L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 29 listed it in both
Shares listed
38,483,728
combined, among listed positions
Reported value
$26.9bn
combined, at the quarter end

Among the 95 comparable managers: 26 buyers (opened or added shares) and 12 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
Baillie Gifford & Co8,695,348$6.1bn4.50%Trimmed-933,56231 Oct 2025 (the filing on sec.gov)
Fidelity (FMR LLC)5,221,916$3.6bn0.19%Trimmed-864,33613 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc3,719,993$2.6bn0.28%Added+1,188,71814 Nov 2025 (the filing on sec.gov)
MFS Investment Management2,923,813$2.0bn0.63%Trimmed-397,53429 Oct 2025 (the filing on sec.gov)
Capital World Investors2,730,713$1.9bn0.26%Added+789,75513 Nov 2025 (the filing on sec.gov)
Coatue Management LLC1,803,173$1.3bn3.09%Added+212,00614 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,645,109$1.1bn0.72%Trimmed-108,07313 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,394,143$973m0.44%Added+107,14514 Nov 2025 (the filing on sec.gov)
Tiger Global Management LLC1,261,461$881m2.72%Held014 Nov 2025 (the filing on sec.gov)
Invesco Ltd1,113,268$777m0.12%Trimmed-341,11513 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP940,975$657m0.11%Trimmed-917,32614 Nov 2025 (the filing on sec.gov)
Artisan Partners LP940,457$656m0.93%Added+295,85412 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors733,797$512m0.10%Newnew13 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC732,377$511m0.37%Added+187,87727 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP699,930$489m0.15%Added+428,15614 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC694,701$485m0.85%Trimmed-164,41713 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC657,585$459m0.61%Trimmed-224,34013 Nov 2025 (the filing on sec.gov)
Citadel Advisors LLC362,111$253munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP334,272$233m0.39%Newnew14 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC327,983$229m0.29%Added+249,32214 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC223,549$156m0.10%Trimmed-4,19114 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP204,542$143m0.33%Newnew14 Nov 2025 (the filing on sec.gov)
Squarepoint Ops LLC183,073$128m0.13%Added+70,32314 Nov 2025 (the filing on sec.gov)
Millennium Management LLC161,786$113munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Steadfast Capital Management LP154,488$108m1.88%Added+146,60214 Nov 2025 (the filing on sec.gov)
Page 1 of 2

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

Q2 2025 to Q3 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.

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 →