Ticker · CUSIP L8681T102
Holders (tracked)
34
Combined shares
29,769,611
Combined value
$15.04B
Last close
$531.45
Quarter
2025Q4
Tracked holders · last 8 quarters
+7 vs previous quarter over the last 8.
Price is +5.2% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
30 events
- Izzy Englander (Millennium Mgmt) added2026-02-17+17,245 shares · 2025Q413F
- +100,000 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) added2026-02-17+215,085 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+762,829 shares · 2025Q413F
- Philippe Laffont (Coatue) added2026-02-17+647,708 shares · 2025Q413F
- +17,762 shares · 2025Q413F
- Two Sigma Investments exited2026-02-17−6,754 shares · 2025Q413F
- Steve Cohen (Point72) added2026-02-17+636,687 shares · 2025Q413F
- T. Rowe Price added2026-02-17+149,479 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−42,007 shares · 2025Q413F
- +38,922 shares · 2025Q413F
- +395,900 shares · 2025Q413F
- Ron Baron (Baron Capital / BAMCO) added2026-02-17+8,596 shares · 2025Q413F
- AQR Capital Management trimmed2026-02-17−44,459 shares · 2025Q413F
- +23,540 shares · 2025Q413F
- Sands Capital Management trimmed2026-02-13−77,792 shares · 2025Q413F
- Renaissance Technologies trimmed2026-02-12−65,957 shares · 2025Q413F
- Cathie Wood (ARK Invest) trimmed2026-02-11−1,779 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+1,225,155 shares · 2025Q413F
- Ken Fisher (Fisher Asset Mgmt) added2026-02-09+62,887 shares · 2025Q413F
- Mario Gabelli (GAMCO) added2026-02-05+171 shares · 2025Q413F
- Baillie Gifford & Co trimmed2026-01-23−364,244 shares · 2025Q413F
- Wellington Management trimmed2025-11-14−917,326 shares · 2025Q313F
- AQR Capital Management trimmed2025-11-14−4,191 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+104,785 shares · 2025Q313F
- Steve Cohen (Point72) opened position2025-11-14+334,272 shares · 2025Q313F
- Two Sigma Investments trimmed2025-11-14−43,646 shares · 2025Q313F
- D.E. Shaw & Co. trimmed2025-11-14−15,284 shares · 2025Q313F
- Ron Baron (Baron Capital / BAMCO) added2025-11-14+51,372 shares · 2025Q313F
- Philippe Laffont (Coatue) added2025-11-14+212,006 shares · 2025Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of SPOT…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2018Q2 | $71.47 | +643.5% | $2.06B |
| Tom Gayner (Markel Group) | 2021Q3 | $98.72 | +438.3% | $13.8M |
| Baillie Gifford & Co | 2018Q2 | $148.00 | +259.1% | $4.43B |
| Wellington Management | 2018Q2 | $226.52 | +134.6% | $477.8M |
| Cathie Wood (ARK Invest) | 2018Q2 | $233.74 | +127.4% | $41.7M |
| Mario Gabelli (GAMCO) | 2023Q4 | $260.16 | +104.3% | $3.8M |
| Stephen Mandel (Lone Pine Capital) | 2024Q1 | $263.90 | +101.4% | $9.4M |
| Ron Baron (Baron Capital / BAMCO) | 2018Q2 | $264.41 | +101.0% | $530.0M |
| Renaissance Technologies | 2018Q3 | $286.07 | +85.8% | $314.4M |
| Dan Sundheim (D1 Capital) | 2018Q4 | $314.52 | +69.0% | $210.4M |
| AQR Capital Management | 2019Q3 | $348.80 | +52.4% | $95.2M |
| Sands Capital Management | 2024Q3 | $441.54 | +20.4% | $781.2M |
