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Fi3 Financial Advisors’s HubSpot HUBS Stock Holding History

Fi3 Financial 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
Q1 		$226K Buy
+927
New +$260K 0.07% 185
2025
Q2 		– Sell
-385
Closed -$220K – 177
2025
Q1 		$220K Sell
385
-3
-0.8% -$2.1K 0.09% 113
2024
Q4 		$270K Sell
388
-47
-11% -$30.2K 0.1% 86
2024
Q3 		$231K Buy
+435
New +$218K 0.09% 91

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fi3 Financial Advisors's HUBS Position: Q1 2026 in Review

Fi3 Financial Advisors opened a new position in HubSpot (HUBS) in Q1 2026: 927 shares worth $226K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in HUBS as recently as Q1 2025.

Fi3 Financial Advisors first reported a position in HUBS in Q3 2024 and has held it in 4 quarters since. The position peaked at $270K in Q4 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Fi3 Financial Advisors held 927 shares of HubSpot worth $226K as of Q1 2026.
  • HubSpot was a new Fi3 Financial Advisors position in Q1 2026.
  • HubSpot made up 0.07% of Fi3 Financial Advisors's portfolio in Q1 2026, its #185 holding.
  • Fi3 Financial Advisors first reported a position in HubSpot in Q3 2024 and has held it in 4 quarters since.
  • Fi3 Financial Advisors's HubSpot position peaked at $270K in Q4 2024.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.