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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's HUBS Position: Q1 2026 in Review

Edgestream Partners sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 13,308 shares — an estimated $5.34M sold.

Edgestream Partners first reported a position in HUBS in Q2 2023 and held it in 7 quarters. The position peaked at $11.5M in Q2 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Edgestream Partners reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 13,308 HubSpot shares in Q1 2026, an estimated $5.34M.
Edgestream Partners first reported a position in HubSpot in Q2 2023 and held it in 7 quarters.
Edgestream Partners's HubSpot position peaked at $11.5M in Q2 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.