CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s HubSpot HUBS Stock Holding History

CAPTRUST Financial 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 		$1.95M Buy
10,694
+1,366
+15% +$286K ﹤0.01% 1318
2026
Q1 		$2.28M Buy
9,328
+4,693
+101% +$1.32M ﹤0.01% 1147
2025
Q4 		$1.86M Buy
4,635
+524
+13% +$217K ﹤0.01% 1134
2025
Q3 		$1.92M Buy
4,111
+2,091
+104% +$1.05M ﹤0.01% 1046
2025
Q2 		$1.12M Sell
2,020
-596
-23% -$349K ﹤0.01% 1280
2025
Q1 		$1.49M Buy
2,616
+683
+35% +$479K ﹤0.01% 1056
2024
Q4 		$1.35M Buy
1,933
+570
+42% +$366K ﹤0.01% 1075
2024
Q3 		$725K Buy
1,363
+777
+133% +$390K ﹤0.01% 1389
2024
Q2 		$346K Buy
586
+55
+10% +$33.7K ﹤0.01% 1723
2024
Q1 		$332K Sell
531
-1,947
-79% -$1.17M ﹤0.01% 1718
2023
Q4 		$1.44M Buy
2,478
+684
+38% +$329K 0.01% 1066
2023
Q3 		$884K Buy
1,794
+302
+20% +$158K ﹤0.01% 1279
2023
Q2 		$794K Sell
1,492
-145
-9% -$68K ﹤0.01% 1347
2023
Q1 		$702K Buy
1,637
+691
+73% +$252K ﹤0.01% 1235
2022
Q4 		$274K Buy
946
+22
+2% +$6.24K ﹤0.01% 1732
2022
Q3 		$250K Buy
924
+180
+24% +$57.2K ﹤0.01% 1670
2022
Q2 		$224K Buy
744
+100
+16% +$36.5K ﹤0.01% 1620
2022
Q1 		$306K Buy
644
+263
+69% +$127K ﹤0.01% 1429
2021
Q4 		$251K Buy
381
+59
+18% +$44.6K ﹤0.01% 1490
2021
Q3 		$218K Buy
322
+55
+21% +$35.4K ﹤0.01% 1495
2021
Q2 		$156K Buy
267
+16
+6% +$8.35K ﹤0.01% 1694
2021
Q1 		$114K Buy
251
+221
+737% +$97.1K ﹤0.01% 1864
2020
Q4 		$12K Buy
+30
New +$10.5K ﹤0.01% 2482
2019
Q4 		– Sell
-30
Closed -$5K – 1359
2019
Q3 		$5K Hold
30
– – ﹤0.01% 1648
2019
Q2 		$5K Buy
+30
New +$5.24K ﹤0.01% 1641
2018
Q4 		– Sell
-50
Closed -$8K – 1620
2018
Q3 		$8K Hold
50
– – ﹤0.01% 1275
2018
Q2 		$6K Buy
+50
New +$5.92K ﹤0.01% 1295

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

CAPTRUST Financial Advisors's HUBS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its HubSpot (HUBS) stake by 15% in Q2 2026, buying an estimated $286K and bringing the position to 10,694 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

CAPTRUST Financial Advisors first reported a position in HUBS in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.28M in Q1 2026. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,694 shares of HubSpot worth $1.95M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,366 HubSpot shares in Q2 2026, an estimated $286K.
  • HubSpot made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1318 holding.
  • CAPTRUST Financial Advisors first reported a position in HubSpot in Q2 2018 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's HubSpot position peaked at $2.28M in Q1 2026.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.