Capstone Investment Advisors
HUBS icon

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 		$610K Buy
+2,500
New +$701K ﹤0.01% 1053
2020
Q1 		– Sell
-1,200
Closed -$190K – 1250
2019
Q4 		$190K Sell
1,200
-9,700
-89% -$1.49M ﹤0.01% 1267
2019
Q3 		$1.65M Buy
+10,900
New +$1.96M 0.01% 782

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
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.