Fortitude Family Office’s HubSpot HUBS Stock Holding History

Fortitude Family Office’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	$3.69K	Buy	18 +16	+800%	+$3.61K	﹤0.01%	1731
2026 Q2	$365	Sell	2 -1	-33%	-$209	﹤0.01%	2024
2026 Q1	$732	Sell	3 -2	-40%	-$561	﹤0.01%	1591
2025 Q4	$2.01K	Sell	5 -23	-82%	-$9.53K	﹤0.01%	1177
2025 Q3	$13.1K	Sell	28 -1	-3%	-$503	﹤0.01%	490
2025 Q2	$16.1K	Buy	29 +2	+7%	+$1.17K	0.01%	422
2025 Q1	$15.4K	Hold	27	–	–	0.01%	451
2024 Q4	$18.8K	Sell	27 -1	-4%	-$643	0.01%	467
2024 Q3	$14.9K	Buy	28 +1	+4%	+$502	0.01%	483
2024 Q2	$15.9K	Buy	27 +11	+69%	+$6.75K	0.01%	336
2024 Q1	$10K	Hold	16	–	–	0.01%	395
2023 Q4	$9.29K	Buy	+16	New	+$7.7K	0.01%	432

Other funds holding HUBS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

RWM

Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

Fortitude Family Office's HUBS Position: Q3 2026 in Review

Fortitude Family Office increased its HubSpot (HUBS) stake by 800% in Q3 2026, buying an estimated $3.61K and bringing the position to 18 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Fortitude Family Office first reported a position in HUBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.8K in Q4 2024. 43 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Fortitude Family Office held 18 shares of HubSpot worth $3.69K as of Q3 2026.
Fortitude Family Office bought 16 HubSpot shares in Q3 2026, an estimated $3.61K.
HubSpot made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1731 holding.
Fortitude Family Office first reported a position in HubSpot in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's HubSpot position peaked at $18.8K in Q4 2024.
43 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.