Charles Schwab’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.6M | Buy |
310,304
+17,509
| +6% | +$3.66M | 0.01% | 1163 |
|
|
2026
Q1 | $71.5M | Buy |
292,795
+31,745
| +12% | +$8.9M | 0.01% | 923 |
|
|
2025
Q4 | $105M | Buy |
261,050
+11,911
| +5% | +$4.93M | 0.02% | 712 |
|
|
2025
Q3 | $117M | Buy |
249,139
+13,945
| +6% | +$7.02M | 0.02% | 631 |
|
|
2025
Q2 | $131M | Buy |
235,194
+11,885
| +5% | +$6.96M | 0.02% | 557 |
|
|
2025
Q1 | $128M | Buy |
223,309
+17,706
| +9% | +$12.4M | 0.02% | 537 |
|
|
2024
Q4 | $143M | Buy |
205,603
+11,065
| +6% | +$7.11M | 0.03% | 491 |
|
|
2024
Q3 | $103M | Buy |
194,538
+4,331
| +2% | +$2.18M | 0.02% | 633 |
|
|
2024
Q2 | $112M | Buy |
190,207
+9,833
| +5% | +$6.03M | 0.02% | 585 |
|
|
2024
Q1 | $113M | Buy |
180,374
+5,728
| +3% | +$3.44M | 0.03% | 544 |
|
|
2023
Q4 | $101M | Buy |
174,646
+6,574
| +4% | +$3.16M | 0.03% | 555 |
|
|
2023
Q3 | $82.8M | Buy |
168,072
+1,495
| +0.9% | +$781K | 0.02% | 590 |
|
|
2023
Q2 | $88.6M | Buy |
166,577
+5,901
| +4% | +$2.77M | 0.03% | 568 |
|
|
2023
Q1 | $68.9M | Buy |
160,676
+1,052
| +0.7% | +$384K | 0.02% | 637 |
|
|
2022
Q4 | $46.2M | Buy |
159,624
+8,101
| +5% | +$2.3M | 0.01% | 878 |
|
|
2022
Q3 | $40.9M | Buy |
151,523
+9,936
| +7% | +$3.16M | 0.01% | 878 |
|
|
2022
Q2 | $42.6M | Buy |
141,587
+2,827
| +2% | +$1.03M | 0.01% | 854 |
|
|
2022
Q1 | $65.9M | Buy |
138,760
+2,665
| +2% | +$1.29M | 0.02% | 706 |
|
|
2021
Q4 | $89.7M | Buy |
136,095
+3,775
| +3% | +$2.86M | 0.03% | 580 |
|
|
2021
Q3 | $89.5M | Sell |
132,320
-90,934
| -41% | -$58.6M | 0.03% | 543 |
|
|
2021
Q2 | $130M | Buy |
223,254
+7,041
| +3% | +$3.67M | 0.04% | 389 |
|
|
2021
Q1 | $98.2M | Buy |
216,213
+2,779
| +1% | +$1.22M | 0.04% | 463 |
|
|
2020
Q4 | $84.6M | Buy |
213,434
+3,558
| +2% | +$1.25M | 0.03% | 486 |
|
|
2020
Q3 | $61.3M | Buy |
209,876
+10,826
| +5% | +$2.84M | 0.03% | 550 |
|
|
2020
Q2 | $44.7M | Buy |
199,050
+7,373
| +4% | +$1.33M | 0.02% | 664 |
|
|
2020
Q1 | $25.5M | Buy |
191,677
+3,745
| +2% | +$622K | 0.02% | 844 |
|
|
2019
Q4 | $29.8M | Buy |
187,932
+4,233
| +2% | +$648K | 0.02% | 943 |
|
|
2019
Q3 | $27.9M | Sell |
183,699
-56,315
| -23% | -$10.1M | 0.02% | 936 |
|
|
2019
Q2 | $40.9M | Sell |
240,014
-62,402
| -21% | -$10.9M | 0.02% | 675 |
|
|
2019
Q1 | $50.3M | Buy |
302,416
+38,683
| +15% | +$6.13M | 0.03% | 543 |
|
|
2018
Q4 | $33.2M | Buy |
263,733
+4,794
| +2% | +$628K | 0.03% | 646 |
|
|
2018
Q3 | $39.1M | Buy |
258,939
+71,774
| +38% | +$9.87M | 0.03% | 659 |
|
|
2018
Q2 | $23.5M | Buy |
187,165
+14,804
| +9% | +$1.75M | 0.02% | 964 |
|
|
2018
Q1 | $18.7M | Buy |
172,361
+9,050
| +6% | +$943K | 0.01% | 1051 |
|
|
2017
Q4 | $14.4M | Buy |
163,311
+11,237
| +7% | +$943K | 0.01% | 1229 |
|
|
2017
Q3 | $12.8M | Buy |
152,074
+11,607
| +8% | +$831K | 0.01% | 1234 |
|
|
2017
Q2 | $9.24M | Buy |
140,467
+7,425
| +6% | +$501K | 0.01% | 1411 |
|
|
2017
Q1 | $8.06M | Buy |
133,042
+11,651
| +10% | +$660K | 0.01% | 1456 |
|
|
2016
Q4 | $5.71M | Buy |
121,391
+1,905
| +2% | +$101K | 0.01% | 1646 |
|
|
2016
Q3 | $6.88M | Buy |
119,486
+60,455
| +102% | +$3.28M | 0.01% | 1426 |
|
|
2016
Q2 | $2.56M | Buy |
59,031
+15,220
| +35% | +$691K | ﹤0.01% | 1942 |
|
|
2016
Q1 | $1.91M | Buy |
43,811
+510
| +1% | +$21.9K | ﹤0.01% | 2073 |
|
|
2015
Q4 | $2.44M | Sell |
43,301
-3,760
| -8% | -$199K | ﹤0.01% | 1976 |
|
|
2015
Q3 | $2.18M | Buy |
47,061
+10,471
| +29% | +$512K | ﹤0.01% | 2016 |
|
|
2015
Q2 | $1.81M | Buy |
36,590
+22,541
| +160% | +$1.03M | ﹤0.01% | 2155 |
|
|
2015
Q1 | $561K | Buy |
14,049
+3,580
| +34% | +$134K | ﹤0.01% | 2588 |
|
|
2014
Q4 | $352K | Buy |
+10,469
| New | +$353K | ﹤0.01% | 2781 |
|
Other funds holding HUBS
SOMRS
Charles Schwab's HUBS Position: Q2 2026 in Review
Charles Schwab increased its HubSpot (HUBS) stake by 6% in Q2 2026, buying an estimated $3.66M and bringing the position to 310,304 shares worth $56.6M. The position accounts for 0.01% of the portfolio, ranked #1163.
Charles Schwab first reported a position in HUBS in Q4 2014 and has held it in 47 quarters since. The position peaked at $143M in Q4 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.
- Charles Schwab held 310,304 shares of HubSpot worth $56.6M as of Q2 2026.
- Charles Schwab bought 17,509 HubSpot shares in Q2 2026, an estimated $3.66M.
- HubSpot made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1163 holding.
- Charles Schwab first reported a position in HubSpot in Q4 2014 and has held it in 47 quarters since.
- Charles Schwab's HubSpot position peaked at $143M in Q4 2024.
- 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.