CBIZ Investment Advisory Services’s HubSpot HUBS Stock Holding History

CBIZ Investment Advisory Services’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	-6	Closed	-$2.41K	–	573
2025 Q4	$2.41K	Buy	6 +5	+500%	+$2.07K	﹤0.01%	616
2025 Q3	$468	Sell	1 -6	-86%	-$3.02K	﹤0.01%	646
2025 Q2	$3.9K	Sell	7 -24	-77%	-$14.1K	﹤0.01%	463
2025 Q1	$17.7K	Sell	31 -26	-46%	-$18.2K	﹤0.01%	250
2024 Q4	$39.7K	Sell	57 -25	-30%	-$16.1K	﹤0.01%	127
2024 Q3	$43.6K	Buy	82 +36	+78%	+$18.1K	﹤0.01%	116
2024 Q2	$27.1K	Sell	46 -11	-19%	-$6.75K	﹤0.01%	133
2024 Q1	$35.7K	Buy	+57	New	+$34.3K	﹤0.01%	116

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBIZ Investment Advisory Services's HUBS Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 6 shares — an estimated $2.41K sold.

CBIZ Investment Advisory Services first reported a position in HUBS in Q1 2024 and held it in 8 quarters. The position peaked at $43.6K in Q3 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 6 HubSpot shares in Q1 2026, an estimated $2.41K.
CBIZ Investment Advisory Services first reported a position in HubSpot in Q1 2024 and held it in 8 quarters.
CBIZ Investment Advisory Services's HubSpot position peaked at $43.6K in Q3 2024.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.