Birchbrook’s HubSpot HUBS Stock Holding History

Birchbrook’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 Q3	$6.15K	Hold	30	–	–	﹤0.01%	215
2026 Q2	$5.48K	Hold	30	–	–	﹤0.01%	231
2026 Q1	$7.32K	Hold	30	–	–	﹤0.01%	212
2025 Q4	$12K	Hold	30	–	–	0.01%	195
2025 Q3	$14K	Hold	30	–	–	0.01%	179
2025 Q2	$16.7K	Hold	30	–	–	0.01%	171
2025 Q1	$17.1K	Hold	30	–	–	0.01%	162
2024 Q4	$20.9K	Sell	30 -5	-14%	-$3.22K	0.01%	163
2024 Q3	$18.6K	Hold	35	–	–	0.01%	156
2024 Q2	$20.6K	Hold	35	–	–	0.01%	160
2024 Q1	$21.9K	Hold	35	–	–	0.01%	160
2023 Q4	$20.3K	Buy	+35	New	+$16.8K	0.01%	167

Other funds holding HUBS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Birchbrook's HUBS Position: Q3 2026 in Review

Birchbrook held its HubSpot (HUBS) position steady in Q3 2026 at 30 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Birchbrook first reported a position in HUBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.9K in Q1 2024. 170 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Birchbrook held 30 shares of HubSpot worth $6.15K as of Q3 2026.
Birchbrook left its HubSpot share count unchanged in Q3 2026.
HubSpot made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #215 holding.
Birchbrook first reported a position in HubSpot in Q4 2023 and has held it in 12 quarters since.
Birchbrook's HubSpot position peaked at $21.9K in Q1 2024.
170 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.