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Diversified Trust’s HubSpot HUBS Stock Holding History

Diversified Trust’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 		$1.39M Buy
7,591
+582
+8% +$122K 0.02% 389
2026
Q1 		$1.71M Buy
7,009
+4,080
+139% +$1.14M 0.03% 291
2025
Q4 		$1.18M Buy
2,929
+2,431
+488% +$1.01M 0.02% 388
2025
Q3 		$233K Sell
498
-358
-42% -$180K ﹤0.01% 882
2025
Q2 		$476K Sell
856
-451
-35% -$264K 0.01% 607
2025
Q1 		$747K Buy
1,307
+7
+0.5% +$4.91K 0.02% 448
2024
Q4 		$906K Buy
1,300
+662
+104% +$426K 0.02% 391
2024
Q3 		$339K Buy
638
+5
+0.8% +$2.51K 0.01% 702
2024
Q2 		$373K Buy
633
+7
+1% +$4.29K 0.01% 622
2024
Q1 		$392K Hold
626
– – 0.01% 577
2023
Q4 		$363K Sell
626
-214
-25% -$103K 0.01% 597
2023
Q3 		$414K Sell
840
-214
-20% -$112K 0.02% 525
2023
Q2 		$561K Sell
1,054
-28
-3% -$13.1K 0.02% 428
2023
Q1 		$464K Buy
1,082
+247
+30% +$90.1K 0.02% 488
2022
Q4 		$241K Buy
835
+33
+4% +$9.36K 0.01% 669
2022
Q3 		$217K Buy
+802
New +$255K 0.01% 669
2021
Q4 		– Sell
-398
Closed -$269K – 867
2021
Q3 		$269K Buy
+398
New +$256K 0.01% 632
2016
Q2 		– Sell
-5,505
Closed -$240K – 385
2016
Q1 		$240K Buy
5,505
+1,930
+54% +$83K 0.03% 344
2015
Q4 		$201K Buy
+3,575
New +$189K 0.02% 394

Other funds holding HUBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Diversified Trust's HUBS Position: Q2 2026 in Review

Diversified Trust increased its HubSpot (HUBS) stake by 8.3% in Q2 2026, buying an estimated $122K and bringing the position to 7,591 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #389.

Diversified Trust first reported a position in HUBS in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.71M in Q1 2026. 45 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Diversified Trust held 7,591 shares of HubSpot worth $1.39M as of Q2 2026.
  • Diversified Trust bought 582 HubSpot shares in Q2 2026, an estimated $122K.
  • HubSpot made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #389 holding.
  • Diversified Trust first reported a position in HubSpot in Q4 2015 and has held it in 19 quarters since.
  • Diversified Trust's HubSpot position peaked at $1.71M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.