Cerity Partners
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Cerity Partners’s HubSpot HUBS Stock Holding History

Cerity Partners’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 		$10.7M Buy
43,699
+24,856
+132% +$6.97M 0.02% 660
2025
Q4 		$7.56M Sell
18,843
-320
-2% -$133K 0.01% 765
2025
Q3 		$8.96M Buy
19,163
+12,240
+177% +$6.16M 0.01% 624
2025
Q2 		$3.85M Sell
6,923
-2,831
-29% -$1.66M 0.01% 930
2025
Q1 		$5.57M Buy
9,754
+3,185
+48% +$2.23M 0.01% 695
2024
Q4 		$4.32M Buy
6,569
+1,160
+21% +$746K 0.01% 769
2024
Q3 		$2.88M Sell
5,409
-1,574
-23% -$790K 0.01% 931
2024
Q2 		$4.12M Buy
6,983
+2,614
+60% +$1.6M 0.01% 664
2024
Q1 		$2.74M Buy
4,369
+1,771
+68% +$1.06M 0.01% 852
2023
Q4 		$1.51M Buy
2,598
+549
+27% +$264K 0.01% 857
2023
Q3 		$1.01M Buy
2,049
+145
+8% +$75.8K ﹤0.01% 757
2023
Q2 		$1.01M Buy
1,904
+124
+7% +$58.1K ﹤0.01% 924
2023
Q1 		$763K Sell
1,780
-195
-10% -$71.2K ﹤0.01% 1100
2022
Q4 		$571K Buy
1,975
+281
+17% +$79.7K ﹤0.01% 884
2022
Q3 		$458K Buy
1,694
+91
+6% +$28.9K 0.01% 744
2022
Q2 		$482K Buy
1,603
+833
+108% +$304K 0.01% 757
2022
Q1 		$367K Sell
770
-756
-50% -$366K 0.01% 668
2021
Q4 		$1.01M Buy
1,526
+932
+157% +$705K 0.02% 438
2021
Q3 		$402K Buy
594
+5
+0.8% +$3.22K 0.01% 505
2021
Q2 		$343K Hold
589
– – 0.01% 544
2021
Q1 		$268K Buy
+589
New +$259K 0.01% 577

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

Cerity Partners's HUBS Position: Q1 2026 in Review

Cerity Partners increased its HubSpot (HUBS) stake by 132% in Q1 2026, buying an estimated $6.97M and bringing the position to 43,699 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #660.

Cerity Partners first reported a position in HUBS in Q1 2021 and has held it in 21 quarters since. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Cerity Partners held 43,699 shares of HubSpot worth $10.7M as of Q1 2026.
  • Cerity Partners bought 24,856 HubSpot shares in Q1 2026, an estimated $6.97M.
  • HubSpot made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #660 holding.
  • Cerity Partners first reported a position in HubSpot in Q1 2021 and has held it in 21 quarters since.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.