Envestnet Asset Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.8M | Buy |
59,428
+37,374
| +169% | +$7.82M | ﹤0.01% | 1875 |
|
|
2026
Q1 | $5.38M | Sell |
22,054
-19,636
| -47% | -$5.51M | ﹤0.01% | 2275 |
|
|
2025
Q4 | $16.7M | Sell |
41,690
-12,820
| -24% | -$5.31M | 0.01% | 1322 |
|
|
2025
Q3 | $25.5M | Sell |
54,510
-7,633
| -12% | -$3.84M | 0.01% | 1125 |
|
|
2025
Q2 | $34.6M | Sell |
62,143
-4,373
| -7% | -$2.56M | 0.01% | 929 |
|
|
2025
Q1 | $38M | Sell |
66,516
-1,379
| -2% | -$967K | 0.01% | 837 |
|
|
2024
Q4 | $47.3M | Buy |
67,895
+1,717
| +3% | +$1.1M | 0.02% | 740 |
|
|
2024
Q3 | $35.2M | Sell |
66,178
-4,826
| -7% | -$2.42M | 0.01% | 883 |
|
|
2024
Q2 | $41.9M | Sell |
71,004
-5,630
| -7% | -$3.45M | 0.01% | 749 |
|
|
2024
Q1 | $48M | Buy |
76,634
+4,978
| +7% | +$2.99M | 0.02% | 686 |
|
|
2023
Q4 | $41.6M | Buy |
71,656
+756
| +1% | +$364K | 0.02% | 684 |
|
|
2023
Q3 | $34.9M | Buy |
70,900
+21,682
| +44% | +$11.3M | 0.02% | 715 |
|
|
2023
Q2 | $26.2M | Sell |
49,218
-418
| -0.8% | -$196K | 0.01% | 804 |
|
|
2023
Q1 | $21.3M | Buy |
49,636
+2,044
| +4% | +$746K | 0.01% | 849 |
|
|
2022
Q4 | $13.8M | Sell |
47,592
-3,380
| -7% | -$958K | 0.01% | 1036 |
|
|
2022
Q3 | $13.8M | Buy |
50,972
+3,869
| +8% | +$1.23M | 0.01% | 973 |
|
|
2022
Q2 | $14.2M | Buy |
47,103
+8,480
| +22% | +$3.1M | 0.01% | 973 |
|
|
2022
Q1 | $18.3M | Buy |
38,623
+16,411
| +74% | +$7.95M | 0.01% | 885 |
|
|
2021
Q4 | $14.6M | Sell |
22,212
-3,375
| -13% | -$2.55M | 0.01% | 987 |
|
|
2021
Q3 | $17.3M | Buy |
25,587
+8,463
| +49% | +$5.45M | 0.01% | 863 |
|
|
2021
Q2 | $9.98M | Buy |
17,124
+475
| +3% | +$248K | 0.01% | 1135 |
|
|
2021
Q1 | $7.56M | Sell |
16,649
-3,260
| -16% | -$1.43M | ﹤0.01% | 1201 |
|
|
2020
Q4 | $7.89M | Sell |
19,909
-72
| -0.4% | -$25.3K | 0.01% | 1035 |
|
|
2020
Q3 | $5.84M | Sell |
19,981
-410
| -2% | -$107K | 0.01% | 1080 |
|
|
2020
Q2 | $4.58M | Buy |
20,391
+879
| +5% | +$158K | ﹤0.01% | 1168 |
|
|
2020
Q1 | $2.6M | Buy |
19,512
+6,896
| +55% | +$1.15M | ﹤0.01% | 1293 |
|
|
2019
Q4 | $2M | Buy |
12,616
+9,712
| +334% | +$1.49M | ﹤0.01% | 1606 |
|
|
2019
Q3 | $440K | Sell |
2,904
-116
| -4% | -$20.8K | ﹤0.01% | 2447 |
|
|
2019
Q2 | $515K | Sell |
3,020
-16
| -0.5% | -$2.79K | ﹤0.01% | 2394 |
|
|
2019
Q1 | $505K | Sell |
3,036
-463
| -13% | -$73.3K | ﹤0.01% | 2340 |
|
|
2018
Q4 | $440K | Buy |
+3,499
| New | +$459K | ﹤0.01% | 2231 |
|
|
2018
Q1 | – | Sell |
-212
| Closed | -$19K | – | 2883 |
|
|
2017
Q4 | $19K | Hold |
212
| – | – | ﹤0.01% | 2530 |
|
|
2017
Q3 | $18K | Hold |
212
| – | – | ﹤0.01% | 2508 |
|
|
2017
Q2 | $14K | Sell |
212
-4
| -2% | -$270 | ﹤0.01% | 2663 |
|
|
2017
Q1 | $13K | Buy |
216
+69
| +47% | +$3.91K | ﹤0.01% | 2741 |
|
|
2016
Q4 | $6K | Buy |
+147
| New | +$7.78K | ﹤0.01% | 2851 |
|
Other funds holding HUBS
SOMRS
Envestnet Asset Management's HUBS Position: Q2 2026 in Review
Envestnet Asset Management increased its HubSpot (HUBS) stake by 169% in Q2 2026, buying an estimated $7.82M and bringing the position to 59,428 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.
Envestnet Asset Management first reported a position in HUBS in Q4 2016 and has held it in 36 quarters since. The position peaked at $48M in Q1 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.
- Envestnet Asset Management held 59,428 shares of HubSpot worth $10.8M as of Q2 2026.
- Envestnet Asset Management bought 37,374 HubSpot shares in Q2 2026, an estimated $7.82M.
- HubSpot made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1875 holding.
- Envestnet Asset Management first reported a position in HubSpot in Q4 2016 and has held it in 36 quarters since.
- Envestnet Asset Management's HubSpot position peaked at $48M in Q1 2024.
- 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.