Rothwell Investment Advisors, LLC’s HubSpot HUBS Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$33.1K	Buy	+161	New	+$36.3K	0.02%	511

Other funds holding HUBS

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HUBS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in HubSpot (HUBS) in Q3 2026: 161 shares worth $33.1K. The stake represents 0.02% of the portfolio and ranks #511 among its holdings.

359 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Rothwell Investment Advisors, LLC held 161 shares of HubSpot worth $33.1K as of Q3 2026.
HubSpot was a new Rothwell Investment Advisors, LLC position in Q3 2026.
HubSpot made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #511 holding.
359 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.