Position in HUBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,777,826
-$8,850,534 QoQ
Shares Held
371,365
+18.3% QoQ
Ownership
0.745%
of shares outstanding
% of Portfolio
3.67%
of 13F equity value
Holder Rank
#26
of 598 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spyglass Capital Management LLC holds $412,892,069 across 6 Software - Application names. HUBS ranks #4 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
74,948 | $89,546,371 | |
| 2 | SNOW |
Snowflake Inc.
|
330,011 | $83,987,799 | |
| 3 | CHYM |
Chime Financial, Inc.
|
3,406,249 | $69,759,979 | |
| 4 | HUBS |
Hubspot Inc
This page
|
371,365 | $67,777,826 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
157,335 | $59,050,972 | |
| 6 | PCOR |
Procore Technologies, Inc.
|
1,052,908 | $42,769,122 |
All Filings in HUBS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,777,826 | 371,365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,628,360 | 313,922 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $106,316,007 | 264,929 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $105,362,126 | 225,229 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,087,501 | 91,780 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,073,083 | 91,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $74,241,540 | 106,551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,613,164 | 93,328 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $55,890,859 | 94,764 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,130,336 | 95,969 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,983,754 | 99,879 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||