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Cape Investment Advisory’s HubSpot HUBS Stock Holding History

Cape Investment Advisory’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
2026
Q2 		$2.01K Buy
+11
New +$2.3K ﹤0.01% 1236
2026
Q1 		– Sell
-10
Closed -$4.01K – 634
2025
Q4 		$4.01K Buy
+10
New +$4.14K ﹤0.01% 961
2025
Q1 		– Sell
-1
Closed -$697 – 1166
2024
Q4 		$697 Buy
+1
New +$643 ﹤0.01% 997

Other funds holding HUBS

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Cape Investment Advisory's HUBS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in HubSpot (HUBS) in Q2 2026: 11 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HUBS as recently as Q4 2025.

Cape Investment Advisory first reported a position in HUBS in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.01K in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Cape Investment Advisory held 11 shares of HubSpot worth $2.01K as of Q2 2026.
  • HubSpot was a new Cape Investment Advisory position in Q2 2026.
  • HubSpot made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1236 holding.
  • Cape Investment Advisory first reported a position in HubSpot in Q4 2024 and has held it in 3 quarters since.
  • Cape Investment Advisory's HubSpot position peaked at $4.01K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.