Alkeon Capital Management’s HubSpot HUBS Stock Holding History

Alkeon Capital Management’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-50,000	Closed	-$34.8M	–	107
2024 Q4	$34.8M	Buy	50,000 +20,000	+67%	+$12.9M	0.07%	77
2024 Q3	$15.9M	Buy	+30,000	New	+$15.1M	0.03%	84
2019 Q4	–	Sell	-949,511	Closed	-$144M	–	144
2019 Q3	$144M	Buy	949,511 +618,300	+187%	+$111M	0.51%	46
2019 Q2	$56.5M	Hold	331,211	–	–	0.22%	81
2019 Q1	$55.1M	Sell	331,211 -37,479	-10%	-$5.94M	0.27%	77
2018 Q4	$46.4M	Sell	368,690 -185,535	-33%	-$24.3M	0.3%	74
2018 Q3	$83.7M	Buy	554,225 +94,225	+20%	+$13M	0.4%	57
2018 Q2	$57.7M	Buy	460,000 +50,000	+12%	+$5.92M	0.27%	74
2018 Q1	$44.4M	Buy	+410,000	New	+$42.7M	0.23%	78

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Alkeon Capital Management's HUBS Position: Q1 2025 in Review

Alkeon Capital Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 50,000 shares — an estimated $34.8M sold.

Alkeon Capital Management first reported a position in HUBS in Q1 2018 and held it in 9 quarters. The position peaked at $144M in Q3 2019. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Alkeon Capital Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
Alkeon Capital Management sold 50,000 HubSpot shares in Q1 2025, an estimated $34.8M.
Alkeon Capital Management first reported a position in HubSpot in Q1 2018 and held it in 9 quarters.
Alkeon Capital Management's HubSpot position peaked at $144M in Q3 2019.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Alkeon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.