Essential Partners’s HubSpot HUBS Stock Holding History

Essential Partners’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 Q3	$210K	Buy	1,024 +284	+38%	+$64K	0.1%	230
2026 Q2	$135K	Buy	740 +414	+127%	+$86.6K	0.06%	337
2026 Q1	$79.6K	Sell	326 -2,458	-88%	-$689K	0.03%	476
2025 Q4	$1.12M	Buy	2,784 +2,553	+1,105%	+$1.06M	0.34%	74
2025 Q3	$108K	Sell	231 -694	-75%	-$349K	0.04%	418
2025 Q2	$515K	Buy	+925	New	+$542K	0.21%	152

Other funds holding HUBS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

RWM

Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

Essential Partners's HUBS Position: Q3 2026 in Review

Essential Partners increased its HubSpot (HUBS) stake by 38% in Q3 2026, buying an estimated $64K and bringing the position to 1,024 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #230.

Essential Partners first reported a position in HUBS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2025. 43 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Essential Partners held 1,024 shares of HubSpot worth $210K as of Q3 2026.
Essential Partners bought 284 HubSpot shares in Q3 2026, an estimated $64K.
HubSpot made up 0.1% of Essential Partners's portfolio in Q3 2026, its #230 holding.
Essential Partners first reported a position in HubSpot in Q2 2025 and has held it in 6 quarters since.
Essential Partners's HubSpot position peaked at $1.12M in Q4 2025.
43 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.