Hudson Way Capital Management’s Spotify SPOT Stock Holding History

Hudson Way 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	$52.7M	Sell	114,768 -41,393	-27%	-$19.7M	4.7%	8
2026 Q1	$75.7M	Buy	156,161 +96,586	+162%	+$48.5M	7.24%	6
2025 Q4	$34.6M	Buy	59,575 +19,910	+50%	+$12.4M	2.75%	15
2025 Q3	$27.7M	Sell	39,665 -1,984	-5%	-$1.39M	2.35%	16
2025 Q2	$32M	Sell	41,649 -26,844	-39%	-$17.2M	2.89%	13
2025 Q1	$37.7M	Buy	68,493 +3,698	+6%	+$2.07M	3.73%	12
2024 Q4	$29M	Buy	64,795 +727	+1%	+$311K	3.28%	14
2024 Q3	$23.6M	Buy	64,068 +6,669	+12%	+$2.22M	2.96%	14
2024 Q2	$18M	Buy	57,399 +296	+0.5%	+$89.1K	2.49%	14
2024 Q1	$15.1M	Sell	57,103 -85,193	-60%	-$20M	2.75%	14
2023 Q4	$26.7M	Sell	142,296 -16,941	-11%	-$2.96M	5.02%	8
2023 Q3	$24.6M	Buy	+159,237	New	+$24.3M	4.84%	11

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

Hudson Way Capital Management's SPOT Position: Q2 2026 in Review

Hudson Way Capital Management reduced its Spotify (SPOT) stake by 27% in Q2 2026, selling an estimated $19.7M and leaving 114,768 shares worth $52.7M. The position accounts for 4.7% of the portfolio, ranked #8.

Hudson Way Capital Management first reported a position in SPOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $75.7M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Hudson Way Capital Management held 114,768 shares of Spotify worth $52.7M as of Q2 2026.
Hudson Way Capital Management sold 41,393 Spotify shares in Q2 2026, an estimated $19.7M.
Spotify made up 4.7% of Hudson Way Capital Management's portfolio in Q2 2026, its #8 holding.
Hudson Way Capital Management first reported a position in Spotify in Q3 2023 and has held it in 12 quarters since.
Hudson Way Capital Management's Spotify position peaked at $75.7M in Q1 2026.
1,253 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

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