Edgestream Partners’s HubSpot HUBS Stock Holding History

Edgestream Partners’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	$1.89M	Buy	+9,230	New	+$2.08M	0.05%	520
2026 Q1	–	Sell	-13,308	Closed	-$5.34M	–	971
2025 Q4	$5.34M	Sell	13,308 -5,120	-28%	-$2.12M	0.15%	226
2025 Q3	$8.62M	Sell	18,428 -2,260	-11%	-$1.14M	0.25%	94
2025 Q2	$11.5M	Buy	+20,688	New	+$12.1M	0.32%	42
2024 Q4	–	Sell	-13,737	Closed	-$7.3M	–	952
2024 Q3	$7.3M	Buy	13,737 +10,052	+273%	+$5.05M	0.32%	49
2024 Q2	$2.17M	Sell	3,685 -981	-21%	-$602K	0.1%	306
2024 Q1	$2.92M	Buy	+4,666	New	+$2.8M	0.15%	242
2023 Q3	–	Sell	-7,757	Closed	-$4.13M	–	878
2023 Q2	$4.13M	Buy	+7,757	New	+$3.64M	0.37%	30

Other funds holding HUBS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Edgestream Partners's HUBS Position: Q3 2026 in Review

Edgestream Partners opened a new position in HubSpot (HUBS) in Q3 2026: 9,230 shares worth $1.89M. The stake represents 0.05% of the portfolio and ranks #520 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HUBS as recently as Q4 2025.

Edgestream Partners first reported a position in HUBS in Q2 2023 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2025. 372 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Edgestream Partners held 9,230 shares of HubSpot worth $1.89M as of Q3 2026.
HubSpot was a new Edgestream Partners position in Q3 2026.
HubSpot made up 0.05% of Edgestream Partners's portfolio in Q3 2026, its #520 holding.
Edgestream Partners first reported a position in HubSpot in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's HubSpot position peaked at $11.5M in Q2 2025.
372 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.