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D.A. Davidson & Co’s HubSpot HUBS Stock Holding History

D.A. Davidson & Co’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 		$386K Buy
+1,580
New +$443K ﹤0.01% 1265
2024
Q3 		– Sell
-404
Closed -$238K – 1410
2024
Q2 		$238K Buy
+404
New +$248K ﹤0.01% 1233

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

D.A. Davidson & Co's HUBS Position: Q1 2026 in Review

D.A. Davidson & Co opened a new position in HubSpot (HUBS) in Q1 2026: 1,580 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in HUBS as recently as Q2 2024.

D.A. Davidson & Co first reported a position in HUBS in Q2 2024 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • D.A. Davidson & Co held 1,580 shares of HubSpot worth $386K as of Q1 2026.
  • HubSpot was a new D.A. Davidson & Co position in Q1 2026.
  • HubSpot made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1265 holding.
  • D.A. Davidson & Co first reported a position in HubSpot in Q2 2024 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.