Kovitz Investment Group Partners’s HubSpot HUBS Stock Holding History

Kovitz Investment Group Partners’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	$1.4M	Sell	5,728 -30	-0.5%	-$8.41K	0.03%	275
2025 Q4	$2.31M	Sell	5,758 -67,009	-92%	-$27.8M	0.05%	212
2025 Q3	$34M	Buy	72,767 +62,590	+615%	+$31.5M	0.13%	149
2025 Q2	$5.66M	Buy	10,177 +3,992	+65%	+$2.34M	0.02%	428
2025 Q1	$3.53M	Sell	6,185 -1,040	-14%	-$730K	0.02%	470
2024 Q4	$5.04M	Sell	7,225 -756	-9%	-$486K	0.02%	400
2024 Q3	$4.12M	Sell	7,981 -404	-5%	-$203K	0.03%	373
2024 Q2	$4.95M	Buy	+8,385	New	+$5.14M	0.04%	294

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

Kovitz Investment Group Partners's HUBS Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its HubSpot (HUBS) stake by 0.52% in Q1 2026, selling an estimated $8.41K and leaving 5,728 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #275.

Kovitz Investment Group Partners first reported a position in HUBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $34M in Q3 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Kovitz Investment Group Partners held 5,728 shares of HubSpot worth $1.4M as of Q1 2026.
Kovitz Investment Group Partners sold 30 HubSpot shares in Q1 2026, an estimated $8.41K.
HubSpot made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #275 holding.
Kovitz Investment Group Partners first reported a position in HubSpot in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's HubSpot position peaked at $34M in Q3 2025.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.