KF
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Krilogy Financial’s HubSpot HUBS Stock Holding History

Krilogy Financial’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 		$235K Sell
1,056
-996
-49% -$279K 0.01% 836
2025
Q4 		$675K Buy
2,052
+1,138
+125% +$471K 0.02% 452
2025
Q3 		$425K Buy
+914
New +$460K 0.02% 568

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial's HUBS Position: Q1 2026 in Review

Krilogy Financial reduced its HubSpot (HUBS) stake by 49% in Q1 2026, selling an estimated $279K and leaving 1,056 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #836.

Krilogy Financial first reported a position in HUBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $675K in Q4 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Krilogy Financial held 1,056 shares of HubSpot worth $235K as of Q1 2026.
  • Krilogy Financial sold 996 HubSpot shares in Q1 2026, an estimated $279K.
  • HubSpot made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #836 holding.
  • Krilogy Financial first reported a position in HubSpot in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's HubSpot position peaked at $675K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.