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 Q2	$1.04M	Sell	5,720 -8	-0.1%	-$1.67K	0.02%	315
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 $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

Kovitz Investment Group Partners's HUBS Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its HubSpot (HUBS) stake by 0.14% in Q2 2026, selling an estimated $1.67K and leaving 5,720 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #315.

Kovitz Investment Group Partners first reported a position in HUBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $34M in Q3 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Kovitz Investment Group Partners held 5,720 shares of HubSpot worth $1.04M as of Q2 2026.
Kovitz Investment Group Partners sold 8 HubSpot shares in Q2 2026, an estimated $1.67K.
HubSpot made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #315 holding.
Kovitz Investment Group Partners first reported a position in HubSpot in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's HubSpot position peaked at $34M in Q3 2025.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.