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Edmond de Rothschild Holding’s HubSpot HUBS Stock Holding History

Edmond de Rothschild Holding’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 		$64.6M Buy
354,042
+1,245
+0.4% +$260K 0.85% 26
2026
Q1 		$86.1M Buy
352,797
+122,786
+53% +$34.4M 1.25% 19
2025
Q4 		$92.3M Buy
230,011
+62,922
+38% +$26.1M 1.31% 17
2025
Q3 		$78.2M Buy
167,089
+107,149
+179% +$53.9M 1.21% 20
2025
Q2 		$33.4M Buy
59,940
+14,131
+31% +$8.28M 0.53% 52
2025
Q1 		$26.2M Buy
45,809
+45,792
+269,365% +$32.1M 0.46% 57
2024
Q4 		$11.8K Sell
17
-98
-85% -$63K ﹤0.01% 566
2024
Q3 		$61.1K Sell
115
-18
-14% -$9.04K ﹤0.01% 509
2024
Q2 		$78.4K Sell
133
-21
-14% -$12.9K ﹤0.01% 524
2024
Q1 		$96.5K Sell
154
-74
-32% -$44.5K ﹤0.01% 515
2023
Q4 		$132K Sell
228
-136
-37% -$65.4K ﹤0.01% 473
2023
Q3 		$179K Sell
364
-48
-12% -$25.1K ﹤0.01% 429
2023
Q2 		$219K Sell
412
-336
-45% -$157K ﹤0.01% 428
2023
Q1 		$321K Buy
748
+58
+8% +$21.2K 0.01% 400
2022
Q4 		$200K Buy
690
+127
+23% +$36K ﹤0.01% 470
2022
Q3 		$152K Buy
563
+474
+533% +$151K ﹤0.01% 510
2022
Q2 		$27K Sell
89
-50
-36% -$18.3K ﹤0.01% 716
2022
Q1 		$66K Buy
139
+31
+29% +$15K ﹤0.01% 642
2021
Q4 		$71K Buy
+108
New +$81.7K ﹤0.01% 670
2019
Q1 		– Sell
-1,100
Closed -$138K – 648
2018
Q4 		$138K Hold
1,100
– – ﹤0.01% 437
2018
Q3 		$166K Sell
1,100
-700
-39% -$96.2K ﹤0.01% 462
2018
Q2 		$226K Buy
1,800
+700
+64% +$82.9K 0.01% 446
2018
Q1 		$118K Hold
1,100
– – ﹤0.01% 543
2017
Q4 		$98K Buy
+1,100
New +$92.3K ﹤0.01% 580

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

Edmond de Rothschild Holding's HUBS Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its HubSpot (HUBS) stake by 0.35% in Q2 2026, buying an estimated $260K and bringing the position to 354,042 shares worth $64.6M. The position accounts for 0.85% of the portfolio, ranked #26.

Edmond de Rothschild Holding first reported a position in HUBS in Q4 2017 and has held it in 24 quarters since. The position peaked at $92.3M in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Edmond de Rothschild Holding held 354,042 shares of HubSpot worth $64.6M as of Q2 2026.
  • Edmond de Rothschild Holding bought 1,245 HubSpot shares in Q2 2026, an estimated $260K.
  • HubSpot made up 0.85% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #26 holding.
  • Edmond de Rothschild Holding first reported a position in HubSpot in Q4 2017 and has held it in 24 quarters since.
  • Edmond de Rothschild Holding's HubSpot position peaked at $92.3M in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.