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Capital Performance Advisors’s HubSpot HUBS Stock Holding History

Capital Performance Advisors’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
-882
Closed -$215K – 397
2026
Q1 		$215K Buy
+882
New +$247K 0.01% 419
2025
Q2 		– Sell
-433
Closed -$247K – 294
2025
Q1 		$247K Buy
433
+82
+23% +$57.5K 0.05% 198
2024
Q4 		$245K Buy
351
+140
+66% +$90K 0.08% 121
2024
Q3 		$112K Buy
+211
New +$106K 0.03% 181

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 Performance Advisors's HUBS Position: Q2 2026 in Review

Capital Performance Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 882 shares — an estimated $215K sold.

Capital Performance Advisors first reported a position in HUBS in Q3 2024 and held it in 4 quarters. The position peaked at $247K in Q1 2025. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Capital Performance Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 882 HubSpot shares in Q2 2026, an estimated $215K.
  • Capital Performance Advisors first reported a position in HubSpot in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's HubSpot position peaked at $247K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.