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Beacon Pointe Advisors’s HubSpot HUBS Stock Holding History

Beacon Pointe 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
Q2 		$2.63M Buy
+14,408
New +$3.01M 0.01% 678
2024
Q4 		– Sell
-1,559
Closed -$829K – 1237
2024
Q3 		$829K Sell
1,559
-172
-10% -$86.4K 0.01% 686
2024
Q2 		$1.02M Sell
1,731
-33
-2% -$20.2K 0.01% 634
2024
Q1 		$1.11M Sell
1,764
-2
-0.1% -$1.2K 0.01% 660
2023
Q4 		$1.03M Sell
1,766
-132
-7% -$63.5K 0.01% 659
2023
Q3 		$935K Buy
1,898
+59
+3% +$30.8K 0.01% 649
2023
Q2 		$978K Sell
1,839
-79
-4% -$37K 0.02% 531
2023
Q1 		$822K Buy
1,918
+358
+23% +$131K 0.01% 597
2022
Q4 		$451K Buy
1,560
+144
+10% +$40.8K 0.01% 725
2022
Q3 		$385K Buy
1,416
+639
+82% +$203K 0.01% 723
2022
Q2 		$232K Sell
777
-86
-10% -$31.4K ﹤0.01% 923
2022
Q1 		$410K Buy
863
+160
+23% +$77.5K 0.01% 866
2021
Q4 		$463K Buy
703
+49
+7% +$37.1K 0.01% 592
2021
Q3 		$442K Buy
654
+44
+7% +$28.3K 0.01% 572
2021
Q2 		$355K Buy
+610
New +$318K 0.01% 603

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

Beacon Pointe Advisors's HUBS Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in HubSpot (HUBS) in Q2 2026: 14,408 shares worth $2.63M. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in HUBS as recently as Q3 2024.

Beacon Pointe Advisors first reported a position in HUBS in Q2 2021 and has held it in 15 quarters since. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Beacon Pointe Advisors held 14,408 shares of HubSpot worth $2.63M as of Q2 2026.
  • HubSpot was a new Beacon Pointe Advisors position in Q2 2026.
  • HubSpot made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #678 holding.
  • Beacon Pointe Advisors first reported a position in HubSpot in Q2 2021 and has held it in 15 quarters since.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.