Independent Financial Group’s HubSpot HUBS Stock Holding History

Independent Financial Group’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 Q1	–	Sell	-502	Closed	-$201K	–	1483
2025 Q4	$201K	Buy	+502	New	+$208K	﹤0.01%	1347
2024 Q2	–	Sell	-388	Closed	-$243K	–	1118
2024 Q1	$243K	Buy	388 +43	+12%	+$25.8K	0.01%	882
2023 Q4	$200K	Buy	+345	New	+$166K	0.01%	897
2023 Q3	–	Sell	-537	Closed	-$286K	–	920
2023 Q2	$286K	Sell	537 -11	-2%	-$5.16K	0.02%	660
2023 Q1	$235K	Buy	+548	New	+$200K	0.02%	715
2021 Q4	–	Sell	-407	Closed	-$275K	–	798
2021 Q3	$275K	Sell	407 -109	-21%	-$70.2K	0.03%	556
2021 Q2	$301K	Buy	+516	New	+$269K	0.03%	531

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's HUBS Position: Q1 2026 in Review

Independent Financial Group sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 502 shares — an estimated $201K sold.

Independent Financial Group first reported a position in HUBS in Q2 2021 and held it in 7 quarters. The position peaked at $301K in Q2 2021. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Independent Financial Group reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 502 HubSpot shares in Q1 2026, an estimated $201K.
Independent Financial Group first reported a position in HubSpot in Q2 2021 and held it in 7 quarters.
Independent Financial Group's HubSpot position peaked at $301K in Q2 2021.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.