National Pension Service has opened a new $316.3M position in $SPOT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SPOT.
$SPOT Hedge Fund Activity
We have seen 637 institutional investors add shares of $SPOT stock to their portfolio, and 709 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 2,458,542 shares (-46.7%) from their portfolio in Q3 2025, for an estimated $1,716,062,316
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,411,193 shares (-89.3%) from their portfolio in Q3 2025, for an estimated $985,012,714
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,188,718 shares (+47.0%) to their portfolio in Q3 2025, for an estimated $829,725,164
- WELLINGTON MANAGEMENT GROUP LLP removed 917,326 shares (-49.4%) from their portfolio in Q3 2025, for an estimated $640,293,548
- WCM INVESTMENT MANAGEMENT, LLC removed 897,226 shares (-26.8%) from their portfolio in Q4 2025, for an estimated $521,028,110
- FMR LLC removed 864,336 shares (-14.2%) from their portfolio in Q3 2025, for an estimated $603,306,528
- CAPITAL WORLD INVESTORS added 789,755 shares (+40.7%) to their portfolio in Q3 2025, for an estimated $551,248,990
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SPOT Congressional Stock Trading
Members of Congress have traded $SPOT stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SPOT stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 11/18 and 2 sales worth up to $30,000 on 12/24, 11/26.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SPOT Analyst Ratings
Wall Street analysts have issued reports on $SPOT in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/20/2026
- UBS issued a "Buy" rating on 01/09/2026
- Citizens issued a "Market Outperform" rating on 12/17/2025
- Benchmark issued a "Buy" rating on 11/05/2025
- JP Morgan issued a "Overweight" rating on 09/29/2025
- Argus Research issued a "Buy" rating on 09/29/2025
- Oppenheimer issued a "Outperform" rating on 08/18/2025
To track analyst ratings and price targets for $SPOT, check out Quiver Quantitative's $SPOT forecast page.
$SPOT Price Targets
Multiple analysts have issued price targets for $SPOT recently. We have seen 15 analysts offer price targets for $SPOT in the last 6 months, with a median target of $750.0.
Here are some recent targets:
- Justin Patterson from Keybanc set a target price of $720.0 on 02/09/2026
- Eric Sheridan from Goldman Sachs set a target price of $700.0 on 01/23/2026
- Kannan Venkateshwar from Barclays set a target price of $625.0 on 01/20/2026
- Mark Zgutowicz from Benchmark set a target price of $760.0 on 01/16/2026
- Ian Moore from Bernstein set a target price of $650.0 on 01/14/2026
- Steven Cahall from Wells Fargo set a target price of $710.0 on 01/13/2026
- Batya Levi from UBS set a target price of $800.0 on 01/09/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SPOT ticker page for more data.
