Guerra Pan Advisors’s HubSpot HUBS Stock Holding History

Guerra Pan 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	$251K	Hold	1,373	–	–	0.14%	101
2026 Q1	$335K	Sell	1,373 -19	-1%	-$5.33K	0.21%	85
2025 Q4	$559K	Sell	1,392 -128	-8%	-$53K	0.33%	61
2025 Q3	$711K	Sell	1,520 -48	-3%	-$24.1K	0.43%	51
2025 Q2	$873K	Hold	1,568	–	–	0.58%	41
2025 Q1	$896K	Sell	1,568 -16	-1%	-$11.2K	0.7%	39
2024 Q4	$1.1M	Hold	1,584	–	–	0.8%	34
2024 Q3	$842K	Hold	1,584	–	–	0.67%	41
2024 Q2	$934K	Buy	1,584 +78	+5%	+$47.8K	0.78%	36
2024 Q1	$944K	Sell	1,506 -15	-1%	-$9.01K	0.87%	36
2023 Q4	$883K	Buy	1,521 +12	+0.8%	+$5.77K	0.84%	37
2023 Q3	$743K	Buy	1,509 +44	+3%	+$23K	0.86%	35
2023 Q2	$780K	Buy	1,465 +235	+19%	+$110K	0.87%	38
2023 Q1	$527K	Hold	1,230	–	–	0.66%	50
2022 Q4	$356K	Hold	1,230	–	–	0.49%	58
2022 Q3	$347K	Hold	1,230	–	–	0.51%	58
2022 Q2	$379K	Hold	1,230	–	–	0.47%	61
2022 Q1	$454K	Sell	1,230 -17	-1%	-$8.24K	0.55%	55
2021 Q4	$822K	Buy	+1,247	New	+$943K	0.81%	39

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

Guerra Pan Advisors's HUBS Position: Q2 2026 in Review

Guerra Pan Advisors held its HubSpot (HUBS) position steady in Q2 2026 at 1,373 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #101.

Guerra Pan Advisors first reported a position in HUBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Guerra Pan Advisors held 1,373 shares of HubSpot worth $251K as of Q2 2026.
Guerra Pan Advisors left its HubSpot share count unchanged in Q2 2026.
HubSpot made up 0.14% of Guerra Pan Advisors's portfolio in Q2 2026, its #101 holding.
Guerra Pan Advisors first reported a position in HubSpot in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's HubSpot position peaked at $1.1M in Q4 2024.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.