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Spyglass Capital Management’s HubSpot HUBS Stock Holding History

Spyglass 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 		$67.8M Buy
371,365
+57,443
+18% +$12M 3.67% 15
2026
Q1 		$76.6M Buy
313,922
+48,993
+18% +$13.7M 5.43% 3
2025
Q4 		$106M Buy
264,929
+39,700
+18% +$16.4M 5.32% 4
2025
Q3 		$105M Buy
225,229
+133,449
+145% +$67.1M 5.62% 4
2025
Q2 		$51.1M Buy
91,780
+630
+0.7% +$369K 3.01% 22
2025
Q1 		$52.1M Sell
91,150
-15,401
-14% -$10.8M 3.58% 14
2024
Q4 		$74.2M Buy
106,551
+13,223
+14% +$8.5M 4.18% 12
2024
Q3 		$49.6M Sell
93,328
-1,436
-2% -$721K 3.26% 17
2024
Q2 		$55.9M Sell
94,764
-1,205
-1% -$739K 4.09% 12
2024
Q1 		$60.1M Sell
95,969
-3,910
-4% -$2.35M 4.01% 13
2023
Q4 		$58M Buy
+99,879
New +$48.1M 4.17% 12

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

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

Spyglass Capital Management increased its HubSpot (HUBS) stake by 18% in Q2 2026, buying an estimated $12M and bringing the position to 371,365 shares worth $67.8M. The position accounts for 3.67% of the portfolio, ranked #15.

Spyglass Capital Management first reported a position in HUBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $106M in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Spyglass Capital Management held 371,365 shares of HubSpot worth $67.8M as of Q2 2026.
  • Spyglass Capital Management bought 57,443 HubSpot shares in Q2 2026, an estimated $12M.
  • HubSpot made up 3.67% of Spyglass Capital Management's portfolio in Q2 2026, its #15 holding.
  • Spyglass Capital Management first reported a position in HubSpot in Q4 2023 and has held it in 11 quarters since.
  • Spyglass Capital Management's HubSpot position peaked at $106M in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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