Capstone Investment Advisors’s HubSpot HUBS Stock Holding History

Capstone Investment 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 Q1	$384K	Sell	1,572 -2,584	-62%	-$725K	﹤0.01%	1269
2025 Q4	$1.67M	Buy	+4,156	New	+$1.72M	﹤0.01%	682
2024 Q3	–	Sell	-822	Closed	-$485K	–	2049
2024 Q2	$485K	Buy	+822	New	+$504K	﹤0.01%	1324
2024 Q1	–	Sell	-1,745	Closed	-$1.01M	–	2422
2023 Q4	$1.01M	Buy	1,745 +102	+6%	+$49.1K	﹤0.01%	1047
2023 Q3	$809K	Buy	+1,643	New	+$858K	﹤0.01%	1068
2022 Q3	–	Sell	-219	Closed	-$66K	–	1708
2022 Q2	$66K	Buy	+219	New	+$80K	﹤0.01%	1607
2017 Q3	–	Sell	-6,300	Closed	-$414K	–	638
2017 Q2	$414K	Buy	+6,300	New	+$425K	0.01%	440
2017 Q1	–	Sell	-10,794	Closed	-$507K	–	986
2016 Q4	$507K	Buy	+10,794	New	+$572K	0.02%	582

Other funds holding HUBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's HUBS Position: Q1 2026 in Review

Capstone Investment Advisors reduced its HubSpot (HUBS) stake by 62% in Q1 2026, selling an estimated $725K and leaving 1,572 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Capstone Investment Advisors first reported a position in HUBS in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Capstone Investment Advisors held 1,572 shares of HubSpot worth $384K as of Q1 2026.
Capstone Investment Advisors sold 2,584 HubSpot shares in Q1 2026, an estimated $725K.
HubSpot made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1269 holding.
Capstone Investment Advisors first reported a position in HubSpot in Q4 2016 and has held it in 8 quarters since.
Capstone Investment Advisors's HubSpot position peaked at $1.67M in Q4 2025.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.