Polen Capital Management
SPOT icon

Polen Capital Management’s Spotify SPOT Stock Holding History

Polen 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
Q2 		$37.5M Sell
81,578
-25,851
-24% -$12.3M 0.32% 31
2026
Q1 		$52.1M Buy
107,429
+35,771
+50% +$18M 0.36% 29
2025
Q4 		$41.6M Buy
71,658
+60,583
+547% +$37.9M 0.18% 33
2025
Q3 		$7.73M Sell
11,075
-18,371
-62% -$12.8M 0.03% 54
2025
Q2 		$22.6M Sell
29,446
-9,303
-24% -$5.97M 0.07% 38
2025
Q1 		$21.3M Sell
38,749
-22,112
-36% -$12.4M 0.07% 41
2024
Q4 		$27.2M Buy
+60,861
New +$26.1M 0.07% 38

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 $3.37T AUM 44.26% 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

Polen Capital Management's SPOT Position: Q2 2026 in Review

Polen Capital Management reduced its Spotify (SPOT) stake by 24% in Q2 2026, selling an estimated $12.3M and leaving 81,578 shares worth $37.5M. The position accounts for 0.32% of the portfolio, ranked #31.

Polen Capital Management first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.1M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Polen Capital Management held 81,578 shares of Spotify worth $37.5M as of Q2 2026.
  • Polen Capital Management sold 25,851 Spotify shares in Q2 2026, an estimated $12.3M.
  • Spotify made up 0.32% of Polen Capital Management's portfolio in Q2 2026, its #31 holding.
  • Polen Capital Management first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • Polen Capital Management's Spotify position peaked at $52.1M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.