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LRI Investments’s Spotify SPOT Stock Holding History

LRI Investments’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 		$217K Buy
473
+379
+403% +$181K 0.02% 310
2026
Q1 		$45.4K Sell
94
-235
-71% -$118K ﹤0.01% 531
2025
Q4 		$191K Buy
329
+30
+10% +$18.8K 0.02% 288
2025
Q3 		$209K Sell
299
-429
-59% -$300K 0.02% 284
2025
Q2 		$558K Sell
728
-132
-15% -$84.7K 0.05% 166
2025
Q1 		$473K Buy
860
+76
+10% +$42.5K 0.05% 172
2024
Q4 		$351K Buy
784
+187
+31% +$80.1K 0.03% 184
2024
Q3 		$285K Buy
597
+273
+84% +$90.8K 0.03% 219
2024
Q2 		$102K Buy
+324
New +$97.6K 0.01% 377

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

LRI Investments's SPOT Position: Q2 2026 in Review

LRI Investments increased its Spotify (SPOT) stake by 403% in Q2 2026, buying an estimated $181K and bringing the position to 473 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #310.

LRI Investments first reported a position in SPOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $558K in Q2 2025. 625 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • LRI Investments held 473 shares of Spotify worth $217K as of Q2 2026.
  • LRI Investments bought 379 Spotify shares in Q2 2026, an estimated $181K.
  • Spotify made up 0.02% of LRI Investments's portfolio in Q2 2026, its #310 holding.
  • LRI Investments first reported a position in Spotify in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Spotify position peaked at $558K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.