Krilogy Financial
HUBS icon

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
Q3 		$754K Buy
3,377
+1,341
+66% +$302K 0.02% 508
2026
Q2 		$372K Buy
2,036
+980
+93% +$205K 0.01% 743
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Krilogy Financial's HUBS Position: Q3 2026 in Review

Krilogy Financial increased its HubSpot (HUBS) stake by 66% in Q3 2026, buying an estimated $302K and bringing the position to 3,377 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #508.

Krilogy Financial first reported a position in HUBS in Q3 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Krilogy Financial held 3,377 shares of HubSpot worth $754K as of Q3 2026.
  • Krilogy Financial bought 1,341 HubSpot shares in Q3 2026, an estimated $302K.
  • HubSpot made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #508 holding.
  • Krilogy Financial first reported a position in HubSpot in Q3 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.