AssetMark Inc’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$692K Sell
3,794
-1,894
-33% -$396K ﹤0.01% 1159
2026
Q1
$1.39M Sell
5,688
-11,785
-67% -$3.31M ﹤0.01% 969
2025
Q4
$7.01M Buy
17,473
+4,124
+31% +$1.71M 0.01% 576
2025
Q3
$6.24M Buy
13,349
+682
+5% +$343K 0.01% 573
2025
Q2
$7.05M Buy
12,667
+33
+0.3% +$19.3K 0.02% 507
2025
Q1
$7.22M Buy
12,634
+3,851
+44% +$2.7M 0.02% 424
2024
Q4
$6.12M Buy
8,783
+635
+8% +$408K 0.02% 459
2024
Q3
$4.33M Sell
8,148
-1,161
-12% -$583K 0.01% 474
2024
Q2
$5.49M Buy
9,309
+611
+7% +$375K 0.02% 415
2024
Q1
$5.45M Buy
8,698
+1,023
+13% +$615K 0.02% 400
2023
Q4
$4.46M Buy
7,675
+1,286
+20% +$619K 0.02% 397
2023
Q3
$3.15M Buy
6,389
+957
+18% +$500K 0.01% 425
2023
Q2
$2.89M Buy
5,432
+808
+17% +$379K 0.01% 415
2023
Q1
$1.98M Buy
4,624
+138
+3% +$50.4K 0.01% 453
2022
Q4
$1.3M Sell
4,486
-814
-15% -$231K 0.01% 519
2022
Q3
$1.43M Buy
5,300
+817
+18% +$259K 0.01% 443
2022
Q2
$1.35M Buy
4,483
+847
+23% +$309K 0.01% 430
2022
Q1
$1.73M Buy
3,636
+1,818
+100% +$881K 0.01% 371
2021
Q4
$1.2M Buy
1,818
+1,683
+1,247% +$1.27M ﹤0.01% 383
2021
Q3
$91K Buy
+135
New +$87K ﹤0.01% 658
2020
Q3
Sell
-260
Closed -$58K 1362
2020
Q2
$58K Sell
260
-138
-35% -$24.8K ﹤0.01% 633
2020
Q1
$53K Hold
398
﹤0.01% 675
2019
Q4
$63K Hold
398
﹤0.01% 693
2019
Q3
$60K Hold
398
﹤0.01% 684
2019
Q2
$68K Sell
398
-37
-9% -$6.46K ﹤0.01% 654
2019
Q1
$72K Hold
435
﹤0.01% 639
2018
Q4
$55K Sell
435
-43
-9% -$5.64K ﹤0.01% 666
2018
Q3
$72K Sell
478
-123
-20% -$16.9K ﹤0.01% 660
2018
Q2
$75K Hold
601
﹤0.01% 630
2018
Q1
$65K Sell
601
-88
-13% -$9.17K ﹤0.01% 668
2017
Q4
$61K Hold
689
﹤0.01% 727
2017
Q3
$58K Hold
689
﹤0.01% 668
2017
Q2
$45K Hold
689
﹤0.01% 706
2017
Q1
$42K Hold
689
﹤0.01% 684
2016
Q4
$32K Buy
689
+135
+24% +$7.15K ﹤0.01% 741
2016
Q3
$32K Buy
+554
New +$30.1K ﹤0.01% 743
2016
Q1
Sell
-27
Closed -$2K 1282
2015
Q4
$2K Buy
+27
New +$1.43K ﹤0.01% 1093

Other funds holding HUBS

AssetMark Inc's HUBS Position: Q2 2026 in Review

AssetMark Inc reduced its HubSpot (HUBS) stake by 33% in Q2 2026, selling an estimated $396K and leaving 3,794 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

AssetMark Inc first reported a position in HUBS in Q4 2015 and has held it in 37 quarters since. The position peaked at $7.22M in Q1 2025. 161 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • AssetMark Inc held 3,794 shares of HubSpot worth $692K as of Q2 2026.
  • AssetMark Inc sold 1,894 HubSpot shares in Q2 2026, an estimated $396K.
  • HubSpot made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1159 holding.
  • AssetMark Inc first reported a position in HubSpot in Q4 2015 and has held it in 37 quarters since.
  • AssetMark Inc's HubSpot position peaked at $7.22M in Q1 2025.
  • 161 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.