Whale Analyzer
SPOT Institutional Holders and 13F Ownership
Compare 19 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. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Baillie Gifford & Co, Coatue Management, Tiger Global Management, and Edgewood Management LLC.
Continue to the live SPOT dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Baillie Gifford & Co 13F holdings | $3.64B | 7.9M | Reduced | 2026-06-30 |
| Coatue Management 13F holdings | $601.8M | 1.3M | Reduced | 2026-06-30 |
| Tiger Global Management 13F holdings | $537.8M | 1.2M | Reduced | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $341.4M | 743.5K | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $277.9M | 605.2K | Increased | 2026-06-30 |
| D1 Capital Partners 13F holdings | $261.2M | 568.9K | Increased | 2026-06-30 |
| ValueAct Capital Management 13F holdings | $241.9M | 526.8K | Increased | 2026-06-30 |
| Generation Investment Management 13F holdings | $173.8M | 378.6K | Increased | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $165.3M | 360.1K | Increased | 2026-06-30 |
| HMI Capital Management 13F holdings | $42.0M | 91.5K | New | 2026-06-30 |
| Polen Capital Management 13F holdings | $37.5M | 81.6K | Reduced | 2026-06-30 |
| ARK Investment Management 13F holdings | $34.5M | 75.1K | Increased | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Coatue Management SEC filing (0000919574-26-005478) · report date 2026-06-30
- Tiger Global Management SEC filing (0000919574-26-005427) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- ValueAct Capital Management SEC filing (0001418814-26-000003) · report date 2026-06-30
- Generation Investment Management SEC filing (0001752724-26-000044) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- HMI Capital Management SEC filing (0001469026-26-000005) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
- ARK Investment Management SEC filing (0001104659-26-096910) · report date 2026-06-30
- Greenlea Lane Capital SEC filing (0001420506-26-001649) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Cantillon Capital Management SEC filing (0001279936-26-000005) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- Robotti & Co SEC filing (0001140361-26-031881) · report date 2026-06-30
- RV Capital GmbH SEC filing (0001766596-26-000007) · report date 2026-06-30
Tracked-sample concentration
Reported position value for SPOT is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 56.7% of aggregate reported value in this sample
- Top 5 tracked holders: 84.1% of aggregate reported value in this sample
- Top 10 tracked holders: 97.9% of aggregate reported value in this sample
Whale activity this quarter
Across 19 tracked holders, 9 increased, 7 reduced, 3 held. Net positioning is net buying.
- Baillie Gifford & Co ($3.64B) (▼ 3.5% qoq shares)
- Coatue Management ($601.8M) (▼ 0.8% qoq shares) · modeled avg cost estimate $262.39
- Tiger Global Management ($537.8M) (▼ 25.9% qoq shares) · modeled avg cost estimate $82.71
- Edgewood Management LLC ($341.4M) (▼ 41.9% qoq shares) · modeled avg cost estimate $345.28
- National Pension Service ($277.9M) (▲ 5.7% qoq shares) · modeled avg cost estimate $550.43
- D1 Capital Partners ($261.2M) (▲ 67.1% qoq shares) · modeled avg cost estimate $18.88
- ValueAct Capital Management ($241.9M) (▲ 46.9% qoq shares)
- Generation Investment Management ($173.8M) (▲ 15.4% qoq shares) · modeled avg cost estimate $545.28
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 12 covered tracked holders is $335.52 versus a current price of $603.01, so SPOT trades above that estimate (+79.7%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Information Technology
SPOT sits within the Information Technology sector alongside 181 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide 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 19 public-disclosure holders of SPOT with a combined reported value of $6.42B. See the holder table above for the largest tracked positions.
Which top funds are buying SPOT?
Tracked holders were net buying last quarter — 9 increased, 7 reduced, 3 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SPOT sample?
The top five tracked holders account for 84.1% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SPOT compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 12 covered tracked holders is $335.52 versus a current price of $603.01 (+79.7%). It is not an actual purchase price, unrealized gain, or investment return.
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.