Bank of Montreal’s HubSpot HUBS Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-17,500	Closed	-$10M	–	3618
2025 Q1	$10M	Buy	+17,500	New	+$12.3M	﹤0.01%	925

Other funds holding HUBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of Montreal's HUBS Position: Q2 2026 in Review

Bank of Montreal increased its HubSpot (HUBS) stake by 34% in Q2 2026, buying an estimated $11.2M and bringing the position to 209,850 shares worth $38.3M. The position accounts for 0.01% of the portfolio, ranked #676.

Bank of Montreal first reported a position in HUBS in Q4 2015 and has held it in 41 quarters since. 396 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Bank of Montreal held 209,850 shares of HubSpot worth $38.3M as of Q2 2026.
Bank of Montreal bought 53,343 HubSpot shares in Q2 2026, an estimated $11.2M.
HubSpot made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #676 holding.
Bank of Montreal first reported a position in HubSpot in Q4 2015 and has held it in 41 quarters since.
396 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.