Swan Capital’s HubSpot HUBS Stock Holding History

Swan Capital’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	$1.22K	Hold	5	–	–	﹤0.01%	419
2025 Q4	$2.01K	Buy	+5	New	+$2.07K	﹤0.01%	332

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Swan Capital's HUBS Position: Q1 2026 in Review

Swan Capital held its HubSpot (HUBS) position steady in Q1 2026 at 5 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Swan Capital first reported a position in HUBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.01K in Q4 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Swan Capital held 5 shares of HubSpot worth $1.22K as of Q1 2026.
Swan Capital left its HubSpot share count unchanged in Q1 2026.
HubSpot made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #419 holding.
Swan Capital first reported a position in HubSpot in Q4 2025 and has held it in 2 quarters since.
Swan Capital's HubSpot position peaked at $2.01K in Q4 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.