HUBS — HUBSPOT INC
Reported value held$6.65B
Funds holding (latest)62
SectorTechnology
Funds holding (Q2 2026)39
Institutional value$3.63B · 24.24M sh
New / Add / Cut / Exit2 / 14 / 23 / 6
Top-5 / Top-10 concentration53.9% / 76.2%
Institutional holdings change
Accumulating +1.4%
(+329.01K sh)
Institutional value change
Down -23.0%
As of Q2 2026, 39 SEC-registered investment managers reported holding HUBS (HUBSPOT INC) in their latest 13F filings, with a combined reported value of $3.63B across 24.24M shares. That is +1.4% by share count (+329.01K shares) versus the previous quarter, while reported value moved -23.0%. Ownership is concentrated: the five largest holders account for 53.9% of reported value and the top ten for 76.2%.
Compared with the prior quarter, 2 opened new positions, 14 added to existing stakes, 23 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HUBS is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.46M | $631.39M | 0.01% | Reduce |
| AQR Capital Management history | 2.42M | $441.33M | 0.15% | Add |
| Two Sigma Investments history | 1.83M | $333.55M | 0.26% | Add |
| Fidelity Management & Research (FMR) history | 1.69M | $308.87M | 0.01% | Reduce |
| Arrowstreet Capital history | 1.32M | $240.92M | 0.11% | Add |
| Morgan Stanley history | 1.15M | $209.40M | 0.01% | Reduce |
| Geode Capital Management history | 936.25K | $170.92M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 843.86K | $156.08M | 0.02% | New |
| Capital World Investors history | 826.05K | $150.76M | 0.02% | Reduce |
| D. E. Shaw & Co history | 670.94K | $122.45M | 0.06% | Add |
| Millennium Management history | 667.19K | $121.77M | 0.05% | Reduce |
| Bank of America Corp history | 384.49K | $70.17M | 0.01% | Add |
| Charles Schwab Investment Management history | 310.30K | $56.63M | 0.01% | Add |
| Northern Trust Corp history | 304.60K | $55.59M | 0.01% | Reduce |
| Wellington Management Group history | 277.01K | $50.56M | 0.01% | Reduce |
| Renaissance Technologies history | 272.30K | $49.70M | 0.07% | Add |
| Goldman Sachs Group history | 269.01K | $49.10M | 0.01% | Reduce |
| Marshall Wace history | 266.85K | $48.70M | 0.04% | Add |
| Manulife Financial history | 261.46K | $47.72M | 0.04% | Add |
| BNY Mellon history | 252.98K | $46.17M | 0.01% | Reduce |
| Norges Bank Investment Management history | 251.80K | $45.96M | 0.01% | Reduce |
| CPP Investments history | 250.81K | $45.78M | 0.03% | Add |
| Amundi US history | 212.64K | $38.81M | 0.01% | Reduce |
| Invesco Ltd history | 168.69K | $30.79M | 0.00% | Reduce |
| Legal & General Investment Management America history | 138.25K | $25.23M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 80.51K | $14.69M | 0.02% | Add |
| Citadel Advisors history | 61.70K | $11.26M | 0.01% | Reduce |
| MFS Investment Management history | 58.85K | $10.80M | 0.00% | Reduce |
| UBS Group AG history | 50.00K | $9.13M | 0.00% | Reduce |
| Wells Fargo & Co history | 41.30K | $7.54M | 0.00% | Add |
| Deutsche Bank AG history | 29.80K | $5.44M | 0.00% | Reduce |
| Balyasny Asset Management history | 26.65K | $4.86M | 0.01% | New |
| Citigroup Inc history | 26.41K | $4.82M | 0.00% | Reduce |
