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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.

HUBSMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
18
Reported value
$2.7bn
Buyers
21
Sellers
16

Breadth +5 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
60
Reported value
$291bn
Buyers
27
Sellers
37

Breadth -10 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2026

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HUBS (2)

Point72 Asset Management LP, Renaissance Technologies LLC

Only MSFT (44)

AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, and 19 more

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.

Back to the 13F Explorer →