Jones Financial Companies’s HubSpot HUBS Stock Holding History

Jones Financial Companies’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	$1.58M	Buy	8,522 +87	+1%	+$18.2K	﹤0.01%	1677
2026 Q1	$1.95M	Buy	8,435 +5,343	+173%	+$1.5M	﹤0.01%	1439
2025 Q4	$1.24M	Buy	3,092 +2,025	+190%	+$839K	﹤0.01%	1150
2025 Q3	$552K	Buy	1,067 +331	+45%	+$167K	﹤0.01%	1356
2025 Q2	$405K	Buy	736 +255	+53%	+$149K	﹤0.01%	1357
2025 Q1	$280K	Buy	481 +179	+59%	+$126K	﹤0.01%	1357
2024 Q4	$210K	Buy	302 +88	+41%	+$56.6K	﹤0.01%	1331
2024 Q3	$115K	Buy	214 +179	+511%	+$89.9K	﹤0.01%	1347
2024 Q2	$20.6K	Buy	+35	New	+$21.5K	﹤0.01%	1531
2022 Q3	–	Sell	-2	Closed	-$1K	–	622
2022 Q2	$1K	Buy	+2	New	+$730	﹤0.01%	646
2021 Q1	–	Sell	-5	Closed	-$2K	–	811
2020 Q4	$2K	Buy	+5	New	+$1.75K	﹤0.01%	604

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

Jones Financial Companies's HUBS Position: Q2 2026 in Review

Jones Financial Companies increased its HubSpot (HUBS) stake by 1% in Q2 2026, buying an estimated $18.2K and bringing the position to 8,522 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Jones Financial Companies first reported a position in HUBS in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.95M in Q1 2026. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Jones Financial Companies held 8,522 shares of HubSpot worth $1.58M as of Q2 2026.
Jones Financial Companies bought 87 HubSpot shares in Q2 2026, an estimated $18.2K.
HubSpot made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1677 holding.
Jones Financial Companies first reported a position in HubSpot in Q4 2020 and has held it in 11 quarters since.
Jones Financial Companies's HubSpot position peaked at $1.95M in Q1 2026.
593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.