Whale Analyzer
SPOT Institutional Holders and 13F Ownership
Compare 11 tracked holders of SPOT, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Baillie Gifford is the largest reported holder at $3.64B; the top five funds control 91.0% of reported ownership; institutions were net selling last quarter (5 increased, 5 reduced); the stock trades above the aggregate whale cost basis of $303.36. Top tracked holders include Baillie Gifford, Philippe Laffont, Chase Coleman, and Edgewood Management.
Continue to the live SPOT dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Baillie Gifford 13F portfolio Baillie Gifford & Co holdings | $3.64B | 7.9M | Reduced | 2026-06-30 |
| Philippe Laffont 13F portfolio Coatue Management holdings | $601.8M | 1.3M | Reduced | 2026-06-30 |
| Chase Coleman 13F portfolio Tiger Global Management holdings | $537.8M | 1.2M | Reduced | 2026-06-30 |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $341.4M | 743.5K | Reduced | 2026-06-30 |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $261.2M | 568.9K | Increased | 2026-06-30 |
| ValueAct Capital 13F portfolio ValueAct Capital Management holdings | $241.9M | 526.8K | Increased | 2026-06-30 |
| Al Gore / David Blood 13F portfolio Generation Investment Management holdings | $173.8M | 378.6K | Increased | 2026-06-30 |
| HMI Capital 13F portfolio HMI Capital Management holdings | $42.0M | 91.5K | New | 2026-06-30 |
| Polen Capital 13F portfolio Polen Capital Management holdings | $37.5M | 81.6K | Reduced | 2026-06-30 |
| Cathie Wood 13F portfolio ARK Investment Management holdings | $34.5M | 75.1K | Increased | 2026-06-30 |
| Robert Robotti 13F portfolio Robotti & Co holdings | $3.4M | 7.5K | Held | 2026-06-30 |
Ownership concentration
Reported ownership of SPOT is highly concentrated across tracked institutions.
- Single largest holder: 61.5% of reported ownership
- Top 5 holders: 91.0%
- Top 10 holders: 99.9%
Whale activity this quarter
Across 11 tracked institutions, 5 reduced, 5 increased, 1 held. Net positioning is net selling.
- Baillie Gifford — Baillie Gifford & Co ($3.64B) (▼ 3.5% qoq shares)
- Philippe Laffont — Coatue Management ($601.8M) (▼ 0.8% qoq shares) · avg cost $262.39
- Chase Coleman — Tiger Global Management ($537.8M) (▼ 25.9% qoq shares) · avg cost $82.71
- Edgewood Management — Edgewood Management LLC ($341.4M) (▼ 41.9% qoq shares) · avg cost $345.28
- Dan Sundheim — D1 Capital Partners ($261.2M) (▲ 67.1% qoq shares) · avg cost $18.88
- ValueAct Capital — ValueAct Capital Management ($241.9M) (▲ 46.9% qoq shares)
- Al Gore / David Blood — Generation Investment Management ($173.8M) (▲ 15.4% qoq shares) · avg cost $545.28
- HMI Capital — HMI Capital Management ($42.0M) · avg cost $417.83
Whale cost basis vs current price
The aggregate tracked cost basis is $303.36 versus a current price of $525.75, so SPOT trades above its cost basis (+73.3%). Average unrealized P&L across tracked holders: 426%.
Sector positioning — Information Technology
SPOT sits within the Information Technology sector alongside 135 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live SPOT dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SPOT with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SPOT stock?
Whale Analyzer tracks 11 public institutional holders of SPOT with a combined reported value of $5.92B. See the holder table above for the largest tracked positions.
Which top funds are buying SPOT?
Tracked institutions were net selling last quarter — 5 reduced, 5 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is SPOT ownership?
The top five tracked holders report 91.0% of aggregate ownership.
Is SPOT above or below the whale cost basis?
The aggregate tracked cost basis is $303.36 versus a current price of $525.75 (+73.3%).
What does 13F ownership mean for SPOT?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SPOT dashboard to explore them, or read our 13F Alpha Signals Guide.