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Evergreen Capital Management’s HubSpot HUBS Stock Holding History

Evergreen Capital 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
2026
Q2 		$231K Sell
1,266
-958
-43% -$200K ﹤0.01% 1377
2026
Q1 		$543K Buy
2,224
+1,115
+101% +$313K 0.01% 743
2025
Q4 		$445K Buy
+1,109
New +$459K 0.01% 809
2025
Q1 		– Sell
-318
Closed -$222K – 1132
2024
Q4 		$222K Buy
+318
New +$204K 0.01% 926

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
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

Evergreen Capital Management's HUBS Position: Q2 2026 in Review

Evergreen Capital Management reduced its HubSpot (HUBS) stake by 43% in Q2 2026, selling an estimated $200K and leaving 1,266 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Evergreen Capital Management first reported a position in HUBS in Q4 2024 and has held it in 4 quarters since. The position peaked at $543K in Q1 2026. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Evergreen Capital Management held 1,266 shares of HubSpot worth $231K as of Q2 2026.
  • Evergreen Capital Management sold 958 HubSpot shares in Q2 2026, an estimated $200K.
  • HubSpot made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1377 holding.
  • Evergreen Capital Management first reported a position in HubSpot in Q4 2024 and has held it in 4 quarters since.
  • Evergreen Capital Management's HubSpot position peaked at $543K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.