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Atria Investments’s HubSpot HUBS Stock Holding History

Atria Investments’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 		– Sell
-2,743
Closed -$670K – 2199
2026
Q1 		$670K Buy
2,743
+436
+19% +$122K 0.01% 1289
2025
Q4 		$926K Buy
2,307
+4
+0.2% +$1.66K 0.01% 1113
2025
Q3 		$1.08M Sell
2,303
-1,510
-40% -$760K 0.01% 1016
2025
Q2 		$2.12M Buy
3,813
+573
+18% +$336K 0.03% 694
2025
Q1 		$1.85M Buy
3,240
+236
+8% +$166K 0.02% 737
2024
Q4 		$2.09M Buy
3,004
+51
+2% +$32.8K 0.03% 664
2024
Q3 		$1.57M Sell
2,953
-501
-15% -$252K 0.02% 758
2024
Q2 		$2.04M Sell
3,454
-130
-4% -$79.7K 0.03% 631
2024
Q1 		$2.25M Sell
3,584
-26
-0.7% -$15.6K 0.03% 608
2023
Q4 		$2.1M Buy
3,610
+347
+11% +$167K 0.03% 581
2023
Q3 		$1.61M Sell
3,263
-403
-11% -$211K 0.03% 655
2023
Q2 		$1.95M Sell
3,666
-60
-2% -$28.1K 0.04% 565
2023
Q1 		$1.6M Buy
+3,726
New +$1.36M 0.03% 622
2022
Q2 		– Sell
-2,707
Closed -$1.28M – 801
2022
Q1 		$1.28M Buy
2,707
+411
+18% +$199K 0.02% 743
2021
Q4 		$1.51M Sell
2,296
-1,065
-32% -$806K 0.03% 669
2021
Q3 		$2.27M Buy
3,361
+856
+34% +$551K 0.04% 468
2021
Q2 		$1.46M Buy
+2,505
New +$1.31M 0.03% 626
2020
Q1 		– Sell
-3,456
Closed -$548K – 822
2019
Q4 		$548K Buy
3,456
+1,632
+89% +$250K 0.01% 750
2019
Q3 		$277K Sell
1,824
-186
-9% -$33.4K 0.01% 741
2019
Q2 		$373K Buy
2,010
+522
+35% +$91.1K 0.01% 666
2019
Q1 		$247K Buy
+1,488
New +$236K 0.01% 783
2018
Q4 		– Sell
-1,432
Closed -$216K – 938
2018
Q3 		$216K Sell
1,432
-365
-20% -$50.2K 0.01% 904
2018
Q2 		$225K Buy
+1,797
New +$213K 0.01% 851

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

Atria Investments's HUBS Position: Q2 2026 in Review

Atria Investments sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 2,743 shares — an estimated $670K sold.

Atria Investments first reported a position in HUBS in Q2 2018 and held it in 23 quarters. The position peaked at $2.27M in Q3 2021. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Atria Investments reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 2,743 HubSpot shares in Q2 2026, an estimated $670K.
  • Atria Investments first reported a position in HubSpot in Q2 2018 and held it in 23 quarters.
  • Atria Investments's HubSpot position peaked at $2.27M in Q3 2021.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.