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

SPOT ranks #328 out of 37696 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.

ASR Vermogensbeheer N.V. has added to its SPOT position for two straight quarters, increasing it by $6.1M to reach $21.9M today.

Fjarde Ap-fonden /fourth Swedish National Pension Fund has trimmed its SPOT position for two straight quarters, cutting it by $44.6M while still holding $45.1M.

SPOT is down 0.5% today, but institutions show net buying of $23.5B this quarter — a divergence between today's price move and the underlying institutional flow.

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