BWM
HUBS icon

Bluebird Wealth Management’s HubSpot HUBS Stock Holding History

Bluebird Wealth Management’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 		$1.01M Buy
5,554
+4,106
+284% +$859K 0.88% 50
2026
Q1 		$354K Buy
1,448
+5
+0.3% +$1.4K 0.36% 62
2025
Q4 		$579K Buy
+1,443
New +$598K 0.54% 56

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

Bluebird Wealth Management's HUBS Position: Q2 2026 in Review

Bluebird Wealth Management increased its HubSpot (HUBS) stake by 284% in Q2 2026, buying an estimated $859K and bringing the position to 5,554 shares worth $1.01M. The position accounts for 0.88% of the portfolio, ranked #50.

Bluebird Wealth Management first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Bluebird Wealth Management held 5,554 shares of HubSpot worth $1.01M as of Q2 2026.
  • Bluebird Wealth Management bought 4,106 HubSpot shares in Q2 2026, an estimated $859K.
  • HubSpot made up 0.88% of Bluebird Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Bluebird Wealth Management first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.