Gavin Baker’s HubSpot HUBS Stock Holding History

Gavin Baker’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	–	Sell	-232,115	Closed	-$56.7M	–	54
2026 Q1	$56.7M	Buy	+232,115	New	+$65.1M	1.13%	25
2025 Q4	–	Sell	-243,434	Closed	-$114M	–	63
2025 Q3	$114M	Buy	+243,434	New	+$122M	2.22%	10
2023 Q1	–	Sell	-266,315	Closed	-$77M	–	35
2022 Q4	$77M	Buy	266,315 +39,600	+17%	+$11.2M	3.04%	14
2022 Q3	$61.2M	Buy	+226,715	New	+$72M	1.61%	21

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

Gavin Baker's HUBS Position: Q2 2026 in Review

Gavin Baker sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 232,115 shares — an estimated $56.7M sold.

Gavin Baker first reported a position in HUBS in Q3 2022 and held it in 4 quarters. The position peaked at $114M in Q3 2025. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Gavin Baker reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
Gavin Baker sold 232,115 HubSpot shares in Q2 2026, an estimated $56.7M.
Gavin Baker first reported a position in HubSpot in Q3 2022 and held it in 4 quarters.
Gavin Baker's HubSpot position peaked at $114M in Q3 2025.
593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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