FFA
HUBS icon

Farther Finance Advisors’s HubSpot HUBS Stock Holding History

Farther Finance Advisors’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
Q3 		$400K Buy
1,951
+538
+38% +$121K ﹤0.01% 1770
2026
Q2 		$258K Buy
1,413
+77
+6% +$16.1K ﹤0.01% 2055
2026
Q1 		$324K Sell
1,336
-370
-22% -$104K ﹤0.01% 1688
2025
Q4 		$685K Buy
1,706
+413
+32% +$171K 0.01% 1115
2025
Q3 		$605K Buy
1,293
+933
+259% +$469K 0.01% 980
2025
Q2 		$201K Buy
360
+41
+13% +$24K ﹤0.01% 1384
2025
Q1 		$186K Buy
319
+64
+25% +$44.9K ﹤0.01% 1259
2024
Q4 		$178K Buy
255
+13
+5% +$8.36K 0.01% 1043
2024
Q3 		$129K Sell
242
-142
-37% -$71.3K ﹤0.01% 1197
2024
Q2 		$228K Buy
384
+147
+62% +$90.1K 0.01% 790
2024
Q1 		$151K Hold
237
– – 0.01% 794
2023
Q4 		$138K Buy
237
+87
+58% +$41.9K 0.01% 686
2023
Q3 		$73.9K Buy
150
+26
+21% +$13.6K 0.01% 658
2023
Q2 		$66K Sell
124
-9
-7% -$4.22K 0.01% 576
2023
Q1 		$57K Sell
133
-7
-5% -$2.55K 0.02% 570
2022
Q4 		$40.5K Buy
+140
New +$39.7K 0.02% 538

Other funds holding HUBS

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's HUBS Position: Q3 2026 in Review

Farther Finance Advisors increased its HubSpot (HUBS) stake by 38% in Q3 2026, buying an estimated $121K and bringing the position to 1,951 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Farther Finance Advisors first reported a position in HUBS in Q4 2022 and has held it in 16 quarters since. The position peaked at $685K in Q4 2025. 16 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Farther Finance Advisors held 1,951 shares of HubSpot worth $400K as of Q3 2026.
  • Farther Finance Advisors bought 538 HubSpot shares in Q3 2026, an estimated $121K.
  • HubSpot made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1770 holding.
  • Farther Finance Advisors first reported a position in HubSpot in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's HubSpot position peaked at $685K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.