| Prudential Financial history | 23.82K | $4.35M | 0.01% | Add |
| Franklin Resources history | 16.88K | $3.08M | 0.00% | Reduce |
| Point72 Asset Management history | 16.10K | $2.94M | 0.01% | Reduce |
| T. Rowe Price Associates history | 4.37M | $797.65K | 0.08% | Reduce |
| PNC Financial Services history | 2.48K | $452.63K | 0.00% | Add |
| Lazard Asset Management history | 1.14K | $208.24K | 0.00% | Reduce |
Q1 2026 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.10M | $1.00B | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.75M | $426.75M | 0.02% | Reduce |
| AQR Capital Management history | 1.63M | $397.44M | 0.18% | Add |
| Two Sigma Investments history | 1.34M | $328.22M | 0.28% | Add |
| Morgan Stanley history | 1.27M | $309.35M | 0.02% | Add |
| Geode Capital Management history | 1.00M | $244.29M | 0.01% | Add |
| Capital World Investors history | 959.85K | $234.30M | 0.03% | Add |
| Millennium Management history | 959.38K | $234.18M | 0.10% | Add |
| Arrowstreet Capital history | 903.56K | $220.56M | 0.12% | Add |
| Amundi US history | 586.04K | $143.05M | 0.04% | Add |
| Wellington Management Group history | 508.95K | $124.23M | 0.02% | Reduce |
| UBS Group AG history | 500.38K | $122.14M | 0.02% | Add |
| Legal & General Investment Management America history | 426.19K | $104.03M | 0.02% | Add |
| Goldman Sachs Group history | 411.53K | $100.45M | 0.01% | Add |
| Northern Trust Corp history | 374.63K | $91.45M | 0.01% | Add |
| Citadel Advisors history | 322.21K | $78.65M | 0.01% | Reduce |
| Bank of America Corp history | 310.31K | $75.75M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 292.80K | $71.47M | 0.01% | Add |
| BNY Mellon history | 256.96K | $62.72M | 0.01% | Reduce |
| MFS Investment Management history | 219.31K | $53.56M | 0.02% | Add |
| Invesco Ltd history | 185.37K | $45.25M | 0.01% | Reduce |
| Marshall Wace history | 180.44K | $44.04M | 0.04% | Add |
| Renaissance Technologies history | 169.74K | $41.43M | 0.07% | New |
| D. E. Shaw & Co history | 152.77K | $37.29M | 0.02% | Reduce |
| CPP Investments history | 141.96K | $34.65M | 0.02% | Add |
| Deutsche Bank AG history | 136.76K | $33.38M | 0.01% | Add |
| Citigroup Inc history | 58.87K | $14.37M | 0.01% | Reduce |
| Wells Fargo & Co history | 34.10K | $8.32M | 0.00% | Reduce |
| Franklin Resources history | 32.17K | $7.85M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 24.12K | $5.89M | 0.01% | Add |
| Point72 Asset Management history | 20.40K | $4.98M | 0.01% | Add |
| National Pension Service of Korea history | 11.86K | $2.90M | 0.00% | Add |
| Manulife Financial history | 11.06K | $2.70M | 0.00% | Add |
| Janus Henderson Group history | 5.88K | $1.43M | 0.00% | Reduce |
| T. Rowe Price Associates history | 4.61M | $1.12M | 0.13% | Add |
| Lazard Asset Management history | 4.33K | $1.06M | 0.00% | New |
| PNC Financial Services history | 2.35K | $573.88K | 0.00% | Add |
| Principal Global Investors history | 2.30K | $560.70K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 1.84K | $448.41K | 0.01% | New |
| Bridgewater Associates history | 1.51K | $369.81K | 0.00% | Reduce |
