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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
Q1 		– Sell
-100
Closed -$58.1K – 1610
2025
Q4 		$58.1K Buy
+100
New +$62.5K ﹤0.01% 1392
2025
Q3 		– Hold
0
– – – 1290

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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

Evergreen Capital Management's SPOT Position: Q1 2026 in Review

Evergreen Capital Management increased its Spotify (SPOT) stake by 28% in Q1 2026, buying an estimated $231K and bringing the position to 2,094 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #483.

Evergreen Capital Management first reported a position in SPOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Evergreen Capital Management held 2,094 shares of Spotify worth $1.02M as of Q1 2026.
  • Evergreen Capital Management bought 460 Spotify shares in Q1 2026, an estimated $231K.
  • Spotify made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #483 holding.
  • Evergreen Capital Management first reported a position in Spotify in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Spotify position peaked at $1.25M in Q3 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.