Dmitry Balyasny’s HubSpot HUBS Stock Holding History

Dmitry Balyasny’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 Q3	–	Sell	-16,500	Closed	-$9.18M	–	3151
2025 Q2	$9.18M	Buy	+16,500	New	+$9.66M	0.01%	1007
2025 Q1	–	Sell	-1,600	Closed	-$1.11M	–	3008
2024 Q4	$1.11M	Buy	1,600 +1,100	+220%	+$707K	﹤0.01%	1903
2024 Q3	$266K	Sell	500 -39,700	-99%	-$19.9M	﹤0.01%	2483
2024 Q2	$23.7M	Buy	+40,200	New	+$24.7M	0.04%	548
2019 Q1	–	Sell	-46,000	Closed	-$5.78M	–	1492
2018 Q4	$5.78M	Buy	+46,000	New	+$6.03M	0.04%	480
2018 Q2	–	Sell	-50,000	Closed	-$5.42M	–	1934
2018 Q1	$5.42M	Buy	+50,000	New	+$5.21M	0.02%	685

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

Dmitry Balyasny's HUBS Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in HubSpot (HUBS) in Q2 2026: 26,651 shares worth $4.86M. The stake represents 0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in HUBS as recently as Q4 2025.

Dmitry Balyasny first reported a position in HUBS in Q4 2015 and has held it in 24 quarters since. The position peaked at $224M in Q3 2025. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Dmitry Balyasny held 26,651 shares of HubSpot worth $4.86M as of Q2 2026.
HubSpot was a new Dmitry Balyasny position in Q2 2026.
HubSpot made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1382 holding.
Dmitry Balyasny first reported a position in HubSpot in Q4 2015 and has held it in 24 quarters since.
Dmitry Balyasny's HubSpot position peaked at $224M in Q3 2025.
593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.