| Prudential Financial history | 1.18K | $287.06K | 0.00% | Reduce |
| Fidelity International (FIL) history | 366 | $89.34K | 0.00% | Reduce |
Q4 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.66M | $2.27B | 0.03% | Reduce |
| BlackRock Inc history | 3.84M | $1.54B | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 1.87M | $748.79M | 0.04% | Add |
| AQR Capital Management history | 1.19M | $477.14M | 0.25% | Add |
| Geode Capital Management history | 971.71K | $388.92M | 0.02% | Add |
| Wellington Management Group history | 874.90K | $351.10M | 0.06% | Reduce |
| Janus Henderson Group history | 863.82K | $344.01M | 0.15% | Reduce |
| Capital World Investors history | 647.72K | $259.93M | 0.04% | New |
| Millennium Management history | 501.38K | $201.20M | 0.09% | Reduce |
| Morgan Stanley history | 497.21K | $199.53M | 0.01% | Add |
| BNY Mellon history | 463.61K | $186.05M | 0.03% | Reduce |
| Citadel Advisors history | 441.16K | $177.04M | 0.03% | Add |
| Amundi US history | 439.17K | $176.24M | 0.05% | Reduce |
| Legal & General Investment Management America history | 411.83K | $165.27M | 0.04% | Add |
| Norges Bank Investment Management history | 390.59K | $156.74M | 0.02% | Reduce |
| Northern Trust Corp history | 360.16K | $144.53M | 0.02% | Reduce |
| Franklin Resources history | 358.74K | $143.96M | 0.04% | Reduce |
| Bank of America Corp history | 334.83K | $134.37M | 0.01% | Reduce |
| Invesco Ltd history | 296.86K | $119.13M | 0.02% | Add |
| Goldman Sachs Group history | 286.20K | $114.85M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 261.05K | $104.76M | 0.02% | Add |
| Two Sigma Investments history | 204.94K | $82.24M | 0.12% | Reduce |
| Arrowstreet Capital history | 199.85K | $80.20M | 0.05% | Add |
| D. E. Shaw & Co history | 157.50K | $63.20M | 0.04% | Add |
| Whale Rock Capital Management history | 149.25K | $59.89M | 0.77% | Hold |
| UBS Group AG history | 147.11K | $59.03M | 0.01% | Reduce |
| MFS Investment Management history | 146.88K | $58.94M | 0.02% | Add |
| Deutsche Bank AG history | 127.14K | $51.02M | 0.02% | Reduce |
| Balyasny Asset Management history | 107.73K | $43.23M | 0.06% | Reduce |
| Wells Fargo & Co history | 102.28K | $41.04M | 0.01% | Reduce |
| CPP Investments history | 101.65K | $40.79M | 0.03% | Add |
| Bridgewater Associates history | 65.64K | $26.34M | 0.10% | Add |
| Marshall Wace history | 63.36K | $25.42M | 0.02% | Reduce |
| Citigroup Inc history | 61.53K | $24.69M | 0.01% | Add |
| Temasek Holdings history | 17.96K | $7.21M | 0.02% | New |
| CDPQ (Caisse de Depot) history | 11.73K | $4.71M | 0.01% | Reduce |
| Point72 Asset Management history | 7.30K | $2.93M | 0.00% | Reduce |
| National Pension Service of Korea history | 6.79K | $2.73M | 0.00% | Reduce |
| Baron Funds history | 6.12K | $2.46M | 0.01% | Reduce |
| T. Rowe Price Associates history | 4.58M | $1.84M | 0.20% | Add |
| Manulife Financial history | 4.02K | $1.62M | 0.00% | Add |
| PNC Financial Services history | 2.34K | $938.64K | 0.00% | Reduce |
| Prudential Financial history | 1.40K | $566.54K | 0.00% | Reduce |
| Principal Global Investors history | 1.05K | $421.77K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.00K | $401.30K | 0.00% | Hold |
