AA
HUBS icon

Addison Advisors’s HubSpot HUBS Stock Holding History

Addison Advisors’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
Q2 		$2.74K Sell
15
-36
-71% -$7.53K ﹤0.01% 547
2026
Q1 		$12.4K Buy
51
+41
+410% +$11.5K ﹤0.01% 622
2025
Q4 		$4.01K Buy
10
+4
+67% +$1.66K ﹤0.01% 717
2025
Q3 		$2.81K Hold
6
– – ﹤0.01% 757
2025
Q2 		$3.34K Buy
6
+4
+200% +$2.34K ﹤0.01% 733
2025
Q1 		$1.14K Hold
2
– – ﹤0.01% 776
2024
Q4 		$1.39K Hold
2
– – ﹤0.01% 772
2024
Q3 		$1.06K Buy
+2
New +$1K ﹤0.01% 768

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Addison Advisors's HUBS Position: Q2 2026 in Review

Addison Advisors reduced its HubSpot (HUBS) stake by 71% in Q2 2026, selling an estimated $7.53K and leaving 15 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Addison Advisors first reported a position in HUBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.4K in Q1 2026. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Addison Advisors held 15 shares of HubSpot worth $2.74K as of Q2 2026.
  • Addison Advisors sold 36 HubSpot shares in Q2 2026, an estimated $7.53K.
  • HubSpot made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #547 holding.
  • Addison Advisors first reported a position in HubSpot in Q3 2024 and has held it in 8 quarters since.
  • Addison Advisors's HubSpot position peaked at $12.4K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.