Capstone Investment Advisors
SPOT icon

Capstone Investment Advisors’s Spotify SPOT Stock Holding History

Capstone Investment Advisors’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
Q1 		$2.15M Buy
4,441
+2,298
+107% +$1.15M ﹤0.01% 627
2025
Q4 		$1.24M Sell
2,143
-257
-11% -$161K ﹤0.01% 786
2025
Q3 		$1.68M Buy
+2,400
New +$1.68M ﹤0.01% 831
2024
Q4 		– Sell
-667
Closed -$246K – 2003
2024
Q3 		$246K Sell
667
-1,162
-64% -$386K ﹤0.01% 1495
2024
Q2 		$574K Buy
+1,829
New +$551K ﹤0.01% 1241
2024
Q1 		– Sell
-7,838
Closed -$1.47M – 2531
2023
Q4 		$1.47M Sell
7,838
-1,223
-13% -$214K ﹤0.01% 904
2023
Q3 		$1.4M Buy
+9,061
New +$1.38M 0.01% 858
2023
Q2 		– Sell
-5,912
Closed -$790K – 1906
2023
Q1 		$790K Sell
5,912
-5,894
-50% -$675K ﹤0.01% 863
2022
Q4 		$932K Buy
11,806
+5,603
+90% +$452K 0.01% 960
2022
Q3 		$535K Buy
6,203
+2,701
+77% +$289K ﹤0.01% 1233
2022
Q2 		$329K Buy
+3,502
New +$395K ﹤0.01% 1332

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capstone Investment Advisors's SPOT Position: Q1 2026 in Review

Capstone Investment Advisors increased its Spotify (SPOT) stake by 107% in Q1 2026, buying an estimated $1.15M and bringing the position to 4,441 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Capstone Investment Advisors first reported a position in SPOT in Q2 2022 and has held it in 11 quarters since. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Capstone Investment Advisors held 4,441 shares of Spotify worth $2.15M as of Q1 2026.
  • Capstone Investment Advisors bought 2,298 Spotify shares in Q1 2026, an estimated $1.15M.
  • Spotify made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #627 holding.
  • Capstone Investment Advisors first reported a position in Spotify in Q2 2022 and has held it in 11 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.