IFP Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $168K | Sell |
922
-27
| -3% | -$5.65K | ﹤0.01% | 1640 |
|
|
2026
Q1 | $232K | Sell |
949
-4,177
| -81% | -$1.17M | ﹤0.01% | 1309 |
|
|
2025
Q4 | $2.06M | Buy |
5,126
+4,491
| +707% | +$1.86M | 0.05% | 413 |
|
|
2025
Q3 | $297K | Sell |
635
-390
| -38% | -$196K | 0.01% | 1103 |
|
|
2025
Q2 | $570K | Sell |
1,025
-230
| -18% | -$135K | 0.02% | 778 |
|
|
2025
Q1 | $717K | Buy |
1,255
+43
| +4% | +$30.2K | 0.02% | 645 |
|
|
2024
Q4 | $844K | Buy |
1,212
+108
| +10% | +$69.4K | 0.03% | 564 |
|
|
2024
Q3 | $587K | Sell |
1,104
-99
| -8% | -$49.7K | 0.02% | 634 |
|
|
2024
Q2 | $710K | Buy |
1,203
+174
| +17% | +$107K | 0.03% | 544 |
|
|
2024
Q1 | $644K | Buy |
1,029
+7
| +0.7% | +$4.21K | 0.03% | 538 |
|
|
2023
Q4 | $593K | Sell |
1,022
-7
| -0.7% | -$3.37K | 0.03% | 532 |
|
|
2023
Q3 | $506K | Buy |
1,029
+99
| +11% | +$51.7K | 0.02% | 585 |
|
|
2023
Q2 | $495K | Buy |
930
+145
| +18% | +$68K | 0.02% | 660 |
|
|
2023
Q1 | $98.7K | Sell |
785
-241
| -23% | -$87.9K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $150K | Buy |
1,026
+13
| +1% | +$3.69K | ﹤0.01% | 1506 |
|
|
2022
Q3 | $150K | Buy |
1,013
+392
| +63% | +$124K | ﹤0.01% | 1590 |
|
|
2022
Q2 | $99K | Hold |
621
| – | – | ﹤0.01% | 1693 |
|
|
2022
Q1 | $99K | Buy |
621
+463
| +293% | +$224K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $104K | Buy |
158
+106
| +204% | +$80.2K | ﹤0.01% | 1248 |
|
|
2021
Q3 | $36K | Buy |
52
+1
| +2% | +$644 | ﹤0.01% | 1715 |
|
|
2021
Q2 | $30K | Buy |
51
+1
| +2% | +$522 | ﹤0.01% | 1746 |
|
|
2021
Q1 | $23K | Sell |
50
-10
| -17% | -$4.39K | ﹤0.01% | 1796 |
|
|
2020
Q4 | $24K | Buy |
60
+5
| +9% | +$1.75K | ﹤0.01% | 1730 |
|
|
2020
Q3 | $17K | Buy |
+55
| New | +$14.4K | ﹤0.01% | 1706 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$19K | – | 2819 |
|
|
2018
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 2168 |
|
|
2018
Q3 | $23K | Sell |
150
-5,380
| -97% | -$740K | ﹤0.01% | 2378 |
|
|
2018
Q2 | $693K | Buy |
5,530
+5,430
| +5,430% | +$643K | 0.03% | 549 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 2845 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 2890 |
|
|
2017
Q3 | $8K | Buy |
+100
| New | +$7.16K | ﹤0.01% | 3149 |
|
|
2017
Q1 | – | Sell |
-175
| Closed | -$8K | – | 4053 |
|
|
2016
Q4 | $8K | Buy |
175
+30
| +21% | +$1.59K | ﹤0.01% | 3034 |
|
|
2016
Q3 | $8K | Buy |
145
+135
| +1,350% | +$7.33K | ﹤0.01% | 2971 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | +$454 | ﹤0.01% | 3924 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$1K | – | 2837 |
|
|
2015
Q4 | $1K | Buy |
+15
| New | +$793 | ﹤0.01% | 3524 |
|
Other funds holding HUBS
SOMRS
IFP Advisors's HUBS Position: Q2 2026 in Review
IFP Advisors reduced its HubSpot (HUBS) stake by 2.8% in Q2 2026, selling an estimated $5.65K and leaving 922 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.
IFP Advisors first reported a position in HUBS in Q4 2015 and has held it in 34 quarters since. The position peaked at $2.06M in Q4 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.
- IFP Advisors held 922 shares of HubSpot worth $168K as of Q2 2026.
- IFP Advisors sold 27 HubSpot shares in Q2 2026, an estimated $5.65K.
- HubSpot made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1640 holding.
- IFP Advisors first reported a position in HubSpot in Q4 2015 and has held it in 34 quarters since.
- IFP Advisors's HubSpot position peaked at $2.06M in Q4 2025.
- 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.