Claro Advisors
HUBS icon

Claro Advisors’s HubSpot HUBS Stock Holding History

Claro 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
Q3 		$4.07M Sell
19,880
-1,094
-5% -$247K 0.4% 52
2026
Q2 		$3.83M Sell
20,974
-3,954
-16% -$827K 0.4% 50
2026
Q1 		$6.08M Buy
+24,928
New +$6.99M 0.73% 28

Other funds holding HUBS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Claro Advisors's HUBS Position: Q3 2026 in Review

Claro Advisors reduced its HubSpot (HUBS) stake by 5.2% in Q3 2026, selling an estimated $247K and leaving 19,880 shares worth $4.07M. The position accounts for 0.4% of the portfolio, ranked #52.

Claro Advisors first reported a position in HUBS in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.08M in Q1 2026. 518 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Claro Advisors held 19,880 shares of HubSpot worth $4.07M as of Q3 2026.
  • Claro Advisors sold 1,094 HubSpot shares in Q3 2026, an estimated $247K.
  • HubSpot made up 0.4% of Claro Advisors's portfolio in Q3 2026, its #52 holding.
  • Claro Advisors first reported a position in HubSpot in Q1 2026 and has held it in 3 quarters since.
  • Claro Advisors's HubSpot position peaked at $6.08M in Q1 2026.
  • 518 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.