Lido Advisors
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Lido Advisors’s HubSpot HUBS Stock Holding History

Lido 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
Q1 		– Sell
-4,390
Closed -$2.04M – 2029
2025
Q4 		$2.04M Sell
4,390
-2,511
-36% -$1.04M 0.01% 717
2025
Q3 		$3.23M Buy
6,901
+3,368
+95% +$1.69M 0.01% 556
2025
Q2 		$1.97M Buy
3,533
+37
+1% +$21.7K 0.01% 595
2025
Q1 		$2M Buy
3,496
+1,520
+77% +$1.07M 0.01% 540
2024
Q4 		$1.38M Buy
1,976
+871
+79% +$560K 0.01% 636
2024
Q3 		$588K Sell
1,105
-4,484
-80% -$2.25M ﹤0.01% 901
2024
Q2 		$3.3M Buy
5,589
+4,598
+464% +$2.82M 0.02% 352
2024
Q1 		$621K Buy
991
+59
+6% +$35.5K ﹤0.01% 831
2023
Q4 		$541K Sell
932
-15
-2% -$7.22K ﹤0.01% 834
2023
Q3 		$466K Buy
947
+59
+7% +$30.8K ﹤0.01% 765
2023
Q2 		$473K Buy
888
+71
+9% +$33.3K ﹤0.01% 763
2023
Q1 		$350K Sell
817
-315
-28% -$115K ﹤0.01% 827
2022
Q4 		$327K Buy
+1,132
New +$321K ﹤0.01% 765
2020
Q1 		– Sell
-1,964
Closed -$311K – 624
2019
Q4 		$311K Sell
1,964
-84
-4% -$12.9K 0.01% 490
2019
Q3 		$310K Sell
2,048
-512
-20% -$92K 0.02% 440
2019
Q2 		$436K Sell
2,560
-119
-4% -$20.8K 0.02% 326
2019
Q1 		$445K Buy
2,679
+491
+22% +$77.8K 0.03% 308
2018
Q4 		$275K Buy
+2,188
New +$287K 0.03% 334

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's HUBS Position: Q1 2026 in Review

Lido Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 4,390 shares — an estimated $2.04M sold.

Lido Advisors first reported a position in HUBS in Q4 2018 and held it in 18 quarters. The position peaked at $3.3M in Q2 2024. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Lido Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 4,390 HubSpot shares in Q1 2026, an estimated $2.04M.
  • Lido Advisors first reported a position in HubSpot in Q4 2018 and held it in 18 quarters.
  • Lido Advisors's HubSpot position peaked at $3.3M in Q2 2024.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.