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Spotify Technology S.A.

SPOT Communication Services
$524 +$7.94 (1.54%)
Market Cap: $107.86 B
Gurus Holding
18
Popularity Rank
#54
% of Shares Held
3.81%
Net Activity (Q4 2025)
+$530.97 M

Guru Ownership Trend

Guru Analysis for Spotify Technology S.A. (SPOT)

Spotify Technology S.A. (SPOT), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.11 B.

Top institutional holders include Ken Fisher and Frank Sands.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $530.97 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 546.4%. Conversely, Louis Moore Bacon reduced exposure by 94.8%.

Key Holders

Top 5 by Value

$1.55 B
$853.56 M
$732.54 M
$563.85 M

Top 5 by Conviction

2.60%
1.34%
0.80%
0.63%

Recent Activity Breakdown (Q4 2025)

+$700.85 M
Total Buy Value
New Buys 4
Additions 4
-$169.88 M
Total Sell Value
Reductions 8
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
8

FAQs for Spotify Technology S.A. (SPOT)

Major holders include Ken Fisher ($1.55 B), Frank Sands ($853.56 M), Chase Coleman ($732.54 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 7.84 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $530.97 M, with 8 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 0 fully exited SPOT. The total reported sell value was $169.88 M.

Yes, 4 managers opened new positions in SPOT, and 4 increased their existing holdings. The total reported buy value was $700.85 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.53% Add 2.4% 2,665,512 $1.55 B Q4 2025
2.60% Reduce -5.0% 1,469,848 $853.56 M Q4 2025
2.47% 1,261,461 $732.54 M Q4 2025
0.63% Add 190.5% 970,959 $563.85 M Q4 2025
0.53% Reduce -10.0% 591,628 $343.56 M Q4 2025
1.34% New Buy 332,933 $193.34 M Q4 2025
0.05% Reduce -19.9% 179,090 $103.17 M Q4 2025
0.80% New Buy 100,000 $58.07 M Q4 2025
0.30% Reduce -2.2% 78,506 $45.59 M Q4 2025
0.14% Reduce -1.1% 47,970 $27.86 M Q4 2025
0.04% Add 546.4% 38,922 $22.6 M Q4 2025
0.12% 25,900 $15.04 M Q4 2025
0.05% New Buy 23,540 $13.67 M Q4 2025
0.05% Reduce -8.0% 22,695 $13.18 M Q4 2025
0.08% New Buy 17,762 $10.31 M Q4 2025
0.04% Add 2.5% 7,070 $4.11 M Q4 2025
0.05% Reduce -94.8% 5,399 $3.14 M Q4 2025
0.01% Reduce -39.0% 2,071 $1.2 M Q4 2025
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