TWO SIGMA INVESTMENTS, LP

Position in HUBS — Hubspot Inc

CIK 1179392 NEW YORK, NY

Back to HUBS Full portfolio

Position in HUBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$332,121,477

+$3,899,491 QoQ

Shares Held

1,819,744

+35.3% QoQ

Ownership

3.65%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

of 598 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in HUBS Over Time

Shares Held

Position Value (USD)

Derivatives in HUBS

reported options exposure · as of Jun 30, 2026

CallValue

$784,793

CallShares

4,300

PutValue

$638,785

PutShares

3,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. HUBS ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	2,161,507	$564,153,327
2	HUBS	Hubspot Inc This page	1,819,744	$332,121,477
3	FIG	Figma, Inc.	12,727,784	$230,245,612
4	ADBE	Adobe Inc.	1,093,171	$224,121,918
5	TEAM	Atlassian Corp	2,494,603	$194,055,167
6	U	Unity Software Inc.	6,750,900	$192,940,722
7	DUOL	Duolingo, Inc.	1,629,242	$187,395,414
8	PAYC	Paycom Software, Inc.	1,400,923	$176,068,002

All Filings in HUBS

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,121,477	1,819,744	+35.3%	Shares	Sole	2026-08-14
2026-06-30	$784,793	4,300	+7.5%	Call	Sole	2026-08-14
2026-06-30	$638,785	3,500	-34.0%	Put	Sole	2026-08-14
2026-03-31	$328,221,986	1,344,621	+556.1%	Shares	Sole	2026-05-15
2025-12-31	$82,240,816	204,936	-40.3%	Shares	Sole	2026-02-17
2025-09-30	$160,521,359	343,141	-16.5%	Shares	Sole	2025-11-14
2025-06-30	$228,844,508	411,125	+78.0%	Shares	Sole	2025-08-14
2025-03-31	$131,983,414	231,027	+61.3%	Shares	Sole	2025-05-15
2024-12-31	$99,789,309	143,217	+156.1%	Shares	Sole	2025-02-14
2024-09-30	$29,726,540	55,919	+1113.0%	Shares	Sole	2024-11-14
2024-06-30	$2,718,931	4,610	-56.9%	Shares	Sole	2024-08-14
2024-03-31	$6,704,192	10,700	-53.7%	Shares	Sole	2024-05-15
2023-12-31	$13,410,474	23,100	+171.8%	Shares	Sole	2024-02-14
2023-09-30	$4,186,250	8,500	-92.3%	Shares	Sole	2023-11-14
2023-06-30	$59,010,909	110,904	+194.7%	Shares	Sole	2023-08-14
2023-03-31	$16,134,291	37,631	-83.3%	Shares	Sole	2023-05-15
2022-12-31	$65,225,704	225,593	+67.8%	Shares	Sole	2023-02-14
2022-09-30	$36,311,961	134,429	+39.0%	Shares	Sole	2022-11-14
2022-06-30	$29,071,652	96,696	+31.1%	Shares	Sole	2022-08-15
2022-03-31	$35,032,524	73,762	-62.8%	Shares	Sole	2022-05-16
2021-12-31	$2,636,600	4,000	-42.9%	Call	Sole	2022-02-14
2021-12-31	$130,771,405	198,394	+710.7%	Shares	Sole	2022-02-14
2021-09-30	$4,732,630	7,000	+600.0%	Call	Sole	2021-11-15
2021-09-30	$16,545,274	24,472	-49.7%	Shares	Sole	2021-11-15
2021-09-30	$3,583,277	5,300	+32.5%	Put	Sole	2021-11-15
2021-06-30	$2,330,880	4,000	-38.5%	Put	Sole	2021-08-16
2021-06-30	$582,720	1,000	-71.4%	Call	Sole	2021-08-16
2021-06-30	$28,326,019	48,610	-56.1%	Shares	Sole	2021-08-16
2021-03-31	$50,305,574	110,754	+1268.3%	Shares	Sole	2021-05-17
2021-03-31	$2,952,365	6,500	+22.6%	Put	Sole	2021-05-17
2021-03-31	$1,589,735	3,500	-14.6%	Call	Sole	2021-05-17
2020-12-31	$3,208,785	8,094	+29.7%	Shares	Sole	2021-02-16
2020-12-31	$1,625,404	4,100	+95.2%	Call	Sole	2021-02-16
2020-12-31	$2,101,132	5,300	-7.0%	Put	Sole	2021-02-16
2020-09-30	$613,683	2,100	-71.6%	Call	Sole	2020-11-16
2020-09-30	$1,665,711	5,700	-52.9%	Put	Sole	2020-11-16
2020-09-30	$1,823,807	6,241	-95.7%	Shares	Sole	2020-11-16
2020-06-30	$32,531,871	145,005	-28.7%	Shares	Sole	2020-08-14
2020-03-31	$27,082,055	203,334	—	Shares	Sole	2020-05-15
2020-03-31	$1,611,599	12,100	—	Put	Sole	2020-05-15
2020-03-31	$985,606	7,400	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.