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Ellevest Inc’s HubSpot HUBS Stock Holding History

Ellevest Inc’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 		$223K Sell
915
-192
-17% -$53.9K 0.03% 395
2025
Q4 		$444K Sell
1,107
-282
-20% -$117K 0.06% 251
2025
Q3 		$650K Sell
1,389
-377
-21% -$190K 0.09% 163
2025
Q2 		$983K Sell
1,766
-6
-0.3% -$3.51K 0.16% 99
2025
Q1 		$1.01M Sell
1,772
-78
-4% -$54.7K 0.07% 100
2024
Q4 		$1.29M Sell
1,850
-605
-25% -$389K 0.07% 86
2024
Q3 		$1.31M Sell
2,455
-155
-6% -$77.8K 0.07% 84
2024
Q2 		$1.54M Sell
2,610
-544
-17% -$334K 0.09% 65
2024
Q1 		$1.98M Buy
3,154
+308
+11% +$185K 0.12% 53
2023
Q4 		$1.65M Sell
2,846
-319
-10% -$153K 0.11% 57
2023
Q3 		$1.56M Sell
3,165
-30
-0.9% -$15.7K 0.12% 50
2023
Q2 		$1.7M Sell
3,195
-100
-3% -$46.9K 0.13% 46
2023
Q1 		$1.41M Sell
3,295
-250
-7% -$91.2K 0.11% 52
2022
Q4 		$1.02M Buy
3,545
+1,314
+59% +$372K 0.09% 54
2022
Q3 		$603K Sell
2,231
-602
-21% -$191K 0.06% 84
2022
Q2 		$852K Buy
2,833
+1,211
+75% +$442K 0.08% 61
2022
Q1 		$770K Sell
1,622
-156
-9% -$75.6K 0.07% 68
2021
Q4 		$1.17M Sell
1,778
-227
-11% -$172K 0.1% 50
2021
Q3 		$1.36M Buy
2,005
+559
+39% +$360K 0.13% 44
2021
Q2 		$843K Sell
1,446
-314
-18% -$164K 0.08% 56
2021
Q1 		$799K Buy
1,760
+1,393
+380% +$612K 0.1% 53
2020
Q4 		$145K Buy
367
+155
+73% +$54.4K 0.02% 239
2020
Q3 		$62K Buy
212
+169
+393% +$44.3K 0.01% 339
2020
Q2 		$10K Buy
43
+10
+30% +$1.8K ﹤0.01% 620
2020
Q1 		$4K Buy
+33
New +$5.48K ﹤0.01% 669

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

Ellevest Inc's HUBS Position: Q1 2026 in Review

Ellevest Inc reduced its HubSpot (HUBS) stake by 17% in Q1 2026, selling an estimated $53.9K and leaving 915 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #395.

Ellevest Inc first reported a position in HUBS in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.98M in Q1 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Ellevest Inc held 915 shares of HubSpot worth $223K as of Q1 2026.
  • Ellevest Inc sold 192 HubSpot shares in Q1 2026, an estimated $53.9K.
  • HubSpot made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #395 holding.
  • Ellevest Inc first reported a position in HubSpot in Q1 2020 and has held it in 25 quarters since.
  • Ellevest Inc's HubSpot position peaked at $1.98M in Q1 2024.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.