Center for Financial Planning’s HubSpot HUBS Stock Holding History

Center for Financial Planning’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	$913	Hold	5	–	–	﹤0.01%	613
2026 Q1	$1.22K	Hold	5	–	–	﹤0.01%	599
2025 Q4	$2.01K	Hold	5	–	–	﹤0.01%	608
2025 Q3	$2.34K	Hold	5	–	–	﹤0.01%	586
2025 Q2	$2.78K	Hold	5	–	–	﹤0.01%	544
2025 Q1	$2.86K	Hold	5	–	–	﹤0.01%	569
2024 Q4	$3.48K	Hold	5	–	–	﹤0.01%	501
2024 Q3	$2.66K	Hold	5	–	–	﹤0.01%	484
2024 Q2	$2.95K	Hold	5	–	–	﹤0.01%	482
2024 Q1	$3.13K	Hold	5	–	–	﹤0.01%	497
2023 Q4	$2.9K	Hold	5	–	–	﹤0.01%	451
2023 Q3	$2.46K	Hold	5	–	–	﹤0.01%	451
2023 Q2	$2.66K	Hold	5	–	–	﹤0.01%	481
2023 Q1	$2.14K	Hold	5	–	–	﹤0.01%	447
2022 Q4	$1.45K	Hold	5	–	–	﹤0.01%	472
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	597
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	468
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	474
2021 Q4	$3K	Buy	+5	New	+$3.78K	﹤0.01%	457

Other funds holding HUBS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

GITFIT

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Center for Financial Planning's HUBS Position: Q2 2026 in Review

Center for Financial Planning held its HubSpot (HUBS) position steady in Q2 2026 at 5 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Center for Financial Planning first reported a position in HUBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48K in Q4 2024. 93 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Center for Financial Planning held 5 shares of HubSpot worth $913 as of Q2 2026.
Center for Financial Planning left its HubSpot share count unchanged in Q2 2026.
HubSpot made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #613 holding.
Center for Financial Planning first reported a position in HubSpot in Q4 2021 and has held it in 19 quarters since.
Center for Financial Planning's HubSpot position peaked at $3.48K in Q4 2024.
93 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.