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 Q2	$341K	Buy	1,867 +295	+19%	+$61.7K	﹤0.01%	1398
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 $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Capstone Investment Advisors's HUBS Position: Q2 2026 in Review

Capstone Investment Advisors increased its HubSpot (HUBS) stake by 19% in Q2 2026, buying an estimated $61.7K and bringing the position to 1,867 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Capstone Investment Advisors first reported a position in HUBS in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.67M in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Capstone Investment Advisors held 1,867 shares of HubSpot worth $341K as of Q2 2026.
Capstone Investment Advisors bought 295 HubSpot shares in Q2 2026, an estimated $61.7K.
HubSpot made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1398 holding.
Capstone Investment Advisors first reported a position in HubSpot in Q4 2016 and has held it in 9 quarters since.
Capstone Investment Advisors's HubSpot position peaked at $1.67M in Q4 2025.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.