Cadian Capital Management’s Spotify SPOT Stock Holding History

Cadian Capital Management’s Portfolio SPOT Stock Details SPOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.9M	Buy	+174,000	New	+$82.9M	6.05%	5
2022 Q4	–	Sell	-18,000	Closed	-$1.55M	–	37
2022 Q3	$1.55M	Buy	+18,000	New	+$1.93M	0.09%	37
2021 Q4	–	Sell	-100,000	Closed	-$22.5M	–	69
2021 Q3	$22.5M	Sell	100,000 -191,322	-66%	-$45.1M	0.85%	25
2021 Q2	$80.3M	Buy	291,322 +131,322	+82%	+$33.3M	3.56%	12
2021 Q1	$42.9M	Buy	160,000 +55,000	+52%	+$17.1M	1.59%	19
2020 Q4	$33M	Sell	105,000 -95,000	-48%	-$26.8M	0.85%	28
2020 Q3	$48.5M	Buy	200,000 +120,000	+150%	+$31M	1.58%	19
2020 Q2	$20.7M	Sell	80,000 -520,000	-87%	-$89.1M	0.86%	21
2020 Q1	$72.9M	Sell	600,000 -200,000	-25%	-$28.3M	3.58%	12
2019 Q4	$120M	Sell	800,000 -330,000	-29%	-$45.3M	5.28%	7
2019 Q3	$129M	Sell	1,130,000 -19,422	-2%	-$2.74M	6.12%	5
2019 Q2	$168M	Sell	1,149,422 -10,578	-0.9%	-$1.46M	7.58%	3
2019 Q1	$161M	Sell	1,160,000 -171,000	-13%	-$23.4M	6.28%	4
2018 Q4	$151M	Buy	1,331,000 +981,000	+280%	+$137M	7.03%	4
2018 Q3	$63.3M	Buy	350,000 +75,000	+27%	+$13.8M	2.88%	13
2018 Q2	$46.3M	Buy	+275,000	New	+$44M	2.23%	17

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Cadian Capital Management's SPOT Position: Q2 2026 in Review

Cadian Capital Management opened a new position in Spotify (SPOT) in Q2 2026: 174,000 shares worth $79.9M. The stake represents 6.05% of the portfolio and ranks #5 among its holdings. This is a return to the name: Cadian Capital Management previously reported a position in SPOT as recently as Q3 2022.

Cadian Capital Management first reported a position in SPOT in Q2 2018 and has held it in 16 quarters since. The position peaked at $168M in Q2 2019. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Cadian Capital Management held 174,000 shares of Spotify worth $79.9M as of Q2 2026.
Spotify was a new Cadian Capital Management position in Q2 2026.
Spotify made up 6.05% of Cadian Capital Management's portfolio in Q2 2026, its #5 holding.
Cadian Capital Management first reported a position in Spotify in Q2 2018 and has held it in 16 quarters since.
Cadian Capital Management's Spotify position peaked at $168M in Q2 2019.
1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Cadian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.