Long Walk Management’s Spotify SPOT Stock Holding History

Long Walk 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	$26.5M	Buy	54,575 +31,275	+134%	+$15.7M	7.7%	7
2025 Q4	$13.5M	Buy	23,300 +5,500	+31%	+$3.44M	3.01%	10
2025 Q3	$12.4M	Sell	17,800 -13,425	-43%	-$9.39M	2.51%	9
2025 Q2	$24M	Sell	31,225 -15,525	-33%	-$9.96M	6.06%	8
2025 Q1	$25.7M	Sell	46,750 -37,250	-44%	-$20.8M	8.33%	7
2024 Q4	$37.6M	Sell	84,000 -500	-0.6%	-$214K	13.45%	2
2024 Q3	$31.1M	Sell	84,500 -500	-0.6%	-$166K	12.89%	2
2024 Q2	$26.7M	Buy	85,000 +11,500	+16%	+$3.46M	12.59%	4
2024 Q1	$19.4M	Buy	+73,500	New	+$17.3M	9.68%	7

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Long Walk Management's SPOT Position: Q1 2026 in Review

Long Walk Management increased its Spotify (SPOT) stake by 134% in Q1 2026, buying an estimated $15.7M and bringing the position to 54,575 shares worth $26.5M. The position accounts for 7.7% of the portfolio, ranked #7.

Long Walk Management first reported a position in SPOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $37.6M in Q4 2024. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

Long Walk Management held 54,575 shares of Spotify worth $26.5M as of Q1 2026.
Long Walk Management bought 31,275 Spotify shares in Q1 2026, an estimated $15.7M.
Spotify made up 7.7% of Long Walk Management's portfolio in Q1 2026, its #7 holding.
Long Walk Management first reported a position in Spotify in Q1 2024 and has held it in 9 quarters since.
Long Walk Management's Spotify position peaked at $37.6M in Q4 2024.
1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

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