Spotify Technology S.A. (SPOT) 13F Ownership Report (Q2 2026)

SPOT ranks #328 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SPOT is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 3.3% of that fund's own 13F portfolio.

SPOT is a top-conviction position for Technology Crossover Management XI, Ltd. — at 86.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SPOT belongs to BlackRock, Inc., but the position matters far more to Technology Crossover Management XI, Ltd., who has 86.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Bamco Inc /ny/ has added to its SPOT position for two straight quarters, increasing it by $538.0M to reach $1.1B today.

BlackRock has trimmed its SPOT position for two straight quarters, cutting it by $1.7B while still holding $5.0B.

SPOT is up 0.1% today, and institutions have been net buyers of $23.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SPOT closed its latest fiscal year with net income of $2.2B.

• Profitable — net income of $2.2B in the latest fiscal year
• Revenue grew 9.7% year over year
• Net income improved year over year, from $1.1B to $2.2B
• Generated $2.9B in positive operating cash flow
• Current ratio of 1.72x — enough short-term assets to cover short-term liabilities