BFC Planning, Inc.’s HubSpot HUBS Stock Holding History

BFC Planning, Inc.’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	$23.8K	Buy	116 +12	+12%	+$2.7K	﹤0.01%	1939
2026 Q2	$19K	Buy	104 +17	+20%	+$3.56K	﹤0.01%	2034
2026 Q1	$21.2K	Buy	87 +1	+1%	+$281	﹤0.01%	1686
2025 Q4	$34.5K	Buy	86 +9	+12%	+$3.73K	﹤0.01%	1519
2025 Q3	$36K	Buy	77 +24	+45%	+$12.1K	﹤0.01%	1313
2025 Q2	$29.5K	Buy	53 +1	+2%	+$586	﹤0.01%	1340
2025 Q1	$29.7K	Sell	52 -12	-19%	-$8.42K	﹤0.01%	1302
2024 Q4	$44.6K	Buy	64 +2	+3%	+$1.29K	﹤0.01%	1152
2024 Q3	$33K	Buy	+62	New	+$31.1K	﹤0.01%	1245

Other funds holding HUBS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

BFC Planning, Inc.'s HUBS Position: Q3 2026 in Review

BFC Planning, Inc. increased its HubSpot (HUBS) stake by 12% in Q3 2026, buying an estimated $2.7K and bringing the position to 116 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

BFC Planning, Inc. first reported a position in HUBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $44.6K in Q4 2024. 483 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

BFC Planning, Inc. held 116 shares of HubSpot worth $23.8K as of Q3 2026.
BFC Planning, Inc. bought 12 HubSpot shares in Q3 2026, an estimated $2.7K.
HubSpot made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1939 holding.
BFC Planning, Inc. first reported a position in HubSpot in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s HubSpot position peaked at $44.6K in Q4 2024.
483 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.