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Oak Ridge Investments’s Spotify SPOT Stock Holding History

Oak Ridge 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 		$311K Sell
677
-13,718
-95% -$6.54M 0.02% 160
2026
Q1 		$6.98M Buy
14,395
+23
+0.2% +$11.5K 0.46% 41
2025
Q4 		$8.35M Buy
14,372
+651
+5% +$407K 0.51% 38
2025
Q3 		$9.58M Buy
13,721
+500
+4% +$350K 0.62% 32
2025
Q2 		$10.1M Buy
13,221
+656
+5% +$421K 0.73% 30
2025
Q1 		$6.91M Buy
12,565
+835
+7% +$467K 0.57% 37
2024
Q4 		$5.25M Buy
+11,730
New +$5.02M 0.41% 46

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Oak Ridge Investments's SPOT Position: Q2 2026 in Review

Oak Ridge Investments reduced its Spotify (SPOT) stake by 95% in Q2 2026, selling an estimated $6.54M and leaving 677 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #160.

Oak Ridge Investments first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Oak Ridge Investments held 677 shares of Spotify worth $311K as of Q2 2026.
  • Oak Ridge Investments sold 13,718 Spotify shares in Q2 2026, an estimated $6.54M.
  • Spotify made up 0.02% of Oak Ridge Investments's portfolio in Q2 2026, its #160 holding.
  • Oak Ridge Investments first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • Oak Ridge Investments's Spotify position peaked at $10.1M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.