TPM
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Totem Point Management’s Spotify SPOT Stock Holding History

Totem Point 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 		$1.72M Sell
3,746
-8,830
-70% -$4.21M 1.05% 16
2026
Q1 		$6.1M Sell
12,576
-7,760
-38% -$3.89M 7.78% 5
2025
Q4 		$11.8M Buy
20,336
+5,770
+40% +$3.61M 11.78% 1
2025
Q3 		$10.2M Buy
14,566
+169
+1% +$118K 9.07% 4
2025
Q2 		$11M Sell
14,397
-9,983
-41% -$6.41M 11.63% 1
2025
Q1 		$13.4M Buy
24,380
+3,565
+17% +$1.99M 16.52% 2
2024
Q4 		$9.31M Sell
20,815
-10,660
-34% -$4.56M 9.87% 5
2024
Q3 		$11.6M Buy
31,475
+1,597
+5% +$531K 12.26% 1
2024
Q2 		$9.38M Buy
29,878
+8,660
+41% +$2.61M 13.72% 1
2024
Q1 		$5.6M Buy
+21,218
New +$4.98M 6.13% 8

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

Totem Point Management's SPOT Position: Q2 2026 in Review

Totem Point Management reduced its Spotify (SPOT) stake by 70% in Q2 2026, selling an estimated $4.21M and leaving 3,746 shares worth $1.72M. The position accounts for 1.05% of the portfolio, ranked #16.

Totem Point Management first reported a position in SPOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Totem Point Management held 3,746 shares of Spotify worth $1.72M as of Q2 2026.
  • Totem Point Management sold 8,830 Spotify shares in Q2 2026, an estimated $4.21M.
  • Spotify made up 1.05% of Totem Point Management's portfolio in Q2 2026, its #16 holding.
  • Totem Point Management first reported a position in Spotify in Q1 2024 and has held it in 10 quarters since.
  • Totem Point Management's Spotify position peaked at $13.4M in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Totem Point Management's 13F filing for Q2 2026, filed 14 Aug 2026.