1776 Wealth’s HubSpot HUBS Stock Holding History

1776 Wealth’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Buy	3,235 +259	+9%	+$72.7K	0.31%	58
2025 Q4	$1.19M	Buy	2,976 +186	+7%	+$77K	0.45%	40
2025 Q3	$1.31M	Buy	2,790 +160	+6%	+$80.5K	0.5%	36
2025 Q2	$1.46M	Buy	2,630 +758	+40%	+$444K	0.6%	30
2025 Q1	$1.07M	Buy	1,872 +1,472	+368%	+$1.03M	0.49%	41
2024 Q4	$279K	Buy	+400	New	+$257K	0.13%	119

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1776 Wealth's HUBS Position: Q1 2026 in Review

1776 Wealth increased its HubSpot (HUBS) stake by 8.7% in Q1 2026, buying an estimated $72.7K and bringing the position to 3,235 shares worth $790K. The position accounts for 0.31% of the portfolio, ranked #58.

1776 Wealth first reported a position in HUBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q2 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

1776 Wealth held 3,235 shares of HubSpot worth $790K as of Q1 2026.
1776 Wealth bought 259 HubSpot shares in Q1 2026, an estimated $72.7K.
HubSpot made up 0.31% of 1776 Wealth's portfolio in Q1 2026, its #58 holding.
1776 Wealth first reported a position in HubSpot in Q4 2024 and has held it in 6 quarters since.
1776 Wealth's HubSpot position peaked at $1.46M in Q2 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.