SEC 13F Intelligence

Whale Rock Capital Management LLC / HUBS

Whale Rock Capital Management LLC’s Hubspot Inc Position

Does Whale Rock Capital Management LLC own Hubspot Inc (HUBS)? Not currently — the last reported position was 149.2K shares worth $60M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$60M
Q4 2025
Shares
149.2K
% of Portfolio
+0.77%
Quarters Held
19
position exited

Position History HUBS

Reported value by quarter
Q2 ’21: $357MQ2 ’21Q3 ’21: $549MQ4 ’21: $383MQ1 ’22: $119MQ1 ’22Q2 ’22: $91MQ3 ’22: $106MQ4 ’22: $174MQ4 ’22Q1 ’23: $205MQ2 ’23: $298MQ3 ’23: $243MQ3 ’23Q4 ’23: $244MQ1 ’24: $223MQ2 ’24: $107MQ2 ’24Q3 ’24: $96MQ4 ’24: $126MQ1 ’25: $104MQ1 ’25Q2 ’25: $83MQ3 ’25: $70MQ4 ’25: $60MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025149.2K$60M+0.77%
Q3 2025149.2K$70M+0.82%
Q2 2025149.2K$83M+1.15%
Q1 2025181.3K$104M+1.80%
Q4 2024181.3K$126M+1.50%
Q3 2024181.3K$96M+1.35%
Q2 2024181.3K$107M+1.52%
Q1 2024356.3K$223M+3.32%
Q4 2023419.6K$244M+4.35%
Q3 2023493.2K$243M+4.90%
Q2 2023560.6K$298M+5.14%
Q1 2023478.2K$205M+4.52%
Q4 2022601.6K$174M+5.85%
Q3 2022391.1K$106M+2.97%
Q2 2022304.0K$91M+2.71%
Q1 2022251.6K$119M+1.48%
Q4 2021580.8K$383M+3.24%
Q3 2021812.3K$549M+3.60%
Q2 2021613.2K$357M+2.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of HUBS.