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 Q2	$19.7M	Sell	43,000 -11,575	-21%	-$5.52M	4.48%	10
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 $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

Long Walk Management's SPOT Position: Q2 2026 in Review

Long Walk Management reduced its Spotify (SPOT) stake by 21% in Q2 2026, selling an estimated $5.52M and leaving 43,000 shares worth $19.7M. The position accounts for 4.48% of the portfolio, ranked #10.

Long Walk Management first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.6M in Q4 2024. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Long Walk Management held 43,000 shares of Spotify worth $19.7M as of Q2 2026.
Long Walk Management sold 11,575 Spotify shares in Q2 2026, an estimated $5.52M.
Spotify made up 4.48% of Long Walk Management's portfolio in Q2 2026, its #10 holding.
Long Walk Management first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
Long Walk Management's Spotify position peaked at $37.6M in Q4 2024.
1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Long Walk Management's 13F filing for Q2 2026, filed 14 Aug 2026.