Knollwood Investment Advisory’s HubSpot HUBS Stock Holding History

Knollwood Investment Advisory’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	$1.42M	Hold	5,800	–	–	0.14%	133
2025 Q4	$2.33M	Buy	5,800 +141	+2%	+$58.4K	0.22%	97
2025 Q3	$2.65M	Buy	5,659 +64	+1%	+$32.2K	0.24%	90
2025 Q2	$3.11M	Hold	5,595	–	–	0.3%	78
2025 Q1	$3.2M	Buy	5,595 +75	+1%	+$52.6K	0.35%	63
2024 Q4	$3.85M	Hold	5,520	–	–	0.4%	51
2024 Q3	$2.93M	Hold	5,520	–	–	0.31%	79
2024 Q2	$3.26M	Buy	5,520 +2,940	+114%	+$1.8M	0.36%	62
2024 Q1	$1.62M	Hold	2,580	–	–	0.29%	64
2023 Q4	$1.5M	Hold	2,580	–	–	0.31%	68
2023 Q3	$1.27M	Hold	2,580	–	–	0.59%	50
2023 Q2	$1.37M	Hold	2,580	–	–	0.46%	57
2023 Q1	$1.11M	Hold	2,580	–	–	0.21%	70
2022 Q4	$746K	Buy	+2,580	New	+$731K	0.29%	80

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Knollwood Investment Advisory's HUBS Position: Q1 2026 in Review

Knollwood Investment Advisory held its HubSpot (HUBS) position steady in Q1 2026 at 5,800 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #133.

Knollwood Investment Advisory first reported a position in HUBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.85M in Q4 2024. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Knollwood Investment Advisory held 5,800 shares of HubSpot worth $1.42M as of Q1 2026.
Knollwood Investment Advisory left its HubSpot share count unchanged in Q1 2026.
HubSpot made up 0.14% of Knollwood Investment Advisory's portfolio in Q1 2026, its #133 holding.
Knollwood Investment Advisory first reported a position in HubSpot in Q4 2022 and has held it in 14 quarters since.
Knollwood Investment Advisory's HubSpot position peaked at $3.85M in Q4 2024.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.