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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
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

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

Essential Partners's HUBS Position: Q2 2026 in Review

Essential Partners increased its HubSpot (HUBS) stake by 127% in Q2 2026, buying an estimated $86.6K and bringing the position to 740 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #337.

Essential Partners first reported a position in HUBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2025. 598 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Essential Partners held 740 shares of HubSpot worth $135K as of Q2 2026.
  • Essential Partners bought 414 HubSpot shares in Q2 2026, an estimated $86.6K.
  • HubSpot made up 0.06% of Essential Partners's portfolio in Q2 2026, its #337 holding.
  • Essential Partners first reported a position in HubSpot in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's HubSpot position peaked at $1.12M in Q4 2025.
  • 598 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.