| Fidelity International (FIL) history | 445 | $178.58K | 0.00% | Add |
Q3 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.74M | $2.68B | 0.04% | Add |
| BlackRock Inc history | 3.97M | $1.86B | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 1.64M | $767.79M | 0.04% | Reduce |
| Wellington Management Group history | 1.46M | $683.67M | 0.12% | Reduce |
| Janus Henderson Group history | 1.15M | $536.60M | 0.24% | Add |
| Franklin Resources history | 1.08M | $506.83M | 0.13% | Reduce |
| Geode Capital Management history | 957.55K | $446.65M | 0.03% | Add |
| Goldman Sachs Group history | 609.66K | $285.20M | 0.04% | Add |
| Millennium Management history | 590.37K | $276.18M | 0.12% | Add |
| AQR Capital Management history | 546.44K | $255.62M | 0.16% | Add |
| BNY Mellon history | 526.34K | $246.22M | 0.04% | Reduce |
| Balyasny Asset Management history | 480.49K | $224.77M | 0.29% | Add |
| Bank of America Corp history | 448.86K | $209.98M | 0.01% | Add |
| Amundi US history | 452.25K | $209.66M | 0.07% | Add |
| Citadel Advisors history | 386.20K | $180.66M | 0.03% | Add |
| Legal & General Investment Management America history | 370.97K | $173.54M | 0.04% | Add |
| Northern Trust Corp history | 369.62K | $172.91M | 0.02% | Add |
| Two Sigma Investments history | 343.14K | $160.52M | 0.26% | Reduce |
| Morgan Stanley history | 331.28K | $154.98M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 249.14K | $116.55M | 0.02% | Add |
| UBS Group AG history | 212.50K | $99.41M | 0.02% | Add |
| Arrowstreet Capital history | 169.56K | $79.32M | 0.05% | Add |
| Whale Rock Capital Management history | 149.25K | $69.82M | 0.82% | Hold |
| Wells Fargo & Co history | 135.40K | $63.34M | 0.01% | Reduce |
| Deutsche Bank AG history | 133.81K | $62.59M | 0.02% | Add |
| D. E. Shaw & Co history | 131.87K | $61.69M | 0.04% | Reduce |
| Invesco Ltd history | 129.78K | $60.71M | 0.01% | Reduce |
| MFS Investment Management history | 87.76K | $41.06M | 0.01% | Reduce |
| Point72 Asset Management history | 85.94K | $40.20M | 0.07% | New |
| Renaissance Technologies history | 82.90K | $38.78M | 0.05% | Add |
| National Pension Service of Korea history | 74.32K | $34.77M | 0.03% | Add |
| CPP Investments history | 67.33K | $31.50M | 0.02% | Add |
| Marshall Wace history | 64.07K | $29.97M | 0.03% | Add |
| Citigroup Inc history | 50.85K | $23.79M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 29.45K | $13.78M | 0.03% | Add |
| Bridgewater Associates history | 25.50K | $11.93M | 0.05% | Add |
| Davidson Kempner Capital Management history | 25.00K | $11.70M | 0.24% | New |
| Baron Funds history | 9.30K | $4.35M | 0.01% | Hold |
| T. Rowe Price Associates history | 3.36M | $1.57M | 0.17% | Reduce |
| Prudential Financial history | 3.03K | $1.42M | 0.00% | Reduce |
| PNC Financial Services history | 2.86K | $1.34M | 0.00% | Add |
| Manulife Financial history | 2.79K | $1.31M | 0.00% | Reduce |
| Principal Global Investors history | 1.60K | $748.95K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.00K | $467.80K | 0.00% | Hold |
