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Ridgewood Investments’s Spotify SPOT Stock Holding History

Ridgewood 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
Q3 		$394K Hold
808
– – 0.15% 165
2026
Q2 		$371K Hold
808
– – 0.14% 166
2026
Q1 		$392K Buy
+808
New +$406K 0.16% 155
2025
Q3 		$564K Hold
808
– – 0.24% 120
2025
Q2 		$620K Hold
808
– – 0.27% 99
2025
Q1 		$444K Sell
808
-91
-10% -$50.9K 0.21% 124
2024
Q4 		$402K Hold
899
– – 0.19% 128
2024
Q3 		$331K Sell
899
-30
-3% -$9.97K 0.17% 134
2024
Q2 		$292K Sell
929
-125
-12% -$37.6K 0.15% 151
2024
Q1 		$278K Sell
1,054
-185
-15% -$43.5K 0.15% 150
2023
Q4 		$233K Buy
+1,239
New +$216K 0.14% 158
2023
Q3 		– Sell
-944
Closed -$152K – 670
2023
Q2 		$152K Hold
944
– – 0.09% 201
2023
Q1 		$126K Buy
+944
New +$108K 0.08% 229
2022
Q3 		– Sell
-4,668
Closed -$438K – 193
2022
Q2 		$438K Buy
4,668
+433
+10% +$48.8K 0.34% 100
2022
Q1 		$640K Buy
4,235
+744
+21% +$127K 0.42% 80
2021
Q4 		$817K Sell
3,491
-200
-5% -$50K 0.52% 66
2021
Q3 		$832K Buy
3,691
+595
+19% +$140K 0.56% 59
2021
Q2 		$853K Buy
3,096
+2,005
+184% +$509K 0.55% 63
2021
Q1 		$292K Buy
+1,091
New +$340K 0.18% 152

Other funds holding SPOT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Ridgewood Investments's SPOT Position: Q3 2026 in Review

Ridgewood Investments held its Spotify (SPOT) position steady in Q3 2026 at 808 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #165.

Ridgewood Investments first reported a position in SPOT in Q1 2021 and has held it in 19 quarters since. The position peaked at $853K in Q2 2021. 41 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Ridgewood Investments held 808 shares of Spotify worth $394K as of Q3 2026.
  • Ridgewood Investments left its Spotify share count unchanged in Q3 2026.
  • Spotify made up 0.15% of Ridgewood Investments's portfolio in Q3 2026, its #165 holding.
  • Ridgewood Investments first reported a position in Spotify in Q1 2021 and has held it in 19 quarters since.
  • Ridgewood Investments's Spotify position peaked at $853K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.