| Quarter | Score |
|---|---|
| 2022-Q3 | 67.1 |
| 2022-Q4 | 50.8 |
| 2023-Q1 | 50.7 |
| 2023-Q2 | 64.2 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 75.0 |
| 2024-Q1 | 77.4 |
| 2024-Q2 | 43.9 |
| 2024-Q3 | 58.0 |
| 2024-Q4 | 34.1 |
| 2025-Q1 | 58.9 |
| 2025-Q2 | 62.2 |
| 2025-Q3 | 62.1 |
| 2025-Q4 | 76.1 |
| 2026-Q1 | 81.0 |
| 2026-Q2 | 84.4 |
Solid consensus with smart money net adding at reasonable prices
Within 2.2% of funds' estimated purchase price
2 of 18 tracked funds hold SPOT. Avg conviction: 2.2%. Net holding. First tracked at $517.47 (current +2.2% vs tracked).
ValueAct Capital has 4.3% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| ValueAct Capital | 4.3% | Add |
| Citadel Advisors | 0.0% | Reduce |