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SPOT in the 13F filings

Spotify Technology S A · CUSIP L8681T102

Sector · Communications and mediaTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
51
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 38 listed it in both
Shares listed
38,922,505
combined, among listed positions
Reported value
$22.6bn
combined, at the quarter end

Among the 92 comparable managers: 32 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +328,367.

Managers listing SPOT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

51 of 51 holders

ActionFiling
Baillie Gifford & Co8,331,104$4.8bn4.02%Trimmed-364,24423 Jan 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,869,472$2.2bn0.24%Added+149,47917 Feb 2026 (the filing on sec.gov)
Capital World Investors2,863,821$1.7bn0.23%Added+133,10811 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,820,439$1.6bn0.08%Trimmed-2,401,47717 Feb 2026 (the filing on sec.gov)
Coatue Management LLC2,450,881$1.4bn3.56%Added+647,70815 May 2026 (the filing on sec.gov)
MFS Investment Management2,151,807$1.2bn0.40%Trimmed-772,00622 Jan 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,424,171$827m0.37%Added+30,02817 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,270,414$738m0.43%Trimmed-374,69513 Feb 2026 (the filing on sec.gov)
Tiger Global Management LLC1,261,461$733m2.47%Held017 Feb 2026 (the filing on sec.gov)
Artisan Partners LP974,087$566m0.85%Added+33,63017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP970,959$564m0.63%Added+636,68717 Feb 2026 (the filing on sec.gov)
Invesco Ltd930,769$541m0.05%Trimmed-182,49919 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP898,968$522m0.09%Trimmed-42,00717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP818,942$476m0.43%Added+730,98113 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.767,415$446m0.24%Added+762,82917 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors762,215$443m0.08%Added+28,41811 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP623,342$362m0.11%Trimmed-76,58817 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC594,159$345m0.57%Trimmed-100,54210 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC591,628$344m0.53%Trimmed-65,95712 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC577,196$335m0.05%Added+215,08517 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC537,454$312m0.23%Trimmed-194,92327 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC477,432$277m0.29%Added+294,35913 Feb 2026 (the filing on sec.gov)
D1 Capital Partners LP395,900$230m2.15%Newnew17 Feb 2026 (the filing on sec.gov)
Steadfast Capital Management LP347,906$202m3.47%Added+193,41817 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC339,409$197m0.25%Added+11,42617 Feb 2026 (the filing on sec.gov)
Page 1 of 3

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

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
48 in Q3 2024 to 33 in Q2 2026

Tracked managers listing it, at least.

020406020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SPOT by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201823$6.8bnn.a.n.a.
Q3 201822$8.0bnn.a.n.a.
Q4 201823$5.5bnn.a.n.a.
Q1 201915$5.4bnn.a.n.a.
Q2 201920$5.2bnn.a.n.a.
Q3 201921$4.0bnn.a.n.a.
Q4 201915$7.0bnn.a.n.a.
Q1 202018$5.7bnn.a.n.a.
Q2 202017$12.5bnn.a.n.a.
Q3 202015$10.5bnn.a.n.a.
Q4 202014$14.2bnn.a.n.a.
Q1 202115$12.4bnn.a.n.a.
Q2 202115$12.0bnn.a.n.a.
Q3 202121$11.6bnn.a.n.a.
Q4 202125$12.6bnn.a.n.a.
Q1 202221$7.5bnn.a.n.a.
Q2 202222$4.8bnn.a.n.a.
Q3 202219$4.0bnn.a.n.a.
Q4 202222$3.5bnn.a.n.a.
Q1 202323$6.3bnn.a.n.a.
Q2 202338$8.0bnn.a.n.a.
Q3 202330$7.8bnn.a.n.a.
Q4 202332$9.5bn1516
Q1 202438$13.9bn2017
Q2 202445$16.3bn2617
Q3 202448$20.5bn2325
Q4 202439$18.4bn1328
Q1 202537$21.1bn1623
Q2 202535$28.6bn1818
Q3 202538$26.9bn2612
Q4 202546$22.4bn3218
Q1 202641$15.4bn2627
Q2 202633$13.2bn1933

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 →