Accredited Investors’s HubSpot HUBS Stock Holding History

Accredited Investors’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	–	Sell	-586	Closed	-$235K	–	295
2025 Q4	$235K	Sell	586 -12	-2%	-$4.97K	0.01%	250
2025 Q3	$280K	Hold	598	–	–	0.02%	210
2025 Q2	$333K	Sell	598 -12	-2%	-$7.03K	0.02%	184
2025 Q1	$348K	Buy	610 +12	+2%	+$8.42K	0.02%	159
2024 Q4	$417K	Buy	598 +125	+26%	+$80.4K	0.02%	147
2024 Q3	$251K	Hold	473	–	–	0.01%	196
2024 Q2	$279K	Hold	473	–	–	0.02%	169
2024 Q1	$296K	Hold	473	–	–	0.02%	165
2023 Q4	$275K	Hold	473	–	–	0.02%	159
2023 Q3	$233K	Buy	473 +5	+1%	+$2.61K	0.02%	162
2023 Q2	$249K	Hold	468	–	–	0.02%	164
2023 Q1	$201K	Buy	+468	New	+$171K	0.02%	185
2022 Q2	–	Sell	-468	Closed	-$222K	–	182
2022 Q1	$222K	Buy	468 +31	+7%	+$15K	0.02%	166
2021 Q4	$288K	Hold	437	–	–	0.03%	151
2021 Q3	$295K	Hold	437	–	–	0.03%	134
2021 Q2	$255K	Buy	+437	New	+$228K	0.03%	144

Other funds holding HUBS

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

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

Fidelity Investments

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

AQR Capital Management

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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