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Stephen Mandel’s Spotify SPOT Stock Holding History

Stephen Mandel’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 		– Sell
-68,844
Closed -$33.4M – 45
2026
Q1 		$33.4M Buy
68,844
+51,082
+288% +$25.6M 0.27% 29
2025
Q4 		$10.3M Buy
+17,762
New +$11.1M 0.08% 31
2025
Q1 		– Sell
-913,564
Closed -$409M – 33
2024
Q4 		$409M Sell
913,564
-638,965
-41% -$274M 3.04% 16
2024
Q3 		$572M Sell
1,552,529
-134,886
-8% -$44.8M 4.27% 10
2024
Q2 		$529M Hold
1,687,415
– – 4.29% 10
2024
Q1 		$445M Buy
+1,687,415
New +$396M 3.51% 14

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

Stephen Mandel's SPOT Position: Q2 2026 in Review

Stephen Mandel sold out of Spotify (SPOT) in Q2 2026, closing a stake of 68,844 shares — an estimated $33.4M sold.

Stephen Mandel first reported a position in SPOT in Q1 2024 and held it in 6 quarters. The position peaked at $572M in Q3 2024. 1,246 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Stephen Mandel reported no remaining Spotify position as of Q2 2026 after selling out during the quarter.
  • Stephen Mandel sold 68,844 Spotify shares in Q2 2026, an estimated $33.4M.
  • Stephen Mandel first reported a position in Spotify in Q1 2024 and held it in 6 quarters.
  • Stephen Mandel's Spotify position peaked at $572M in Q3 2024.
  • 1,246 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Lone Pine Capital's 13F filing for Q2 2026, filed 14 Aug 2026.