Root Financial Partners
SPOT icon

Root Financial Partners’s Spotify SPOT Stock Holding History

Root Financial Partners’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 		$653K Buy
1,339
+112
+9% +$57K 0.02% 187
2026
Q2 		$563K Sell
1,227
-36
-3% -$17.2K 0.02% 178
2026
Q1 		$612K Sell
1,263
-5
-0.4% -$2.51K 0.03% 143
2025
Q4 		$736K Sell
1,268
-58
-4% -$36.3K 0.04% 124
2025
Q3 		$926K Sell
1,326
-17
-1% -$11.9K 0.06% 89
2025
Q2 		$1.03M Buy
1,343
+187
+16% +$120K 0.1% 72
2025
Q1 		$636K Sell
1,156
-63
-5% -$35.2K 0.07% 93
2024
Q4 		$545K Buy
1,219
+9
+0.7% +$3.85K 0.07% 107
2024
Q3 		$446K Buy
1,210
+99
+9% +$32.9K 0.07% 100
2024
Q2 		$349K Buy
1,111
+2
+0.2% +$602 0.08% 85
2024
Q1 		$293K Buy
+1,109
New +$260K 0.09% 83

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Root Financial Partners's SPOT Position: Q3 2026 in Review

Root Financial Partners increased its Spotify (SPOT) stake by 9.1% in Q3 2026, buying an estimated $57K and bringing the position to 1,339 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #187.

Root Financial Partners first reported a position in SPOT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 382 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Root Financial Partners held 1,339 shares of Spotify worth $653K as of Q3 2026.
  • Root Financial Partners bought 112 Spotify shares in Q3 2026, an estimated $57K.
  • Spotify made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #187 holding.
  • Root Financial Partners first reported a position in Spotify in Q1 2024 and has held it in 11 quarters since.
  • Root Financial Partners's Spotify position peaked at $1.03M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.