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Cadian Capital Management’s HubSpot HUBS Stock Holding History

Cadian 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
Q4 		– Sell
-135,274
Closed -$63.3M – 29
2025
Q3 		$63.3M Buy
135,274
+92,074
+213% +$46.3M 3.76% 10
2025
Q2 		$24M Sell
43,200
-14,420
-25% -$8.45M 1.35% 19
2025
Q1 		$32.9M Buy
+57,620
New +$40.4M 1.41% 22
2024
Q4 		– Sell
-61,000
Closed -$32.4M – 30
2024
Q3 		$32.4M Buy
+61,000
New +$30.6M 1.66% 20
2024
Q2 		– Sell
-209,207
Closed -$131M – 33
2024
Q1 		$131M Sell
209,207
-134,950
-39% -$81.1M 4.66% 9
2023
Q4 		$200M Buy
344,157
+6,940
+2% +$3.34M 7.96% 4
2023
Q3 		$166M Buy
337,217
+66,867
+25% +$34.9M 6.69% 5
2023
Q2 		$144M Sell
270,350
-168,500
-38% -$79M 6.8% 5
2023
Q1 		$188M Sell
438,850
-15,753
-3% -$5.75M 11.72% 3
2022
Q4 		$131M Buy
454,603
+176,653
+64% +$50.1M 9.53% 3
2022
Q3 		$75.1M Buy
277,950
+177,950
+178% +$56.5M 4.39% 10
2022
Q2 		$30.1M Buy
+100,000
New +$36.5M 2.03% 15
2021
Q1 		– Sell
-10,000
Closed -$3.96M – 58
2020
Q4 		$3.96M Buy
+10,000
New +$3.51M 0.1% 31

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cadian Capital Management's HUBS Position: Q4 2025 in Review

Cadian Capital Management sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 135,274 shares — an estimated $63.3M sold.

Cadian Capital Management first reported a position in HUBS in Q4 2020 and held it in 13 quarters. The position peaked at $200M in Q4 2023. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Cadian Capital Management reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Cadian Capital Management sold 135,274 HubSpot shares in Q4 2025, an estimated $63.3M.
  • Cadian Capital Management first reported a position in HubSpot in Q4 2020 and held it in 13 quarters.
  • Cadian Capital Management's HubSpot position peaked at $200M in Q4 2023.
  • 747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Cadian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.