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Capital Analysts LLC’s HubSpot HUBS Stock Holding History

Capital Analysts LLC’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 		$1K Sell
5
-3
-38% -$842 ﹤0.01% 1501
2025
Q4 		$3K Sell
8
-3
-27% -$1.24K ﹤0.01% 1387
2025
Q3 		$5K Hold
11
– – ﹤0.01% 1306
2025
Q2 		$6K Hold
11
– – ﹤0.01% 1221
2025
Q1 		$6K Hold
11
– – ﹤0.01% 1194
2024
Q4 		$8K Sell
11
-1
-8% -$643 ﹤0.01% 1100
2024
Q3 		$6K Buy
12
+11
+1,100% +$5.52K ﹤0.01% 1102
2024
Q2 		$1K Buy
+1
New +$613 ﹤0.01% 1153

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 $94.8B AUM 24.11% 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

Capital Analysts LLC's HUBS Position: Q1 2026 in Review

Capital Analysts LLC reduced its HubSpot (HUBS) stake by 38% in Q1 2026, selling an estimated $842 and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Capital Analysts LLC first reported a position in HUBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $8K in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Capital Analysts LLC held 5 shares of HubSpot worth $1K as of Q1 2026.
  • Capital Analysts LLC sold 3 HubSpot shares in Q1 2026, an estimated $842.
  • HubSpot made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1501 holding.
  • Capital Analysts LLC first reported a position in HubSpot in Q2 2024 and has held it in 8 quarters since.
  • Capital Analysts LLC's HubSpot position peaked at $8K in Q4 2024.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.