John Overdeck’s HubSpot HUBS Stock Holding History

John Overdeck’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	$785K	Buy	+4,300	New	+$899K	﹤0.01%	3802
2022 Q1	–	Sell	-4,000	Closed	-$2.64M	–	3401
2021 Q4	$2.64M	Sell	4,000 -3,000	-43%	-$2.27M	0.01%	1678
2021 Q3	$4.73M	Buy	7,000 +6,000	+600%	+$3.87M	0.01%	1277
2021 Q2	$583K	Sell	1,000 -2,500	-71%	-$1.3M	﹤0.01%	2963
2021 Q1	$1.59M	Sell	3,500 -600	-15%	-$264K	﹤0.01%	1882
2020 Q4	$1.63M	Buy	4,100 +2,000	+95%	+$702K	﹤0.01%	1628
2020 Q3	$614K	Buy	+2,100	New	+$550K	﹤0.01%	2085
2020 Q2	–	Sell	-7,400	Closed	-$986K	–	3190
2020 Q1	$986K	Sell	7,400 -12,600	-63%	-$2.09M	0.01%	1422
2019 Q4	$3.17M	Buy	20,000 +4,400	+28%	+$674K	0.01%	1244
2019 Q3	$2.37M	Buy	15,600 +9,200	+144%	+$1.65M	0.01%	1294
2019 Q2	$1.09M	Buy	6,400 +4,400	+220%	+$768K	﹤0.01%	1878
2019 Q1	$332K	Sell	2,000 -1,000	-33%	-$158K	﹤0.01%	2532
2018 Q4	$377K	Sell	3,000 -1,100	-27%	-$144K	﹤0.01%	2293
2018 Q3	$619K	Buy	4,100 +100	+3%	+$13.7K	﹤0.01%	2303
2018 Q2	$502K	Hold	4,000	–	–	﹤0.01%	2645
2018 Q1	$433K	Buy	+4,000	New	+$417K	﹤0.01%	2556

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's HUBS Position: Q2 2026 in Review

John Overdeck increased its HubSpot (HUBS) stake by 35% in Q2 2026, buying an estimated $99.3M and bringing the position to 1,819,744 shares worth $332M. The position accounts for 0.24% of the portfolio, ranked #80.

John Overdeck first reported a position in HUBS in Q4 2014 and has held it in 44 quarters since. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

John Overdeck held 1,819,744 shares of HubSpot worth $332M as of Q2 2026.
John Overdeck bought 475,123 HubSpot shares in Q2 2026, an estimated $99.3M.
HubSpot made up 0.24% of John Overdeck's portfolio in Q2 2026, its #80 holding.
John Overdeck first reported a position in HubSpot in Q4 2014 and has held it in 44 quarters since.
593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.