Bank Julius Baer & Co’s HubSpot HUBS Stock Holding History

Bank Julius Baer & Co’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	$18.3K	Sell	75 -2,944	-98%	-$826K	﹤0.01%	641
2025 Q4	$1.22M	Sell	3,019 -229	-7%	-$94.9K	﹤0.01%	359
2025 Q3	$1.52M	Sell	3,248 -4,299	-57%	-$2.16M	﹤0.01%	346
2025 Q2	$4.2M	Sell	7,547 -4,040	-35%	-$2.37M	0.01%	266
2025 Q1	$6.73M	Sell	11,587 -11,245	-49%	-$7.89M	0.02%	224
2024 Q4	$16.1M	Buy	22,832 +2,925	+15%	+$1.88M	0.05%	168
2024 Q3	$10.7M	Buy	19,907 +19,771	+14,538%	+$9.93M	0.04%	181
2024 Q2	$89.1K	Buy	+136	New	+$83.4K	﹤0.01%	396
2020 Q2	–	Sell	-781	Closed	-$104K	–	708
2020 Q1	$104K	Buy	+781	New	+$130K	﹤0.01%	495

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $105B AUM 38.07% 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

Bank Julius Baer & Co's HUBS Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its HubSpot (HUBS) stake by 98% in Q1 2026, selling an estimated $826K and leaving 75 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Bank Julius Baer & Co first reported a position in HUBS in Q1 2020 and has held it in 9 quarters since. The position peaked at $16.1M in Q4 2024. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Bank Julius Baer & Co held 75 shares of HubSpot worth $18.3K as of Q1 2026.
Bank Julius Baer & Co sold 2,944 HubSpot shares in Q1 2026, an estimated $826K.
HubSpot made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #641 holding.
Bank Julius Baer & Co first reported a position in HubSpot in Q1 2020 and has held it in 9 quarters since.
Bank Julius Baer & Co's HubSpot position peaked at $16.1M in Q4 2024.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.