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Evelyn Partners Asset Management’s HubSpot HUBS Stock Holding History

Evelyn Partners 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 		$3.91K Hold
16
– – ﹤0.01% 286
2025
Q4 		$6.42K Hold
16
– – ﹤0.01% 254
2025
Q3 		$7.49K Buy
+16
New +$8.05K ﹤0.01% 245

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners Asset Management's HUBS Position: Q1 2026 in Review

Evelyn Partners Asset Management held its HubSpot (HUBS) position steady in Q1 2026 at 16 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Evelyn Partners Asset Management first reported a position in HUBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.49K in Q3 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Evelyn Partners Asset Management held 16 shares of HubSpot worth $3.91K as of Q1 2026.
  • Evelyn Partners Asset Management left its HubSpot share count unchanged in Q1 2026.
  • HubSpot made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #286 holding.
  • Evelyn Partners Asset Management first reported a position in HubSpot in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's HubSpot position peaked at $7.49K in Q3 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.