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Evolve Private Wealth’s HubSpot HUBS Stock Holding History

Evolve Private Wealth’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 		$461K Buy
2,526
+575
+29% +$120K 0.03% 548
2026
Q1 		$476K Sell
1,951
-679
-26% -$190K 0.03% 599
2025
Q4 		$1.06M Buy
+2,630
New +$1.09M 0.06% 280

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

Evolve Private Wealth's HUBS Position: Q2 2026 in Review

Evolve Private Wealth increased its HubSpot (HUBS) stake by 29% in Q2 2026, buying an estimated $120K and bringing the position to 2,526 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #548.

Evolve Private Wealth first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 597 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Evolve Private Wealth held 2,526 shares of HubSpot worth $461K as of Q2 2026.
  • Evolve Private Wealth bought 575 HubSpot shares in Q2 2026, an estimated $120K.
  • HubSpot made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #548 holding.
  • Evolve Private Wealth first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's HubSpot position peaked at $1.06M in Q4 2025.
  • 597 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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