Addison Advisors
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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
Q3 		$2.46K Sell
12
-3
-20% -$676 ﹤0.01% 586
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Addison Advisors's HUBS Position: Q3 2026 in Review

Addison Advisors reduced its HubSpot (HUBS) stake by 20% in Q3 2026, selling an estimated $676 and leaving 12 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Addison Advisors first reported a position in HUBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.4K in Q1 2026. 310 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Addison Advisors held 12 shares of HubSpot worth $2.46K as of Q3 2026.
  • Addison Advisors sold 3 HubSpot shares in Q3 2026, an estimated $676.
  • HubSpot made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #586 holding.
  • Addison Advisors first reported a position in HubSpot in Q3 2024 and has held it in 9 quarters since.
  • Addison Advisors's HubSpot position peaked at $12.4K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

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