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Whale Rock Capital Management’s HubSpot HUBS Stock Holding History

Whale Rock 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 		– Sell
-149,246
Closed -$59.9M – 37
2025
Q4 		$59.9M Hold
149,246
– – 0.77% 28
2025
Q3 		$69.8M Hold
149,246
– – 0.82% 30
2025
Q2 		$83.1M Sell
149,246
-32,082
-18% -$18.8M 1.15% 30
2025
Q1 		$104M Hold
181,328
– – 1.8% 19
2024
Q4 		$126M Hold
181,328
– – 1.5% 28
2024
Q3 		$96.4M Hold
181,328
– – 1.35% 29
2024
Q2 		$107M Sell
181,328
-174,942
-49% -$107M 1.52% 25
2024
Q1 		$223M Sell
356,270
-63,348
-15% -$38.1M 3.32% 10
2023
Q4 		$244M Sell
419,618
-73,599
-15% -$35.4M 4.35% 8
2023
Q3 		$243M Sell
493,217
-67,334
-12% -$35.2M 4.9% 6
2023
Q2 		$298M Buy
560,551
+82,329
+17% +$38.6M 5.14% 5
2023
Q1 		$205M Sell
478,222
-123,366
-21% -$45M 4.52% 6
2022
Q4 		$174M Buy
601,588
+210,453
+54% +$59.7M 5.85% 6
2022
Q3 		$106M Buy
391,135
+87,172
+29% +$27.7M 2.97% 15
2022
Q2 		$91.4M Buy
303,963
+52,372
+21% +$19.1M 2.71% 16
2022
Q1 		$119M Sell
251,591
-329,181
-57% -$159M 1.48% 25
2021
Q4 		$383M Sell
580,772
-231,496
-28% -$175M 3.24% 10
2021
Q3 		$549M Buy
812,268
+199,043
+32% +$128M 3.6% 9
2021
Q2 		$357M Buy
+613,225
New +$320M 2.33% 18
2018
Q3 		– Sell
-511,345
Closed -$64.1M – 36
2018
Q2 		$64.1M Buy
+511,345
New +$60.6M 1.83% 21
2016
Q3 		– Sell
-648,407
Closed -$28.2M – 34
2016
Q2 		$28.2M Sell
648,407
-164,457
-20% -$7.46M 2.34% 18
2016
Q1 		$35.5M Buy
+812,864
New +$35M 3.3% 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 $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 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

Whale Rock Capital Management's HUBS Position: Q1 2026 in Review

Whale Rock Capital Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 149,246 shares — an estimated $59.9M sold.

Whale Rock Capital Management first reported a position in HUBS in Q1 2016 and held it in 22 quarters. The position peaked at $549M in Q3 2021. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Whale Rock Capital Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Whale Rock Capital Management sold 149,246 HubSpot shares in Q1 2026, an estimated $59.9M.
  • Whale Rock Capital Management first reported a position in HubSpot in Q1 2016 and held it in 22 quarters.
  • Whale Rock Capital Management's HubSpot position peaked at $549M in Q3 2021.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

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