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Allworth Financial’s HubSpot HUBS Stock Holding History

Allworth Financial’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 		$291K Buy
1,594
+283
+22% +$59.2K ﹤0.01% 1273
2026
Q1 		$320K Buy
1,311
+866
+195% +$243K ﹤0.01% 1158
2025
Q4 		$179K Sell
445
-33
-7% -$13.7K ﹤0.01% 1398
2025
Q3 		$224K Buy
478
+203
+74% +$102K ﹤0.01% 1248
2025
Q2 		$153K Buy
275
+111
+68% +$65K ﹤0.01% 1303
2025
Q1 		$98.6K Buy
164
+15
+10% +$10.5K ﹤0.01% 1239
2024
Q4 		$109K Buy
149
+19
+15% +$12.2K ﹤0.01% 1228
2024
Q3 		$69K Buy
130
+5
+4% +$2.51K ﹤0.01% 1252
2024
Q2 		$59.8K Buy
125
+12
+11% +$7.36K ﹤0.01% 1299
2024
Q1 		$70.8K Buy
113
+23
+26% +$13.8K ﹤0.01% 1149
2023
Q4 		$52.2K Sell
90
-23
-20% -$11.1K ﹤0.01% 1179
2023
Q3 		$55.7K Buy
113
+23
+26% +$12K ﹤0.01% 1080
2023
Q2 		$47.9K Sell
90
-12
-12% -$5.62K ﹤0.01% 1139
2023
Q1 		$43.7K Buy
102
+26
+34% +$9.49K ﹤0.01% 1116
2022
Q4 		$22K Buy
76
+46
+153% +$13K ﹤0.01% 1320
2022
Q3 		$8K Sell
30
-33
-52% -$10.5K ﹤0.01% 1744
2022
Q2 		$19K Buy
63
+61
+3,050% +$22.3K ﹤0.01% 1259
2022
Q1 		$1K Sell
2
-29
-94% -$14.1K ﹤0.01% 1946
2021
Q4 		$20K Buy
31
+13
+72% +$9.83K ﹤0.01% 1125
2021
Q3 		$12K Buy
+18
New +$11.6K ﹤0.01% 1223

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

Allworth Financial's HUBS Position: Q2 2026 in Review

Allworth Financial increased its HubSpot (HUBS) stake by 22% in Q2 2026, buying an estimated $59.2K and bringing the position to 1,594 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Allworth Financial first reported a position in HUBS in Q3 2021 and has held it in 20 quarters since. The position peaked at $320K in Q1 2026. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Allworth Financial held 1,594 shares of HubSpot worth $291K as of Q2 2026.
  • Allworth Financial bought 283 HubSpot shares in Q2 2026, an estimated $59.2K.
  • HubSpot made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1273 holding.
  • Allworth Financial first reported a position in HubSpot in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's HubSpot position peaked at $320K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.