Creative Planning
HUBS icon

Creative Planning’s HubSpot HUBS Stock Holding History

Creative 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 		$6.96M Buy
38,140
+2,434
+7% +$509K ﹤0.01% 1152
2026
Q1 		$8.72M Buy
35,706
+24,084
+207% +$6.76M 0.01% 790
2025
Q4 		$4.66M Sell
11,622
-349
-3% -$145K ﹤0.01% 1058
2025
Q3 		$5.6M Buy
11,971
+3,678
+44% +$1.85M ﹤0.01% 805
2025
Q2 		$4.62M Buy
8,293
+340
+4% +$199K ﹤0.01% 799
2025
Q1 		$4.54M Buy
7,953
+772
+11% +$542K ﹤0.01% 749
2024
Q4 		$5M Buy
7,181
+475
+7% +$305K ﹤0.01% 661
2024
Q3 		$3.57M Buy
6,706
+650
+11% +$326K ﹤0.01% 781
2024
Q2 		$3.57M Buy
6,056
+18
+0.3% +$11K ﹤0.01% 747
2024
Q1 		$3.78M Buy
6,038
+331
+6% +$199K ﹤0.01% 707
2023
Q4 		$3.31M Sell
5,707
-1,681
-23% -$809K 0.01% 701
2023
Q3 		$3.64M Sell
7,388
-805
-10% -$421K ﹤0.01% 623
2023
Q2 		$4.36M Hold
8,193
– – 0.01% 559
2023
Q1 		$3.51M Sell
8,193
-313
-4% -$114K 0.01% 593
2022
Q4 		$2.46M Buy
8,506
+182
+2% +$51.6K ﹤0.01% 684
2022
Q3 		$2.25M Sell
8,324
-319
-4% -$101K ﹤0.01% 667
2022
Q2 		$2.6M Buy
8,643
+179
+2% +$65.4K ﹤0.01% 628
2022
Q1 		$4.02M Buy
8,464
+5,984
+241% +$2.9M 0.01% 509
2021
Q4 		$1.64M Buy
2,480
+713
+40% +$539K ﹤0.01% 755
2021
Q3 		$1.2M Sell
1,767
-31
-2% -$20K ﹤0.01% 869
2021
Q2 		$1.05M Buy
1,798
+782
+77% +$408K ﹤0.01% 912
2021
Q1 		$461K Buy
1,016
+442
+77% +$194K ﹤0.01% 1492
2020
Q4 		$228K Buy
+574
New +$201K ﹤0.01% 1795
2017
Q3 		– Sell
-399
Closed -$26K – 2709
2017
Q2 		$26K Hold
399
– – ﹤0.01% 2989
2017
Q1 		$24K Hold
399
– – ﹤0.01% 3006
2016
Q4 		$19K Sell
399
-122
-23% -$6.46K ﹤0.01% 3116
2016
Q3 		$30K Buy
+521
New +$28.3K ﹤0.01% 2733

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Creative Planning's HUBS Position: Q2 2026 in Review

Creative Planning increased its HubSpot (HUBS) stake by 6.8% in Q2 2026, buying an estimated $509K and bringing the position to 38,140 shares worth $6.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Creative Planning first reported a position in HUBS in Q3 2016 and has held it in 27 quarters since. The position peaked at $8.72M in Q1 2026. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Creative Planning held 38,140 shares of HubSpot worth $6.96M as of Q2 2026.
  • Creative Planning bought 2,434 HubSpot shares in Q2 2026, an estimated $509K.
  • HubSpot made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1152 holding.
  • Creative Planning first reported a position in HubSpot in Q3 2016 and has held it in 27 quarters since.
  • Creative Planning's HubSpot position peaked at $8.72M in Q1 2026.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.