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Evergreen Capital Management’s Spotify SPOT Stock Holding History

Evergreen 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 		$1.2M Buy
2,603
+509
+24% +$243K 0.02% 473
2026
Q1 		$1.02M Buy
2,094
+460
+28% +$231K 0.02% 483
2025
Q4 		$949K Sell
1,634
-152
-9% -$95K 0.02% 486
2025
Q3 		$1.25M Buy
1,786
+186
+12% +$130K 0.03% 356
2025
Q2 		$1.23M Buy
1,600
+432
+37% +$277K 0.04% 329
2025
Q1 		$642K Buy
1,168
+214
+22% +$120K 0.02% 425
2024
Q4 		$427K Buy
954
+373
+64% +$160K 0.01% 569
2024
Q3 		$214K Buy
+581
New +$193K 0.01% 897

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Evergreen Capital Management increased its Spotify (SPOT) stake by 24% in Q2 2026, buying an estimated $243K and bringing the position to 2,603 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #473.

Evergreen Capital Management first reported a position in SPOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Evergreen Capital Management held 2,603 shares of Spotify worth $1.2M as of Q2 2026.
  • Evergreen Capital Management bought 509 Spotify shares in Q2 2026, an estimated $243K.
  • Spotify made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #473 holding.
  • Evergreen Capital Management first reported a position in Spotify in Q3 2024 and has held it in 8 quarters since.
  • Evergreen Capital Management's Spotify position peaked at $1.25M in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.