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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
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spyglass Capital Management's HUBS Position: Q1 2026 in Review

Spyglass Capital Management increased its HubSpot (HUBS) stake by 18% in Q1 2026, buying an estimated $13.7M and bringing the position to 313,922 shares worth $76.6M. The position accounts for 5.43% of the portfolio, ranked #3.

Spyglass Capital Management first reported a position in HUBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $106M in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Spyglass Capital Management held 313,922 shares of HubSpot worth $76.6M as of Q1 2026.
  • Spyglass Capital Management bought 48,993 HubSpot shares in Q1 2026, an estimated $13.7M.
  • HubSpot made up 5.43% of Spyglass Capital Management's portfolio in Q1 2026, its #3 holding.
  • Spyglass Capital Management first reported a position in HubSpot in Q4 2023 and has held it in 10 quarters since.
  • Spyglass Capital Management's HubSpot position peaked at $106M in Q4 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Spyglass Capital Management's 13F filing for Q1 2026, filed 15 May 2026.