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Night Owl Capital Management’s Spotify SPOT Stock Holding History

Night Owl 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 		$15.1M Buy
31,064
+202
+0.7% +$101K 1.76% 21
2025
Q4 		$17.9M Buy
30,862
+510
+2% +$319K 1.96% 19
2025
Q3 		$21.2M Buy
30,352
+17,418
+135% +$12.2M 2.31% 20
2025
Q2 		$9.92M Buy
+12,934
New +$8.3M 1.15% 26

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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
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 $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return

Night Owl Capital Management's SPOT Position: Q1 2026 in Review

Night Owl Capital Management increased its Spotify (SPOT) stake by 0.65% in Q1 2026, buying an estimated $101K and bringing the position to 31,064 shares worth $15.1M. The position accounts for 1.76% of the portfolio, ranked #21.

Night Owl Capital Management first reported a position in SPOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $21.2M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Night Owl Capital Management held 31,064 shares of Spotify worth $15.1M as of Q1 2026.
  • Night Owl Capital Management bought 202 Spotify shares in Q1 2026, an estimated $101K.
  • Spotify made up 1.76% of Night Owl Capital Management's portfolio in Q1 2026, its #21 holding.
  • Night Owl Capital Management first reported a position in Spotify in Q2 2025 and has held it in 4 quarters since.
  • Night Owl Capital Management's Spotify position peaked at $21.2M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.