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Legacy Advisors’s HubSpot HUBS Stock Holding History

Legacy Advisors’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 		– Sell
-933
Closed -$228K – 342
2026
Q1 		$228K Buy
933
+70
+8% +$19.6K 0.03% 256
2025
Q4 		$346K Buy
863
+1
+0.1% +$414 0.04% 208
2025
Q3 		$403K Buy
+862
New +$434K 0.05% 174
2025
Q2 		– Sell
-1,076
Closed -$615K – 190
2025
Q1 		$615K Buy
1,076
+2
+0.2% +$1.4K 0.06% 234
2024
Q4 		$748K Sell
1,074
-71
-6% -$45.6K 0.07% 202
2024
Q3 		$609K Sell
1,145
-99
-8% -$49.7K 0.07% 220
2024
Q2 		$734K Sell
1,244
-105
-8% -$64.4K 0.09% 168
2024
Q1 		$845K Sell
1,349
-34
-2% -$20.4K 0.11% 153
2023
Q4 		$803K Buy
1,383
+4
+0.3% +$1.92K 0.1% 153
2023
Q3 		$679K Hold
1,379
– – 0.11% 155
2023
Q2 		$734K Hold
1,379
– – 0.11% 142
2023
Q1 		$591K Hold
1,379
– – 0.11% 135
2022
Q4 		$399K Buy
1,379
+2
+0.1% +$567 0.07% 165
2022
Q3 		$372K Sell
1,377
-5
-0.4% -$1.59K 0.08% 152
2022
Q2 		$415K Buy
1,382
+2
+0.1% +$730 0.09% 136
2022
Q1 		$655K Buy
1,380
+3
+0.2% +$1.45K 0.13% 102
2021
Q4 		$908K Hold
1,377
– – 0.33% 43
2021
Q3 		$931K Buy
1,377
+1
+0.1% +$644 0.37% 43
2021
Q2 		$802K Hold
1,376
– – 0.33% 47
2021
Q1 		$625K Hold
1,376
– – 0.28% 54
2020
Q4 		$546K Hold
1,376
– – 0.31% 56
2020
Q3 		$402K Hold
1,376
– – 0.27% 62
2020
Q2 		$309K Buy
+1,376
New +$247K 0.25% 72
2020
Q1 		– Sell
-1,376
Closed -$218K – 113
2019
Q4 		$218K Hold
1,376
– – 0.14% 125
2019
Q3 		$209K Hold
1,376
– – 0.16% 103
2019
Q2 		$235K Sell
1,376
-1,376
-50% -$240K 0.16% 99
2019
Q1 		$458K Buy
+2,752
New +$436K 0.15% 110
2018
Q4 		– Sell
-1,376
Closed -$208K – 234
2018
Q3 		$208K Hold
1,376
– – 0.1% 132
2018
Q2 		$173K Hold
1,376
– – 0.13% 95
2018
Q1 		$153K Buy
+1,376
New +$143K 0.11% 95

Other funds holding HUBS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Legacy Advisors's HUBS Position: Q2 2026 in Review

Legacy Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 933 shares — an estimated $228K sold.

Legacy Advisors first reported a position in HUBS in Q1 2018 and held it in 30 quarters. The position peaked at $931K in Q3 2021. 93 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Legacy Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Legacy Advisors sold 933 HubSpot shares in Q2 2026, an estimated $228K.
  • Legacy Advisors first reported a position in HubSpot in Q1 2018 and held it in 30 quarters.
  • Legacy Advisors's HubSpot position peaked at $931K in Q3 2021.
  • 93 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.