Zevenbergen Capital Investments’s Spotify SPOT Stock Holding History

Zevenbergen Capital 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 Q1	$37.5M	Sell	77,421 -17,631	-19%	-$8.85M	1.08%	28
2025 Q4	$55.2M	Sell	95,052 -43,902	-32%	-$27.4M	1.23%	25
2025 Q3	$97M	Sell	138,954 -14,284	-9%	-$9.99M	1.89%	17
2025 Q2	$118M	Sell	153,238 -6,459	-4%	-$4.15M	2.29%	14
2025 Q1	$87.8M	Sell	159,697 -5,634	-3%	-$3.15M	2.14%	17
2024 Q4	$74M	Buy	165,331 +6,140	+4%	+$2.63M	1.51%	22
2024 Q3	$58.7M	Buy	159,191 +9,319	+6%	+$3.1M	1.23%	27
2024 Q2	$47M	Buy	+149,872	New	+$45.1M	1.01%	30
2019 Q3	–	Sell	-19,440	Closed	-$2.84M	–	83
2019 Q2	$2.84M	Sell	19,440 -50,075	-72%	-$6.89M	0.09%	43
2019 Q1	$9.65M	Sell	69,515 -54,385	-44%	-$7.44M	0.34%	34
2018 Q4	$14.1M	Sell	123,900 -98,480	-44%	-$13.8M	0.61%	32
2018 Q3	$40.2M	Sell	222,380 -3,600	-2%	-$660K	1.28%	31
2018 Q2	$38M	Buy	+225,980	New	+$36.1M	1.26%	30

Other funds holding SPOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return