| Fidelity International (FIL) history | 314 | $146.89K | 0.00% | Hold |
Q2 2025 — 59 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.39M | $3.00B | 0.05% | Add |
| BlackRock Inc history | 3.62M | $2.02B | 0.04% | Reduce |
| BlackRock Inc history | 3.62M | $2.02B | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 2.31M | $1.29B | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | 2.31M | $1.29B | 0.07% | Reduce |
| Wellington Management Group history | 1.83M | $1.02B | 0.19% | Add |
| Franklin Resources history | 1.30M | $721.97M | 0.20% | Reduce |
| Janus Henderson Group history | 973.26K | $541.75M | 0.27% | Add |
| Geode Capital Management history | 925.94K | $513.89M | 0.04% | Add |
| MFS Investment Management history | 669.20K | $372.50M | 0.12% | Reduce |
| BNY Mellon history | 548.19K | $305.14M | 0.06% | Reduce |
| Goldman Sachs Group history | 538.51K | $299.75M | 0.04% | Add |
| Goldman Sachs Group history | 538.51K | $299.75M | 0.04% | Add |
| Morgan Stanley history | 490.34K | $272.94M | 0.02% | Reduce |
| Morgan Stanley history | 490.34K | $272.94M | 0.02% | Reduce |
| Norges Bank Investment Management history | 484.96K | $269.94M | 0.03% | Reduce |
| Norges Bank Investment Management history | 484.96K | $269.94M | 0.03% | Reduce |
| Bank of America Corp history | 424.48K | $236.28M | 0.02% | Add |
| Two Sigma Investments history | 411.12K | $228.84M | 0.43% | Add |
| Two Sigma Investments history | 411.12K | $228.84M | 0.43% | Add |
| Northern Trust Corp history | 362.50K | $201.78M | 0.03% | Add |
| Legal & General Investment Management America history | 342.62K | $190.71M | 0.05% | Add |
| Invesco Ltd history | 305.38K | $169.99M | 0.03% | Reduce |
| AQR Capital Management history | 288.86K | $160.79M | 0.13% | Reduce |
| Amundi US history | 286.94K | $156.67M | 0.06% | Add |
| Millennium Management history | 235.59K | $131.14M | 0.07% | Add |
| Charles Schwab Investment Management history | 235.19K | $130.92M | 0.02% | Add |
| UBS Group AG history | 204.30K | $113.72M | 0.02% | Reduce |
| Citadel Advisors history | 180.34K | $100.38M | 0.02% | Add |
| Citadel Advisors history | 180.34K | $100.38M | 0.02% | Add |
| Arrowstreet Capital history | 158.24K | $88.08M | 0.06% | Add |
| Wells Fargo & Co history | 155.39K | $86.49M | 0.02% | Add |
| Whale Rock Capital Management history | 149.25K | $83.07M | 1.15% | Reduce |
| D. E. Shaw & Co history | 141.58K | $78.81M | 0.06% | Add |
| Deutsche Bank AG history | 115.52K | $64.30M | 0.02% | Reduce |
| Deutsche Bank AG history | 115.52K | $64.30M | 0.02% | Reduce |
| National Pension Service of Korea history | 72.17K | $40.17M | 0.04% | Add |
| CPP Investments history | 48.23K | $26.85M | 0.02% | Reduce |
| CPP Investments history | 48.23K | $26.85M | 0.02% | Reduce |
| Renaissance Technologies history | 41.00K | $22.82M | 0.03% | Add |
| Renaissance Technologies history | 41.00K | $22.82M | 0.03% | Add |
| Balyasny Asset Management history | 39.69K | $22.09M | 0.03% | Reduce |
| Citigroup Inc history | 38.32K | $21.33M | 0.01% | Reduce |
| Principal Global Investors history | 19.28K | $10.73M | 0.01% | Reduce |
| Bridgewater Associates history | 18.05K | $10.05M | 0.04% | New |
