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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
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

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

Farther Finance Advisors's HUBS Position: Q2 2026 in Review

Farther Finance Advisors increased its HubSpot (HUBS) stake by 5.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,413 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Farther Finance Advisors first reported a position in HUBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $685K in Q4 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Farther Finance Advisors held 1,413 shares of HubSpot worth $258K as of Q2 2026.
  • Farther Finance Advisors bought 77 HubSpot shares in Q2 2026, an estimated $16.1K.
  • HubSpot made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2055 holding.
  • Farther Finance Advisors first reported a position in HubSpot in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's HubSpot position peaked at $685K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.