q3 2024 | 48 | $20.5bn | 23 | 25 |
| Q4 2024 | 39 | $18.4bn | 13 | 28 |
| Q1 2025 | 37 | $21.1bn | 16 | 23 |
| Q2 2025 | 35 | $28.6bn | 18 | 18 |
| Q3 2025 | 38 | $26.9bn | 26 | 12 |
| Q4 2025 | 46 | $22.4bn | 32 | 18 |
| Q1 2026 | 41 | $15.4bn | 26 | 27 |
| Q2 2026 | 33 | $13.2bn | 19 | 33 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SPOT and GOOGL →SPOT and AMZN →SPOT and GOOG →Choose a stock to compare with SPOT →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SPOT, latest filings →Back to the 13F Explorer →