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HUBS · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HUBS
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterHUBSMSFT
Q3 202021 holders, $3.9bn63 holders, $218bn
Q4 202022 holders, $5.1bn66 holders, $228bn
Q1 202122 holders, $6.0bn65 holders, $241bn
Q2 202124 holders, $7.6bn62 holders, $273bn
Q3 202121 holders, $8.6bn64 holders, $283bn
Q4 202121 holders, $9.0bn65 holders, $336bn
Q1 202224 holders, $6.7bn63 holders, $297bn
Q2 202219 holders, $4.2bn67 holders, $245bn
Q3 202221 holders, $4.0bn68 holders, $216bn
Q4 202222 holders, $4.0bn62 holders, $217bn
Q1 202326 holders, $5.4bn65 holders, $254bn
Q2 202324 holders, $6.6bn69 holders, $304bn
Q3 202323 holders, $6.3bn71 holders, $281bn
Q4 202327 holders, $7.6bn66 holders, $333bn
Q1 202424 holders, $8.0bn68 holders, $361bn
Q2 202427 holders, $7.0bn67 holders, $374bn
Q3 202422 holders, $7.7bn69 holders, $356bn
Q4 202426 holders, $10.8bn70 holders, $338bn
Q1 202525 holders, $9.0bn67 holders, $294bn
Q2 202525 holders, $7.7bn65 holders, $401bn
Q3 202526 holders, $6.0bn70 holders, $427bn
Q4 202526 holders, $5.4bn68 holders, $411bn
Q1 202619 holders, $3.1bn64 holders, $312bn
Q2 202618 holders, $2.7bn60 holders, $291bn
HUBS

Hubspot Inc

Holders
19
Reported value
$3.1bn
Buyers
21
Sellers
15

Breadth +6 among 91 comparable managers.

MSFT

Microsoft Corp

Holders
64
Reported value
$312bn
Buyers
27
Sellers
43

Breadth -16 among 91 comparable managers.

Who holds both, Q1 2026

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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