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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
Q2 		$386K Buy
2,112
+882
+72% +$184K ﹤0.01% 1157
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
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

EP Wealth Advisors's HUBS Position: Q2 2026 in Review

EP Wealth Advisors increased its HubSpot (HUBS) stake by 72% in Q2 2026, buying an estimated $184K and bringing the position to 2,112 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

EP Wealth Advisors first reported a position in HUBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $490K in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • EP Wealth Advisors held 2,112 shares of HubSpot worth $386K as of Q2 2026.
  • EP Wealth Advisors bought 882 HubSpot shares in Q2 2026, an estimated $184K.
  • HubSpot made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1157 holding.
  • EP Wealth Advisors first reported a position in HubSpot in Q3 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's HubSpot position peaked at $490K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.