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Caerus Investment Advisors’s HubSpot HUBS Stock Holding History

Caerus Investment 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
Q1 		– Sell
-1,248
Closed -$501K – 321
2025
Q4 		$501K Buy
1,248
+633
+103% +$262K 0.16% 145
2025
Q3 		$288K Buy
+615
New +$309K 0.12% 201

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caerus Investment Advisors's HUBS Position: Q1 2026 in Review

Caerus Investment Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 1,248 shares — an estimated $501K sold.

Caerus Investment Advisors first reported a position in HUBS in Q3 2025 and held it in 2 quarters. The position peaked at $501K in Q4 2025. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Caerus Investment Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,248 HubSpot shares in Q1 2026, an estimated $501K.
  • Caerus Investment Advisors first reported a position in HubSpot in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's HubSpot position peaked at $501K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.