| Bridgewater Associates history | 18.05K | $10.05M | 0.04% | New |
| Baron Funds history | 9.30K | $5.18M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 4.82K | $2.68M | 0.01% | Reduce |
| T. Rowe Price Associates history | 4.14M | $2.30M | 0.26% | Reduce |
| Prudential Financial history | 4.12K | $2.29M | 0.00% | Reduce |
| Manulife Financial history | 3.42K | $1.90M | 0.00% | Reduce |
| PNC Financial Services history | 2.80K | $1.56M | 0.00% | Add |
| Marshall Wace history | 1.32K | $732.53K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.00K | $556.63K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.00K | $556.63K | 0.00% | Reduce |
| Maverick Capital history | 975 | $542.71K | 0.01% | Hold |
| Fidelity International (FIL) history | 314 | $174.78K | 0.00% | New |
| Fidelity International (FIL) history | 314 | $174.78K | 0.00% | New |
| Lazard Asset Management history | 286 | $158 | 0.00% | Add |
Q1 2025 — 59 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.25M | $3.00B | 0.05% | Add |
| Wellington Management Group history | 1.43M | $818.45M | 0.16% | Reduce |
| MFS Investment Management history | 927.93K | $530.12M | 0.18% | Add |
| Geode Capital Management history | 887.84K | $506.08M | 0.04% | Add |
| BNY Mellon history | 616.99K | $352.48M | 0.07% | Reduce |
| Janus Henderson Group history | 487.62K | $283.84M | 0.16% | Add |
| Northern Trust Corp history | 350.01K | $199.95M | 0.03% | Add |
| Legal & General Investment Management America history | 335.58K | $191.71M | 0.05% | Add |
| AQR Capital Management history | 341.96K | $191.43M | 0.20% | Add |
| Point72 Asset Management history | 239.39K | $136.76M | 0.33% | Add |
| Point72 Asset Management history | 239.39K | $136.76M | 0.33% | Add |
| UBS Group AG history | 236.60K | $135.17M | 0.03% | Add |
| Two Sigma Investments history | 231.03K | $131.98M | 0.30% | Add |
| Two Sigma Investments history | 231.03K | $131.98M | 0.30% | Add |
| Charles Schwab Investment Management history | 224.77K | $128.41M | 0.02% | Add |
| Whale Rock Capital Management history | 181.33K | $103.59M | 1.80% | Hold |
| Arrowstreet Capital history | 156.00K | $89.12M | 0.07% | Add |
| Wells Fargo & Co history | 133.16K | $76.07M | 0.02% | Reduce |
| Deutsche Bank AG history | 129.91K | $74.22M | 0.03% | Add |
| Deutsche Bank AG history | 129.91K | $74.22M | 0.03% | Add |
| Marshall Wace history | 122.93K | $70.23M | 0.09% | Reduce |
| Citadel Advisors history | 99.96K | $57.11M | 0.01% | Reduce |
| Citadel Advisors history | 99.96K | $57.11M | 0.01% | Reduce |
| Balyasny Asset Management history | 78.48K | $44.83M | 0.07% | Add |
| National Pension Service of Korea history | 71.63K | $40.92M | 0.04% | Add |
| Millennium Management history | 71.13K | $40.64M | 0.02% | Add |
| Franklin Resources history | 19.50M | $39.29M | 0.01% | Reduce |
| CPP Investments history | 64.05K | $36.59M | 0.04% | Add |
| CPP Investments history | 64.05K | $36.59M | 0.04% | Add |
| D. E. Shaw & Co history | 62.83K | $35.89M | 0.03% | Reduce |
| Prudential Financial history | 40.64K | $23.22M | 0.03% | Add |
| Baron Funds history | 33.91K | $19.37M | 0.06% | Reduce |