| Chase Coleman (Tiger Global) | 2018Q2 | $446.63 | +19.0% | $670.4M |
| Philippe Laffont (Coatue) | 2018Q2 | $491.83 | +8.1% | $1.30B |
| Daniel Loeb (Third Point) | 2025Q4 | $580.71 | -8.5% | $53.1M |
| Steve Cohen (Point72) | 2018Q2 | $581.01 | -8.5% | $516.0M |
| Steve Cohen (Point72) | 2018Q2 | $581.01 | -8.5% | $516.0M |
| Steve Cohen (Point72) | 2018Q2 | $581.01 | -8.5% | $516.0M |
| Ken Fisher (Fisher Asset Mgmt) | 2025Q1 | $594.57 | -10.6% | $1.42B |
| Izzy Englander (Millennium Mgmt) | 2018Q2 | $599.94 | -11.4% | $3.5M |
| Izzy Englander (Millennium Mgmt) | 2018Q2 | $599.94 | -11.4% | $3.5M |
| Izzy Englander (Millennium Mgmt) | 2018Q2 | $599.94 | -11.4% | $3.5M |
| D.E. Shaw & Co. | 2018Q2 | $619.01 | -14.1% | $144.3M |
| D.E. Shaw & Co. | 2018Q2 | $619.01 | -14.1% | $144.3M |
| D.E. Shaw & Co. | 2018Q2 | $619.01 | -14.1% | $144.3M |
| Two Sigma Investments | 2018Q4 | $636.59 | -16.5% | $425K |
| Ken Griffin (Citadel Advisors) | 2019Q1 | $653.02 | -18.6% | $563.2M |
| Ken Griffin (Citadel Advisors) | 2019Q1 | $653.02 | -18.6% | $563.2M |
| Ken Griffin (Citadel Advisors) | 2019Q1 | $653.02 | -18.6% | $563.2M |
| Ray Dalio (Bridgewater Associates) | 2022Q2 | $667.04 | -20.3% | $12.5M |
| Paul Tudor Jones (Tudor Investment) | 2018Q2 | $721.60 | -26.4% | $1.9M |
| Paul Tudor Jones (Tudor Investment) | 2018Q2 | $721.60 | -26.4% | $1.9M |
| Paul Tudor Jones (Tudor Investment) | 2018Q2 | $721.60 | -26.4% | $1.9M |
| Norges Bank (Norway SWF) | 2018Q2 | $3467.57 | -84.7% | $651.1M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions6
- Norges Bank (Norway SWF)+1,225,155$711.5M
- Dan Sundheim (D1 Capital)+395,900$229.9M
- Daniel Loeb (Third Point)+100,000$58.1M
- Paul Tudor Jones (Tudor Investment)+38,922$22.6M
- Ray Dalio (Bridgewater Associates)+23,540$13.7M
- Stephen Mandel (Lone Pine Capital)+17,762$10.3M
Added to9
- D.E. Shaw & Co.+762,829$443.0M
- Philippe Laffont (Coatue)+647,708$376.1M
- Steve Cohen (Point72)+636,687$369.7M
- Ken Griffin (Citadel Advisors)+215,085$124.9M
- Ken Fisher (Fisher Asset Mgmt)+62,887$36.5M
- Izzy Englander (Millennium Mgmt)+17,245$10.0M
- Ron Baron (Baron Capital / BAMCO)+8,596$5.0M
- Mario Gabelli (GAMCO)+171$99K
- T. Rowe Price+149,479$87K
Trimmed6
- Baillie Gifford & Co−364,244$211.5M
- Sands Capital Management−77,792$45.2M
- Renaissance Technologies−65,957$38.3M
- AQR Capital Management−44,459$25.6M
- Wellington Management−42,007$24.4M
- Cathie Wood (ARK Invest)−1,779$1.0M
Exited1
- Two Sigma Investments−6,754$4.7M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 24 | $142.13B |
| 2022Q2 | 26 | $112.14B |
| 2022Q3 | 26 | $107.8M |
| 2022Q4 | 27 | $3.24B |
| 2023Q1 | 26 | $5.63B |
| 2023Q2 | 28 | $6.55B |
| 2023Q3 | 26 | $5.68B |
| 2023Q4 | 24 | $6.76B |
| 2024Q1 | 27 | $10.77B |
| 2024Q2 | 32 | $11.80B |
| 2024Q3 | 31 | $14.23B |
| 2024Q4 | 28 | $12.33B |
| 2025Q1 | 31 | $14.08B |
| 2025Q2 | 31 | $18.63B |
| 2025Q3 | 27 | $15.75B |
| 2025Q4 | 34 | $15.04B |
Congress members trading this stock
| Date | Member | Type | Amount range | Filing |
|---|---|---|---|---|
