Coatue Management’s HubSpot HUBS Stock Holding History

Coatue Management’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
2025 Q1	–	Sell	-373,280	Closed	-$260M	–	77
2024 Q4	$260M	Buy	+373,280	New	+$240M	0.88%	33
2022 Q1	–	Sell	-67,523	Closed	-$44.5M	–	73
2021 Q4	$44.5M	Buy	+67,523	New	+$51.1M	0.2%	52

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Coatue Management's HUBS Position: Q1 2025 in Review

Coatue Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 373,280 shares — an estimated $260M sold.

Coatue Management first reported a position in HUBS in Q4 2021 and held it in 2 quarters. The position peaked at $260M in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Coatue Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
Coatue Management sold 373,280 HubSpot shares in Q1 2025, an estimated $260M.
Coatue Management first reported a position in HubSpot in Q4 2021 and held it in 2 quarters.
Coatue Management's HubSpot position peaked at $260M in Q4 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Coatue Management's 13F filing for Q1 2025, filed 15 May 2025.