GDS Wealth Management’s HubSpot HUBS Stock Holding History

GDS Wealth Management’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	$6.83M	Buy	+37,445	New	+$7.83M	0.33%	70
2026 Q1	–	Sell	-17,595	Closed	-$7.06M	–	205
2025 Q4	$7.06M	Sell	17,595 -1,887	-10%	-$782K	0.44%	73
2025 Q3	$9.11M	Buy	19,482 +2,686	+16%	+$1.35M	0.6%	71
2025 Q2	$9.35M	Buy	16,796 +7,449	+80%	+$4.36M	0.68%	63
2025 Q1	$5.34M	Buy	9,347 +3,503	+60%	+$2.46M	0.46%	69
2024 Q4	$4.07M	Buy	5,844 +1,801	+45%	+$1.16M	0.37%	55
2024 Q3	$2.15M	Buy	+4,043	New	+$2.03M	0.21%	61

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

GDS Wealth Management's HUBS Position: Q2 2026 in Review

GDS Wealth Management opened a new position in HubSpot (HUBS) in Q2 2026: 37,445 shares worth $6.83M. The stake represents 0.33% of the portfolio and ranks #70 among its holdings. This is a return to the name: GDS Wealth Management previously reported a position in HUBS as recently as Q4 2025.

GDS Wealth Management first reported a position in HUBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.35M in Q2 2025. 598 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

GDS Wealth Management held 37,445 shares of HubSpot worth $6.83M as of Q2 2026.
HubSpot was a new GDS Wealth Management position in Q2 2026.
HubSpot made up 0.33% of GDS Wealth Management's portfolio in Q2 2026, its #70 holding.
GDS Wealth Management first reported a position in HubSpot in Q3 2024 and has held it in 7 quarters since.
GDS Wealth Management's HubSpot position peaked at $9.35M in Q2 2025.
598 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.