| Soros Fund Management history | 32.62K | $18.64M | 0.32% | New |
| Soros Fund Management history | 32.62K | $18.64M | 0.32% | New |
| Principal Global Investors history | 28.75K | $16.43M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 5.88M | $11.84M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.88M | $11.84M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.80M | $9.95M | 0.00% | Add |
| JPMorgan Chase & Co history | 3.80M | $9.95M | 0.00% | Add |
| BlackRock Inc history | 3.86M | $7.78M | 0.00% | Reduce |
| BlackRock Inc history | 3.86M | $7.78M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 8.53K | $4.87M | 0.01% | Reduce |
| Morgan Stanley history | 2.11M | $4.24M | 0.00% | Add |
| Morgan Stanley history | 2.11M | $4.24M | 0.00% | Add |
| T. Rowe Price Associates history | 4.91M | $2.81M | 0.35% | Add |
| Manulife Financial history | 777.00K | $1.60M | 0.00% | Hold |
| Invesco Ltd history | 750.00K | $1.51M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 2.37K | $1.35M | 0.02% | Add |
| Citigroup Inc history | 635.00K | $1.28M | 0.00% | Add |
| Renaissance Technologies history | 1.10K | $628.42K | 0.00% | Reduce |
| Renaissance Technologies history | 1.10K | $628.42K | 0.00% | Reduce |
| Maverick Capital history | 975 | $557.01K | 0.01% | Add |
| Goldman Sachs Group history | 150.00K | $301.88K | 0.00% | Hold |
| Goldman Sachs Group history | 150.00K | $301.88K | 0.00% | Hold |
| PNC Financial Services history | 1.00K | $201.25K | 0.00% | Hold |
| Amundi US history | 85.00K | $157.97K | 0.00% | Hold |
| Saudi Arabian Monetary Authority history | 19 | $10.86K | 0.06% | New |
| Bank of America Corp history | 2.60K | $5.23K | 0.00% | Reduce |
| Lazard Asset Management history | 272 | $155 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 843.86K sh · $156.08M
- Balyasny Asset Management 26.65K sh · $4.86M
Fully Exited (vs previous quarter)
- National Pension Service of Korea sold 11.86K sh · $2.90M
- Janus Henderson Group sold 5.88K sh · $1.43M
- Principal Global Investors sold 2.30K sh · $560.70K
- Saudi Arabian Monetary Authority sold 1.84K sh · $448.41K
- Bridgewater Associates sold 1.51K sh · $369.81K
- Fidelity International (FIL) sold 366 sh · $89.34K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 3.46M | 4.10M | 3.84M | 3.97M | 3.62M | 3.86M | 4.26M | 3.86M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 2.42M | 1.63M | 1.19M | 546.44K | 288.86K | 341.96K | 208.24K | 174.67K | 30.42K | 70.56K | 90.61K | 35.50K | 29.71K | 8.29K | 14.39K | 75.74K | 59.84K | 26.17K | 13.73K | 10.57K |
| Two Sigma Investments | 1.83M | 1.34M | 204.94K | 343.14K | 411.12K | 231.03K | 143.22K | 55.92K | 4.61K | 10.70K | 23.10K | 8.50K | 110.90K | 37.63K | 225.59K | 134.43K | 96.70K | 73.76K | 202.39K | 36.77K |
| Fidelity Management & Research (FMR) | 1.69M | 1.75M | 1.87M | 1.64M | 2.31M | 5.88M | 5.95M | 5.56M | 5.62M | 5.86M | 6.10M | 8.12M | 21.05M | 19.77M | 10.90M | 8.85M | 5.85M | 8.75M | 125.00K | 3.20M |
| Arrowstreet Capital | 1.32M | 903.56K | 199.85K | 169.56K | 158.24K | 156.00K | 78.69K | — | 26.83K | 104.56K | 128.20K | 105.10K | 93.52K | 15.90K | 737 | — | 28.80K | 207.67K | 145.50K | 133.84K |
