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 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 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

Addison Advisors's HUBS Position: Q1 2026 in Review

Addison Advisors increased its HubSpot (HUBS) stake by 410% in Q1 2026, buying an estimated $11.5K and bringing the position to 51 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Addison Advisors first reported a position in HUBS in Q3 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Addison Advisors held 51 shares of HubSpot worth $12.4K as of Q1 2026.
Addison Advisors bought 41 HubSpot shares in Q1 2026, an estimated $11.5K.
HubSpot made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #622 holding.
Addison Advisors first reported a position in HubSpot in Q3 2024 and has held it in 7 quarters since.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.