Annis Gardner Whiting Capital Advisors’s HubSpot HUBS Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-1	Closed	-$402	–	1362
2025 Q4	$402	Hold	1	–	–	﹤0.01%	1122
2025 Q3	$468	Hold	1	–	–	﹤0.01%	1090
2025 Q2	$557	Buy	+1	New	+$586	﹤0.01%	1168
2024 Q3	–	Sell	-384	Closed	-$226K	–	839
2024 Q2	$226K	Buy	384 +214	+126%	+$131K	0.06%	200
2024 Q1	$107K	Buy	170 +30	+21%	+$18K	0.04%	270
2023 Q4	$81.3K	Buy	+140	New	+$67.4K	0.04%	248

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

Annis Gardner Whiting Capital Advisors's HUBS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 1 share — an estimated $402 sold.

Annis Gardner Whiting Capital Advisors first reported a position in HUBS in Q4 2023 and held it in 6 quarters. The position peaked at $226K in Q2 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Annis Gardner Whiting Capital Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1 HubSpot share in Q1 2026, an estimated $402.
Annis Gardner Whiting Capital Advisors first reported a position in HubSpot in Q4 2023 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's HubSpot position peaked at $226K in Q2 2024.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.