Family Management’s HubSpot HUBS Stock Holding History

Family 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 Q2	–	Sell	-860	Closed	-$210K	–	336
2026 Q1	$210K	Buy	+860	New	+$241K	0.03%	253

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Family Management's HUBS Position: Q2 2026 in Review

Family Management sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 860 shares — an estimated $210K sold.

Family Management first reported a position in HUBS in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 598 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Family Management reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
Family Management sold 860 HubSpot shares in Q2 2026, an estimated $210K.
Family Management first reported a position in HubSpot in Q1 2026 and held it in 1 quarter.
Family Management's HubSpot position peaked at $210K in Q1 2026.
598 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.