| 2025-12-24 | Gilbert Cisneros | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-11-26 | Gilbert Cisneros | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-11-18 | Gilbert Cisneros | Buy | $1K – $15K | PDF ↗ |
| 2025-09-10 | Valerie Hoyle | Sell | $1K – $15K | PDF ↗ |
| 2025-06-05 | Rob Bresnahan | Buy | $1K – $15K | PDF ↗ |
| 2025-04-21 | Bruce Westerman | Sell | $1K – $15K | PDF ↗ |
| 2025-03-24 | Josh Gottheimer | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-03-20 | Bruce Westerman | Buy | $1K – $15K | PDF ↗ |
| 2025-03-13 | Valerie Hoyle | Buy | $1K – $15K | PDF ↗ |
| 2025-02-21 | Josh Gottheimer | Sell (P) | $1K – $15K | PDF ↗ |
Who owns SPOT
34 super-investors · 2025Q4
Tracked stake
29.77M
shares
Combined value
$15.04B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New8Added17Trim6Sold1Held2
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Baillie Gifford & Co | 8.33M | $4.84B |
| 2 | Ken Fisher Fisher Asset Mgmt | 2.67M | $1.55B |
| 3 | Philippe Laffont Coatue | 2.45M | $1.42B |
| 4 | Sands Capital Management | 1.47M | $854M |
| 5 | Chase Coleman Tiger Global | 1.26M | $733M |
| 6 | Norges Bank Norway SWF | 1.23M | $711M |
| 7 | Ken Griffin Citadel Advisors | 1.06M | $615M |
| 8 | Ron Baron Baron Capital / BAMCO | 997.3K | $579M |
| 9 | Steve Cohen Point72 | 971.0K | $564M |
| 10 | Wellington Management | 899.0K | $522M |
| 11 | D.E. Shaw & Co. | 767.4K | $446M |
| 12 | Ken Griffin Citadel Advisors | 760.2K | $441M |
| 13 | Renaissance Technologies | 591.6K | $344M |
| 14 | Ken Griffin Citadel Advisors | 577.2K | $335M |
| 15 | Dan Sundheim D1 Capital | 395.9K | $230M |
| 16 | D.E. Shaw & Co. | 273.4K | $159M |
| 17 | D.E. Shaw & Co. | 271.6K | $158M |
| 18 | Izzy Englander Millennium Mgmt | 179.0K | $104M |
| 19 | AQR Capital Management | 179.1K | $103M |
| 20 | Steve Cohen Point72 | 173.3K | $101M |
| 21 | Daniel Loeb Third Point | 100.0K | $58M |
| 22 | Cathie Wood ARK Invest | 78.5K | $46M |
| 23 | Steve Cohen Point72 | 41.6K | $24M |
| 24 | Paul Tudor Jones Tudor Investment | 38.9K | $23M |
| 25 | Izzy Englander Millennium Mgmt | 28.5K | $17M |
| 26 | Paul Tudor Jones Tudor Investment | 27.8K | $16M |
| 27 | Tom Gayner Markel Group | 25.9K | $15M |
| 28 | Ray Dalio Bridgewater Associates | 23.5K | $14M |
| 29 | Stephen Mandel Lone Pine Capital | 17.8K | $10M |
| 30 | Mario Gabelli GAMCO | 7.1K | $4M |
| 31 | Izzy Englander Millennium Mgmt | 6.5K | $4M |
| 32 | T. Rowe Price | 3.87M | $2M |
| 33 | Paul Tudor Jones Tudor Investment | 3.6K | $2M |
| 34 | Two Sigma Investments | 800 | $465K |
Recent moves
20 transactions
- +762,829 · 2025Q4
- +395,900 · 2025Q4
- +647,708 · 2025Q4
- +38,922 · 2025Q4
- −44,459 · 2025Q4
- +215,085 · 2025Q4
- +100,000 · 2025Q4
- −6,754 · 2025Q4
- +8,596 · 2025Q4
- +17,245 · 2025Q4
- +636,687 · 2025Q4
- +17,762 · 2025Q4
- +149,479 · 2025Q4
- −42,007 · 2025Q4
- +23,540 · 2025Q4
- −77,792 · 2025Q4
- −65,957 · 2025Q4
- −1,779 · 2025Q4
- +1,225,155 · 2025Q4
- +62,887 · 2025Q4
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