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Evanson Asset Management’s HubSpot HUBS Stock Holding History

Evanson Asset Management’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 		$260K Hold
1,067
– – 0.01% 281
2025
Q4 		$428K Hold
1,067
– – 0.02% 218
2025
Q3 		$499K Buy
+1,067
New +$537K 0.03% 202

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evanson Asset Management's HUBS Position: Q1 2026 in Review

Evanson Asset Management held its HubSpot (HUBS) position steady in Q1 2026 at 1,067 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #281.

Evanson Asset Management first reported a position in HUBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $499K in Q3 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Evanson Asset Management held 1,067 shares of HubSpot worth $260K as of Q1 2026.
  • Evanson Asset Management left its HubSpot share count unchanged in Q1 2026.
  • HubSpot made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #281 holding.
  • Evanson Asset Management first reported a position in HubSpot in Q3 2025 and has held it in 3 quarters since.
  • Evanson Asset Management's HubSpot position peaked at $499K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.