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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
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

Krilogy Financial's HUBS Position: Q2 2026 in Review

Krilogy Financial increased its HubSpot (HUBS) stake by 93% in Q2 2026, buying an estimated $205K and bringing the position to 2,036 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #743.

Krilogy Financial first reported a position in HUBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $675K in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Krilogy Financial held 2,036 shares of HubSpot worth $372K as of Q2 2026.
  • Krilogy Financial bought 980 HubSpot shares in Q2 2026, an estimated $205K.
  • HubSpot made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #743 holding.
  • Krilogy Financial first reported a position in HubSpot in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's HubSpot position peaked at $675K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.