EP Wealth Advisors’s HubSpot HUBS Stock Holding History

EP Wealth Advisors’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	$300K	Buy	1,230 +10	+0.8%	+$2.81K	﹤0.01%	1167
2025 Q4	$490K	Buy	+1,220	New	+$505K	﹤0.01%	889
2025 Q2	$215K	Buy	+385	New	+$225K	﹤0.01%	1217
2024 Q4	–	Sell	-723	Closed	-$384K	–	1278
2024 Q3	$384K	Buy	+723	New	+$363K	﹤0.01%	776

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

EP Wealth Advisors's HUBS Position: Q1 2026 in Review

EP Wealth Advisors increased its HubSpot (HUBS) stake by 0.82% in Q1 2026, buying an estimated $2.81K and bringing the position to 1,230 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

EP Wealth Advisors first reported a position in HUBS in Q3 2024 and has held it in 4 quarters since. The position peaked at $490K in Q4 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

EP Wealth Advisors held 1,230 shares of HubSpot worth $300K as of Q1 2026.
EP Wealth Advisors bought 10 HubSpot shares in Q1 2026, an estimated $2.81K.
HubSpot made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1167 holding.
EP Wealth Advisors first reported a position in HubSpot in Q3 2024 and has held it in 4 quarters since.
EP Wealth Advisors's HubSpot position peaked at $490K in Q4 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.