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Capital Advisors Ltd’s HubSpot HUBS Stock Holding History

Capital Advisors Ltd’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 		– Sell
-3
Closed -$1K – 1463
2026
Q1 		$1K Sell
3
-21
-88% -$5.89K ﹤0.01% 1229
2025
Q4 		$10K Buy
24
+8
+50% +$3.31K ﹤0.01% 813
2025
Q3 		$7K Sell
16
-11
-41% -$5.53K ﹤0.01% 864
2025
Q2 		$15K Buy
27
+10
+59% +$5.86K ﹤0.01% 691
2025
Q1 		$10K Hold
17
– – ﹤0.01% 771
2024
Q4 		$12K Hold
17
– – ﹤0.01% 741
2024
Q3 		$9K Sell
17
-1
-6% -$502 ﹤0.01% 795
2024
Q2 		$11K Buy
18
+2
+13% +$1.23K ﹤0.01% 731
2024
Q1 		$10K Hold
16
– – ﹤0.01% 717
2023
Q4 		$9K Hold
16
– – ﹤0.01% 710
2023
Q3 		$8K Hold
16
– – ﹤0.01% 723
2023
Q2 		$9K Hold
16
– – ﹤0.01% 716
2023
Q1 		$7K Hold
16
– – ﹤0.01% 614
2022
Q4 		$5K Buy
16
+1
+7% +$283 ﹤0.01% 660
2022
Q3 		$4K Buy
+15
New +$4.76K ﹤0.01% 680
2022
Q1 		– Sell
-1
Closed -$1K – 1039
2021
Q4 		$1K Buy
+1
New +$756 ﹤0.01% 682

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

Capital Advisors Ltd's HUBS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 3 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HUBS in Q4 2021 and held it in 16 quarters. The position peaked at $15K in Q2 2025. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Capital Advisors Ltd reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 3 HubSpot shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in HubSpot in Q4 2021 and held it in 16 quarters.
  • Capital Advisors Ltd's HubSpot position peaked at $15K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.