| Morgan Stanley | 1.15M | 1.27M | 497.21K | 331.28K | 490.34K | 2.11M | 288.39K | 1.94M | 417.82K | 830.00K | 4.89M | 425.89K | 490.60K | 649.00K | 258.35K | 36.00K | 36.00K | 36.00K | 36.00K | 737.00K |
| Geode Capital Management | 936.25K | 1.00M | 971.71K | 957.55K | 925.94K | 887.84K | 830.40K | 820.48K | 800.51K | 760.49K | 730.06K | 693.11K | 671.03K | 644.39K | 624.06K | 594.10K | 563.01K | 565.67K | 581.04K | 570.68K |
| JPMorgan Chase & Co | 843.86K | — | 1.00K | 1.00K | 1.00K | 3.80M | 16.00K | 6.30K | 61.00K | 10.00K | 645.00K | 2.72M | 4.00K | 1.03M | 6.78M | 11.18M | 1.65M | 1.82M | 6.08M | 1.00K |
| Capital World Investors | 826.05K | 959.85K | 647.72K | — | — | — | — | — | — | — | — | — | — | 532.40K | 532.13K | 1.13M | 1.34M | 1.35M | 1.35M | 1.48M |
| D. E. Shaw & Co | 670.94K | 152.77K | 157.50K | 131.87K | 141.58K | 62.83K | 13.26M | 9.26M | 15.95M | 15.95M | 15.95M | 15.95M | 16.95M | 24.76M | 95.47K | 274.80K | 237.59K | 204.03K | 70.85M | 65.06M |
| Millennium Management | 667.19K | 959.38K | 501.38K | 590.37K | 235.59K | 71.13K | 50.41K | 241.84K | 66.97M | 97.10K | 81.30K | 18.00M | 88.10K | 5.00K | 293.02K | 27.51K | 230.80K | 149.02K | 152.46K | 31.85K |
| Bank of America Corp | 384.49K | 310.31K | 334.83K | 448.86K | 424.48K | 2.60K | 501.60K | 290.90K | 200.90K | 356.34K | 105.00K | 3.08M | 4.00K | 488.00K | 1.00K | 1.90M | 4.70M | 1.00K | 1.00K | 1.00K |
| Charles Schwab Investment Management | 310.30K | 292.80K | 261.05K | 249.14K | 235.19K | 224.77K | 205.60K | 194.54K | 190.21K | 180.37K | 174.65K | 168.07K | 166.58K | 160.68K | 159.62K | 151.52K | 141.59K | 138.76K | 136.09K | 132.32K |
| Northern Trust Corp | 304.60K | 374.63K | 360.16K | 369.62K | 362.50K | 350.01K | 345.54K | 292.74K | 321.99K | 308.46K | 313.02K | 332.81K | 317.42K | 316.67K | 318.53K | 318.83K | 314.66K | 318.68K | 322.77K | 309.34K |
| Wellington Management Group | 277.01K | 508.95K | 874.90K | 1.46M | 1.83M | 1.43M | 1.48M | 1.40M | 921.40K | 1.73M | 1.87M | 1.25M | 989.71K | 265.27K | 203.56K | 173.83K | 148.28K | 125.00K | 145.00K | 185.00K |
| Renaissance Technologies | 272.30K | 169.74K | — | 82.90K | 41.00K | 1.10K | 18.10K | 47.70K | 92.80K | 152.30K | 148.50K | 182.17K | 261.30K | 288.60K | 111.60K | 232.60K | 177.60K | — | — | — |
| Goldman Sachs Group | 269.01K | 411.53K | 286.20K | 609.66K | 538.51K | 150.00K | 150.00K | 150.00K | 150.00K | 724.85K | 649.76K | 703.18K | 609.02K | 765.08K | 951.98K | 881.76K | 793.62K | 654.57K | 874.41K | 1.03M |
| Marshall Wace | 266.85K | 180.44K | 63.36K | 64.07K | 1.32K | 122.93K | 178.32K | 401.74K | 241.56K | 128.00K | — | — | 31.21K | 221.79K | 230.83K | 375.88K | 200.24K | 52.34K | 5.34K | — |
| Manulife Financial | 261.46K | 11.06K | 4.02K | 2.79K | 3.42K | 777.00K | 777.00K | 777.00K | 4.18K | 4.12K | 4.81K | 4.75K | 3.05K | 3.14K | 2.69K | 2.44K | 1.35K | 1.34K | 1.16K | 5.57K |
| BNY Mellon | 252.98K | 256.96K | 463.61K | 526.34K | 548.19K | 616.99K | 674.52K | 649.72K | 609.25K | 693.80K | 770.36K | 799.17K | 787.07K | 160.00K | 668.98K | 698.79K | 160.00K | 160.00K | 160.00K | 160.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details