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CVA Family Office’s HubSpot HUBS Stock Holding History

CVA Family Office’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 		$13.1K Sell
72
-173
-71% -$36.2K ﹤0.01% 947
2026
Q1 		$59.8K Buy
245
+143
+140% +$40.1K 0.01% 560
2025
Q4 		$40.9K Sell
102
-23
-18% -$9.53K ﹤0.01% 585
2025
Q3 		$58.5K Sell
125
-6
-5% -$3.02K 0.01% 524
2025
Q2 		$72.9K Buy
131
+5
+4% +$2.93K 0.01% 470
2025
Q1 		$72K Buy
126
+10
+9% +$7.01K 0.01% 446
2024
Q4 		$80.8K Buy
116
+11
+10% +$7.07K 0.01% 427
2024
Q3 		$55.8K Buy
105
+1
+1% +$502 0.01% 490
2024
Q2 		$61.3K Buy
104
+3
+3% +$1.84K 0.01% 452
2024
Q1 		$63.3K Buy
101
+1
+1% +$601 0.01% 441
2023
Q4 		$58.1K Buy
+100
New +$48.1K 0.01% 445
2023
Q3 		– Sell
-80
Closed -$42.6K – 554
2023
Q2 		$42.6K Hold
80
– – 0.01% 486
2023
Q1 		$34.3K Hold
80
– – 0.01% 504
2022
Q4 		$23.1K Hold
80
– – 0.01% 538
2022
Q3 		$22K Buy
80
+60
+300% +$19.1K 0.01% 507
2022
Q2 		$6K Buy
20
+10
+100% +$3.65K ﹤0.01% 718
2022
Q1 		$5K Sell
10
-10
-50% -$4.84K ﹤0.01% 772
2021
Q4 		$13K Buy
+20
New +$15.1K ﹤0.01% 600
2021
Q3 		– Sell
-20
Closed -$12K – 585
2021
Q2 		$12K Buy
+20
New +$10.4K ﹤0.01% 616

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

CVA Family Office's HUBS Position: Q2 2026 in Review

CVA Family Office reduced its HubSpot (HUBS) stake by 71% in Q2 2026, selling an estimated $36.2K and leaving 72 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

CVA Family Office first reported a position in HUBS in Q2 2021 and has held it in 19 quarters since. The position peaked at $80.8K in Q4 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • CVA Family Office held 72 shares of HubSpot worth $13.1K as of Q2 2026.
  • CVA Family Office sold 173 HubSpot shares in Q2 2026, an estimated $36.2K.
  • HubSpot made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #947 holding.
  • CVA Family Office first reported a position in HubSpot in Q2 2021 and has held it in 19 quarters since.
  • CVA Family Office's HubSpot position peaked at $80.8K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.